Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EPIQ PARTNERS, LLC (CIK 1799435) reported $214.0M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWV ($25.0M, 11.70%), JSI ($12.1M, 5.65%), JBBB ($11.9M, 5.57%), IWF ($11.6M, 5.42%), GOOGL ($7.5M, 3.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES TR | $25.0M | 11.70% | 67,551 | Added |
| 2 | JSI | JANUS DETROIT STR TR | $12.1M | 5.65% | 234,433 | Added |
| 3 | JBBB | JANUS DETROIT STR TR | $11.9M | 5.57% | 256,035 | Added |
| 4 | IWF | ISHARES TR | $11.6M | 5.42% | 27,206 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $7.5M | 3.51% | 26,158 | Added |
| 6 | OBDC | BLUE OWL CAPITAL CORPORATION | $7.3M | 3.41% | 660,861 | Trimmed |
| 7 | AGG | ISHARES TR | $7.2M | 3.37% | 72,759 | Trimmed |
| 8 | HBAN | HUNTINGTON BANCSHARES INC | $7.0M | 3.28% | 448,240 | Trimmed |
| 9 | CSWC | CAPITAL SOUTHWEST CORP | $6.9M | 3.23% | 312,326 | Added |
| 10 | HRL | HORMEL FOODS CORP | $6.8M | 3.19% | 301,770 | Hold |
| 11 | SLRC | SLR INVESTMENT CORP | $6.1M | 2.84% | 424,693 | Added |
| 12 | BAC-PL | BANK AMERICA CORP | $5.9M | 2.77% | 4,977 | Trimmed |
| 13 | LOUP | INNOVATOR ETFS TRUST | $5.9M | 2.76% | 85,956 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.2M | 1.96% | 8,738 | Added |
| 15 | IBIT | ISHARES BITCOIN TRUST ETF | $4.2M | 1.94% | 108,091 | Added |
| 16 | ALB | ALBEMARLE CORP | $4.1M | 1.92% | 22,921 | Trimmed |
| 17 | ECL | ECOLAB INC | $4.0M | 1.89% | 15,200 | Hold |
| 18 | AAPL | APPLE INC | $3.8M | 1.80% | 15,143 | Added |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | $3.6M | 1.66% | 42,904 | Added |
| 20 | BN | BROOKFIELD CORP | $3.5M | 1.64% | 86,556 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 1.55% | 5,104 | Added |
| 22 | AER | AERCAP HOLDINGS NV | $3.2M | 1.52% | 23,652 | Added |
| 23 | ACWX | ISHARES TR | $3.2M | 1.48% | 46,303 | Added |
| 24 | BEP | BROOKFIELD RENEWABLE ENERGY | $3.0M | 1.41% | 92,457 | Trimmed |
| 25 | BIP | BROOKFIELD INFRASTRUCTURE PA | $2.9M | 1.36% | 80,784 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31