Position in DAIC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,479
New position
Shares Held
20,230
first reported quarter
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 29 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Information Technology Services
Technology · as of Mar 31, 2026EP Wealth Advisors, LLC holds $52,116,655 across 13 Information Technology Services names. DAIC ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
111,921 | $18,184,924 | |
| 2 | ACN |
Accenture plc
|
79,265 | $15,717,456 | |
| 3 | IBM |
International Business Machines Corp
|
51,382 | $12,454,482 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
16,830 | $2,617,401 | |
| 5 | G |
Genpact LTD
|
16,880 | $628,780 | |
| 6 | PSN |
Parsons Corp
|
10,636 | $576,152 | |
| 7 | CDW |
CDW Corp
|
4,129 | $499,691 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
7,514 | $460,983 |
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. | ||||||