EPIQ PARTNERS, LLC — 13F Holdings & Portfolio

CIK 1799435 · latest 13F-HR filed 2026-07-07

EPIQ PARTNERS, LLC manages $235.8M in 13F-reported U.S. long-equity assets across 99 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IWV (12.98%), IWF (5.73%), JBBB (5.06%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions, exited 1, added to 48, and trimmed 15.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2919 KNOX AVENUE S
STE 200
MINNEAPOLIS, MN 55408
Phone
(612) 843-4803
Filing Manager
EPIQ PARTNERS, LLC
MINNEAPOLIS, MN
Signatory
Ben Frey
Partner, CCO & COO
Loading holdings…
AUM

$235.8M

Long-equity book

Holdings

99

Distinct positions

Period

2026-06-30

Filed 2026-07-07

Q/Q Activity

+15 / −1 / ↑48 / ↓15

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$5.6M +22.2%
  • INNOVATOR ETFS TRUST$3.0M +51.4%
  • ISHARES TR$2.5M +77.5%
  • ISHARES TR$1.9M +16.5%
  • ALPHABET INC$1.8M +24.5%
Show all 48

Top Trims

  • SLR INVESTMENT CORP-$1.8M -28.8%
  • BLUE OWL CAPITAL CORPORATION-$1.5M -20.0%
  • ALBEMARLE CORP-$1.2M -28.3%
  • NORTHERN OIL & GAS INC-$713.9K -37.2%
  • GRAYSCALE BITCOIN TRUST ETF-$532.7K -43.6%
Show all 15

New Positions

  • VANECK ETF TRUST$505.0K
  • SANDISK CORP$454.7K
  • DIMENSIONAL ETF TRUST$386.3K
  • ISHARES TR$372.1K
  • VANGUARD WORLD FD$273.5K
Show all 15

Exited Positions

  • FASTLY INC$292.3K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IWV 464287689 $30.6M 12.98% 71,755 SH
2 ISHARES TR IWF 464287614 $13.5M 5.73% 108,832 SH
3 JANUS DETROIT STR TR JBBB 47103U753 $11.9M 5.06% 251,777 SH
4 JANUS DETROIT STR TR JSI 47103U746 $11.8M 5.00% 230,022 SH
5 ALPHABET INC GOOGL 02079K305 $9.4M 3.97% 26,195 SH
6 INNOVATOR ETFS TRUST LOUP 45782C862 $9.0M 3.80% 90,924 SH
7 HUNTINGTON BANCSHARES INC HBAN 446150104 $7.9M 3.37% 448,240 SH
8 HORMEL FOODS CORP HRL 440452100 $7.5M 3.18% 301,770 SH
9 CAPITAL SOUTHWEST CORP CSWC 140501107 $7.0M 2.96% 294,003 SH
10 ISHARES TR AGG 464287226 $6.8M 2.90% 68,970 SH
11 BANK OF AMER CORP BACPL 060505682 $6.2M 2.65% 4,978 SH
12 BLUE OWL CAPITAL CORPORATION OBDC 69121K104 $5.8M 2.48% 537,635 SH
13 ISHARES TR ACWX 464288240 $5.6M 2.39% 73,931 SH
14 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $4.6M 1.93% 55,061 SH
15 SLR INVESTMENT CORP SLRC 83413U100 $4.3M 1.83% 349,772 SH
16 APPLE INC AAPL 037833100 $4.3M 1.81% 14,766 SH
17 ECOLAB INC ECL 278865100 $4.2M 1.80% 15,200 SH
18 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.2M 1.79% 8,458 SH
19 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $4.0M 1.68% 119,164 SH
20 BROOKFIELD CORP BN 11271J107 $3.9M 1.65% 91,622 SH
21 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.8M 1.60% 5,048 SH
22 AERCAP HOLDINGS NV AER N00985106 $3.4M 1.45% 23,374 SH
23 BROOKFIELD RENEWABLE ENERGY BEP G16258108 $3.1M 1.33% 90,149 SH
24 ALBEMARLE CORP ALB 012653101 $3.0M 1.25% 21,863 SH
25 BROOKFIELD INFRASTRUCTURE PA BIP G16252101 $2.9M 1.24% 80,104 SH
26 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $2.9M 1.24% 13,736 SH
27 PURE CYCLE CORP PCYO 746228303 $2.8M 1.18% 258,962 SH
28 ISHARES TR IVV 464287200 $2.3M 0.99% 3,127 SH
29 SCHWAB STRATEGIC TR SCHH 808524847 $2.3M 0.98% 97,151 SH
30 JOHNSON & JOHNSON JNJ 478160104 $2.3M 0.97% 9,020 SH
31 XCEL ENERGY INC XEL 98389B100 $2.2M 0.95% 27,875 SH
32 NEXTERA ENERGY INC NEE 65339F101 $2.1M 0.87% 23,400 SH
33 AMAZON COM INC AMZN 023135106 $1.8M 0.76% 7,545 SH
34 UNITEDHEALTH GROUP INC UNH 91324P102 $1.8M 0.75% 4,227 SH
35 VANGUARD INDEX FDS VNQ 922908553 $1.7M 0.74% 18,058 SH
36 EXXON MOBIL CORP XOM 30231G102 $1.6M 0.68% 11,713 SH
37 VANGUARD MUN BD FDS VTEB 922907746 $1.6M 0.67% 31,412 SH
38 EA SERIES TRUST GPT 02072L193 $1.6M 0.67% 46,535 SH
39 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 0.64% 2 SH
40 AMERICAN TOWER CORP AMT 03027X100 $1.4M 0.58% 8,299 SH
41 GRANITE PT MTG TR INC GPMT 38741L107 $1.3M 0.57% 898,073 SH
42 CHUBB LIMITED CB H1467J104 $1.3M 0.54% 3,714 SH
43 NORTHERN OIL & GAS INC NOG 665531307 $1.2M 0.51% 66,452 SH
44 MICROSOFT CORP MSFT 594918104 $1.0M 0.43% 2,720 SH
45 MICRON TECHNOLOGY INC MU 595112103 $1.0M 0.43% 878 SH
46 MEDTRONIC PLC MDT G5960L103 $872.5K 0.37% 11,153 SH
47 ISHARES TR FLOT 46429B655 $855.5K 0.36% 16,758 SH
48 ENTERPRISE PRODS PARTNERS L EPD 293792107 $803.6K 0.34% 21,860 SH
49 ISHARES TR MUB 464288414 $780.8K 0.33% 7,255 SH
50 ABBVIE INC ABBV 00287Y109 $751.1K 0.32% 2,985 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-07 $235.8M 99 0001799435-26-000004
2026-03-31 2026-04-09 $214.0M 83 0001799435-26-000002
2025-12-31 2026-01-07 $214.5M 75 0001799435-26-000001