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 $235.8M across 97 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWV ($30.6M, 12.98%), IWF ($13.5M, 5.73%), JBBB ($11.9M, 5.06%), JSI ($11.8M, 5.00%), GOOGL ($9.4M, 3.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES TR | $30.6M | 12.98% | 71,755 | Added |
| 2 | IWF | ISHARES TR | $13.5M | 5.73% | 108,832 | Added |
| 3 | JBBB | JANUS DETROIT STR TR | $11.9M | 5.06% | 251,777 | Trimmed |
| 4 | JSI | JANUS DETROIT STR TR | $11.8M | 5.00% | 230,022 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $9.4M | 3.97% | 26,195 | Added |
| 6 | LOUP | INNOVATOR ETFS TRUST | $9.0M | 3.80% | 90,924 | Added |
| 7 | HBAN | HUNTINGTON BANCSHARES INC | $7.9M | 3.37% | 448,240 | Hold |
| 8 | HRL | HORMEL FOODS CORP | $7.5M | 3.18% | 301,770 | Hold |
| 9 | CSWC | CAPITAL SOUTHWEST CORP | $7.0M | 2.96% | 294,003 | Trimmed |
| 10 | AGG | ISHARES TR | $6.8M | 2.90% | 68,970 | Trimmed |
| 11 | BAC-PL | BANK OF AMER CORP | $6.2M | 2.65% | 4,978 | Added |
| 12 | OBDC | BLUE OWL CAPITAL CORPORATION | $5.8M | 2.48% | 537,635 | Trimmed |
| 13 | ACWX | ISHARES TR | $5.6M | 2.39% | 73,931 | Added |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $4.6M | 1.93% | 55,061 | Added |
| 15 | SLRC | SLR INVESTMENT CORP | $4.3M | 1.83% | 349,772 | Trimmed |
| 16 | AAPL | APPLE INC | $4.3M | 1.81% | 14,766 | Trimmed |
| 17 | ECL | ECOLAB INC | $4.2M | 1.80% | 15,200 | Hold |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.2M | 1.79% | 8,458 | Trimmed |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | $4.0M | 1.68% | 119,164 | Added |
| 20 | BN | BROOKFIELD CORP | $3.9M | 1.65% | 91,622 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $3.8M | 1.60% | 5,048 | Trimmed |
| 22 | AER | AERCAP HOLDINGS NV | $3.4M | 1.45% | 23,374 | Trimmed |
| 23 | BEP | BROOKFIELD RENEWABLE ENERGY | $3.1M | 1.33% | 90,149 | Trimmed |
| 24 | ALB | ALBEMARLE CORP | $3.0M | 1.25% | 21,863 | Trimmed |
| 25 | BIP | BROOKFIELD INFRASTRUCTURE PA | $2.9M | 1.24% | 80,104 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30