Epoch Investment Partners, Inc. Q1 2023 Filing

Filed May 12, 2023

Portfolio Value

$16.8B

Holdings

436

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (436 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,808,134$521.3B3102.37%
2
AVGOBROADCOM INC
472,074$302.9B1802.40%
3
AAPLAPPLE INC
1,830,454$301.8B1796.37%
4
CVXCHEVRON CORP NEW
1,517,166$247.5B1473.21%
5
UNHUNITEDHEALTH GROUP INC
501,998$237.2B1411.90%
6
ADIANALOG DEVICES INC
1,152,667$227.3B1352.92%
7
CSCOCISCO SYS INC
4,155,930$217.2B1292.93%
8
ABBVABBVIE INC
1,340,223$213.6B1271.16%
9
METAMETA PLATFORMS INC
1,007,131$213.4B1270.32%
10
JPMJPMORGAN CHASE & CO
1,631,978$212.7B1265.63%
11
IBMINTERNATIONAL BUSINESS MACHS
1,526,318$200.1B1190.78%
12
TXNTEXAS INSTRS INC
1,014,142$188.6B1122.66%
13
LINLINDE PLC
522,849$185.8B1106.01%
14
CCEPCOCA-COLA EUROPACIFIC PARTNE
3,100,050$183.5B1092.03%
15
NEENEXTERA ENERGY INC
2,336,530$180.1B1071.84%
16
BACBANK AMERICA CORP
5,733,234$164.0B975.84%
17
RTXRAYTHEON TECHNOLOGIES CORP
1,613,782$158.0B940.54%
18
KLACKLA CORP
395,234$157.8B938.92%
19
BRK/BBERKSHIRE HATHAWAY INC DEL
502,422$155.1B923.25%
20
IRMIRON MTN INC DEL
2,885,370$152.7B908.56%
21
MRKMERCK & CO INC
1,399,633$148.9B886.20%
22
METMETLIFE INC
2,568,952$148.8B885.83%
23
CVSCVS HEALTH CORP
2,001,452$148.7B885.13%
24
MDTMEDTRONIC PLC
1,821,820$146.9B874.10%
25
CRMSALESFORCE INC
735,029$146.8B873.93%
26
AEPAMERICAN ELEC PWR CO INC
1,591,679$144.8B861.91%
27
LLYLILLY ELI & CO
401,877$138.0B821.35%
28
JNJJOHNSON & JOHNSON
876,967$135.9B808.96%
29
4I1PHILIP MORRIS INTL INC
1,334,203$129.7B772.19%
30
QSRRESTAURANT BRANDS INTL INC
1,928,653$129.5B770.63%
31
VRTXVERTEX PHARMACEUTICALS INC
391,397$123.3B733.90%
32
EMREMERSON ELEC CO
1,400,908$122.1B726.51%
33
WMTWALMART INC
818,410$120.7B718.17%
34
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,256,227$116.9B695.43%
35
LYBLYONDELLBASELL INDUSTRIES N
1,228,130$115.3B686.25%
36
PFEPFIZER INC
2,815,709$114.9B683.69%
37
HDHOME DEPOT INC
383,513$113.2B673.58%
38
AZNASTRAZENECA PLC
1,599,052$111.0B660.54%
39
ANETEURARISTA NETWORKS INC
654,338$109.8B653.68%
40
CMICUMMINS INC
456,882$109.1B649.53%
41
MSMMSC INDL DIRECT INC
1,288,660$108.2B644.22%
42
GOOGALPHABET INC
1,028,031$106.9B636.29%
43
EVRGEVERGY INC
1,731,010$105.8B629.64%
44
UPSUNITED PARCEL SERVICE INC
528,276$102.5B609.89%
45
BACVERIZON COMMUNICATIONS INC
2,631,499$102.3B609.05%
46
TMOTHERMO FISHER SCIENTIFIC INC
175,634$101.2B602.46%
47
APDAIR PRODS & CHEMS INC
