Position in MUSA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$234,408
New position
Shares Held
435
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#447
of 605 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 94%
Shared 0%
None 6%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $15,411,011 across 8 Specialty Retail names. MUSA ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
9,654 | $7,672,902 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
4,251 | $1,917,115 | |
| 3 | BBY |
Best Buy Co Inc
|
23,015 | $1,746,378 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
51,399 | $1,624,722 | |
| 5 | WSM |
Williams Sonoma Inc
|
5,514 | $1,285,313 | |
| 6 | FIVE |
Five Below, Inc
|
3,979 | $715,384 | |
| 7 | MUSA |
Murphy USA Inc.
This page
|
435 | $234,408 | |
| 8 | DKS |
Dick's Sporting Goods, Inc.
|
947 | $214,789 |
All Filings in MUSA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,408 | 435 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||