Epoch Investment Partners, Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$20.6B
Holdings
281
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (281 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 2,458,665 | $570.0B | 2762.09% | |
| 2 | METAMETA PLATFORMS INC | 846,392 | $495.6B | 2401.35% | |
| 3 | MSFTMICROSOFT CORP | 1,165,523 | $491.3B | 2380.50% | |
| 4 | JPMJPMORGAN CHASE & CO. | 1,715,909 | $411.3B | 1993.10% | |
| 5 | UNHUNITEDHEALTH GROUP INC | 712,724 | $360.5B | 1747.03% | |
| 6 | VVISA INC | 1,110,225 | $350.9B | 1700.21% | |
| 7 | AAPLAPPLE INC | 1,352,422 | $338.7B | 1641.08% | |
| 8 | CRMSALESFORCE INC | 925,791 | $309.5B | 1499.82% | |
| 9 | PAYXPAYCHEX INC | 1,875,661 | $263.0B | 1274.42% | |
| 10 | UNPUNION PAC CORP | 1,152,459 | $262.8B | 1273.46% | |
| 11 | A4SAMERIPRISE FINL INC | 484,182 | $257.8B | 1249.17% | |
| 12 | ANETARISTA NETWORKS INC | 2,308,517 | $255.2B | 1236.41% | |
| 13 | LPLALPL FINL HLDGS INC | 725,572 | $236.9B | 1147.96% | |
| 14 | AXPAMERICAN EXPRESS CO | 794,530 | $235.8B | 1142.64% | |
| 15 | ZTSZOETIS INC | 1,426,227 | $232.4B | 1126.00% | |
| 16 | HCAHCA HEALTHCARE INC | 756,510 | $227.1B | 1100.28% | |
| 17 | AMZNAMAZON COM INC | 1,030,128 | $226.0B | 1095.11% | |
| 18 | COSTCOSTCO WHSL CORP NEW | 235,754 | $216.0B | 1046.72% | |
| 19 | NTAPNETAPP INC | 1,804,295 | $209.4B | 1014.88% | |
| 20 | NVDANVIDIA CORPORATION | 1,527,937 | $205.2B | 994.26% | |
| 21 | MAMASTERCARD INCORPORATED | 389,384 | $205.0B | 993.54% | |
| 22 | DECKDECKERS OUTDOOR CORP | 998,773 | $202.8B | 982.89% | |
| 23 | AMATAPPLIED MATLS INC | 1,229,428 | $199.9B | 968.84% | |
| 24 | GOOGLALPHABET INC | 1,036,970 | $196.3B | 951.19% | |
| 25 | PCARPACCAR INC | 1,871,934 | $194.7B | 943.53% | |
| 26 | YUMYUM BRANDS INC | 1,418,344 | $190.3B | 922.05% | |
| 27 | MNSTMONSTER BEVERAGE CORP NEW | 3,503,619 | $184.2B | 892.32% | |
| 28 | NVRNVR INC | 21,924 | $179.3B | 868.89% | |
| 29 | GOOGALPHABET INC | 936,307 | $178.3B | 864.02% | |
| 30 | QCOMQUALCOMM INC | 1,154,237 | $177.3B | 859.20% | |
| 31 | CPRTCOPART INC | 3,019,079 | $173.3B | 839.58% | |
| 32 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 2,213,597 | $170.0B | 823.88% | |
| 33 | IBMINTERNATIONAL BUSINESS MACHS | 772,470 | $169.8B | 822.85% | |
| 34 | KLACKLA CORP | 261,463 | $164.8B | 798.33% | |
| 35 | FASTFASTENAL CO | 2,243,436 | $161.3B | 781.72% | |
| 36 | ULTAULTA BEAUTY INC | 362,507 | $157.7B | 763.99% | |
| 37 | EXPEAGLE MATLS INC | 592,069 | $146.1B | 707.94% | |
| 38 | MEDPMEDPACE HLDGS INC | 438,100 | $145.5B | 705.28% | |
| 39 | ABBVABBVIE INC | 818,408 | $145.4B | 704.70% | |
| 40 | LLYELI LILLY & CO | 184,688 | $142.6B | 690.88% | |
| 41 | DPZDOMINOS PIZZA INC | 335,444 | $140.8B | 682.29% | |
| 42 | REGNREGENERON PHARMACEUTICALS | 197,266 | $140.5B | 680.90% | |
| 43 | SBUXSTARBUCKS CORP | 1,537,937 | $140.3B | 680.02% | |
| 44 | VRSKVERISK ANALYTICS INC | 502,569 | $138.4B | 670.74% | |
| 45 | CSCOCISCO SYS INC | 2,265,400 | $134.1B | 649.85% | |
| 46 | CHECHEMED CORP NEW | 252,237 | $133.6B | 647.55% | |
| 47 | AZNASTRAZENECA PLC | 2,026,912 | $132.8B | 643.51% | |
| 48 | TJXTJX COS INC NEW | 1,072,715 | $129.6B | 627.97% | |
| 49 | ORLYOREILLY AUTOMOTIVE INC | 108,708 | $128.9B | 624.63% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 283,527 | $128.5B | 622.75% | |
