Epacria Capital Partners, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Epacria Capital Partners, Llc disclosed 23 stock positions valued at approximately $129.55M as of quarter-end June 30, 2026. The largest holdings include BRITISH AMERN TOB PLC, VANGUARD TAX-MANAGED FDS, and PHILIP MORRIS INTL INC.

Report Period
June 30, 2026
No. of Stocks
23
Portfolio Value
$129.55M
Holdings by Sector
Epacria Capital Partners, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BRITISH AMERN TOB PLCBTIConsumer Defensive13.84%290,381--$17,933,931
VANGUARD TAX-MANAGED FDSVEAOther12.87%234,089--$16,678,841
PHILIP MORRIS INTL INCPMConsumer Defensive10.86%77,767-28,900-27.09%$14,068,828
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services8.17%21,160--$10,588,252
CANADIAN NAT RES LTD MED TERCNQEnergy7.11%233,208--$9,211,716
BLACK STONE MINERALS L PBSMEnergy6.26%580,716--$8,112,603
EA SERIES TRUSTBOXXOther5.77%63,886+4,840+8.20%$7,480,412
INTERACTIVE BROKERS GROUP INIBKRFinancial Services4.84%72,000--$6,266,880
ENTERPRISE PRODS PARTNERS LEPDEnergy3.95%139,372--$5,123,315
VIRTU FINL INCVIRTFinancial Services3.80%82,582--$4,919,410
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services3.47%6--$4,493,100
STATE STR SPDR S&P 500 ETF TSPYOther3.13%5,432--$4,056,455
MAREX GROUP PLCMRXOther3.08%65,400--$3,986,130
ISHARES TRSGOVOther2.82%36,230+880+2.49%$3,647,274
WARRIOR MET COAL INCHCCBasic Materials2.19%34,886-4,166-10.67%$2,831,348
ALPHABET INCGOOGCommunication Services1.56%5,727--$2,023,521
CHECK POINT SOFTWARE TECH LTCHKPOther1.46%14,434+626+4.53%$1,897,061
FRP HLDGS INCFRPHReal Estate1.12%58,217--$1,454,843
AFLAC INCAFLFinancial Services0.68%7,500--$879,375
NEW ENGLAND RLTY ASSOC LTD PNENReal Estate0.45%9,942+1,306+15.12%$583,496
EXPEDITORS INTL WASH INCEXPDIndustrials0.28%2,200--$358,556
MID-AMER APT CMNTYS INCMAAReal Estate0.22%2,008--$278,992
WISE GROUP PLCWSEOther0.13%13,638+13,638+100.00%$162,429
Showing 23 of 23 holdings in the latest reporting period.