Epoch Investment Partners

Epoch Investment Partners as of March 31, 2025

Portfolio Holdings for Epoch Investment Partners

Epoch Investment Partners holds 278 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Meta Platforms Cl A (META) 2.4 $462M 802k 576.36
Microsoft Corporation (MSFT) 2.3 $436M 1.2M 375.39
JPMorgan Chase & Co. (JPM) 2.0 $392M 1.6M 245.30
UnitedHealth (UNH) 1.7 $319M 609k 523.75
Paychex (PAYX) 1.5 $284M 1.8M 154.28
Broadcom (AVGO) 1.4 $275M 1.6M 167.43
Visa Com Cl A (V) 1.4 $266M 758k 350.46
Union Pacific Corporation (UNP) 1.3 $255M 1.1M 236.24
Hca Holdings (HCA) 1.2 $240M 695k 345.55
Apple (AAPL) 1.2 $237M 1.1M 222.13
Zoetis Cl A (ZTS) 1.2 $236M 1.4M 164.65
salesforce (CRM) 1.2 $232M 864k 268.36
Yum! Brands (YUM) 1.2 $223M 1.4M 157.36
Mastercard Incorporated Cl A (MA) 1.1 $210M 384k 548.20
Ameriprise Financial (AMP) 1.1 $210M 434k 484.11
Markel Corporation (MKL) 1.0 $202M 108k 1869.61
Monster Beverage Corp (MNST) 1.0 $201M 3.4M 58.52
NVIDIA Corporation (NVDA) 1.0 $195M 1.8M 108.38
Lpl Financial Holdings (LPLA) 1.0 $192M 586k 327.14
Costco Wholesale Corporation (COST) 1.0 $189M 200k 945.78
American Express Company (AXP) 1.0 $188M 699k 269.05
Amazon (AMZN) 1.0 $187M 981k 190.26
Applied Materials (AMAT) 1.0 $185M 1.3M 145.12
Marsh & McLennan Companies (MMC) 0.9 $176M 721k 244.03
Paccar (PCAR) 0.9 $175M 1.8M 97.40
Qualcomm (QCOM) 0.9 $174M 1.1M 153.61
Kla Corp Com New (KLAC) 0.9 $172M 253k 679.80
Abbvie (ABBV) 0.9 $170M 809k 209.52
Coca-cola Europacific Partne SHS (CCEP) 0.9 $165M 1.9M 87.03
Alphabet Cap Stk Cl A (GOOGL) 0.9 $164M 1.1M 154.67
Fastenal Company (FAST) 0.8 $159M 2.0M 77.56
Copart (CPRT) 0.8 $159M 2.8M 56.60
NVR (NVR) 0.8 $155M 21k 7244.39
Chemed Corp Com Stk (CHE) 0.8 $154M 251k 615.32
NetApp (NTAP) 0.8 $153M 1.7M 87.84
Domino's Pizza (DPZ) 0.8 $152M 330k 459.50
Starbucks Corporation (SBUX) 0.8 $149M 1.5M 98.09
O'reilly Automotive (ORLY) 0.8 $148M 103k 1432.58
Astrazeneca Sponsored Adr (AZN) 0.8 $147M 2.0M 73.50
International Business Machines (IBM) 0.8 $146M 588k 248.66
Eli Lilly & Co. (LLY) 0.7 $141M 171k 826.00
Mettler-Toledo International (MTD) 0.7 $141M 119k 1180.91
Lam Research Corp Com New (LRCX) 0.7 $136M 1.9M 72.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $135M 254k 532.58
Cisco Systems (CSCO) 0.7 $133M 2.2M 61.71
Hess Midstream Cl A Shs (HESM) 0.7 $133M 3.1M 42.29
Regeneron Pharmaceuticals (REGN) 0.7 $132M 208k 634.00
Verisk Analytics (VRSK) 0.7 $131M 441k 297.60
Philip Morris International (PM) 0.7 $131M 823k 158.73
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.7 $130M 355k 366.54
Automatic Data Processing (ADP) 0.7 $129M 422k 305.53
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $128M 771k 166.00
