EPIQ PARTNERS, LLC

CIK: 0001799435SEC EDGAR →

Portfolio Value

$214.5M

Holdings

75

As of

Q4 2025

New Positions

3

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

62,864$24.3M
11.34%
2

ISHARES TR

27,268$12.9M
6.02%
3

JANUS DETROIT STR TR

253,957$12.1M
5.65%
4

JANUS DETROIT STR TR

228,773$11.9M
5.55%
5

BLUE OWL CAPITAL CORPORATION

662,189$8.2M
3.84%
6

ALPHABET INC

25,331$7.9M
3.70%
7

HUNTINGTON BANCSHARES INC

448,472$7.8M
3.63%
8

ISHARES TR

75,996$7.6M
3.54%
9

HORMEL FOODS CORP

301,770$7.2M
3.33%
10

CAPITAL SOUTHWEST CORP

310,965$6.9M
3.21%

Quarterly Changes

Top Buys

VCIT↑ Increased
$2.2M
IWV↑ Increased
$1.7M
OBDC↑ Increased
$1.5M
IBIT↑ Increased
$1.5M
VNQNEW
$1.4M

Top Sells

GOOGL↓ Decreased
$1.6M
AGG↓ Decreased
$1.5M
SCHH↓ Decreased
$1.4M
SOYCLOSED
$1.2M
ALB↓ Decreased
$1.2M

New Positions (5)

$1.4M · 16K shares
$604K · 12K shares
$281K · 2K shares
$279K · 978 shares
$220K · 432 shares

Closed Positions (4)

$1.2M · 213K shares
$257K · 7K shares
$235K · 3K shares
$214K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services33$137.0M63.9%
Utilities5$12.2M5.7%
Unknown3$12.0M5.6%
Technology10$9.2M4.3%
Communication Services2$8.7M4.1%
Consumer Defensive3$7.7M3.6%
Basic Materials2$7.4M3.5%
Healthcare5$5.8M2.7%
Real Estate2$4.2M2.0%
Industrials3$3.8M1.8%
Energy3$3.5M1.6%
Consumer Cyclical4$2.7M1.3%