EP Wealth Advisors, LLC

Position in VMI — Valmont Industries Inc

CIK 1540569 TORRANCE, CA

Position in VMI

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

Position Value

$979,609

+$536,886 QoQ

Shares Held

1,696

+53.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#323

of 649 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $44,528,648 across 3 Conglomerates names. VMI ranks #3 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	174,245	$39,013,455
2	MMM	3M Co	28,013	$4,535,584
3	VMI	Valmont Industries Inc This page	1,696	$979,609

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$979,609	1,696	+53.1%	Shares	Sole	2026-08-12
2026-03-31	$442,723	1,108	+15.4%	Shares	Sole	2026-05-14
2025-12-31	$386,227	960	+18.2%	Shares	Sole	2026-02-18
2025-06-30	$265,174	812	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.