Epoch Investment Partners, Inc. Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$15683.1T

Holdings

420

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (420 positions)

#StockSharesValue% PortfolioType
101
KHCKRAFT HEINZ CO
1,602,694$53.9T0.34%
102
EXPDEXPEDITORS INTL WASH INC
465,423$53.4T0.34%
103
LRCXEURLAM RESEARCH CORP
84,721$53.1T0.34%
104
DEDEERE & CO
140,625$53.1T0.34%
105
DPZDOMINOS PIZZA INC
138,536$52.5T0.33%
106
MKLMARKEL GROUP INC
35,631$52.5T0.33%
107
FASTFASTENAL CO
956,172$52.2T0.33%
108
RFREGIONS FINANCIAL CORP NEW
2,917,106$50.2T0.32%
109
OMCOMNICOM GROUP INC
668,914$49.8T0.32%
110
ADBEADOBE INC
95,802$48.8T0.31%
111
MPLXMPLX LP
1,370,895$48.8T0.31%
112
PNWPINNACLE WEST CAP CORP
650,368$47.9T0.31%
113
BIIBBIOGEN INC
186,046$47.8T0.30%
114
DUKDUKE ENERGY CORP NEW
541,757$47.8T0.30%
115
OLEDUNIVERSAL DISPLAY CORP
302,109$47.4T0.30%
116
EXPEAGLE MATLS INC
284,332$47.3T0.30%
117
TFCTRUIST FINL CORP
1,643,016$47.0T0.30%
118
TJXTJX COS INC NEW
527,674$46.9T0.30%
119
MEDPMEDPACE HLDGS INC
193,319$46.8T0.30%
120
WSTWEST PHARMACEUTICAL SVSC INC
124,392$46.7T0.30%
121
EHCENCOMPASS HEALTH CORP
689,748$46.3T0.30%
122
BERYEURBERRY GLOBAL GROUP INC
742,787$46.0T0.29%
123
ETSYETSY INC
710,224$45.9T0.29%
124
WELLWELLTOWER INC
557,161$45.6T0.29%
125
1939900DBROOKFIELD INFRASTRUCTURE CO
1,261,062$44.6T0.28%
126
VEEVVEEVA SYS INC
217,938$44.3T0.28%
127
QCOMQUALCOMM INC
398,724$44.3T0.28%
128
BKNGBOOKING HOLDINGS INC
14,048$43.3T0.28%
129
CHECHEMED CORP NEW
82,161$42.7T0.27%
130
PCARPACCAR INC
496,399$42.2T0.27%
131
FTNTFORTINET INC
718,821$42.2T0.27%
132
SBUXSTARBUCKS CORP
459,921$42.0T0.27%
133
PLDPROLOGIS INC.
368,744$41.4T0.26%
134
PGPROCTER AND GAMBLE CO
280,675$40.9T0.26%
135
BLKCHFBLACKROCK INC
63,265$40.9T0.26%
136
STZCONSTELLATION BRANDS INC
162,384$40.8T0.26%
137
ACNACCENTURE PLC IRELAND
126,998$39.0T0.25%
138
EVREVERCORE INC
280,148$38.6T0.25%
139
BJBJS WHSL CLUB HLDGS INC
541,186$38.6T0.25%
140
LFUSLITTELFUSE INC
155,950$38.6T0.25%
141
CASYCASEYS GEN STORES INC
139,499$37.9T0.24%
142
GILDGILEAD SCIENCES INC
500,419$37.5T0.24%
143
DWDMORGAN STANLEY
449,675$36.7T0.23%
144
UBERUBER TECHNOLOGIES INC
797,639$36.7T0.23%
145
TKOTKO GROUP HOLDINGS INC
435,883$36.6T0.23%
146
VNOMVIPER ENERGY PARTNERS LP
1,307,713$36.5T0.23%
147
ULTAULTA BEAUTY INC
90,988$36.3T0.23%
148
DCIDONALDSON INC
597,685$35.6T0.23%
149