Eagle Materials (EXP) 0.7 $128M 575k 222.00
Alphabet Cap Stk Cl C (GOOG) 0.6 $125M 799k 156.23
Booking Holdings (BKNG) 0.6 $124M 27k 4606.91
Arista Networks Com Shs (ANET) 0.6 $123M 1.6M 77.48
TJX Companies (TJX) 0.6 $122M 1.0M 121.80
Expeditors International of Washington (EXPD) 0.6 $122M 1.0M 120.25
Medpace Hldgs (MEDP) 0.6 $122M 400k 304.69
Linde SHS (LIN) 0.6 $121M 260k 465.64
CVS Caremark Corporation (CVS) 0.6 $121M 1.8M 67.75
Verisign (VRSN) 0.6 $117M 462k 253.87
Kenvue (KVUE) 0.6 $115M 4.8M 23.98
MetLife (MET) 0.6 $115M 1.4M 80.29
Encompass Health Corp (EHC) 0.6 $112M 1.1M 101.28
Texas Instruments Incorporated (TXN) 0.6 $110M 612k 179.70
Uber Technologies (UBER) 0.6 $110M 1.5M 72.86
Viper Energy Cl A 0.6 $108M 2.4M 45.15
Post Holdings Inc Common (POST) 0.6 $107M 916k 116.36
Entergy Corporation (ETR) 0.5 $106M 1.2M 85.49
Cummins (CMI) 0.5 $101M 323k 313.44
Gentex Corporation (GNTX) 0.5 $101M 4.3M 23.30
At&t (T) 0.5 $97M 3.4M 28.28
Deckers Outdoor Corporation (DECK) 0.5 $95M 847k 111.81
Verizon Communications (VZ) 0.5 $91M 2.0M 45.36
Adobe Systems Incorporated (ADBE) 0.5 $90M 234k 383.50
Bank of America Corporation (BAC) 0.5 $89M 2.1M 41.73
American Electric Power Company (AEP) 0.5 $89M 810k 109.27
United Therapeutics Corporation (UTHR) 0.5 $88M 286k 308.27
Cheniere Energy Com New (LNG) 0.5 $88M 381k 231.40
Middleby Corporation (MIDD) 0.5 $88M 579k 151.98
Emcor (EME) 0.5 $87M 236k 369.63
Accenture Plc Ireland Shs Class A (ACN) 0.4 $86M 275k 312.04
Medtronic SHS (MDT) 0.4 $86M 952k 89.86
Msc Indl Direct Cl A (MSM) 0.4 $85M 1.1M 77.67
IDEXX Laboratories (IDXX) 0.4 $84M 201k 419.95
Chevron Corporation (CVX) 0.4 $83M 498k 167.29
Analog Devices (ADI) 0.4 $80M 395k 201.67
Wal-Mart Stores (WMT) 0.4 $79M 904k 87.79
Vici Pptys (VICI) 0.4 $78M 2.4M 32.62
Johnson & Johnson (JNJ) 0.4 $78M 472k 165.84
United Rentals (URI) 0.4 $78M 124k 626.70
Hewlett Packard Enterprise (HPE) 0.4 $78M 5.0M 15.43
Tko Group Holdings Cl A (TKO) 0.4 $78M 508k 152.81
Fabrinet SHS (FN) 0.4 $77M 389k 197.60
Nextera Energy (NEE) 0.4 $77M 1.1M 70.89
Us Bancorp Del Com New (USB) 0.4 $76M 1.8M 42.22
Reliance Steel & Aluminum (RS) 0.4 $76M 265k 288.75
West Pharmaceutical Services (WST) 0.4 $74M 330k 223.88
Pool Corporation (POOL) 0.4 $73M 230k 318.35
Lazard Ltd Shs -a - (LAZ) 0.4 $71M 1.6M 43.30
Dell Technologies CL C (DELL) 0.4 $70M 768k 91.15
Bristol Myers Squibb (BMY) 0.4 $70M 1.1M 60.99
Rollins (ROL) 0.4 $69M 1.3M 54.03
Hasbro (HAS) 0.4 $69M 1.1M 61.49
Donaldson Company (DCI) 0.4 $69M 1.0M 67.06
Columbia Banking System (COLB) 0.3 $67M 2.7M 24.94
Thermo Fisher Scientific (TMO) 0.3 $67M 135k 497.60
Raytheon Technologies Corp (RTX) 0.3 $67M 503k 132.46
