Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
W.W. Grainger, Inc.GWW6.26K$8.52M
Essent Group Ltd.ESNT6.28K$403.89K
Willis Towers Watson Public Limited CompanyWTW6.28K$1.64M
Aon plcAON6.34K$2.1M
A. O. Smith CorporationAOS6.35K$397.99K
Regency Centers CorporationREG6.37K$507.72K
Jazz Pharmaceuticals plcJAZZ6.38K$1.54M
Perdoceo Education CorporationPRDO6.4K$204.77K
Allison Transmission Holdings, Inc.ALSN6.4K$721.51K
NXP Semiconductors N.V.NXPI6.52K$1.83M
FirstSun Capital BancorpFSUN6.61K$256.26K
State Street CorporationSTT6.66K$1.13M
Federated Hermes, Inc.FHI6.67K$368.21K
Washington Trust Bancorp, Inc.WASH6.71K$244.82K
Cardinal Health, Inc.CAH6.75K$1.6M
Voya Financial, Inc.VOYA6.76K$612.36K
United Airlines Holdings, Inc.UAL6.8K$925.34K
Horace Mann Educators CorporationHMN6.82K$352K
Cirrus Logic, Inc.CRUS6.9K$1.02M
The Timken CompanyTKR6.9K$1M