Epoch Investment Partners, Inc. Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$17278.0T

Holdings

440

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (440 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,551,649$528.4T3.06%
2
AAPLAPPLE INC
1,705,214$330.8T1.91%
3
AVGOBROADCOM INC
368,993$320.1T1.85%
4
CCEPCOCA-COLA EUROPACIFIC PARTNE
3,887,737$250.5T1.45%
5
UNHUNITEDHEALTH GROUP INC
503,592$242.0T1.40%
6
METAMETA PLATFORMS INC
828,925$237.9T1.38%
7
CVXCHEVRON CORP NEW
1,499,736$236.0T1.37%
8
JPMJPMORGAN CHASE & CO
1,573,192$228.8T1.32%
9
CSCOCISCO SYS INC
4,053,904$209.7T1.21%
10
ADIANALOG DEVICES INC
1,072,501$208.9T1.21%
11
IBMINTERNATIONAL BUSINESS MACHS
1,451,944$194.3T1.12%
12
AZNASTRAZENECA PLC
2,620,822$187.6T1.09%
13
BACBANK AMERICA CORP
6,427,092$184.4T1.07%
14
LINLINDE PLC
471,055$179.5T1.04%
15
LLYLILLY ELI & CO
382,720$179.5T1.04%
16
TXNTEXAS INSTRS INC
976,565$175.8T1.02%
17
KLACKLA CORP
359,204$174.2T1.01%
18
ABBVABBVIE INC
1,279,116$172.3T1.00%
19
BRK/BBERKSHIRE HATHAWAY INC DEL
475,601$162.2T0.94%
20
MRKMERCK & CO INC
1,380,672$159.3T0.92%
21
CVSCVS HEALTH CORP
2,293,521$158.6T0.92%
22
IRMIRON MTN INC DEL
2,725,178$154.8T0.90%
23
RTXRAYTHEON TECHNOLOGIES CORP
1,522,072$149.1T0.86%
24
METMETLIFE INC
2,617,682$148.0T0.86%
25
JNJJOHNSON & JOHNSON
887,497$146.9T0.85%
26
CRMSALESFORCE INC
676,493$142.9T0.83%
27
NEENEXTERA ENERGY INC
1,904,134$141.3T0.82%
28
QSRRESTAURANT BRANDS INTL INC
1,820,280$141.1T0.82%
29
4I1PHILIP MORRIS INTL INC
1,433,298$139.9T0.81%
30
GOOGALPHABET INC
1,133,818$137.2T0.79%
31
ANETEURARISTA NETWORKS INC
814,008$131.9T0.76%
32
VRTXVERTEX PHARMACEUTICALS INC
367,444$129.3T0.75%
33
AEPAMERICAN ELEC PWR CO INC
1,518,616$127.9T0.74%
34
MDTMEDTRONIC PLC
1,374,591$121.1T0.70%
35
HDHOME DEPOT INC
387,517$120.4T0.70%
36
MSMMSC INDL DIRECT INC
1,252,130$119.3T0.69%
37
CMICUMMINS INC
471,959$115.7T0.67%
38
AXPAMERICAN EXPRESS CO
648,066$112.9T0.65%
39
PAYXPAYCHEX INC
1,006,771$112.6T0.65%
40
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,110,300$112.1T0.65%
41
WMTWALMART INC
698,904$109.9T0.64%
42
LYBLYONDELLBASELL INDUSTRIES N
1,173,713$107.8T0.62%
43
PFEPFIZER INC
2,927,822$107.4T0.62%
44
GOOGLALPHABET INC
889,013$106.4T0.62%
45
VVISA INC
443,172$105.2T0.61%
46
EMREMERSON ELEC CO
1,159,274$104.8T0.61%
47
NTAPNETAPP INC
1,343,245$102.6T0.59%
48
COSTCOSTCO WHSL CORP NEW
