EP Wealth Advisors, LLC

Position in TTC — Toro Co

CIK 1540569 TORRANCE, CA

Position in TTC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,202,162

+$357,371 QoQ

Shares Held

12,340

+36.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#249

of 590 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $3,581,878 across 5 Tools & Accessories names. TTC ranks #1 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TTC	Toro Co This page	12,340	$1,202,162
2	TKR	Timken Co	6,901	$1,002,853
3	SNA	Snap-on Inc	2,181	$877,634
4	RBC	RBC Bearings INC	504	$324,606
5	HLMN	Hillman Solutions Corp.	20,690	$174,623

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,202,162	12,340	+36.5%	Shares	Sole	2026-08-12
2026-03-31	$844,791	9,041	-10.8%	Shares	Sole	2026-05-14
2025-12-31	$797,905	10,136	+5.3%	Shares	Sole	2026-02-18
2025-06-30	$680,507	9,628	+25.9%	Shares	Sole	2025-08-14
2025-03-31	$556,464	7,649	+0.0%	Shares	Sole	2025-05-15
2024-12-31	$612,444	7,646	-1.3%	Shares	Sole	2025-02-14
2024-09-30	$672,070	7,749	-5.4%	Shares	Sole	2024-11-15
2024-06-30	$766,314	8,195	-6.6%	Shares	Sole	2024-08-19
2024-03-31	$803,778	8,772	-4.4%	Shares	Sole	2024-05-14
2023-12-31	$880,804	9,176	+0.0%	Shares	Sole	2024-02-28
2023-09-30	$762,193	9,172	-86.2%	Shares	Sole	2023-11-24
2023-06-30	$999,118	66,522	+5887.6%	Shares	Sole	2023-08-14
2023-03-31	$123,498	1,111	-89.2%	Shares	Sole	2023-06-05
2022-12-31	$1,163,243	10,276	0.0%	Shares	Sole	2023-06-12
2022-09-30	$888,668	10,276	-1.1%	Shares	Sole	2022-12-02
2022-06-30	$787,761	10,394	+0.2%	Shares	Sole	2022-08-11
2022-03-31	$886,787	10,373	+0.0%	Shares	Sole	2022-05-20
2021-12-31	$1,035,966	10,369	-14.7%	Shares	Sole	2022-02-17
2021-09-30	$1,184,700	12,162	—	Shares	Sole	2021-11-23
No filing history on record for this holder in this stock.