Epoch Investment Partners, Inc. Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$21.9B

Holdings

383

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (383 positions)

StockValue
MSFTMICROSOFT CORP
$646.7M
AVGOBROADCOM INC
$579.1M
METAMETA PLATFORMS INC
$479.7M
UNHUNITEDHEALTH GROUP INC
$440.9M
JPMJPMORGAN CHASE & CO.
$391.2M
AAPLAPPLE INC
$386.5M
VVISA INC
$322.0M
AMATAPPLIED MATLS INC
$310.1M
GOOGLALPHABET INC
$278.7M
KLACKLA CORP
$258.0M
ZTSZOETIS INC
$256.8M
LLYELI LILLY & CO
$251.5M
NTAPNETAPP INC
$245.2M
UNPUNION PAC CORP
$243.2M
AXPAMERICAN EXPRESS CO
$232.5M
ANETEURARISTA NETWORKS INC
$212.8M
GOOGALPHABET INC
$212.6M
PAYXPAYCHEX INC
$212.3M
COSTCOSTCO WHSL CORP NEW
$207.9M
AMZNAMAZON COM INC
$204.2M
HCAHCA HEALTHCARE INC
$203.0M
YUMYUM BRANDS INC
$202.6M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$195.9M
A4SAMERIPRISE FINL INC
$195.9M
DECKDECKERS OUTDOOR CORP
$191.9M
WMTWALMART INC
$186.5M
QCOMQUALCOMM INC
$182.4M
LPLALPL FINL HLDGS INC
$180.5M
TMOTHERMO FISHER SCIENTIFIC INC
$178.8M
AZNASTRAZENECA PLC
$178.5M
LRCXEURLAM RESEARCH CORP
$175.4M
EXPEAGLE MATLS INC
$175.1M
NVRNVR INC
$172.1M
REGNREGENERON PHARMACEUTICALS
$171.6M
CRMSALESFORCE INC
$171.0M
MEDPMEDPACE HLDGS INC
$167.1M
MRKMERCK & CO INC
$166.4M
MAMASTERCARD INCORPORATED
$159.5M
ABBVABBVIE INC
$159.4M
MNSTMONSTER BEVERAGE CORP NEW
$158.5M
IBMINTERNATIONAL BUSINESS MACHS
$154.5M
CPRTCOPART INC
$152.8M
TXNTEXAS INSTRS INC
$151.0M
DPZDOMINOS PIZZA INC
$149.4M
ADIANALOG DEVICES INC
$149.0M
PCARPACCAR INC
$148.4M
VRSKVERISK ANALYTICS INC
$145.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$142.5M
IRMIRON MTN INC DEL
$141.6M
ULTAULTA BEAUTY INC
$137.4M
LINLINDE PLC
$136.5M
CVXCHEVRON CORP NEW
$134.7M
HDHOME DEPOT INC
$132.3M
ORLYOREILLY AUTOMOTIVE INC
$131.7M
TJXTJX COS INC NEW
$129.1M
FASTFASTENAL CO
$127.7M
APHAMPHENOL CORP NEW
$126.3M
EHCENCOMPASS HEALTH CORP
$126.0M
MTDMETTLER TOLEDO INTERNATIONAL
$125.7M
ADBEADOBE INC
$123.3M
MRSHMARSH & MCLENNAN COS INC
$123.2M
CHECHEMED CORP NEW
$121.1M
WFCWELLS FARGO CO NEW
$120.2M
METMETLIFE INC
$120.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$120.0M
VNOMUSDVIPER ENERGY INC
$111.3M
TKOTKO GROUP HOLDINGS INC
$111.3M
BACBANK AMERICA CORP
$110.5M
ADPAUTOMATIC DATA PROCESSING IN
$109.2M
GNTXGENTEX CORP
$108.6M
HESMHESS MIDSTREAM LP
$107.6M
4I1PHILIP MORRIS INTL INC
$105.9M
OXYOCCIDENTAL PETE CORP
$104.7M
DELLDELL TECHNOLOGIES INC
$101.3M
CMICUMMINS INC
$100.2M
CSCOCISCO SYS INC
$100.1M
MANHMANHATTAN ASSOCIATES INC
$94.9M
SBUXSTARBUCKS CORP
$94.0M
MKLMARKEL GROUP INC
$93.4M
NEENEXTERA ENERGY INC
$91.1M
CVSCVS HEALTH CORP
$91.0M
ACNACCENTURE PLC IRELAND
$90.3M
IDXXIDEXX LABS INC
$90.2M
DCIDONALDSON INC
$90.1M
WSTWEST PHARMACEUTICAL SVSC INC
$88.8M
EXPDEXPEDITORS INTL WASH INC
$88.2M
MDTMEDTRONIC PLC
$88.0M
VRTXVERTEX PHARMACEUTICALS INC
$87.2M
JNJJOHNSON & JOHNSON
$84.1M
STZCONSTELLATION BRANDS INC
$82.1M
AEPAMERICAN ELEC PWR CO INC
$81.7M
JJACOBS SOLUTIONS INC
$81.4M
BACVERIZON COMMUNICATIONS INC
$81.4M
CMCSACOMCAST CORP NEW
$80.6M
EMREMERSON ELEC CO
$79.6M
TAT&T INC
$78.6M
QSRRESTAURANT BRANDS INTL INC
$78.3M
GGGGRACO INC
$76.3M
HIIHUNTINGTON INGALLS INDS INC
$76.1M
HPEHEWLETT PACKARD ENTERPRISE C
$75.9M
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