186,479$100.4T0.58%
49
HASHASBRO INC
1,547,268$100.2T0.58%
50
TAT&T INC
6,282,397$100.2T0.58%
51
EVRGEVERGY INC
1,680,889$98.2T0.57%
52
ONON SEMICONDUCTOR CORP
1,004,201$95.0T0.55%
53
CMCSACOMCAST CORP NEW
2,210,335$91.8T0.53%
54
EPDENTERPRISE PRODS PARTNERS L
3,472,110$91.5T0.53%
55
LPLALPL FINL HLDGS INC
420,557$91.4T0.53%
56
TMOTHERMO FISHER SCIENTIFIC INC
174,895$91.3T0.53%
57
BACVERIZON COMMUNICATIONS INC
2,420,091$90.0T0.52%
58
JJACOBS SOLUTIONS INC
749,478$89.1T0.52%
59
PEPPEPSICO INC
476,835$88.3T0.51%
60
AMATAPPLIED MATLS INC
603,585$87.2T0.50%
61
ETNEATON CORP PLC
417,776$84.0T0.49%
62
DOWDOW INC
1,555,552$82.8T0.48%
63
YUMYUM BRANDS INC
591,801$82.0T0.47%
64
USBUS BANCORP DEL
2,436,519$80.5T0.47%
65
UPSUNITED PARCEL SERVICE INC
446,434$80.0T0.46%
66
KOCOCA COLA CO
1,307,395$78.7T0.46%
67
BRK-BBERKSHIRE HATHAWAY INC DEL
148$76.6T0.44%
68
RSRELIANCE STEEL & ALUMINUM CO
282,137$76.6T0.44%
69
NINISOURCE INC
2,780,927$76.1T0.44%
70
MTNVAIL RESORTS INC
301,818$76.0T0.44%
71
TRVTRAVELERS COMPANIES INC
433,655$75.3T0.44%
72
LAZLAZARD LTD
2,300,106$73.6T0.43%
73
DEDEERE & CO
179,253$72.6T0.42%
74
NTRNUTRIEN LTD
1,227,713$72.5T0.42%
75
LMTLOCKHEED MARTIN CORP
156,143$71.9T0.42%
76
UNPUNION PAC CORP
351,295$71.9T0.42%
77
WECWEC ENERGY GROUP INC
799,849$70.6T0.41%
78
OREALTY INCOME CORP
1,174,230$70.2T0.41%
79
OMCOMNICOM GROUP INC
735,318$70.0T0.40%
80
NVRNVR INC
10,959$69.6T0.40%
81
DELLDELL TECHNOLOGIES INC
1,285,882$69.6T0.40%
82
ETRENTERGY CORP NEW
707,822$68.9T0.40%
83
APDAIR PRODS & CHEMS INC
225,602$67.6T0.39%
84
MNSTMONSTER BEVERAGE CORP NEW
1,171,471$67.3T0.39%
85
WFCWELLS FARGO CO NEW
1,553,685$66.3T0.38%
86
DECKDECKERS OUTDOOR CORP
119,927$63.3T0.37%
87
ZTSZOETIS INC
365,363$62.9T0.36%
88
PNCPNC FINL SVCS GROUP INC
499,144$62.9T0.36%
89
HONHONEYWELL INTL INC
299,582$62.2T0.36%
90
COLBCOLUMBIA BKG SYS INC
3,049,094$61.8T0.36%
91
A4SAMERIPRISE FINL INC
186,074$61.8T0.36%
92
BMYBRISTOL-MYERS SQUIBB CO
965,803$61.8T0.36%
93
MAMASTERCARD INCORPORATED
156,008$61.4T0.36%
94
WPCWP CAREY INC
900,822$60.9T0.35%
95
FTNTFORTINET INC
798,986$60.4T0.35%
96
CNCCENTENE CORP DEL
885,495$59.7T0.35%
97
PNWPINNACLE WEST CAP CORP
722,083$58.8T0.34%
98
MRSHMARSH & MCLENNAN COS INC
312,437$58.8T0.34%
99
FASTFASTENAL CO
984,552$58.1T0.34%
100
EXPDEXPEDITORS INTL WASH INC
477,459$57.8T0.33%
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