Stock Taper 
EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Main Street Capital Corporation | MAIN | 4.77K | $247.59K |
 The Middleby Corporation | MIDD | 4.73K | $813.09K |
 McCormick & Company, Incorporated | MKC | 4.72K | $238.14K |
 CDW Corporation | CDW | 4.71K | $662.75K |
 Moderna, Inc. | MRNA | 4.64K | $325.04K |
 Paylocity Holding Corporation | PCTY | 4.62K | $482.43K |
 Autodesk, Inc. | ADSK | 4.6K | $894.63K |
 Hilton Worldwide Holdings Inc. | HLT | 4.58K | $1.51M |
 Revvity, Inc. | RVTY | 4.57K | $508.39K |
 Madison Square Garden Entertainment Corp. | MSGE | 4.55K | $367.73K |
 Core Natural Resources, Inc. | CNR | 4.5K | $360.41K |
 The Gorman-Rupp Company | GRC | 4.47K | $410.35K |
 National Grid plc | NGG | 4.46K | $370.02K |
 CBRE Group, Inc. | CBRE | 4.45K | $599.29K |
 DexCom, Inc. | DXCM | 4.42K | $298K |
 ArcelorMittal S.A. | MT | 4.41K | $265.77K |
 V2X, Inc. | VVX | 4.39K | $327.17K |
 NRG Energy, Inc. | NRG | 4.38K | $640.36K |
 Solventum Corporation | SOLV | 4.38K | $337.81K |
 PulteGroup, Inc. | PHM | 4.38K | $600.4K |