Stock Taper 
EP WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 96.12K | $115.29M |
 S&P Global Inc. | SPGI | 94.5K | $38.49M |
 Micron Technology, Inc. | MU | 91.51K | $105.63M |
 Bristol-Myers Squibb Company | BMY | 87.53K | $5.04M |
 The Walt Disney Company | DIS | 87.04K | $8.38M |
 United Bankshares, Inc. | UBSI | 86.82K | $3.98M |
 United Parcel Service, Inc. | UPS | 85.82K | $9.23M |
 Amdocs Limited | DOX | 81.47K | $4.12M |
 Uber Technologies, Inc. | UBER | 81.14K | $5.85M |
 Republic Services, Inc. | RSG | 81.13K | $17.29M |
 Ouster, Inc. | OUST | 80.56K | $5.04M |
 KKR & Co. Inc. | KKR | 80.17K | $7.36M |
 Abbott Laboratories | ABT | 79.16K | $7.18M |
 QUALCOMM Incorporated | QCOM | 79.16K | $14.63M |
 Golub Capital BDC, Inc. | GBDC | 78.99K | $1.02M |
 BlackRock, Inc. | BLK | 77.62K | $74.64M |
 Comcast Corporation | CMCSA | 76.54K | $1.88M |
 PG&E Corporation | PCG | 75.57K | $1.27M |
 Starbucks Corporation | SBUX | 75.21K | $7.69M |
 Tri-Continental Corporation | TY | 75.06K | $2.58M |