Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Heritage Financial CorporationHFWA18.07K$535.2K
Tempus AI, Inc.TEM18.08K$1.05M
McKesson CorporationMCK18.17K$13.73M
Hawaiian Electric Industries, Inc.HE18.21K$246.42K
United Rentals, Inc.URI18.28K$20.71M
Cushman & Wakefield plcCWK18.32K$245.33K
UGI CorporationUGI18.34K$633.54K
NetApp, Inc.NTAP18.4K$2.85M
General Mills, Inc.GIS18.67K$649.76K
Constellium SECSTM18.82K$599.7K
LG Display Co., Ltd.LPL18.93K$73.66K
Aegon Ltd.AEG19K$160.33K
AGNC Investment Corp.AGNC19.14K$208.58K
General Dynamics CorporationGD19.23K$6.81M
Air Products and Chemicals, Inc.APD19.4K$5.69M
FirstEnergy Corp.FE19.5K$926.88K
CrowdStrike Holdings, Inc.CRWD19.75K$15.07M
Varex Imaging CorporationVREX19.83K$206.8K
Danaher CorporationDHR19.98K$3.81M
Tyson Foods, Inc.TSN19.99K$1.14M