Stock Taper 
EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Welltower Inc. | WELL | 274.45K | $62.29M |
 Merck & Co., Inc. | MRK | 282.38K | $36.29M |
 McDonald's Corporation | MCD | 282.61K | $76.39M |
 Union Pacific Corporation | UNP | 293.32K | $79.78M |
 AbbVie Inc. | ABBV | 297.33K | $74.82M |
 Blue Owl Capital Corporation | OBDC | 306.07K | $3.33M |
 Amphenol Corporation | APH | 313.75K | $55.32M |
 Walmart Inc. | WMT | 337.79K | $38.26M |
 The TJX Companies, Inc. | TJX | 355.3K | $53.83M |
 Visa Inc. | V | 359.91K | $123.48M |
 PepsiCo, Inc. | PEP | 371.84K | $50.35M |
 Zoetis Inc. | ZTS | 392.72K | $28.22M |
 O'Reilly Automotive, Inc. | ORLY | 397.26K | $36.58M |
 Alphabet Inc. | GOOG | 399.28K | $141.08M |
 Colgate-Palmolive Company | CL | 427.69K | $39.21M |
 Prologis, Inc. | PLD | 448.24K | $60.72M |
 Oracle Corporation | ORCL | 466.84K | $68.41M |
 The Charles Schwab Corporation | SCHW | 483.06K | $44.57M |
 The Southern Company | SO | 491.16K | $47.01M |
 Bank of America Corporation | BAC | 497.15K | $28.33M |