Stock Taper 
EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Keysight Technologies, Inc. | KEYS | 145.83K | $51.05M |
 CSX Corporation | CSX | 144.4K | $6.86M |
 The Coca-Cola Company | KO | 144.28K | $11.73M |
 Energy Transfer LP | ET | 139.12K | $2.66M |
 Intel Corp. | INTC | 138.71K | $19.37M |
 Salesforce, Inc. | CRM | 133.6K | $20.93M |
 Tesla, Inc. | TSLA | 131.62K | $55.36M |
 Snap Inc. | SNAP | 129.83K | $576.45K |
 U.S. Bancorp | USB | 128.49K | $7.76M |
 Accenture plc | ACN | 128.06K | $15.94M |
 Adaptive Biotechnologies Corporation | ADPT | 124.45K | $2.67M |
 Dell Technologies Inc. | DELL | 119.71K | $51.65M |
 Gilead Sciences, Inc. | GILD | 113.19K | $14.3M |
 Regions Financial Corporation | RF | 112.61K | $3.4M |
 HCA Healthcare, Inc. | HCA | 111.03K | $43.29M |
 Altria Group, Inc. | MO | 109.23K | $7.86M |
 The Home Depot, Inc. | HD | 108.8K | $38.37M |
 SS&C Technologies Holdings, Inc. | SSNC | 97.46K | $6.05M |
 Rockwell Automation, Inc. | ROK | 96.88K | $47.96M |
 Mastercard Incorporated | MA | 96.35K | $49.49M |