Stock Taper

EP WEALTH ADVISORS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Unum GroupUNM8.61K$769.39K
Qnity Electronics, Inc.Q8.56K$1.4M
Donnelley Financial Solutions, Inc.DFIN8.55K$358.8K
Atlassian CorporationTEAM8.54K$664.41K
Microchip Technology IncorporatedMCHP8.53K$777.97K
The Scotts Miracle-Gro CompanySMG8.5K$579.21K
The Clorox CompanyCLX8.34K$796.38K
STMicroelectronics N.V.STM8.29K$620.82K
Essential Properties Realty Trust, Inc.EPRT8.21K$245.22K
Eni S.p.A.E8.18K$383.1K
Lamar Advertising CompanyLAMR8.15K$1.27M
HSBC Holdings plcHSBC8.12K$772.47K
ON Semiconductor CorporationON8.12K$767.15K
Bandwidth Inc.BAND8.11K$513.3K
CNA Financial CorporationCNA8.05K$391.26K
Essential Utilities, Inc.WTRG8.04K$308.04K
Yum China Holdings, Inc.YUMC7.91K$323.46K
The Sherwin-Williams CompanySHW7.85K$2.7M
Evergy, Inc.EVRG7.81K$675.12K
América Móvil, S.A.B. de C.V.AMX7.76K$201.62K