EPIQ Partners, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 7, 2026, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists Ben Frey, Partner, CCO & COO, as the authorized signatory for the report.
The portfolio includes a diverse mix of individual equities and exchange-traded funds. Notable positions include significant holdings in Berkshire Hathaway Inc. Class B and Brookfield Infrastructure Partners LP. The firm also holds a substantial number of shares in Grayscale Bitcoin Trust ETF Shares and Ishares Bitcoin Trust ETF Shares, indicating exposure to digital assets.
Other individual stock holdings listed in the filing include Albemarle Corp, American Tower Corp, Apple Inc, ExxonMobil Holdings Corp, Hormel Foods Corp, Huntington Bancshares Inc, Lockheed Martin Corp, Medtronic PLC, NexGen Energy Inc, NVIDIA Corporation, Palantir Technologies Inc, Salesforce Inc, Starbucks Corp, UnitedHealth Group Inc, and Wells Fargo & Co.
The filing also lists various ETFs, including funds focused on infrastructure, real estate, and broad market indices such as the S&P 500 and Russell 2000, as well as bond and gold ETFs.
