Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ardagh Metal Packaging S.A.AMBP65.63K$311.06K
Super Micro Computer, Inc.SMCI65.64K$1.93M
Applied Materials, Inc.AMAT66.39K$48M
Citigroup Inc.C67.48K$9.44M
Lowe's Companies, Inc.LOW68.91K$15.19M
Vertiv Holdings CoVRT69K$23.1M
Amgen Inc.AMGN70.29K$25.45M
Marvell Technology, Inc.MRVL71.09K$21.18M
Nu Skin Enterprises, Inc.NUS73.36K$387.31K
Palantir Technologies Inc.PLTR73.67K$8.59M
CVS Health Corp.CVS74.54K$7.71M
KLA CorporationKLAC74.94K$22.61M
Tri-Continental CorporationTY75.06K$2.58M
Starbucks CorporationSBUX75.21K$7.69M
PG&E CorporationPCG75.57K$1.27M
Comcast CorporationCMCSA76.54K$1.88M
BlackRock, Inc.BLK77.62K$74.64M
Golub Capital BDC, Inc.GBDC78.99K$1.02M
QUALCOMM IncorporatedQCOM79.16K$14.63M
Abbott LaboratoriesABT79.16K$7.18M