Epiq Partners, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $140 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hormel Foods Corp with a value of $14.2M, Ishares Russell 3000 ETF with a value of $8.9M, Ishares Russell 1000 Gr ETF with a value of $7.76M, Huntington Bancshares Inc with a value of $6.44M, and Janus Detroit Str Tr Henderson with a value of $6.21M.

Examining the 13F form we can see an increase of $10.1M in the current position value, from $130M to 140M.

Below you can find more details about Epiq Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Million
ETFs: $46.9 Million
Financial Services: $22.3 Million
Consumer Defensive: $17.4 Million
Utilities: $10.6 Million
Basic Materials: $7.13 Million
Healthcare: $6.98 Million
Communication Services: $6.15 Million
Real Estate: $5.87 Million
Other: $16.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 75
  • Current Value $140 Million
  • Prior Value $130 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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