Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Under Armour, Inc.UA12.34K$76.75K
The Toro CompanyTTC12.34K$1.2M
TC Energy CorporationTRP12.35K$818.55K
Progyny, Inc.PGNY12.36K$356.22K
Principal Financial Group, Inc.PFG12.4K$1.34M
CNO Financial Group, Inc.CNO12.41K$632.45K
NatWest Group plcNWG12.44K$219.34K
Haverty Furniture Companies, Inc.HVT12.46K$318.08K
Bank OZKOZK12.52K$652.32K
Teradata CorporationTDC12.54K$434.41K
Lincoln National CorporationLNC12.56K$444.05K
DoubleVerify Holdings, Inc.DV12.59K$136.44K
American International Group, Inc.AIG12.61K$940.08K
Solstice Advanced Materials Inc.SOLS12.62K$1.12M
OGE Energy Corp.OGE12.63K$614.33K
TechnipFMC plcFTI12.68K$840.55K
BioNTech SEBNTX12.72K$1.18M
Jabil Inc.JBL12.79K$4.93M
Dominion Energy, Inc.D12.84K$876.64K
Alcoa CorporationAA12.88K$671.61K