Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
International Business Machines CorporationIBM55.8K$15.69M
Helix Energy Solutions Group, Inc.HLX55.17K$482.18K
Realty Income CorporationO54.6K$3.38M
ConocoPhillipsCOP54.6K$5.68M
Lam Research CorporationLRCX54.32K$23.54M
Morgan StanleyMS53.09K$11.1M
Sony Group CorporationSONY52.78K$1.06M
SempraSRE52.58K$4.87M
Cintas CorporationCTAS52.26K$8.89M
PPL CorporationPPL52.08K$1.89M
SSR Mining Inc.SSRM51.46K$1.46M
Tractor Supply CompanyTSCO51.4K$1.62M
Nokia OyjNOK50.9K$675.9K
Philip Morris International Inc.PM50.88K$9.21M
Warner Bros. Discovery, Inc.WBD50.88K$1.36M
Flowers Foods, Inc.FLO49.63K$392.09K
HP Inc.HPQ48.48K$1.06M
Huntington Bancshares IncorporatedHBAN48.43K$858.6K
ServiceNow, Inc.NOW48.41K$4.81M
Devon Energy CorporationDVN47.84K$1.98M