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EPIQ PARTNERS, LLC - Portfolio Stock Holdings

EPIQ PARTNERS, LLC disclosed 100 stock positions in a recent SEC 13F filing. $232,973,417 of stock holdings were filed, with the largest holdings including IWV, IWF, and JBBB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $290,914,339 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

100

Est. Stock Holding Value:

$232,973,417

Top Stock Holdings By Sector

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Portfolio Stock Holdings - EPIQ PARTNERS, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - EPIQ PARTNERS, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.