Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Intuitive Surgical, Inc.ISRG22.87K$9.1M
Phillips 66PSX22.86K$3.86M
Fortinet, Inc.FTNT22.84K$3.51M
Northrop Grumman CorporationNOC22.63K$11.53M
Shopify Inc.SHOP22.49K$2.57M
Gates Industrial Corporation plcGTES22.46K$628.23K
Exelon CorporationEXC22.45K$1.05M
Nomura Holdings, Inc.NMR22.45K$197.13K
Sysco CorporationSYY22.4K$1.87M
KeyCorpKEY22.4K$516.24K
The Williams Companies, Inc.WMB22.35K$1.66M
Marathon Petroleum CorporationMPC22.04K$5.63M
MetLife, Inc.MET21.94K$1.86M
Delta Air Lines, Inc.DAL21.56K$2.02M
Johnson Controls International plcJCI21.48K$3.14M
PayPal Holdings, Inc.PYPL21.48K$927.38K
Dover CorporationDOV21.45K$4.81M
Target CorporationTGT21.36K$2.79M
L3Harris Technologies, Inc.LHX21.25K$6.18M
Sensata Technologies Holding plcST21.23K$1.01M