Epiq Partners as of March 31, 2020
Portfolio Holdings for Epiq Partners
Epiq Partners holds 63 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr fltg rate nt (FLOT) | 13.3 | $12M | 248k | 48.74 | |
| Etf Managers Tr etfmg sit ultr | 5.3 | $4.8M | 100k | 48.08 | |
| American Tower Reit (AMT) | 3.4 | $3.0M | 14k | 217.73 | |
| Special Opportunities Fund (SPE) | 3.3 | $3.0M | 314k | 9.50 | |
| Pure Cycle Corporation (PCYO) | 2.9 | $2.7M | 238k | 11.15 | |
| Spdr S&p 500 Etf (SPY) | 2.8 | $2.5M | 9.8k | 257.76 | |
| Ecolab (ECL) | 2.8 | $2.5M | 16k | 155.80 | |
| iShares Russell 1000 Growth Index (IWF) | 2.6 | $2.3M | 16k | 150.65 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 2.2 | $2.0M | 21k | 96.69 | |
| Danaher Corporation (DHR) | 2.2 | $2.0M | 14k | 138.38 | |
| Alphabet Inc Class A cs (GOOGL) | 2.2 | $2.0M | 1.7k | 1161.70 | |
| Special Opp 3.5% Pfd Conv | 2.2 | $2.0M | 82k | 24.18 | |
| Sunpower Corp dbcv 4.000% 1/1 | 2.2 | $2.0M | 2.6M | 0.78 | |
| Fireeye Series A convertible security | 2.2 | $2.0M | 2.0M | 0.99 | |
| Ctrip Com Intl Ltd Note 1.000% 7/0 bond | 2.2 | $2.0M | 2.0M | 0.97 | |
| Allscripts Healthcare So conv | 2.1 | $1.9M | 2.0M | 0.96 | |
| Berkshire Hathaway (BRK.B) | 2.0 | $1.8M | 9.7k | 182.85 | |
| CyberOptics Corporation | 2.0 | $1.8M | 104k | 17.11 | |
| Xcel Energy (XEL) | 1.9 | $1.7M | 29k | 60.30 | |
| Nextera Energy (NEE) | 1.9 | $1.7M | 7.0k | 240.60 | |
| Brookfield Renewable energy partners lpu (BEP) | 1.9 | $1.7M | 39k | 42.50 | |
| Apple (AAPL) | 1.8 | $1.7M | 6.5k | 254.31 | |
| Albemarle Corporation (ALB) | 1.8 | $1.7M | 29k | 56.36 | |
| Brookfield Asset Management | 1.8 | $1.6M | 36k | 44.24 | |
| Fs Investment Corporation | 1.7 | $1.5M | 503k | 3.00 | |
| iShares Russell 3000 Index (IWV) | 1.6 | $1.5M | 9.9k | 148.36 | |
| Hormel Foods Corporation (HRL) | 1.6 | $1.4M | 31k | 46.63 | |
| Medtronic (MDT) | 1.6 | $1.4M | 16k | 90.15 | |
| Fortive Corporation convertible preferred security | 1.5 | $1.4M | 1.9k | 719.52 | |
| Verizon Communications (VZ) | 1.4 | $1.3M | 24k | 53.74 | |
| Innovator Etfs Tr loup frontier (LOUP) | 1.4 | $1.3M | 58k | 22.43 | |
| Johnson & Johnson (JNJ) | 1.4 | $1.2M | 9.3k | 131.13 | |
| Tutor Perini Corp convertible security | 1.3 | $1.2M | 1.3M | 0.92 | |
| Atlas Corp | 1.3 | $1.2M | 153k | 7.69 | |
| Brookfield Infrastructure Part (BIP) | 1.2 | $1.1M | 31k | 35.97 | |
| Blackrock Health Sciencs Tr (BMEZ) | 1.2 | $1.1M | 60k | 17.90 | |
| Abbvie (ABBV) | 1.2 | $1.1M | 14k | 76.22 | |
| Aquabounty Technologies | 1.1 | $1.0M | 633k | 1.63 | |
| Kraneshares Tr csi chi internet (KWEB) | 1.1 | $1.0M | 23k | 45.25 | |
| Amazon (AMZN) | 1.0 | $942k | 483.00 | 1950.31 | |
| Macquarie Infrastructure Company | 0.9 | $806k | 32k | 25.26 | |
| Covanta Holding Corporation | 0.7 | $665k | 78k | 8.55 | |
| Tesla Motors (TSLA) | 0.7 | $637k | 1.2k | 523.85 | |
| Hill-Rom Holdings | 0.6 | $503k | 5.0k | 100.60 | |
| Tcf Financial Corp | 0.5 | $472k | 21k | 22.68 | |
| Northern Oil & Gas | 0.5 | $462k | 696k | 0.66 | |
| WisdomTree Total Dividend Fund (DTD) | 0.5 | $450k | 5.8k | 78.26 | |
| Colgate-Palmolive Company (CL) | 0.5 | $425k | 6.4k | 66.41 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.4 | $361k | 4.2k | 86.67 | |
| Two Hbrs Invt Corp Com New reit | 0.4 | $351k | 92k | 3.81 | |
| Chubb (CB) | 0.4 | $332k | 3.0k | 111.71 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $313k | 985.00 | 317.77 | |
| Fiserv (FI) | 0.3 | $312k | 3.3k | 95.12 | |
| Granite Pt Mtg Tr (GPMT) | 0.3 | $306k | 60k | 5.06 | |
| Fortive (FTV) | 0.3 | $296k | 5.4k | 55.15 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $250k | 6.6k | 37.97 | |
| iShares S&P MidCap 400 Index (IJH) | 0.3 | $253k | 1.8k | 144.08 | |
| Enterprise Products Partners (EPD) | 0.2 | $223k | 16k | 14.28 | |
| Starbucks Corporation (SBUX) | 0.2 | $215k | 3.3k | 65.81 | |
| Facebook Inc cl a (META) | 0.2 | $218k | 1.3k | 166.54 | |
| Methode Electronics (MEI) | 0.2 | $211k | 8.0k | 26.38 | |
| FleetCor Technologies | 0.2 | $205k | 1.1k | 186.36 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $202k | 174.00 | 1160.92 |