Stock Taper 
EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 First American Financial Corporation | FAF | 7.75K | $531.48K |
 ORIX Corporation | IX | 7.74K | $294.56K |
 Upstart Holdings, Inc. | UPST | 7.66K | $271.43K |
 Ameren Corporation | AEE | 7.64K | $863.59K |
 Expedia Group, Inc. | EXPE | 7.63K | $1.95M |
 John Wiley & Sons, Inc. | WLY | 7.63K | $369.89K |
 Xylem Inc. | XYL | 7.61K | $899.8K |
 Dollar General Corporation | DG | 7.57K | $870.79K |
 Linde plc | LIN | 7.55K | $3.92M |
 Ball Corporation | BALL | 7.52K | $469.1K |
 Workday, Inc. | WDAY | 7.48K | $915.63K |
 RELX Plc | RELX | 7.47K | $236.56K |
 CMS Energy Corporation | CMS | 7.45K | $570.21K |
 CareTrust REIT, Inc. | CTRE | 7.4K | $298.51K |
 Crown Holdings, Inc. | CCK | 7.39K | $826.58K |
 Strategy Inc | MSTR | 7.35K | $638.76K |
 Omnicell, Inc. | OMCL | 7.32K | $303.88K |
 Tootsie Roll Industries, Inc. | TR | 7.28K | $288.01K |
 Par Pacific Holdings, Inc. | PARR | 7.24K | $405.74K |
 Haemonetics Corporation | HAE | 7.23K | $542.17K |