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EP Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

1,476 positions

CompanyClassValueShares% of portfolio
ASPIRE BIOPHARMA HLDGS INC—$8.3K62,6850.0%
WM Technology Inc—$8.8K10,7150.0%
Cytosorbents CorpCTSOCommon Stock$17.9K28,0000.0%
Allogene Therapeutics, Inc.—$19.5K14,2540.0%
Plug Power Inc—$23.0K11,6820.0%
AGENUS INC—$31.4K10,0000.0%
CIA ENERGETICA DE MINAS GERA—$33.0K16,4900.0%
Hyperfine, Inc.HYPRCommon Stock$34.0K34,7250.0%
ImmunityBio, Inc.IBRXCommon Stock$34.5K17,4400.0%
OPKO HEALTH, INC.OPKCommon Stock$37.1K29,4460.0%
Transocean Ltd.—$43.0K10,4000.0%
GoodRx Holdings, Inc.—$44.2K16,2980.0%
ULTRAPAR HOLDINGS INCUGPADR$44.5K11,8040.0%
WILLAMETTE VALLEY VINEYARDS INCWVVICommon Stock$48.2K15,7920.0%
SunOpta Inc.STKLCommon Stock$63.8K16,7890.0%
SASOL LTD—$65.6K10,0840.0%
NIO Inc.NIOADR$67.4K13,2220.0%
TMC the metals Co Inc.TMCCommon Stock$69.4K11,2500.0%
Angel Studios, Inc.ANGXCommon Stock$69.6K14,8950.0%
WIPRO LTDWITADR$81.7K28,7520.0%
Alight, Inc. / Delaware—$90.4K46,3430.0%
NOKIA CORP—$93.1K14,3960.0%
ACCO BRANDS Corp—$93.3K25,0230.0%
Seven Hills Realty Trust—$97.5K10,9540.0%
Capitol Federal Financial Inc—$103.1K15,1430.0%
ICL GROUP LTD—$104.0K18,0980.0%
AEGON LTD.AEGNY Reg Shrs$105.5K13,6880.0%
Relay Therapeutics, Inc.—$105.8K12,5020.0%
KRONOS WORLDWIDE INCKROCommon Stock$109.8K24,8400.0%
Erasca, Inc.ERASCommon Stock$111.6K30,0000.0%
Sabre Corp—$113.0K83,0940.0%
NIOCORP DEVS LTD—$114.0K21,5000.0%
Sprout Social, Inc.—$114.3K10,1390.0%
LG DISPLAY CO LTD—$116.2K27,6070.0%
AGNC Investment Corp.—$117.3K10,9390.0%
LIBERTY GLOBAL LTD—$119.7K10,7480.0%
Nuveen California Quality Municipal Income FundNACClosed-End Fund$120.1K10,1670.0%
TIC Solutions, Inc.—$120.8K11,9490.0%
SIGA TECHNOLOGIES INCSIGACommon Stock$123.1K20,1550.0%
BlackRock MuniHoldings California Quality Fund, Inc.MUCClosed-End Fund$125.6K11,8460.0%
NUVEEN AMT FREE QLTY MUN INC—$128.5K11,0470.0%
PennantPark Floating Rate Capital Ltd.PFLTCommon Stock$134.1K14,4610.0%
UNITED MICROELECTRONICS CORPUMCADR$134.5K17,1120.0%
TELEFONICA BRASIL S.A.VIVADR$135.2K11,4010.0%
Bioventus Inc.BVSCommon Stock$135.4K18,1930.0%
Western Union Co/The—$135.4K14,5390.0%
Wendy's Co—$135.4K16,2560.0%
DAUCH CORPORATION—$135.5K21,1430.0%
VODAFONE GROUP PLC NEW—$138.8K10,5040.0%
HUDSON TECHNOLOGIES INC /NY—$139.9K20,4170.0%
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