Stock Taper 
EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kite Realty Group Trust | KRG | 10.62K | $301.4K |
 MSC Income Fund, Inc. | MSIF | 10.62K | $122.87K |
 loanDepot, Inc. | LDI | 10.65K | $13.32K |
 First Hawaiian, Inc. | FHB | 10.66K | $312.25K |
 T-Mobile US, Inc. | TMUS | 10.68K | $1.79M |
 VICI Properties Inc. | VICI | 10.73K | $284.89K |
 Glacier Bancorp, Inc. | GBCI | 10.73K | $553.61K |
 Highwoods Properties, Inc. | HIW | 10.79K | $325.28K |
 Relay Therapeutics, Inc. | RLAY | 10.79K | $201.82K |
 RingCentral, Inc. | RNG | 10.81K | $421.21K |
 Option Care Health, Inc. | OPCH | 10.83K | $227.17K |
 Avery Dennison Corporation | AVY | 10.84K | $1.76M |
 Incyte Corporation | INCY | 10.86K | $1.23M |
 WEC Energy Group, Inc. | WEC | 10.94K | $1.28M |
 ManpowerGroup Inc. | MAN | 10.98K | $370.67K |
 Albemarle Corporation | ALB | 11.02K | $1.49M |
 Brookfield Corporation | BN | 11.03K | $469.7K |
 H&R Block, Inc. | HRB | 11.03K | $420.05K |
 UMH Properties, Inc. | UMH | 11.05K | $167.26K |
 Brookfield Infrastructure Partners L.P. | BIP | 11.08K | $404.24K |