Epoch Investment Partners, Inc. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$19.3T
Holdings
278
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (278 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 801,916 | $462.2B | 2.40% | |
| 2 | MSFTMICROSOFT CORP | 1,160,313 | $435.6B | 2.26% | |
| 3 | JPMJPMORGAN CHASE & CO. | 1,597,329 | $391.8B | 2.03% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 609,231 | $319.1B | 1.65% | |
| 5 | PAYXPAYCHEX INC | 1,841,132 | $284.0B | 1.47% | |
| 6 | AVGOBROADCOM INC | 1,640,433 | $274.7B | 1.42% | |
| 7 | VVISA INC | 757,597 | $265.5B | 1.38% | |
| 8 | UNPUNION PAC CORP | 1,078,896 | $254.9B | 1.32% | |
| 9 | HCAHCA HEALTHCARE INC | 694,906 | $240.1B | 1.25% | |
| 10 | AAPLAPPLE INC | 1,066,994 | $237.0B | 1.23% | |
| 11 | ZTSZOETIS INC | 1,431,599 | $235.7B | 1.22% | |
| 12 | CRMSALESFORCE INC | 864,302 | $231.9B | 1.20% | |
| 13 | YUMYUM BRANDS INC | 1,418,487 | $223.2B | 1.16% | |
| 14 | MAMASTERCARD INCORPORATED | 383,578 | $210.2B | 1.09% | |
| 15 | A4SAMERIPRISE FINL INC | 433,847 | $210.0B | 1.09% | |
| 16 | MKLMARKEL GROUP INC | 108,019 | $202.0B | 1.05% | |
| 17 | MNSTMONSTER BEVERAGE CORP NEW | 3,438,935 | $201.2B | 1.04% | |
| 18 | NVDANVIDIA CORPORATION | 1,797,492 | $194.8B | 1.01% | |
| 19 | LPLALPL FINL HLDGS INC | 585,566 | $191.6B | 0.99% | |
| 20 | COSTCOSTCO WHSL CORP NEW | 199,493 | $188.7B | 0.98% | |
| 21 | AXPAMERICAN EXPRESS CO | 699,025 | $188.1B | 0.98% | |
| 22 | AMZNAMAZON COM INC | 980,572 | $186.6B | 0.97% | |
| 23 | AMATAPPLIED MATLS INC | 1,272,170 | $184.6B | 0.96% | |
| 24 | MRSHMARSH & MCLENNAN COS INC | 720,834 | $175.9B | 0.91% | |
| 25 | PCARPACCAR INC | 1,795,324 | $174.8B | 0.91% | |
| 26 | QCOMQUALCOMM INC | 1,134,088 | $174.2B | 0.90% | |
| 27 | KLACKLA CORP | 252,450 | $171.6B | 0.89% | |
| 28 | ABBVABBVIE INC | 809,041 | $169.5B | 0.88% | |
| 29 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 1,898,489 | $165.2B | 0.86% | |
| 30 | GOOGLALPHABET INC | 1,061,948 | $164.2B | 0.85% | |
| 31 | FASTFASTENAL CO | 2,049,411 | $158.9B | 0.82% | |
| 32 | CPRTCOPART INC | 2,805,136 | $158.7B | 0.82% | |
| 33 | NVRNVR INC | 21,402 | $155.0B | 0.80% | |
| 34 | CHECHEMED CORP NEW | 250,711 | $154.3B | 0.80% | |
| 35 | NTAPNETAPP INC | 1,744,727 | $153.3B | 0.79% | |
| 36 | DPZDOMINOS PIZZA INC | 329,819 | $151.5B | 0.79% | |
| 37 | SBUXSTARBUCKS CORP | 1,518,796 | $149.0B | 0.77% | |
| 38 | ORLYOREILLY AUTOMOTIVE INC | 102,973 | $147.5B | 0.77% | |
| 39 | AZNASTRAZENECA PLC | 1,996,700 | $146.8B | 0.76% | |
| 40 | IBMINTERNATIONAL BUSINESS MACHS | 588,245 | $146.3B | 0.76% | |
| 41 | LLYELI LILLY & CO | 171,054 | $141.3B | 0.73% | |
| 42 | MTDMETTLER TOLEDO INTERNATIONAL | 119,269 | $140.8B | 0.73% | |
| 43 | LRCXLAM RESEARCH CORP | 1,874,533 | $136.3B | 0.71% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 253,688 | $135.1B | 0.70% | |
| 45 | CSCOCISCO SYS INC | 2,159,764 | $133.3B | 0.69% | |
| 46 | HESMHESS MIDSTREAM LP | 3,135,411 | $132.6B | 0.69% | |
| 47 | REGNREGENERON PHARMACEUTICALS | 207,456 | $131.6B | 0.68% | |
| 48 | VRSKVERISK ANALYTICS INC | 441,191 | $131.3B | 0.68% | |
| 49 | 4I1PHILIP MORRIS INTL INC | 822,538 | $130.6B | 0.68% | |
