Position in DAIC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,479
New position
Shares Held
809
first reported quarter
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Information Technology Services
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $55,928,906 across 14 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
152,268 | $20,853,102 | |
| 2 | ACN |
Accenture plc
|
128,055 | $15,935,164 | |
| 3 | IBM |
International Business Machines Corp
|
55,800 | $15,691,518 | |
| 4 | CDW |
CDW Corp
|
4,712 | $662,695 | |
| 5 | APLD |
Applied Digital Corp.
|
16,986 | $633,577 | |
| 6 | PSN |
Parsons Corp
|
11,105 | $581,790 | |
| 7 | G |
Genpact LTD
|
15,923 | $437,882 | |
| 8 | SAIC |
Science Applications International Corp
|
2,452 | $270,725 |
All Filings in DAIC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,479 | 20,230 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||