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)

StockValue
MPLXMPLX LP
$55.1M
MAMASTERCARD INCORPORATED
$54.5M
KHCKRAFT HEINZ CO
$53.8M
WWEUSDWORLD WRESTLING ENTMT INC
$53.5M
TFCTRUIST FINL CORP
$52.7M
MKLMARKEL CORP
$52.3M
GNTXGENTEX CORP
$52.1M
HUMHUMANA INC
$51.9M
EXPDEXPEDITORS INTL WASH INC
$51.8M
AJGGALLAGHER ARTHUR J & CO
$51.8M
CNCCENTENE CORP DEL
$51.5M
BERYEURBERRY GLOBAL GROUP INC
$51.4M
FASTFASTENAL CO
$50.8M
CASYCASEYS GEN STORES INC
$50.6M
NVRNVR INC
$50.4M
MRSHMARSH & MCLENNAN COS INC
$49.9M
TMUST-MOBILE US INC
$49.6M
OXYOCCIDENTAL PETE CORP
$49.2M
UNPUNION PAC CORP
$48.7M
FTNTFORTINET INC
$48.2M
LRCXEURLAM RESEARCH CORP
$47.6M
PEPPEPSICO INC
$47.6M
GILDGILEAD SCIENCES INC
$47.5M
WSTWEST PHARMACEUTICAL SVSC INC
$46.6M
MCDMCDONALDS CORP
$46.3M
VMWEURVMWARE INC
$46.2M
DWDMORGAN STANLEY
$46.2M
WEPMAGELLAN MIDSTREAM PRTNRS LP
$46.0M
MTDMETTLER TOLEDO INTERNATIONAL
$45.7M
BKNGBOOKING HOLDINGS INC
$45.6M
A4SAMERIPRISE FINL INC
$45.2M
WFCWELLS FARGO CO NEW
$45.1M
REEVEREST RE GROUP LTD
$45.0M
VENVENTAS INC
$44.6M
DBXDROPBOX INC
$43.9M
PLDPROLOGIS INC.
$43.6M
PFSIPENNYMAC FINL SVCS INC NEW
$43.5M
MEDPMEDPACE HLDGS INC
$43.0M
PGPROCTER AND GAMBLE CO
$43.0M
GEGENERAL ELECTRIC CO
$42.7M
BEPCBROOKFIELD RENEWABLE CORP
$41.1M
BSXBOSTON SCIENTIFIC CORP
$40.9M
ULTAULTA BEAUTY INC
$40.3M
DCIDONALDSON INC
$39.7M
STZCONSTELLATION BRANDS INC
$39.7M
DPZDOMINOS PIZZA INC
$39.6M
BJBJS WHSL CLUB HLDGS INC
$39.5M
ADBEADOBE SYSTEMS INCORPORATED
$39.3M
EXPEAGLE MATLS INC
$38.5M
CHECHEMED CORP NEW
$38.3M
HIIHUNTINGTON INGALLS INDS INC
$38.0M
LPLALPL FINL HLDGS INC
$37.9M
QCOMQUALCOMM INC
$37.9M
CDNSCADENCE DESIGN SYSTEM INC
$37.3M
UBERUBER TECHNOLOGIES INC
$36.3M
VEEVVEEVA SYS INC
$36.1M
ACNACCENTURE PLC IRELAND
$35.9M
EHCENCOMPASS HEALTH CORP
$35.8M
UHSUNIVERSAL HLTH SVCS INC
$35.2M
GGGGRACO INC
$35.0M
BMYBRISTOL-MYERS SQUIBB CO
$34.0M
TREXTREX CO INC
$33.9M
NXSTNEXSTAR MEDIA GROUP INC
$33.8M
AMGNAMGEN INC
$33.7M
UTHUNITED THERAPEUTICS CORP DEL
$33.4M
CUBECUBESMART
$32.9M
KMXCARMAX INC
$32.8M
VNOMVIPER ENERGY PARTNERS LP
$32.7M
PCARPACCAR INC
$32.6M
ROLROLLINS INC
$32.5M
TSLATESLA INC
$32.4M
TJXTJX COS INC NEW
$32.0M
AFWALIGN TECHNOLOGY INC
$31.0M
ODFLOLD DOMINION FREIGHT LINE IN
$30.5M
AG8AGILENT TECHNOLOGIES INC
$30.2M
BLKCHFBLACKROCK INC
$28.7M
MANHMANHATTAN ASSOCIATES INC
$28.6M
BABOEING CO
$28.4M
BB4AXOS FINANCIAL INC
$27.9M
EWEDWARDS LIFESCIENCES CORP
$27.8M
RIORIO TINTO PLC
$27.5M
AMEAMETEK INC
$27.1M
CTRACOTERRA ENERGY INC
$26.8M
NKENIKE INC
$26.7M
WATWATERS CORP
$26.6M
NSYNICE LTD
$25.8M
BRKRBRUKER CORP
$25.4M
OLNOLIN CORP
$25.3M
CLCOLGATE PALMOLIVE CO
$25.0M
SPGSIMON PPTY GROUP INC NEW
$24.6M
NMIHNMI HLDGS INC
$24.5M
JCIJOHNSON CTLS INTL PLC
$23.7M
EAELECTRONIC ARTS INC
$23.0M
SB9SITIO ROYALTIES CORP
$23.0M
CWCURTISS WRIGHT CORP
$23.0M
KRPKIMBELL RTY PARTNERS LP
$22.5M
ONON SEMICONDUCTOR CORP
$21.7M
IQVIQVIA HLDGS INC
$21.4M
PPGPPG INDS INC
$21.1M
ORLYOREILLY AUTOMOTIVE INC
$21.0M
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