Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Polaris Inc.PII9.44K$646.03K
Iridium Communications Inc.IRDM9.46K$518.83K
Teva Pharmaceutical Industries LimitedTEVA9.46K$320.63K
Cactus, Inc.WHD9.47K$485.21K
Public Service Enterprise Group IncorporatedPEG9.49K$769.94K
UBS Group AGUBS9.58K$474.7K
RPM International Inc.RPM9.62K$1.07M
Illinois Tool Works Inc.ITW9.64K$2.61M
Antero Midstream CorporationAM9.65K$219.53K
Casey's General Stores, Inc.CASY9.65K$7.67M
Gentherm IncorporatedTHRM9.66K$329.47K
Wheaton Precious Metals Corp.WPM9.69K$1.09M
Webster Financial CorporationWBS9.77K$746.72K
Koppers Holdings Inc.KOP9.81K$440.47K
Ross Stores, Inc.ROST9.93K$2.11M
Otis Worldwide CorporationOTIS9.97K$713.74K
Agenus Inc.AGEN10K$30.6K
HDFC Bank LimitedHDB10.01K$258.54K
Canadian Pacific Kansas City Ltd.CP10.01K$867.29K
TD Synnex CorpSNX10.05K$2.69M