Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aegon Ltd.AEG19K$160.33K
LG Display Co., Ltd.LPL18.93K$73.66K
Constellium SECSTM18.82K$599.7K
General Mills, Inc.GIS18.67K$649.76K
NetApp, Inc.NTAP18.4K$2.85M
UGI CorporationUGI18.34K$633.54K
Cushman & Wakefield plcCWK18.32K$245.33K
United Rentals, Inc.URI18.28K$20.71M
Hawaiian Electric Industries, Inc.HE18.21K$246.42K
McKesson CorporationMCK18.17K$13.73M
Tempus AI, Inc.TEM18.08K$1.05M
Heritage Financial CorporationHFWA18.07K$535.2K
ING Groep N.V.ING17.89K$561.3K
Cummins Inc.CMI17.82K$12.71M
CubeSmartCUBE17.8K$707.99K
NuScale Power CorporationSMR17.43K$174.79K
10x Genomics, Inc.TXG17.39K$666.73K
Newsmax, Inc.NMAX17.34K$143.61K
Viatris Inc.VTRS17.3K$274.75K
The Hartford Insurance Group, Inc.HIG17.25K$2.29M