Stock Taper 
EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Albertsons Companies, Inc. | ACI | 30.49K | $412.57K |
 CME Group Inc. | CME | 30.6K | $6.76M |
 Keel Infrastructure Corp. | KEEL | 30.68K | $176.1K |
 Lloyds Banking Group plc | LYG | 30.7K | $178.96K |
 ONEOK, Inc. | OKE | 30.84K | $2.68M |
 The Boeing Company | BA | 31.18K | $6.75M |
 NIKE, Inc. | NKE | 31.27K | $1.28M |
 Medtronic plc | MDT | 31.45K | $2.46M |
 American Tower Corporation | AMT | 31.96K | $5.23M |
 Shell plc | SHEL | 32.52K | $2.52M |
 Intercontinental Exchange, Inc. | ICE | 32.61K | $4.01M |
 The Kroger Co. | KR | 32.75K | $1.82M |
 Host Hotels & Resorts, Inc. | HST | 32.8K | $777.62K |
 NioCorp Developments Ltd. | NB | 32.82K | $158.19K |
 ADT Inc. | ADT | 33.52K | $217.89K |
 Freshworks Inc. | FRSH | 34.06K | $344.67K |
 American Electric Power Company, Inc. | AEP | 34.29K | $4.69M |
 Blackstone Inc. | BX | 34.58K | $4.07M |
 Caterpillar Inc. | CAT | 34.72K | $36.97M |
 Eaton Corporation plc | ETN | 35.45K | $15.11M |