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EP Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

1,476 positions

CompanyClassValueShares% of portfolio
Medpace Holdings, Inc.$280.8K5000.0%
ARDAGH METAL PACKAGING S A$281.2K68,5930.0%
Yum China Holdings, Inc.YUMCCommon Stock$281.6K5,8990.0%
DIMENSIONAL ETF TRUST$282.6K5,8940.0%
TEVA PHARMACEUTICAL INDUSTRIES LTDTEVAADR$283.0K9,0670.0%
Waters Corp$283.1K7450.0%
Blue Owl Technology Finance Corp.OTFCommon Stock$283.9K19,5270.0%
Vulcan Materials Co$284.5K9970.0%
DROPBOX, INC.$285.0K10,2520.0%
KEYCORP /NEW$285.2K13,8200.0%
J P MORGAN EXCHANGE TRADED F$286.2K3,0840.0%
FIRST BUSEY CORP /NV$286.3K12,0350.0%
INVESCO EXCHANGE TRADED FD T$286.7K2,4260.0%
TETRA TECH INC$286.8K8,5510.0%
Ensign Group Inc/The$286.9K1,6470.0%
KBR Inc$287.7K7,1570.0%
Haemonetics Corporation$287.7K3,5900.0%
Brixmor Property Group Inc.$287.8K10,9760.0%
Yelp Inc$288.9K9,5060.0%
CONAGRA BRANDS INC.$288.9K16,6900.0%
VANECK ETF TRUST$289.2K3,0050.0%
REGENCY CENTERS CORP$289.2K4,1900.0%
PROGRESS SOFTWARE CORP /MA$290.1K6,7530.0%
LPL Financial Holdings Inc.$290.4K8130.0%
SONOCO PRODUCTS CO$291.7K6,6850.0%
iShares MSCI UAE ETF$291.8K2,6930.0%
JACOBS SOLUTIONS INC.$292.4K2,2080.0%
PPG INDUSTRIES INC$293.1K2,8600.0%
INNOVATOR ETFS TRUST$294.2K7,1020.0%
GARTNER INC$294.3K1,1670.0%
ISHARES TR$294.4K4,9340.0%
DIMENSIONAL ETF TRUST$294.5K7,0860.0%
ISHARES TR$294.6K11,4900.0%
Chord Energy Corp$294.6K3,1780.0%
NRG Energy Inc$296.1K1,8590.0%
HARBOR ETF TRUST$297.1K17,8160.0%
ISHARES TR$298.4K3,1030.0%
SOUTHWEST AIRLINES CO$298.5K7,2220.0%
CALAMOS CONV OPPORTUNITIES &$298.7K28,5000.0%
INNOVATOR ETFS TRUST$298.9K8,5070.0%
Customers Bancorp, Inc.$299.1K4,0910.0%
PROCEPT BioRobotics Corp$300.2K9,5420.0%
Sabra Health Care REIT, Inc.$300.5K15,8640.0%
SCHWAB STRATEGIC TR$300.6K13,0890.0%
Envista Holdings Corp$300.7K13,8510.0%
SUNCOR ENERGY INC NEW$302.0K6,8090.0%
Enterprise Financial Services Corp$302.4K5,6000.0%
Ralph Lauren Corp$305.7K8640.0%
ISHARES TR$306.2K3,0120.0%
RANGE RESOURCES CORP$306.4K8,6880.0%
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