Epoch Investment Partners, Inc. Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$19.3B

Holdings

278

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (278 positions)

StockValue
METAMETA PLATFORMS INC
$462.2M
MSFTMICROSOFT CORP
$435.6M
JPMJPMORGAN CHASE & CO.
$391.8M
UNHUNITEDHEALTH GROUP INC
$319.1M
PAYXPAYCHEX INC
$284.0M
AVGOBROADCOM INC
$274.7M
VVISA INC
$265.5M
UNPUNION PAC CORP
$254.9M
HCAHCA HEALTHCARE INC
$240.1M
AAPLAPPLE INC
$237.0M
ZTSZOETIS INC
$235.7M
CRMSALESFORCE INC
$231.9M
YUMYUM BRANDS INC
$223.2M
MAMASTERCARD INCORPORATED
$210.2M
A4SAMERIPRISE FINL INC
$210.0M
MKLMARKEL GROUP INC
$202.0M
MNSTMONSTER BEVERAGE CORP NEW
$201.2M
NVDANVIDIA CORPORATION
$194.8M
LPLALPL FINL HLDGS INC
$191.6M
COSTCOSTCO WHSL CORP NEW
$188.7M
AXPAMERICAN EXPRESS CO
$188.1M
AMZNAMAZON COM INC
$186.6M
AMATAPPLIED MATLS INC
$184.6M
MRSHMARSH & MCLENNAN COS INC
$175.9M
PCARPACCAR INC
$174.8M
QCOMQUALCOMM INC
$174.2M
KLACKLA CORP
$171.6M
ABBVABBVIE INC
$169.5M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$165.2M
GOOGLALPHABET INC
$164.2M
FASTFASTENAL CO
$158.9M
CPRTCOPART INC
$158.7M
NVRNVR INC
$155.0M
CHECHEMED CORP NEW
$154.3M
NTAPNETAPP INC
$153.3M
DPZDOMINOS PIZZA INC
$151.5M
SBUXSTARBUCKS CORP
$149.0M
ORLYOREILLY AUTOMOTIVE INC
$147.5M
AZNASTRAZENECA PLC
$146.8M
IBMINTERNATIONAL BUSINESS MACHS
$146.3M
LLYELI LILLY & CO
$141.3M
MTDMETTLER TOLEDO INTERNATIONAL
$140.8M
LRCXLAM RESEARCH CORP
$136.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$135.1M
CSCOCISCO SYS INC
$133.3M
HESMHESS MIDSTREAM LP
$132.6M
REGNREGENERON PHARMACEUTICALS
$131.6M
VRSKVERISK ANALYTICS INC
$131.3M
4I1PHILIP MORRIS INTL INC
$130.6M
ULTAULTA BEAUTY INC
$130.1M
ADPAUTOMATIC DATA PROCESSING IN
$129.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$127.9M
EXPEAGLE MATLS INC
$127.6M
GOOGALPHABET INC
$124.8M
BKNGBOOKING HOLDINGS INC
$123.9M
ANETARISTA NETWORKS INC
$122.9M
TJXTJX COS INC NEW
$122.4M
EXPDEXPEDITORS INTL WASH INC
$121.9M
MEDPMEDPACE HLDGS INC
$121.8M
LINLINDE PLC
$121.2M
CVSCVS HEALTH CORP
$121.0M
VRSNVERISIGN INC
$117.3M
KVUEKENVUE INC
$115.0M
METMETLIFE INC
$114.6M
EHCENCOMPASS HEALTH CORP
$112.0M
TXNTEXAS INSTRS INC
$110.0M
UBERUBER TECHNOLOGIES INC
$109.8M
VNOMUSDVIPER ENERGY INC
$107.9M
POSTPOST HLDGS INC
$106.5M
ETRENTERGY CORP NEW
$105.7M
CMICUMMINS INC
$101.1M
GNTXGENTEX CORP
$100.7M
TAT&T INC
$96.7M
DECKDECKERS OUTDOOR CORP
$94.7M
BACVERIZON COMMUNICATIONS INC
$91.2M
ADBEADOBE INC
$89.9M
BACBANK AMERICA CORP
$89.2M
AEPAMERICAN ELEC PWR CO INC
$88.5M
UTHUNITED THERAPEUTICS CORP DEL
$88.1M
LNGCHENIERE ENERGY INC
$88.1M
MIDDMIDDLEBY CORP
$87.9M
EMEEMCOR GROUP INC
$87.1M
ACNACCENTURE PLC IRELAND
$85.9M
MDTMEDTRONIC PLC
$85.6M
MSMMSC INDL DIRECT INC
$84.7M
IDXXIDEXX LABS INC
$84.4M
CVXCHEVRON CORP NEW
$83.3M
ADIANALOG DEVICES INC
$79.6M
WMTWALMART INC
$79.4M
VICIVICI PPTYS INC
$78.3M
JNJJOHNSON & JOHNSON
$78.2M
URIUNITED RENTALS INC
$77.8M
HPEHEWLETT PACKARD ENTERPRISE C
$77.8M
TKOTKO GROUP HOLDINGS INC
$77.6M
FNFABRINET
$76.9M
NEENEXTERA ENERGY INC
$76.6M
USBUS BANCORP DEL
$76.4M
RSRELIANCE INC
$76.4M
WSTWEST PHARMACEUTICAL SVSC INC
$73.8M
POOLPOOL CORP
$73.1M
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