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EP Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

1,476 positions

CompanyClassValueShares% of portfolio
Bancorp Inc/The—$222.3K3,2920.0%
EAGLE MATERIALS INC—$222.6K1,0770.0%
Oklo Inc.—$222.7K3,1030.0%
Reynolds Consumer Products Inc.REYNCommon Stock$222.9K9,7260.0%
Mativ Holdings Inc—$223.0K18,3510.0%
Tenable Holdings, Inc.—$223.0K9,4770.0%
First Solar Inc—$223.0K8540.0%
Veralto Corp—$223.2K2,2370.0%
NEWMARKET CORP—$223.4K3250.0%
HARMONIC INC.—$224.5K22,6950.0%
Option Care Health Inc—$225.2K7,0670.0%
FIRST TR EXCHNG TRADED FD VI—$225.4K9,5000.0%
RBC Bearings Inc—$225.6K5030.0%
Exact Sciences Corp.—$225.6K2,2210.0%
Paycom Software, Inc.—$226.1K1,4190.0%
VANGUARD BD INDEX FDS—$226.5K4,5450.0%
CENTURY ALUMINUM CO—$226.7K5,7860.0%
FIRST TR EXCHANGE-TRADED FD—$227.3K5,9320.0%
HALEON PLC—$228.2K22,5710.0%
VANGUARD INTL EQUITY INDEX F—$228.6K2,5280.0%
Charter Communications, Inc.—$228.6K1,0950.0%
Heritage Insurance Holdings, Inc.—$229.7K7,8510.0%
Compass, Inc.—$229.9K21,7480.0%
VANGUARD BD INDEX FDS—$230.0K3,3080.0%
WORLD KINECT CORP—$230.0K9,8150.0%
ASE Technology Holding Co., Ltd.ASXADR$230.5K14,3140.0%
GENTEX CORP—$230.7K9,9140.0%
Dolby Laboratories Inc—$230.9K3,5960.0%
TIMKEN CO—$231.2K2,7480.0%
Atkore Inc.—$231.7K3,6640.0%
STERLING INFRASTRUCTURE, INC.—$231.8K7570.0%
INVESCO EXCHANGE TRADED FD T—$231.9K7,5930.0%
PGIM ETF TR—$233.1K6,5700.0%
YETI Holdings, Inc.—$233.1K5,2780.0%
Alpha Metallurgical Resources, Inc.—$233.3K1,1670.0%
TopBuild Corp—$233.9K5610.0%
WEX Inc—$234.0K1,5710.0%
COPT DEFENSE PROPERTIES—$234.4K8,4330.0%
ISHARES TR—$234.9K14,2960.0%
Teledyne Technologies Inc—$235.1K4600.0%
Dexcom Inc—$235.2K3,5440.0%
LINCOLN ELECTRIC HOLDINGS INC—$235.3K9820.0%
UNITIL CORP—$235.5K4,8610.0%
Eastern Bankshares, Inc.—$235.5K12,7780.0%
ConnectOne Bancorp, Inc.—$235.5K8,9820.0%
FIRST FINANCIAL BANCORP /OH—$235.7K9,4210.0%
INMODE LTD—$235.7K16,0470.0%
CARLISLE COMPANIES INC—$235.7K7370.0%
ISHARES TR—$236.8K2,5220.0%
CALAVO GROWERS, INC.—$236.8K10,8870.0%
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