Magnolia Oil & Gas Corp Cl A (MGY) 0.3 $66M 2.6M 25.26
Lyondellbasell Industries N Shs - A - (LYB) 0.3 $66M 939k 70.40
Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $65M 809k 80.71
United Parcel Service CL B (UPS) 0.3 $65M 592k 109.99
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.3 $65M 1.8M 36.19
Nutrien (NTR) 0.3 $65M 1.3M 49.67
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.3 $65M 971k 66.64
MPLX Com Unit Rep Ltd (MPLX) 0.3 $65M 1.2M 53.52
Waters Corporation (WAT) 0.3 $64M 174k 368.50
Emerson Electric (EMR) 0.3 $64M 581k 109.64
Merck & Co (MRK) 0.3 $64M 708k 89.76
Carlisle Companies (CSL) 0.3 $63M 185k 340.50
Electronic Arts (EA) 0.3 $62M 432k 144.50
DaVita (DVA) 0.3 $62M 408k 152.97
McDonald's Corporation (MCD) 0.3 $62M 197k 312.37
Iron Mountain (IRM) 0.3 $61M 714k 86.04
Mondelez Intl Cl A (MDLZ) 0.3 $60M 890k 67.85
Dow (DOW) 0.3 $60M 1.7M 34.92
Williams Companies (WMB) 0.3 $60M 999k 59.76
PNC Financial Services (PNC) 0.3 $58M 331k 175.77
Pepsi (PEP) 0.3 $58M 386k 149.94
NiSource (NI) 0.3 $58M 1.4M 40.09
Sitio Royalties Corp Class A Com (STR) 0.3 $57M 2.9M 19.88
Wec Energy Group (WEC) 0.3 $57M 522k 108.98
Home Depot (HD) 0.3 $55M 149k 366.49
Omni (OMC) 0.3 $55M 658k 82.91
Duke Energy Corp Com New (DUK) 0.3 $54M 445k 121.97
Pfizer (PFE) 0.3 $54M 2.1M 25.34
Jack Henry & Associates (JKHY) 0.3 $54M 295k 182.60
Jones Lang LaSalle Incorporated (JLL) 0.3 $53M 214k 247.91
Halozyme Therapeutics (HALO) 0.3 $53M 827k 63.81
Coca-Cola Company (KO) 0.3 $53M 734k 71.62
Vail Resorts (MTN) 0.3 $51M 321k 160.02
Pinnacle West Capital Corporation (PNW) 0.3 $51M 534k 95.25
Truist Financial Corp equities (TFC) 0.3 $51M 1.2M 41.15
Regions Financial Corporation (RF) 0.3 $50M 2.3M 21.73
Enterprise Products Partners (EPD) 0.3 $50M 1.5M 34.14
Amphenol Corp Cl A (APH) 0.3 $50M 766k 65.59
Realty Income (O) 0.3 $49M 851k 58.01
Old Dominion Freight Line (ODFL) 0.2 $48M 289k 165.45
Manhattan Associates (MANH) 0.2 $48M 274k 173.00
Lockheed Martin Corporation (LMT) 0.2 $47M 105k 446.71
Essential Utils (WTRG) 0.2 $47M 1.2M 39.53
Paypal Holdings (PYPL) 0.2 $46M 707k 65.25
Mueller Industries (MLI) 0.2 $46M 598k 76.14
Best Buy (BBY) 0.2 $44M 603k 73.61
Epam Systems (EPAM) 0.2 $44M 262k 168.84
Microchip Technology (MCHP) 0.2 $44M 901k 48.41
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $40M 82k 484.82
Blackrock (BLK) 0.2 $38M 40k 946.50
Diamondback Energy (FANG) 0.2 $37M 229k 159.88
Amphastar Pharmaceuticals (AMPH) 0.2 $37M 1.3M 28.99
Gra (GGG) 0.2 $36M 435k 83.51
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $36M 364k 97.60
Graphic Packaging Holding Company (GPK) 0.2 $34M 1.3M 25.96
Eaton Corp SHS (ETN) 0.2 $34M 123k 271.83
