Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
IQVIA Holdings Inc.IQV2.12K$410K
Charter Communications, Inc.CHTR2.13K$302.13K
Snap-on IncorporatedSNA2.18K$877.68K
Nextpower Inc.NXT2.19K$261.39K
Sterling Infrastructure, Inc.STRL2.2K$1.85M
Evercore Inc.EVR2.21K$755.15K
Preferred BankPFBC2.23K$236.48K
Clean Harbors, Inc.CLH2.24K$668K
American Water Works Company, Inc.AWK2.25K$296.16K
Mohawk Industries, Inc.MHK2.26K$273.85K
Vicor CorporationVICR2.27K$860.58K
Texas Pacific Land CorporationTPL2.27K$994.95K
Westinghouse Air Brake Technologies CorporationWAB2.27K$613.26K
Globe Life Inc.GL2.3K$410.49K
Crane CompanyCR2.31K$515.99K
Universal Health Services, Inc.UHS2.34K$347.5K
Coca-Cola Europacific Partners PLCCCEP2.34K$234.48K
Marriott Vacations Worldwide CorporationVAC2.35K$239.11K
Royal Gold, Inc.RGLD2.36K$470.32K
Simon Property Group, Inc.SPG2.38K$532.61K