Stock Taper 
EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mizuho Financial Group, Inc. | MFG | 35.65K | $341.5K |
 Patterson-UTI Energy, Inc. | PTEN | 35.68K | $327.58K |
 Conagra Brands, Inc. | CAG | 35.79K | $481.68K |
 Texas Instruments Incorporated | TXN | 36.18K | $10.78M |
 New Mountain Finance Corporation | NMFC | 36.23K | $259.77K |
 eBay Inc. | EBAY | 36.35K | $4.06M |
 Lockheed Martin Corporation | LMT | 36.58K | $18.64M |
 Block, Inc. | XYZ | 36.77K | $2.79M |
 Edwards Lifesciences Corporation | EW | 37.7K | $3.41M |
 Trimble Inc. | TRMB | 37.71K | $1.93M |
 Amkor Technology, Inc. | AMKR | 37.84K | $3.26M |
 The Travelers Companies, Inc. | TRV | 38.04K | $12.56M |
 Arrowhead Pharmaceuticals, Inc. | ARWR | 38.13K | $3.11M |
 Aberdeen India Fund, Inc. | IFN | 38.43K | $451.58K |
 Novartis AG | NVS | 38.59K | $6.05M |
 Brown-Forman Corporation | BF-B | 39.5K | $1.05M |
 Joby Aviation, Inc. | JOBY | 40.13K | $357.96K |
 Marsh & McLennan Companies, Inc. | MRSH | 40.57K | $6.76M |
 Teck Resources Limited | TECK | 40.75K | $2.42M |
 Boston Scientific Corporation | BSX | 40.82K | $1.74M |