Stock Taper 
EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Travelers Companies, Inc. | TRV | 38.04K | $12.56M |
 Amkor Technology, Inc. | AMKR | 37.84K | $3.26M |
 Trimble Inc. | TRMB | 37.71K | $1.93M |
 Edwards Lifesciences Corporation | EW | 37.7K | $3.41M |
 Block, Inc. | XYZ | 36.77K | $2.79M |
 Lockheed Martin Corporation | LMT | 36.58K | $18.64M |
 eBay Inc. | EBAY | 36.35K | $4.06M |
 New Mountain Finance Corporation | NMFC | 36.23K | $259.77K |
 Texas Instruments Incorporated | TXN | 36.18K | $10.78M |
 Conagra Brands, Inc. | CAG | 35.79K | $481.68K |
 Patterson-UTI Energy, Inc. | PTEN | 35.68K | $327.58K |
 Mizuho Financial Group, Inc. | MFG | 35.65K | $341.5K |
 Eaton Corporation plc | ETN | 35.45K | $15.11M |
 Caterpillar Inc. | CAT | 34.72K | $36.97M |
 Blackstone Inc. | BX | 34.58K | $4.07M |
 American Electric Power Company, Inc. | AEP | 34.29K | $4.69M |
 Freshworks Inc. | FRSH | 34.06K | $344.67K |
 ADT Inc. | ADT | 33.52K | $217.89K |
 NioCorp Developments Ltd. | NB | 32.82K | $158.19K |
 Host Hotels & Resorts, Inc. | HST | 32.8K | $777.62K |