Stock Taper 
EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 KKR & Co. Inc. | KKR | 80.17K | $7.36M |
 Ouster, Inc. | OUST | 80.56K | $5.04M |
 Republic Services, Inc. | RSG | 81.13K | $17.29M |
 Uber Technologies, Inc. | UBER | 81.14K | $5.85M |
 Amdocs Limited | DOX | 81.47K | $4.12M |
 United Parcel Service, Inc. | UPS | 85.82K | $9.23M |
 United Bankshares, Inc. | UBSI | 86.82K | $3.98M |
 The Walt Disney Company | DIS | 87.04K | $8.38M |
 Bristol-Myers Squibb Company | BMY | 87.53K | $5.04M |
 Micron Technology, Inc. | MU | 91.51K | $105.63M |
 S&P Global Inc. | SPGI | 94.5K | $38.49M |
 Eli Lilly and Company | LLY | 96.12K | $115.29M |
 Mastercard Incorporated | MA | 96.35K | $49.49M |
 Rockwell Automation, Inc. | ROK | 96.88K | $47.96M |
 SS&C Technologies Holdings, Inc. | SSNC | 97.46K | $6.05M |
 The Home Depot, Inc. | HD | 108.8K | $38.37M |
 Altria Group, Inc. | MO | 109.23K | $7.86M |
 HCA Healthcare, Inc. | HCA | 111.03K | $43.29M |
 Regions Financial Corporation | RF | 112.61K | $3.4M |
 Gilead Sciences, Inc. | GILD | 113.19K | $14.3M |