| 51 | GNTXGENTEX CORP | 4,438,938 | $127.5B | 617.97% | |
| 52 | ADPAUTOMATIC DATA PROCESSING IN | 430,875 | $126.1B | 611.18% | |
| 53 | LRCXLAM RESEARCH CORP | 1,732,131 | $125.1B | 606.24% | |
| 54 | VNOMUSDVIPER ENERGY INC | 2,543,209 | $124.8B | 604.71% | |
| 55 | MKLMARKEL GROUP INC | 72,233 | $124.7B | 604.20% | |
| 56 | HESMHESS MIDSTREAM LP | 3,309,547 | $122.6B | 593.84% | |
| 57 | METMETLIFE INC | 1,490,863 | $122.1B | 591.51% | |
| 58 | MRSHMARSH & MCLENNAN COS INC | 574,190 | $122.0B | 590.99% | |
| 59 | TKOTKO GROUP HOLDINGS INC | 851,563 | $121.0B | 586.40% | |
| 60 | TXNTEXAS INSTRS INC | 644,383 | $120.8B | 585.49% | |
| 61 | CMICUMMINS INC | 344,603 | $120.1B | 582.10% | |
| 62 | EHCENCOMPASS HEALTH CORP | 1,299,005 | $120.0B | 581.30% | |
| 63 | MTDMETTLER TOLEDO INTERNATIONAL | 94,407 | $115.5B | 559.79% | |
| 64 | LINLINDE PLC | 273,283 | $114.4B | 554.41% | |
| 65 | ADIANALOG DEVICES INC | 522,983 | $111.1B | 538.41% | |
| 66 | 4I1PHILIP MORRIS INTL INC | 907,052 | $109.2B | 528.97% | |
| 67 | HPEHEWLETT PACKARD ENTERPRISE C | 4,897,034 | $104.6B | 506.62% | |
| 68 | EMEEMCOR GROUP INC | 228,173 | $103.6B | 501.85% | |
| 69 | ETRENTERGY CORP NEW | 1,329,917 | $100.8B | 488.61% | |
| 70 | ACNACCENTURE PLC IRELAND | 283,744 | $99.8B | 483.68% | |
| 71 | VRSNVERISIGN INC | 474,554 | $98.2B | 475.91% | |
| 72 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 488,770 | $96.5B | 467.73% | |
| 73 | WMTWALMART INC | 1,045,093 | $94.4B | 457.54% | |
| 74 | LAZLAZARD INC | 1,831,689 | $94.3B | 456.92% | |
| 75 | BACBANK AMERICA CORP | 2,129,698 | $93.6B | 453.55% | |
| 76 | GDDYGODADDY INC | 470,133 | $92.8B | 449.63% | |
| 77 | UBERUBER TECHNOLOGIES INC | 1,536,727 | $92.7B | 449.17% | |
| 78 | TAT&T INC | 4,040,376 | $92.0B | 445.79% | |
| 79 | BKNGBOOKING HOLDINGS INC | 18,473 | $91.8B | 444.74% | |
| 80 | WSTWEST PHARMACEUTICAL SVSC INC | 272,525 | $89.3B | 432.56% | |
| 81 | EXPDEXPEDITORS INTL WASH INC | 803,490 | $89.0B | 431.27% | |
| 82 | ADBEADOBE INC | 199,132 | $88.6B | 429.08% | |
| 83 | LNGCHENIERE ENERGY INC | 394,813 | $84.8B | 411.07% | |
| 84 | POSTPOST HLDGS INC | 724,406 | $82.9B | 401.78% | |
| 85 | DCIDONALDSON INC | 1,206,977 | $81.3B | 393.90% | |
| 86 | DELLDELL TECHNOLOGIES INC | 701,877 | $80.9B | 391.93% | |
| 87 | JCIJOHNSON CTLS INTL PLC | 1,021,668 | $80.6B | 390.75% | |
| 88 | WMBWILLIAMS COS INC | 1,481,584 | $80.2B | 388.54% | |
| 89 | UTHUNITED THERAPEUTICS CORP DEL | 226,212 | $79.8B | 386.76% | |
| 90 | POOLPOOL CORP | 234,064 | $79.8B | 386.69% | |
| 91 | USBUS BANCORP DEL | 1,668,385 | $79.8B | 386.68% | |
| 92 | MDTMEDTRONIC PLC | 996,372 | $79.6B | 385.66% | |
| 93 | NEENEXTERA ENERGY INC | 1,099,925 | $78.9B | 382.10% | |
| 94 | IRMIRON MTN INC DEL | 747,550 | $78.6B | 380.74% | |
| 95 | CWCURTISS WRIGHT CORP | 220,714 | $78.3B | 379.53% | |
| 96 | AEPAMERICAN ELEC PWR CO INC | 849,072 | $78.3B | 379.46% | |
| 97 | TMOTHERMO FISHER SCIENTIFIC INC | 147,091 | $76.5B | 370.79% | |
| 98 | MANHMANHATTAN ASSOCIATES INC | 281,968 | $76.2B | 369.23% | |
| 99 | FNFABRINET | 345,065 | $75.9B | 367.65% | |
| 100 | EMREMERSON ELEC CO | 607,412 | $75.3B | 364.76% |
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