EP Wealth Advisors, LLC

Position in CVGW — Calavo Growers Inc

CIK 1540569 TORRANCE, CA

Position in CVGW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$285,185

+$48,393 QoQ

Shares Held

11,058

+1.6% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#80

of 154 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 99.2494121902695.ToString("F0")% Shared 0.ToString("F0")% None 0.7505878097305119.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

EP Wealth Advisors, LLC holds $3,857,882 across 3 Food Distribution names. CVGW ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USFD	US Foods Holding Corp.	25,317	$2,334,480
2	SYY	Sysco Corp	17,359	$1,238,217
3	CVGW	Calavo Growers Inc This page	11,058	$285,185

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$285,185	11,058	+1.6%	Shares	Sole	2026-05-14
2025-12-31	$236,792	10,887	+2.8%	Shares	Sole	2026-02-18
2025-06-30	$281,534	10,588	-1.1%	Shares	Sole	2025-08-14
2025-03-31	$256,764	10,703	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.