Epoch Investment Partners, Inc.
CIK: 0001305841SEC EDGAR →
Portfolio Value
$17.6B
Holdings
247
As of
Q4 2025
New Positions
273
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 2,146,203 | $400.0M | 2.27% |
| 2 | MICROSOFT CORP | 827,237 | $398.0M | 2.26% |
| 3 | BROADCOM INC | 1,098,393 | $379.0M | 2.15% |
| 4 | APPLE INC | 1,235,955 | $335.0M | 1.90% |
| 5 | ABBVIE INC | 1,354,248 | $308.0M | 1.75% |
| 6 | JPMORGAN CHASE & CO. | 901,255 | $289.0M | 1.64% |
| 7 | ALPHABET INC | 778,823 | $243.0M | 1.38% |
| 8 | APPLIED MATLS INC | 877,226 | $224.0M | 1.27% |
| 9 | HCA HEALTHCARE INC | 472,739 | $220.0M | 1.25% |
| 10 | UBER TECHNOLOGIES INC | 2,562,082 | $209.0M | 1.19% |
Quarterly Changes
Top Buys
New Positions (13)
Closed Positions (40)
$99.6M · 494K shares
$57.4M · 1.2M shares
$22.6M · 165K shares
$17.1M · 203K shares
$15.0M · 251K shares
$10.4M · 113K shares
$5.2M · 148K shares
$4.7M · 28K shares
$4.3M · 17K shares
$4.1M · 284K shares
$3.0M · 49K shares
$2.6M · 7K shares
$2.2M · 18K shares
$1.6M · 8K shares
$1.3M · 31K shares
$1.3M · 3K shares
$991K · 2K shares
$957K · 25K shares
$906K · 1K shares
$904K · 90K shares
$799K · 4K shares
$791K · 156K shares
$773K · 6K shares
$719K · 4K shares
$707K · 73K shares
$689K · 3K shares
$683K · 12K shares
$670K · 3K shares
$665K · 3K shares
$540K · 21K shares
$534K · 7K shares
$501K · 26K shares
$345K · 3K shares
$326K · 1K shares
$255K · 10K shares
$244K · 2K shares
$240K · 5K shares
$225K · 754 shares
$218K · 14K shares
$204K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 38 | $4.5B | 30.2% |
| Healthcare | 31 | $1.9B | 13.2% |
| Industrials | 41 | $1.8B | 12.2% |
| Financial Services | 33 | $1.8B | 12.0% |
| Consumer Cyclical | 28 | $1.3B | 9.2% |
| Energy | 15 | $759.0M | 5.2% |
| Communication Services | 10 | $649.4M | 4.4% |
| Utilities | 14 | $594.0M | 4.0% |
| Consumer Defensive | 10 | $526.1M | 3.6% |
| Unknown | 10 | $371.1M | 2.5% |
| Basic Materials | 6 | $298.0M | 2.0% |
| Real Estate | 11 | $219.0M | 1.5% |