352,443$101.2B602.42%
48
TAT&T INC
5,167,136$99.5B591.96%
49
USBUS BANCORP DEL
2,703,973$97.5B580.12%
50
GOOGLALPHABET INC
939,098$97.4B579.74%
51
JJACOBS SOLUTIONS INC
817,535$96.1B571.73%
52
VVISA INC
425,042$95.8B570.31%
53
ETNEATON CORP PLC
554,508$95.0B565.43%
54
EPDENTERPRISE PRODS PARTNERS L
3,644,506$94.4B561.76%
55
AXPAMERICAN EXPRESS CO
562,643$92.8B552.33%
56
NTAPNETAPP INC
1,437,899$91.8B546.39%
57
COSTCOSTCO WHSL CORP NEW
181,793$90.3B537.57%
58
DOWDOW INC
1,634,269$89.6B533.18%
59
HASHASBRO INC
1,657,621$89.0B529.65%
60
CMCSACOMCAST CORP NEW
2,245,046$85.1B506.51%
61
NTRNUTRIEN LTD
1,139,826$84.2B500.96%
62
KOCOCA COLA CO
1,335,584$82.8B493.04%
63
ETRENTERGY CORP NEW
762,496$82.2B488.91%
64
NINISOURCE INC
2,887,051$80.7B480.40%
65
DEDEERE & CO
192,746$79.6B473.61%
66
AMATAPPLIED MATLS INC
645,857$79.3B472.11%
67
SBUXSTARBUCKS CORP
751,515$78.3B465.72%
68
WECWEC ENERGY GROUP INC
817,086$77.5B460.94%
69
OREALTY INCOME CORP
1,219,728$77.2B459.64%
70
DVNDEVON ENERGY CORP NEW
1,523,923$77.1B459.00%
71
YUMYUM BRANDS INC
578,285$76.4B454.55%
72
KEYKEYCORP
6,097,145$76.3B454.30%
73
MRNAMODERNA INC
495,314$76.1B452.72%
74
LAZLAZARD LTD
2,238,605$74.1B441.11%
75
LMTLOCKHEED MARTIN CORP
156,725$74.1B440.93%
76
MTNVAIL RESORTS INC
314,170$73.4B436.91%
77
OMCOMNICOM GROUP INC
774,114$73.0B434.63%
78
COLBCOLUMBIA BKG SYS INC
3,396,882$72.8B433.02%
79
WPCWP CAREY INC
937,932$72.6B432.32%
80
BRK-BBERKSHIRE HATHAWAY INC DEL
151$70.3B418.41%
81
RSRELIANCE STEEL & ALUMINUM CO
260,240$66.8B397.63%
82
TRVTRAVELERS COMPANIES INC
377,490$64.7B385.07%
83
PAYXPAYCHEX INC
558,341$64.0B380.76%
84
OLEDUNIVERSAL DISPLAY CORP
405,324$62.9B374.21%
85
SNPSSYNOPSYS INC
161,815$62.5B371.97%
86
MNSTMONSTER BEVERAGE CORP NEW
1,136,058$61.4B365.16%
87
PNWPINNACLE WEST CAP CORP
773,801$61.3B364.91%
88
DELLDELL TECHNOLOGIES INC
1,500,390$60.3B359.05%
89
LEGLEGGETT & PLATT INC
1,865,265$59.5B353.89%
90
DUKDUKE ENERGY CORP NEW
614,407$59.3B352.74%
91
1939900DBROOKFIELD INFRASTRUCTURE CO
1,277,349$58.8B350.15%
92
BIIBBIOGEN INC
210,176$58.4B347.76%
93
ZTSZOETIS INC
348,797$58.1B345.50%
94
AMZNAMAZON COM INC
554,779$57.3B341.02%
95
WELLWELLTOWER INC
797,962$57.2B340.44%
96
ADPAUTOMATIC DATA PROCESSING IN
256,194$57.0B339.44%
97
PNCPNC FINL SVCS GROUP INC
447,680$56.9B338.63%
98
HONHONEYWELL INTL INC
296,707$56.7B337.47%
99
DHRDANAHER CORPORATION
223,481$56.3B335.22%
100
DECKDECKERS OUTDOOR CORP
123,793$55.6B331.19%
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