| 50 | ULTAULTA BEAUTY INC | 354,968 | $130.1B | 0.67% | |
| 51 | ADPAUTOMATIC DATA PROCESSING IN | 422,274 | $129.0B | 0.67% | |
| 52 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 770,758 | $127.9B | 0.66% | |
| 53 | EXPEAGLE MATLS INC | 575,129 | $127.6B | 0.66% | |
| 54 | GOOGALPHABET INC | 799,134 | $124.8B | 0.65% | |
| 55 | BKNGBOOKING HOLDINGS INC | 26,899 | $123.9B | 0.64% | |
| 56 | ANETARISTA NETWORKS INC | 1,586,616 | $122.9B | 0.64% | |
| 57 | TJXTJX COS INC NEW | 1,005,068 | $122.4B | 0.63% | |
| 58 | EXPDEXPEDITORS INTL WASH INC | 1,013,337 | $121.9B | 0.63% | |
| 59 | MEDPMEDPACE HLDGS INC | 399,796 | $121.8B | 0.63% | |
| 60 | LINLINDE PLC | 260,284 | $121.2B | 0.63% | |
| 61 | CVSCVS HEALTH CORP | 1,785,786 | $121.0B | 0.63% | |
| 62 | VRSNVERISIGN INC | 462,138 | $117.3B | 0.61% | |
| 63 | KVUEKENVUE INC | 4,794,572 | $115.0B | 0.60% | |
| 64 | METMETLIFE INC | 1,427,864 | $114.6B | 0.59% | |
| 65 | EHCENCOMPASS HEALTH CORP | 1,106,249 | $112.0B | 0.58% | |
| 66 | TXNTEXAS INSTRS INC | 612,197 | $110.0B | 0.57% | |
| 67 | UBERUBER TECHNOLOGIES INC | 1,507,525 | $109.8B | 0.57% | |
| 68 | VNOMUSDVIPER ENERGY INC | 2,390,792 | $107.9B | 0.56% | |
| 69 | POSTPOST HLDGS INC | 915,487 | $106.5B | 0.55% | |
| 70 | ETRENTERGY CORP NEW | 1,235,977 | $105.7B | 0.55% | |
| 71 | CMICUMMINS INC | 322,643 | $101.1B | 0.52% | |
| 72 | GNTXGENTEX CORP | 4,323,674 | $100.7B | 0.52% | |
| 73 | TAT&T INC | 3,420,893 | $96.7B | 0.50% | |
| 74 | DECKDECKERS OUTDOOR CORP | 847,048 | $94.7B | 0.49% | |
| 75 | BACVERIZON COMMUNICATIONS INC | 2,010,403 | $91.2B | 0.47% | |
| 76 | ADBEADOBE INC | 234,422 | $89.9B | 0.47% | |
| 77 | BACBANK AMERICA CORP | 2,137,852 | $89.2B | 0.46% | |
| 78 | AEPAMERICAN ELEC PWR CO INC | 809,814 | $88.5B | 0.46% | |
| 79 | UTHUNITED THERAPEUTICS CORP DEL | 285,873 | $88.1B | 0.46% | |
| 80 | LNGCHENIERE ENERGY INC | 380,601 | $88.1B | 0.46% | |
| 81 | MIDDMIDDLEBY CORP | 578,496 | $87.9B | 0.46% | |
| 82 | EMEEMCOR GROUP INC | 235,716 | $87.1B | 0.45% | |
| 83 | ACNACCENTURE PLC IRELAND | 275,304 | $85.9B | 0.45% | |
| 84 | MDTMEDTRONIC PLC | 952,165 | $85.6B | 0.44% | |
| 85 | MSMMSC INDL DIRECT INC | 1,089,926 | $84.7B | 0.44% | |
| 86 | IDXXIDEXX LABS INC | 200,967 | $84.4B | 0.44% | |
| 87 | CVXCHEVRON CORP NEW | 497,651 | $83.3B | 0.43% | |
| 88 | ADIANALOG DEVICES INC | 394,640 | $79.6B | 0.41% | |
| 89 | WMTWALMART INC | 903,983 | $79.4B | 0.41% | |
| 90 | VICIVICI PPTYS INC | 2,400,015 | $78.3B | 0.41% | |
| 91 | JNJJOHNSON & JOHNSON | 471,543 | $78.2B | 0.41% | |
| 92 | URIUNITED RENTALS INC | 124,180 | $77.8B | 0.40% | |
| 93 | HPEHEWLETT PACKARD ENTERPRISE C | 5,042,518 | $77.8B | 0.40% | |
| 94 | TKOTKO GROUP HOLDINGS INC | 507,600 | $77.6B | 0.40% | |
| 95 | FNFABRINET | 389,247 | $76.9B | 0.40% | |
| 96 | NEENEXTERA ENERGY INC | 1,080,401 | $76.6B | 0.40% | |
| 97 | USBUS BANCORP DEL | 1,809,191 | $76.4B | 0.40% | |
| 98 | RSRELIANCE INC | 264,458 | $76.4B | 0.40% | |
| 99 | WSTWEST PHARMACEUTICAL SVSC INC | 329,793 | $73.8B | 0.38% | |
| 100 | POOLPOOL CORP | 229,529 | $73.1B | 0.38% |
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