Epoch Investment Partners, Inc. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$17.6B
Holdings
247
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (247 positions)
| Stock | Value |
|---|---|
RTXRTX CORPORATION | $64.0M |
OMCOMNICOM GROUP INC | $63.0M |
MCDMCDONALDS CORP | $62.0M |
BMYBRISTOL-MYERS SQUIBB CO | $62.0M |
APPAPPLOVIN CORP | $62.0M |
VNOMVIPER ENERGY INC | $61.0M |
MPLXMPLX LP | $61.0M |
RFREGIONS FINANCIAL CORP NEW | $60.0M |
TFCTRUIST FINL CORP | $60.0M |
VICIVICI PPTYS INC | $59.0M |
PFEPFIZER INC | $59.0M |
AGXARGAN INC | $59.0M |
QSRRESTAURANT BRANDS INTL INC | $56.0M |
LNGCHENIERE ENERGY INC | $56.0M |
HDHOME DEPOT INC | $54.0M |
LMTLOCKHEED MARTIN CORP | $53.0M |
UPSUNITED PARCEL SERVICE INC | $52.0M |
EPAMEPAM SYS INC | $52.0M |
TTCTORO CO | $52.0M |
IRMIRON MTN INC DEL | $51.0M |
BIPCBROOKFIELD INFRASTRUCTURE CO | $51.0M |
EOGEOG RES INC | $50.0M |
KOCOCA COLA CO | $50.0M |
NOWSERVICENOW INC | $49.0M |
RSRELIANCE INC | $49.0M |
WMTWALMART INC | $48.0M |
NINISOURCE INC | $48.0M |
MDLZMONDELEZ INTL INC | $48.0M |
MCXMCCORMICK & CO INC | $48.0M |
BEPCBROOKFIELD RENEWABLE CORP | $47.0M |
PEPPEPSICO INC | $47.0M |
OREALTY INCOME CORP | $46.0M |
DUKDUKE ENERGY CORP NEW | $46.0M |
WSOWATSCO INC | $45.0M |
MTNVAIL RESORTS INC | $44.0M |
PNWPINNACLE WEST CAP CORP | $44.0M |
WTRGESSENTIAL UTILS INC | $42.0M |
PAYXPAYCHEX INC | $42.0M |
EPDENTERPRISE PRODS PARTNERS L | $40.0M |
CSLCARLISLE COS INC | $40.0M |
BBYBEST BUY INC | $39.0M |
MCKMCKESSON CORP | $38.0M |
BLKBLACKROCK INC | $38.0M |
OKEONEOK INC NEW | $37.0M |
CARTMAPLEBEAR INC | $35.0M |
HALOHALOZYME THERAPEUTICS INC | $35.0M |
ETNEATON CORP PLC | $34.0M |
FANGDIAMONDBACK ENERGY INC | $34.0M |
GNTXGENTEX CORP | $34.0M |
WFCWELLS FARGO CO NEW | $32.0M |
HIIHUNTINGTON INGALLS INDS INC | $32.0M |
CRMSALESFORCE INC | $32.0M |
TRVTRAVELERS COMPANIES INC | $31.0M |
JLLJONES LANG LASALLE INC | $31.0M |
MLIMUELLER INDS INC | $30.0M |
AMDADVANCED MICRO DEVICES INC | $30.0M |
GDGENERAL DYNAMICS CORP | $30.0M |
AMPHAMPHASTAR PHARMACEUTICALS IN | $30.0M |
WMSADVANCED DRAIN SYS INC DEL | $29.0M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $29.0M |
GGGGRACO INC | $28.0M |
UNPUNION PAC CORP | $28.0M |
HONHONEYWELL INTL INC | $28.0M |
HTDCORCEPT THERAPEUTICS INC | $28.0M |
AG8AGILENT TECHNOLOGIES INC | $28.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $28.0M |
LNTHLANTHEUS HLDGS INC | $27.0M |
CVLTCOMMVAULT SYS INC | $27.0M |
EMREMERSON ELEC CO | $26.0M |
QXOQXO INC | $25.0M |
UNHUNITEDHEALTH GROUP INC | $24.0M |
SCHWSCHWAB CHARLES CORP | $23.0M |
CHRWC H ROBINSON WORLDWIDE INC | $22.0M |
WDAYWORKDAY INC | $22.0M |
APHAMPHENOL CORP NEW | $21.0M |
FTNTFORTINET INC | $21.0M |
CMCSACOMCAST CORP NEW | $21.0M |
PGPROCTER AND GAMBLE CO | $21.0M |
PLDPROLOGIS INC. | $20.0M |
CASYCASEYS GEN STORES INC | $19.0M |
VENVENTAS INC | $19.0M |
TTETOTALENERGIES SE | $18.0M |
EWEDWARDS LIFESCIENCES CORP | $18.0M |
CDNSCADENCE DESIGN SYSTEM INC | $18.0M |
EVREVERCORE INC | $17.0M |
MEDPMEDPACE HLDGS INC | $16.0M |
HUBBHUBBELL INC | $16.0M |
JCIJOHNSON CTLS INTL PLC | $15.0M |
CMECME GROUP INC | $14.0M |
SNASNAP ON INC | $14.0M |
CLCOLGATE PALMOLIVE CO | $13.0M |
RSGREPUBLIC SVCS INC | $13.0M |
LNTALLIANT ENERGY CORP | $13.0M |
CMSCMS ENERGY CORP | $12.0M |
AMGNAMGEN INC | $12.0M |
VOYAVOYA FINANCIAL INC | $12.0M |
PPGPPG INDS INC | $12.0M |
POSTPOST HLDGS INC | $12.0M |
TBBKBANCORP INC DEL | $12.0M |
AEEAMEREN CORP | $11.0M |