Arkolith/Funds/Epiq Partners, LLC

Epiq Partners, LLC

CIK 1799435
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Epiq Partners, LLC holds a focused book of 97 stocks worth $235.8M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Vaneck BDC Income ETF and trimmed Janus Henderson B-BBB Clo Et. Their largest long position is Ishares Russell 3000 ETF at 13% of the equity book. They also disclosed $18K in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show EPIQ PARTNERS, LLC's latest
holdings, largest changes, and filing provenance.
Opened
15
new positions
Added to
25
existing
Trimmed
31
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
49%
Top 20 holdings
69%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

39% mapped to company sectors

ETF / fund or unclassified
61%
Financials
9%
Information Technology
8%
Utilities
5%
Materials
3%
Consumer Staples
3%
Industrials
3%
Health Care
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

97 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
RUSSELL 3000 ETF
$30.6M71.8K
13.0%
+6.2%
Added · +4K sh
2Ishares TR
RUS 1000 GRW ETF
$13.5M108.8K
5.7%
+300%
Added · +82K sh
3Janus Detroit STR TR
B-BBB CLO ETF
$11.9M251.8K
5.1%
−1.7%
Reduced · −4K sh
4Janus Detroit STR TR
HEND SECU IN ETF
$11.8M230.0K
5.0%
−1.9%
Reduced · −4K sh
5Alphabet Inc
CAP STK CL A
$9.4M26.2K
4.0%
+0.1%
Added · +37 sh
6Innovator Etfs Trust
INNOVATOR DEEPW
$9.0M90.9K
3.8%
+5.8%
Added · +5K sh
7Huntington Bancshares Inc
COM
$7.9M448.2K
3.4%
Held
8Hormel Foods Corp
COM
$7.5M301.8K
3.2%
Held
9Capital Southwest Corp
COM
$7.0M294.0K
3.0%
−5.9%
Reduced · −18K sh
10Ishares TR
CORE US AGGBD ET
$6.8M69.0K
2.9%
−5.2%
Reduced · −4K sh
11Bank Of Amer Corp
7.25%CNV PFD L
$6.2M5.0K
2.6%
~0%
Added · +1 sh
12Blue Owl Capital Corporation
COM
$5.8M537.6K
2.5%
−19%
Reduced · −123K sh
13Ishares TR
MSCI ACWI EX US
$5.6M73.9K
2.4%
+60%
Added · +28K sh
14Vanguard Scottsdale FDS
INT-TERM CORP
$4.6M55.1K
1.9%
+28%
Added · +12K sh
15SLR Investment Corp
COM
$4.3M349.8K
1.8%
−18%
Reduced · −75K sh
16Apple Inc
COM
$4.3M14.8K
1.8%
−2.5%
Reduced · −377 sh
17Ecolab Inc
COM
$4.2M15.2K
1.8%
Held
18Berkshire Hathaway Inc Del
CL B NEW
$4.2M8.5K
1.8%
−3.2%
Reduced · −280 sh
19Ishares Bitcoin Trust ETF
SHS BEN INT
$4.0M119.2K
1.7%
+10%
Added · +11K sh
20Brookfield Corp
CL A LTD VT SH
$3.9M91.6K
1.7%
+5.8%
Added · +5K sh
21State STR SPDR S&P 500 ETF T
TR UNIT
$3.8M5.0K
1.6%
−1.1%
Reduced · −56 sh
22Aercap Holdings NV
SHS
$3.4M23.4K
1.4%
−1.2%
Reduced · −278 sh
23Brookfield Renewable Energy
PARTNERSHIP UNIT
$3.1M90.1K
1.3%
−2.5%
Reduced · −2K sh
24Albemarle Corp
COM
$3.0M21.9K
1.3%
−4.6%
Reduced · −1K sh
25Brookfield Infrastructure Pa
LP INT UNIT
$2.9M80.1K
1.2%
−0.8%
Reduced · −680 sh
26Invesco Exchange Traded FD T
S&P500 EQL WGT
$2.9M13.7K
1.2%
−0.9%
Reduced · −124 sh
27Pure Cycle Corp
COM NEW
$2.8M259.0K
1.2%
+0.6%
Added · +1K sh
28Ishares TR
CORE S&P500 ETF
$2.3M3.1K
1.0%
+5.8%
Added · +173 sh
29Schwab Strategic TR
US REIT ETF
$2.3M97.2K
1.0%
−0.2%
Reduced · −222 sh
30Johnson & Johnson
COM
$2.3M9.0K
1.0%
−2.6%
Reduced · −240 sh
31Xcel Energy Inc
COM
$2.2M27.9K
0.9%
Held
32NextEra Energy Inc
COM
$2.1M23.4K
0.9%
Held
33Amazon Com Inc
COM
$1.8M7.5K
0.8%
−2.5%
Reduced · −193 sh
34Unitedhealth Group Inc
COM
$1.8M4.2K
0.7%
Held
35Vanguard Index FDS
REAL ESTATE ETF
$1.7M18.1K
0.7%
+4.8%
Added · +833 sh
36Exxon Mobil Corp
COM
$1.6M11.7K
0.7%
Held
37Vanguard Mun BD FDS
TAX EXEMPT BD
$1.6M31.4K
0.7%
−0.9%
Reduced · −297 sh
38Ea Series Trust
INTE ALPH AT ETF
$1.6M46.5K
0.7%
+11%
Added · +5K sh
39Berkshire Hathaway Inc Del
CL A
$1.5M2
0.6%
Held
40American Tower Corp
COM
$1.4M8.3K
0.6%
−1.6%
Reduced · −134 sh
41Granite PT MTG TR Inc
COM STK
$1.3M898.1K
0.6%
−16%
Reduced · −166K sh
42Chubb Limited
COM
$1.3M3.7K
0.5%
Held
43Northern Oil & Gas Inc
COM
$1.2M66.5K
0.5%
+1.2%
Added · +764 sh
44Microsoft Corp
COM
$1.0M2.7K
0.4%
−1.1%
Reduced · −31 sh
45Micron Technology Inc
COM
$1.0M878
0.4%
−10%
Reduced · −100 sh
46Medtronic PLC
SHS
$872K11.2K
0.4%
−0.9%
Reduced · −100 sh
47Ishares TR
FLTG RATE NT ETF
$855K16.8K
0.4%
+25%
Added · +3K sh
48Enterprise Prods Partners L
COM
$804K21.9K
0.3%
Held
49Ishares TR
NATIONAL MUN ETF
$781K7.3K
0.3%
+30%
Added · +2K sh
50Abbvie Inc
COM
$751K3.0K
0.3%
−19%
Reduced · −700 sh
Showing 50 of 97 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$18K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishGRAYSCALE BITCOIN TRUST ETFGBTC$18K400

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 202699$235.8M13F-HR
Q1 2026Mar 31, 2026Apr 9, 202683$214.0M13F-HR
Q4 2025Dec 31, 2025Jan 7, 202675$214.5M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202574$211.6M13F-HR
Q2 2025Jun 30, 2025Jul 9, 202572$196.2M13F-HR
Q1 2025Mar 31, 2025Apr 11, 202575$189.5M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202574$184.8M13F-HR
Q3 2024Sep 30, 2024Oct 15, 202479$180.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.