Travelers Companies (TRV) 0.2 $33M 124k 264.46
Honeywell International (HON) 0.2 $32M 152k 211.75
Agilent Technologies Inc C ommon (A) 0.2 $31M 267k 116.98
Take-Two Interactive Software (TTWO) 0.2 $30M 146k 207.25
Wells Fargo & Company (WFC) 0.2 $29M 406k 71.78
Advanced Drain Sys Inc Del (WMS) 0.1 $29M 262k 108.65
Comcast Corp Cl A (CMCSA) 0.1 $28M 746k 36.91
Evercore Class A (EVR) 0.1 $27M 137k 199.72
General Dynamics Corporation (GD) 0.1 $27M 99k 272.58
Builders FirstSource (BLDR) 0.1 $27M 214k 124.94
Calix (CALX) 0.1 $27M 749k 35.44
Curtiss-Wright (CW) 0.1 $26M 80k 317.27
Edwards Lifesciences (EW) 0.1 $25M 351k 72.48
Procter & Gamble Company (PG) 0.1 $25M 146k 170.42
Charles Schwab Corporation (SCHW) 0.1 $24M 301k 78.28
Trex Company (TREX) 0.1 $20M 336k 58.10
Asbury Automotive (ABG) 0.1 $19M 87k 220.84
Cadence Design Systems (CDNS) 0.1 $19M 75k 254.33
Chipotle Mexican Grill (CMG) 0.1 $19M 376k 50.21
Ubiquiti (UI) 0.1 $19M 61k 310.14
Prologis (PLD) 0.1 $19M 169k 111.79
Republic Services (RSG) 0.1 $16M 67k 242.16
Cme (CME) 0.1 $16M 61k 265.29
Alliant Energy Corporation (LNT) 0.1 $16M 245k 64.35
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.1 $15M 552k 27.92
CMS Energy Corporation (CMS) 0.1 $15M 204k 75.11
Colgate-Palmolive Company (CL) 0.1 $15M 155k 93.67
Oge Energy Corp (OGE) 0.1 $14M 312k 45.96
Totalenergies Se Sponsored Ads (TTE) 0.1 $14M 217k 64.69
Constellation Brands Cl A (STZ) 0.1 $14M 76k 183.52
American Tower Reit (AMT) 0.1 $14M 63k 217.60
Ameren Corporation (AEE) 0.1 $13M 130k 100.40
Bofi Holding (AX) 0.1 $13M 201k 64.52
Gilead Sciences (GILD) 0.1 $13M 115k 112.05
Snap-on Incorporated (SNA) 0.1 $13M 38k 337.01
Amgen (AMGN) 0.1 $13M 41k 311.50
PPG Industries (PPG) 0.1 $12M 108k 109.35
Hubbell (HUBB) 0.1 $12M 35k 330.91
Fortinet (FTNT) 0.1 $11M 115k 96.26
Kimbell Rty Partners Unit (KRP) 0.0 $9.4M 672k 14.00
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $8.6M 93k 91.73
Cubesmart (CUBE) 0.0 $8.1M 189k 42.71
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $5.8M 150k 38.31
Janus International Group In Common Stock (JBI) 0.0 $5.6M 777k 7.20
Johnson Ctls Intl SHS (JCI) 0.0 $5.5M 69k 80.11
Nextnav Common Stock (NN) 0.0 $5.5M 449k 12.17
Godaddy Cl A (GDDY) 0.0 $5.4M 30k 180.14
Alamos Gold Com Cl A (AGI) 0.0 $5.3M 200k 26.74
Progressive Corporation (PGR) 0.0 $5.1M 18k 283.01
Maplebear (CART) 0.0 $4.3M 109k 39.89
Ban (TBBK) 0.0 $3.3M 63k 52.84
Agnico (AEM) 0.0 $3.3M 31k 108.41
General American Investors (GAM) 0.0 $3.1M 62k 50.37
Generac Holdings (GNRC) 0.0 $2.6M 20k 126.65
Home BancShares (HOMB) 0.0 $2.5M 90k 28.27
Meta Financial (CASH) 0.0 $2.4M 33k 72.95
RBC Bearings Incorporated (RBC) 0.0 $2.3M 7.2k 321.77
Patrick Industries (PATK) 0.0 $1.8M 21k 84.56
