Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Pembina Pipeline CorporationPBA6.91K$319.5K
SK Telecom Co.,LtdSKM6.91K$222.35K
Sun Life Financial Inc.SLF6.92K$542.59K
M&T Bank CorporationMTB6.92K$1.65M
Hancock Whitney CorporationHWC6.97K$520.82K
Jackson Financial Inc.JXN6.97K$714.03K
Howmet Aerospace Inc.HWM7.02K$1.89M
Extreme Networks, Inc.EXTR7.09K$229.47K
Synchrony FinancialSYF7.1K$539.71K
BridgeBio Pharma, Inc.BBIO7.1K$528.73K
Synopsys, Inc.SNPS7.12K$3.18M
Alibaba Group Holding LimitedBABA7.15K$686.01K
Haemonetics CorporationHAE7.23K$542.17K
Par Pacific Holdings, Inc.PARR7.24K$405.74K
Tootsie Roll Industries, Inc.TR7.28K$288.01K
Omnicell, Inc.OMCL7.32K$303.88K
Strategy IncMSTR7.35K$638.76K
Crown Holdings, Inc.CCK7.39K$826.58K
CareTrust REIT, Inc.CTRE7.4K$298.51K
CMS Energy CorporationCMS7.45K$570.21K