Epoch Investment Partners, Inc. Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$22495.1T

Holdings

408

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (408 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,418,645$596.9T2.65%
2
AVGOBROADCOM INC
395,266$523.9T2.33%
3
METAMETA PLATFORMS INC
971,875$471.9T2.10%
4
UNHUNITEDHEALTH GROUP INC
781,610$386.7T1.72%
5
VVISA INC
1,223,804$341.5T1.52%
6
JPMJPMORGAN CHASE & CO
1,524,742$305.4T1.36%
7
KLACKLA CORP
365,290$255.2T1.13%
8
LPLALPL FINL HLDGS INC
927,369$245.0T1.09%
9
LLYELI LILLY & CO
311,647$242.4T1.08%
10
AXPAMERICAN EXPRESS CO
1,046,904$238.4T1.06%
11
AMATAPPLIED MATLS INC
1,140,371$235.2T1.05%
12
YUMYUM BRANDS INC
1,681,933$233.2T1.04%
13
GOOGLALPHABET INC
1,476,307$222.8T0.99%
14
AAPLAPPLE INC
1,254,597$215.1T0.96%
15
NTAPNETAPP INC
1,982,787$208.1T0.93%
16
PAYXPAYCHEX INC
1,676,521$205.9T0.92%
17
ANETEURARISTA NETWORKS INC
689,525$199.9T0.89%
18
CCEPCOCA-COLA EUROPACIFIC PARTNE
2,857,592$199.9T0.89%
19
ZTSZOETIS INC
1,179,851$199.6T0.89%
20
AMZNAMAZON COM INC
1,093,772$197.3T0.88%
21
A4SAMERIPRISE FINL INC
441,253$193.5T0.86%
22
AZNASTRAZENECA PLC
2,820,251$191.1T0.85%
23
DECKDECKERS OUTDOOR CORP
202,559$190.7T0.85%
24
GOOGALPHABET INC
1,217,113$185.3T0.82%
25
TMOTHERMO FISHER SCIENTIFIC INC
317,973$184.8T0.82%
26
HCAHCA HEALTHCARE INC
542,906$181.1T0.80%
27
HDHOME DEPOT INC
471,566$180.9T0.80%
28
IBMINTERNATIONAL BUSINESS MACHS
933,543$178.3T0.79%
29
ABBVABBVIE INC
974,702$177.5T0.79%
30
COSTCOSTCO WHSL CORP NEW
241,645$177.0T0.79%
31
CVXCHEVRON CORP NEW
1,111,478$175.3T0.78%
32
EXPEAGLE MATLS INC
643,208$174.8T0.78%
33
QCOMQUALCOMM INC
1,027,398$173.9T0.77%
34
BACBANK AMERICA CORP
4,571,409$173.3T0.77%
35
MNSTMONSTER BEVERAGE CORP NEW
2,898,894$171.8T0.76%
36
CVSCVS HEALTH CORP
2,150,505$171.5T0.76%
37
UNPUNION PAC CORP
690,257$169.8T0.75%
38
CRMSALESFORCE INC
553,999$166.9T0.74%
39
MEDPMEDPACE HLDGS INC
406,446$164.3T0.73%
40
PCARPACCAR INC
1,318,525$163.4T0.73%
41
CPRTCOPART INC
2,791,737$161.7T0.72%
42
MAMASTERCARD INCORPORATED
334,232$161.0T0.72%
43
MRKMERCK & CO INC
1,216,883$160.6T0.71%
44
LRCXEURLAM RESEARCH CORP
165,134$160.4T0.71%
45
BRK/BBERKSHIRE HATHAWAY INC DEL
362,527$152.4T0.68%
46
DPZDOMINOS PIZZA INC
305,891$152.0T0.68%
47
FASTFASTENAL CO
1,942,747$149.9T0.67%
48
LINLINDE PLC
318,776$148.0T0.66%
49
WMTWALMART INC
2,458,279$147.9T0.66%
