Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
DoubleVerify Holdings, Inc.DV12.59K$136.44K
Lincoln National CorporationLNC12.56K$444.05K
Teradata CorporationTDC12.54K$434.41K
Bank OZKOZK12.52K$652.32K
Haverty Furniture Companies, Inc.HVT12.46K$318.08K
NatWest Group plcNWG12.44K$219.34K
CNO Financial Group, Inc.CNO12.41K$632.45K
Principal Financial Group, Inc.PFG12.4K$1.34M
Progyny, Inc.PGNY12.36K$356.22K
TC Energy CorporationTRP12.35K$818.55K
The Toro CompanyTTC12.34K$1.2M
Under Armour, Inc.UA12.34K$76.75K
Companhia Energética de Minas GeraisCIG12.26K$25.74K
Norfolk Southern CorporationNSC12.25K$3.85M
Black Stone Minerals, L.P.BSM12.22K$170.71K
Capital One Financial CorporationCOF12.13K$2.43M
Old Republic International CorporationORI12.1K$495.25K
ASML Holding N.V.ASML12.01K$23.9M
Hanmi Financial CorporationHAFC12K$388.7K
Rocket Companies, Inc.RKT11.99K$188.92K