Top 50 Epiq Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES TR | 11.7% | 67.6K | $25.0M | +7.46%(+4.69K) | $282.78(+45.40%) | 2026-03-31 | |
| JSI | JANUS DETROIT STR TR | 5.65% | 234.4K | $12.1M | +2.47%(+5.66K) | $52.36(-1.61%) | 2026-03-31 | |
| JBBB | JANUS DETROIT STR TR | 5.57% | 256.0K | $11.9M | +0.82%(+2.08K) | $48.10(-1.57%) | 2026-03-31 | |
| IWF | ISHARES TR | 5.42% | 27.2K | $11.6M | -0.23%(-62) | $235.72(-48.92%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.51% | 26.2K | $7.5M | +3.26%(+827) | $88.33(+339.74%) | 2026-03-31 | |
| OBDC | BLUE OWL CAPITAL CORPORATION | 3.41% | 660.9K | $7.3M | -0.20%(-1.33K) | $14.42(-17.40%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.37% | 72.8K | $7.2M | -4.26%(-3.24K) | $98.45(+0.33%) | 2026-03-31 | |
| HBAN | HUNTINGTON BANCSHARES INC | 3.28% | 448.2K | $7.0M | -0.05%(-232) | $14.85(+10.47%) | 2026-03-31 | |
| CSWC | CAPITAL SOUTHWEST CORP | 3.23% | 312.3K | $6.9M | +0.44%(+1.36K) | $22.06(+10.15%) | 2026-03-31 | |
| HRL | HORMEL FOODS CORP | 3.19% | 301.8K | $6.8M | +0.00%(+0) | $44.47(-52.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.95% | +12.33% |
| Top 20 Holdings Unweighted | +5.52% | +17.48% |
Sign up free to track Epiq Partners, Llc, compare funds side by side, and get alerts the moment positions change.