50
ULTAULTA BEAUTY INC
281,809$147.4T0.66%
51
TXNTEXAS INSTRS INC
797,967$139.0T0.62%
52
ADIANALOG DEVICES INC
696,320$137.7T0.61%
53
IRMIRON MTN INC DEL
1,686,218$135.3T0.60%
54
EHCENCOMPASS HEALTH CORP
1,598,042$132.0T0.59%
55
METMETLIFE INC
1,761,806$130.6T0.58%
56
VEEVVEEVA SYS INC
537,329$124.5T0.55%
57
WFCWELLS FARGO CO NEW
2,075,094$120.3T0.53%
58
ONON SEMICONDUCTOR CORP
1,635,181$120.3T0.53%
59
CSCOCISCO SYS INC
2,379,360$118.8T0.53%
60
NVRNVR INC
14,540$117.8T0.52%
61
CHECHEMED CORP NEW
182,776$117.3T0.52%
62
VNOMUSDVIPER ENERGY INC
3,001,411$115.4T0.51%
63
ORLYOREILLY AUTOMOTIVE INC
100,819$113.8T0.51%
64
JJACOBS SOLUTIONS INC
738,850$113.6T0.50%
65
ADBEADOBE INC
225,020$113.5T0.50%
66
CMICUMMINS INC
380,673$112.2T0.50%
67
MRSHMARSH & MCLENNAN COS INC
542,808$111.8T0.50%
68
SBUXSTARBUCKS CORP
1,198,981$109.6T0.49%
69
TJXTJX COS INC NEW
1,067,202$108.2T0.48%
70
MTDMETTLER TOLEDO INTERNATIONAL
81,234$108.1T0.48%
71
APHAMPHENOL CORP NEW
936,048$108.0T0.48%
72
GNTXGENTEX CORP
2,963,250$107.0T0.48%
73
ADPAUTOMATIC DATA PROCESSING IN
426,738$106.6T0.47%
74
WSTWEST PHARMACEUTICAL SVSC INC
260,519$103.1T0.46%
75
MDTMEDTRONIC PLC
1,161,984$101.3T0.45%
76
ACNACCENTURE PLC IRELAND
288,313$99.9T0.44%
77
REGNREGENERON PHARMACEUTICALS
103,551$99.7T0.44%
78
DCIDONALDSON INC
1,331,717$99.5T0.44%
79
MANHMANHATTAN ASSOCIATES INC
393,450$98.5T0.44%
80
IDXXIDEXX LABS INC
179,936$97.2T0.43%
81
4I1PHILIP MORRIS INTL INC
1,054,563$96.6T0.43%
82
TSMTAIWAN SEMICONDUCTOR MFG LTD
709,067$96.5T0.43%
83
MSMMSC INDL DIRECT INC
965,533$93.7T0.42%
84
MKLMARKEL GROUP INC
61,338$93.3T0.41%
85
QSRRESTAURANT BRANDS INTL INC
1,174,166$93.3T0.41%
86
OXYOCCIDENTAL PETE CORP
1,383,769$89.9T0.40%
87
TREXTREX CO INC
901,360$89.9T0.40%
88
JNJJOHNSON & JOHNSON
563,656$89.2T0.40%
89
DELLDELL TECHNOLOGIES INC
781,063$89.1T0.40%
90
EMREMERSON ELEC CO
771,744$87.5T0.39%
91
WATWATERS CORP
253,472$87.3T0.39%
92
LAZLAZARD INC
2,082,856$87.2T0.39%
93
GGGGRACO INC
928,600$86.8T0.39%
94
HESMHESS MIDSTREAM LP
2,390,636$86.4T0.38%
95
TKOTKO GROUP HOLDINGS INC
993,334$85.8T0.38%
96
ROLROLLINS INC
1,851,650$85.7T0.38%
97
STZCONSTELLATION BRANDS INC
311,608$84.7T0.38%
98
BACVERIZON COMMUNICATIONS INC
2,004,584$84.1T0.37%
99
UBERUBER TECHNOLOGIES INC
1,089,848$83.9T0.37%
100
AEPAMERICAN ELEC PWR CO INC
973,356$83.8T0.37%
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