Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ImmunityBio, Inc.IBRX14.61K$127.88K
BrightSpire Capital, Inc.BRSP14.62K$79.68K
Takeda Pharmaceutical Company LimitedTAK14.67K$235.23K
GE Vernova Inc.GEV14.74K$17.32M
The Goldman Sachs Group, Inc.GS14.77K$14.93M
Old Dominion Freight Line, Inc.ODFL14.79K$3.2M
Yum! Brands, Inc.YUM14.82K$2.37M
Cloudflare, Inc.NET14.9K$3.66M
Northern Trust CorporationNTRS15.11K$2.63M
Levi Strauss & Co.LEVI15.14K$375.82K
Cameco CorporationCCJ15.15K$1.54M
NiSource IncNI15.22K$723.57K
nVent Electric plcNVT15.22K$2.58M
BlackRock Floating Rate Income Strategies Fund, Inc.FRA15.27K$167.84K
MediaAlpha, Inc.MAX15.27K$191.98K
The Trade Desk, Inc.TTD15.32K$276.99K
Adobe Inc.ADBE15.34K$3.14M
TransMedics Group, Inc.TMDX15.4K$1.02M
Q2 Holdings, Inc.QTWO15.48K$744.73K
AllianceBernstein Holding L.P.AB15.51K$546.16K