Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Toronto-Dominion BankTD13.52K$1.64M
Pangaea Logistics Solutions, Ltd.PANL13.53K$87.97K
Paychex, Inc.PAYX13.55K$1.33M
Xencor, Inc.XNCR13.57K$218.43K
Canadian Natural Resources LimitedCNQ13.64K$538.87K
British American Tobacco p.l.c.BTI13.64K$842.58K
Space Exploration Technologies Corp.SPCX13.83K$2.36M
DT Midstream, Inc.DTM13.85K$2.03M
Verra Mobility CorporationVRRM13.92K$59.16K
Ovintiv Inc.OVV13.98K$736.21K
EPR PropertiesEPR14.07K$816.05K
Ares Capital CorporationARCC14.13K$261.84K
Cinemark Holdings, Inc.CNK14.16K$449.3K
Celestica Inc.CLS14.19K$5.18M
Kenvue Inc.KVUE14.24K$272.06K
Ambev S.A.ABEV14.57K$45.75K
Reynolds Consumer Products Inc.REYN14.6K$391.88K
Zions Bancorporation, National AssociationZION14.6K$1.01M
Tactile Systems Technology, Inc.TCMD14.6K$434.85K
FedEx CorporationFDX14.6K$4.57M