account_balance
Investment manager · 13F filer · SEC CIK 1799435
Epiq Partners, LLC
Reported value$236Mas of Jun 30, 2026
Positions97 15 new, 1 sold out
Top 10 weight48.9%IWV alone is 13%
FiledJul 77 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IWViShares Tr
13.0%Added +6%
IWFiShares Tr
5.7%Added +300%
JBBBJanus Detroit STR Tr
5.1%
JSIJanus Detroit STR Tr
5.0%
GOOGLAlphabet Inc
4.0%
LOUPInnovator Etfs Trust
3.8%Added +6%
HBANHuntington Bancshares Inc
3.4%
HRLHormel Foods Corp
3.2%
CSWCCapital Southwest Corp
3.0%Trimmed −6%
AGGiShares Tr
2.9%Trimmed −5%
Bank of Amer Corp
2.6%
OBDCBlue Owl Capital Corporation
2.5%Trimmed −19%
IWViShares Tr
13.0%Added +6%
IWF5.7%JBBB5.1%JSI5.0%GOOGL4.0%LOUP3.8%HBAN3.4%HRL3.2%CSWC3.0%AGG2.9%Bank of Amer Corp2.6%
OBDC2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWV iShares Tr 13.0% Added +6%IWF iShares Tr 5.7% Added +300%JBBB Janus Detroit STR Tr 5.1% HeldJSI Janus Detroit STR Tr 5.0% HeldGOOGL Alphabet Inc 4.0% HeldLOUP Innovator Etfs Trust 3.8% Added +6%HBAN Huntington Bancshares Inc 3.4% HeldHRL Hormel Foods Corp 3.2% HeldCSWC Capital Southwest Corp 3.0% Trimmed −6%AGG iShares Tr 2.9% Trimmed −5%
Bank of Amer Corp 2.6% Held
OBDC Blue Owl Capital Corporation 2.5% Trimmed −19%What changed