EPIQ PARTNERS, LLC

CIK

1799435

City

MINNEAPOLIS

State / Country

Stock

Top Portfolio Positions

56 positions · $110,738,005 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	26,158	$7,521,994	6.79%
OBDC	Blue Owl Capital Corp Financial Services	660,861	$7,309,122	6.60%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	448,240	$7,014,956	6.33%
CSWC	Capital Southwest Corp Financial Services	312,326	$6,908,651	6.24%
HRL	Hormel Foods Corp /De/ Consumer Defensive	301,770	$6,835,090	6.17%
SLRC	SLR Investment Corp. Financial Services	424,693	$6,077,356	5.49%
BRK-B	Berkshire Hathaway Inc Financial Services	8,738	$4,187,249	3.78%
IBIT	iShares Bitcoin Trust ETF	108,091	$4,152,856	3.75%
ALB	Albemarle Corp Basic Materials	22,921	$4,115,007	3.72%
ECL	Ecolab Inc. Basic Materials	15,200	$4,043,504	3.65%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,917,918	80,784	-2.7%	Shares	Sole	2026-04-09
2025-12-31	$2,883,350	82,998	-19.7%	Shares	Sole	2026-01-07
2025-09-30	$3,401,220	103,412	+1.8%	Shares	Sole	2025-11-12
2025-06-30	$3,401,489	101,537	-1.6%	Shares	Sole	2025-07-09
2025-03-31	$3,073,940	103,187	+13.8%	Shares	Sole	2025-04-11
2024-12-31	$2,881,350	90,637	-3.2%	Shares	Sole	2025-01-22
2024-09-30	$3,281,040	93,637	+42.2%	Shares	Sole	2024-10-15
2024-06-30	$1,806,567	65,837	+1.4%	Shares	Sole	2024-07-10
2024-03-31	$2,026,683	64,937	+3.0%	Shares	Sole	2024-04-15
2023-12-31	$1,985,035	63,037	+8.6%	Shares	Sole	2024-01-11
2023-09-30	$1,706,140	58,032	+12.1%	Shares	Sole	2023-10-18
2023-06-30	$1,890,043	51,782	+2.2%	Shares	Sole	2023-07-12
2023-03-31	$1,710,855	50,662	+1.5%	Shares	Sole	2023-04-12
2022-12-31	$1,546,308	49,897	+4.2%	Shares	Sole	2023-01-06
2022-09-30	$1,718,604	47,872	+10.6%	Shares	Sole	2022-10-14
2022-06-30	$1,654,811	43,297	+50.0%	Shares	Sole	2022-07-07
2022-03-31	$1,274,485	28,865	0.0%	Shares	Sole	2022-04-27
2021-12-31	$1,170,187	28,865	-0.2%	Shares	Sole	2022-01-25
2021-09-30	$1,081,614	28,915	0.0%	Shares	Sole	2021-10-19
2021-06-30	$1,070,817	28,915	-0.3%	Shares	Sole	2021-08-02
2021-03-31	$1,030,032	29,015	+2.8%	Shares	Sole	2021-04-16
2020-12-31	$929,213	28,215	+14.2%	Shares	Sole	2021-01-11
2020-09-30	$784,619	24,715	-2.9%	Shares	Sole	2020-10-22
2020-06-30	$697,911	25,465	-18.9%	Shares	Sole	2020-08-03
2020-03-31	$753,331	31,415	—	Shares	Sole	2020-04-20
No 13F history on record for this holder in this stock.