StockDriftsStockDriftsTop 50 Epiq Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES TR | 12.98% | 71.8K | $30.6M | +6.22%(+4.20K) | $289.25(+51.49%) | 2026-06-30 | |
| IWF | ISHARES TR | 5.73% | 108.8K | $13.5M | +0.01%(+8) | $58.93(+109.37%) | 2026-06-30 | |
| JBBB | JANUS DETROIT STR TR | 5.06% | 251.8K | $11.9M | -1.66%(-4.26K) | $48.10(-1.53%) | 2026-06-30 | |
| JSI | JANUS DETROIT STR TR | 5% | 230.0K | $11.8M | -1.88%(-4.41K) | $52.36(-2.30%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.97% | 26.2K | $9.4M | +0.14%(+37) | $93.72(+267.83%) | 2026-06-30 | |
| LOUP | INNOVATOR ETFS TRUST | 3.8% | 90.9K | $9.0M | +5.78%(+4.97K) | $41.79(+132.28%) | 2026-06-30 | |
| HBAN | HUNTINGTON BANCSHARES INC | 3.37% | 448.2K | $7.9M | +0.00%(+0) | $14.85(+20.57%) | 2026-06-30 | |
| HRL | HORMEL FOODS CORP | 3.18% | 301.8K | $7.5M | +0.00%(+0) | $44.47(-44.82%) | 2026-06-30 | |
| CSWC | CAPITAL SOUTHWEST CORP | 2.96% | 294.0K | $7.0M | -5.87%(-18.32K) | $22.06(+12.05%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.9% | 69.0K | $6.8M | -5.21%(-3.79K) | $98.45(-1.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.21% | +16.47% | -1.51% | -7.34% |
| Top 20 Holdings Unweighted | +5.99% | +19.08% | -1.52% | -7.38% |
Epiq Partners LLC reports $235.80M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are IWV (13.0%), IWF (5.7%) and JBBB (5.1%). The top 20 holdings account for 67.93% of reported assets. Its disclosed equity book has returned +16.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Epiq Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1799435). View Epiq Partners LLC’s 13F filings on SEC