Casey's General Stores (CASY) 0.0 $1.8M 4.1k 434.04
Aercap Holdings Nv SHS (AER) 0.0 $1.7M 17k 102.17
Danaher Corporation (DHR) 0.0 $1.7M 8.2k 205.00
Colliers Intl Group Sub Vtg Shs (CIGI) 0.0 $1.6M 13k 121.30
Enbridge (ENB) 0.0 $1.5M 35k 44.31
Monarch Casino & Resort (MCRI) 0.0 $1.5M 20k 77.75
Essent (ESNT) 0.0 $1.5M 26k 57.72
Silverback Therapeutics (SPRY) 0.0 $1.5M 119k 12.58
Artisan Partners Asset Mgmt Cl A (APAM) 0.0 $1.5M 38k 39.10
Urogen Pharma (URGN) 0.0 $1.5M 132k 11.06
Supernus Pharmaceuticals (SUPN) 0.0 $1.4M 44k 32.75
Southern Missouri Ban (SMBC) 0.0 $1.4M 27k 52.02
Flutter Entmt SHS (FLUT) 0.0 $1.4M 6.3k 221.55
Deere & Company (DE) 0.0 $1.3M 2.8k 469.35
Ansys (ANSS) 0.0 $1.2M 3.8k 316.56
Onto Innovation (ONTO) 0.0 $1.2M 9.8k 121.34
Lyft Cl A Com (LYFT) 0.0 $1.1M 96k 11.87
Madison Square Garden Entmt Com Cl A (MSGE) 0.0 $1.1M 35k 32.74
Nexstar Media Group Common Stock (NXST) 0.0 $1.1M 6.0k 179.22
Servicetitan Shs Cl A (TTAN) 0.0 $1.1M 11k 95.11
Kinsale Cap Group (KNSL) 0.0 $1.0M 2.2k 486.71
Charter Communications Inc N Cl A (CHTR) 0.0 $1.0M 2.7k 368.53
Doordash Cl A (DASH) 0.0 $993k 5.4k 182.77
Privia Health Group (PRVA) 0.0 $922k 41k 22.45
Alamo (ALG) 0.0 $880k 4.9k 178.21
Synopsys (SNPS) 0.0 $861k 2.0k 428.85
National Fuel Gas (NFG) 0.0 $847k 11k 79.19
Rush Enterprises Cl A (RUSHA) 0.0 $843k 16k 53.41
New Mountain Finance Corp (NMFC) 0.0 $809k 73k 11.03
Rambus (RMBS) 0.0 $797k 15k 51.77
Ensign (ENSG) 0.0 $795k 6.1k 129.40
Blue Bird Corp (BLBD) 0.0 $784k 24k 32.37
Ally Financial (ALLY) 0.0 $727k 20k 36.47
Waste Management (WM) 0.0 $702k 3.0k 231.51
Martin Marietta Materials (MLM) 0.0 $687k 1.4k 478.13
Timken Company (TKR) 0.0 $675k 9.4k 71.87
Blackstone Secd Lending Common Stock (BXSL) 0.0 $670k 21k 32.36
Douglas Dynamics (PLOW) 0.0 $657k 28k 23.23
Concrete Pumping Hldgs (BBCP) 0.0 $620k 114k 5.46
Toro Company (TTC) 0.0 $601k 8.3k 72.75
Kite Rlty Group Tr Com New (KRG) 0.0 $582k 26k 22.37
Vontier Corporation (VNT) 0.0 $576k 18k 32.85
Palo Alto Networks (PANW) 0.0 $557k 3.3k 170.64
Discover Financial Services 0.0 $543k 3.2k 170.70
Empire St Rlty Tr Cl A (ESRT) 0.0 $501k 64k 7.82
Macerich Company (MAC) 0.0 $459k 27k 17.17
Arthur J. Gallagher & Co. (AJG) 0.0 $439k 1.3k 345.24
Cushman Wakefield SHS (CWK) 0.0 $363k 36k 10.22
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $361k 3.5k 104.58
Hagerty Cl A Com (HGTY) 0.0 $260k 29k 9.04
Arch Cap Group Ord (ACGL) 0.0 $259k 2.7k 96.18
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $255k 1.1k 240.00
Veeva Sys Cl A Com (VEEV) 0.0 $226k 974.00 231.63
Universal Display Corporation (OLED) 0.0 $207k 1.5k 139.48
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $61k 16k 3.82