EPIQ PARTNERS, LLC: 13F holdings

CIK 17994352026Q2

Positions97
Reported value$235.8m
Filed2026-07-07

Change since last quarter

Positions97 (+14 vs prior quarter)
Reported value$235.8m (+10.2%)

Top 10 holdings

SecuritySharesValueWeight
IWV ISHARES TR71,755$30.6m13.0%
IWF ISHARES TR108,832$13.5m5.7%
JBBB JANUS DETROIT STR TR251,777$11.9m5.1%
JSI JANUS DETROIT STR TR230,022$11.8m5.0%
GOOGL ALPHABET INC26,195$9.4m4.0%
INNOVATOR ETFS TRUST90,924$9.0m3.8%
HBAN HUNTINGTON BANCSHARES INC448,240$7.9m3.4%
HRL HORMEL FOODS CORP301,770$7.5m3.2%
CSWC CAPITAL SOUTHWEST CORP294,003$7.0m3.0%
AGG ISHARES TR68,970$6.8m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1799435")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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