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EPIQ PARTNERS, LLC

EPIQ PARTNERS, LLC is an Investment Adviser institutional filer with the SEC under CIK 1799435, reporting 98 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: MN
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-07

Top 10 portfolio positions

The largest reported holdings in EPIQ PARTNERS, LLC's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (IWV)
  2. ISHARES TR (IWF)
  3. JANUS DETROIT STR TR (JBBB)
  4. JANUS DETROIT STR TR (JSI)
  5. ALPHABET INC (GOOGL)
  6. INNOVATOR ETFS TRUST (LOUP)
  7. CAPITAL SOUTHWEST CORP (CSWC)
  8. ISHARES TR (ACWX)
  9. HUNTINGTON BANCSHARES INC (HBAN)
  10. BANK OF AMER CORP (BAC-PL)
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