HCAHCA HEALTHCARE INC
144,714$35.6T0.23%
150
AMGNAMGEN INC
131,691$35.4T0.23%
151
MANHMANHATTAN ASSOCIATES INC
175,401$34.7T0.22%
152
HLNEHAMILTON LANE INC
383,248$34.7T0.22%
153
HIIHUNTINGTON INGALLS INDS INC
168,441$34.5T0.22%
154
MTDMETTLER TOLEDO INTERNATIONAL
30,796$34.1T0.22%
155
TSLATESLA INC
135,925$34.0T0.22%
156
ODFLOLD DOMINION FREIGHT LINE IN
82,609$33.8T0.22%
157
DBXDROPBOX INC
1,233,618$33.6T0.21%
158
BEPCBROOKFIELD RENEWABLE CORP
1,384,125$33.1T0.21%
159
IDXXIDEXX LABS INC
75,387$33.0T0.21%
160
DHRDANAHER CORPORATION
129,881$32.2T0.21%
161
UTHUNITED THERAPEUTICS CORP DEL
137,779$31.1T0.20%
162
ROLROLLINS INC
832,779$31.1T0.20%
163
GDGENERAL DYNAMICS CORP
140,183$31.0T0.20%
164
PXDEURPIONEER NAT RES CO
133,731$30.7T0.20%
165
SB9SITIO ROYALTIES CORP
1,243,075$30.1T0.19%
166
NXSTNEXSTAR MEDIA GROUP INC
208,946$30.0T0.19%
167
GGGGRACO INC
410,518$29.9T0.19%
168
KRPKIMBELL RTY PARTNERS LP
1,859,664$29.8T0.19%
169
FOXAFOX CORP
929,701$29.0T0.18%
170
WATWATERS CORP
104,456$28.6T0.18%
171
HESMHESS MIDSTREAM LP
980,910$28.6T0.18%
172
PFSIPENNYMAC FINL SVCS INC NEW
425,127$28.3T0.18%
173
BABOEING CO
138,770$26.6T0.17%
174
AMEAMETEK INC
179,230$26.5T0.17%
175
MRO*MARATHON OIL CORP
980,451$26.2T0.17%
176
APAAPA CORPORATION
628,353$25.8T0.16%
177
REEVEREST GROUP LTD
69,281$25.7T0.16%
178
CWCURTISS WRIGHT CORP
130,161$25.5T0.16%
179
CTRACOTERRA ENERGY INC
937,855$25.4T0.16%
180
TBBKBANCORP INC DEL
725,573$25.0T0.16%
181
LYVLIVE NATION ENTERTAINMENT IN
288,731$24.0T0.15%
182
AEEAMEREN CORP
314,447$23.5T0.15%
183
CUBECUBESMART
615,463$23.5T0.15%
184
EAELECTRONIC ARTS INC
193,493$23.3T0.15%
185
JCIJOHNSON CTLS INTL PLC
427,152$22.7T0.14%
186
CFCF INDS HLDGS INC
264,424$22.7T0.14%
187
AJGGALLAGHER ARTHUR J & CO
99,086$22.6T0.14%
188
VENVENTAS INC
531,673$22.4T0.14%
189
EWEDWARDS LIFESCIENCES CORP
322,778$22.4T0.14%
190
AG8AGILENT TECHNOLOGIES INC
196,454$22.0T0.14%
191
CPRTCOPART INC
506,425$21.8T0.14%
192
KMXCARMAX INC
299,061$21.2T0.13%
193
RIORIO TINTO PLC
331,170$21.1T0.13%
194
ORLYOREILLY AUTOMOTIVE INC
22,955$20.9T0.13%
195
IQVIQVIA HLDGS INC
104,393$20.5T0.13%
196
EMEEMCOR GROUP INC
97,441$20.5T0.13%
197
CECELANESE CORP DEL
160,370$20.1T0.13%
198
CMECME GROUP INC
92,719$18.6T0.12%
199
LBRTLIBERTY ENERGY INC
990,201$18.3T0.12%
200
HUBBHUBBELL INC
57,675$18.1T0.12%
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