Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Marathon Petroleum CorporationMPC22.04K$5.63M
The Williams Companies, Inc.WMB22.35K$1.66M
KeyCorpKEY22.4K$516.24K
Sysco CorporationSYY22.4K$1.87M
Nomura Holdings, Inc.NMR22.45K$197.13K
Exelon CorporationEXC22.45K$1.05M
Gates Industrial Corporation plcGTES22.46K$628.23K
Shopify Inc.SHOP22.49K$2.57M
Northrop Grumman CorporationNOC22.63K$11.53M
Fortinet, Inc.FTNT22.84K$3.51M
Phillips 66PSX22.86K$3.86M
Intuitive Surgical, Inc.ISRG22.87K$9.1M
Edison InternationalEIX22.96K$1.71M
Best Buy Co., Inc.BBY23.02K$1.75M
Brown-Forman CorporationBF-A23.19K$634.57K
Sumitomo Mitsui Financial Group, Inc.SMFG23.25K$548.25K
Genie Energy Ltd.GNE23.28K$336.41K
Aflac IncorporatedAFL23.43K$2.75M
Corning IncGLW23.47K$5.99M
Freeport-McMoRan Inc.FCX23.49K$1.48M