Epoch Investment Partners, Inc. Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$22.0B

Holdings

411

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (411 positions)

StockValue
MSFTMICROSOFT CORP
$783.6M
AAPLAPPLE INC
$564.2M
UNHUNITEDHEALTH GROUP INC
$479.8M
AVGOBROADCOM INC
$415.4M
VVISA INC
$395.2M
METAMETA PLATFORMS INC
$368.5M
LLYELI LILLY & CO
$332.6M
AMZNAMAZON COM INC
$292.6M
GOOGALPHABET INC
$269.6M
JPMJPMORGAN CHASE & CO
$239.8M
KLACKLA CORP
$229.6M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$228.0M
CVXCHEVRON CORP NEW
$215.7M
MAMASTERCARD INCORPORATED
$214.6M
GOOGLALPHABET INC
$207.6M
AZNASTRAZENECA PLC
$189.9M
IBMINTERNATIONAL BUSINESS MACHS
$185.4M
TMOTHERMO FISHER SCIENTIFIC INC
$182.6M
AXPAMERICAN EXPRESS CO
$179.8M
BACBANK AMERICA CORP
$179.2M
LPLALPL FINL HLDGS INC
$176.2M
ABBVABBVIE INC
$173.6M
ZTSZOETIS INC
$168.7M
ANETEURARISTA NETWORKS INC
$166.6M
YUMYUM BRANDS INC
$163.9M
LINLINDE PLC
$159.8M
HDHOME DEPOT INC
$159.5M
TXNTEXAS INSTRS INC
$158.4M
ADIANALOG DEVICES INC
$157.8M
NTAPNETAPP INC
$156.2M
CVSCVS HEALTH CORP
$156.1M
CRMSALESFORCE INC
$155.6M
UNPUNION PAC CORP
$155.1M
COSTCOSTCO WHSL CORP NEW
$152.8M
PAYXPAYCHEX INC
$152.6M
VRTXVERTEX PHARMACEUTICALS INC
$146.0M
A4SAMERIPRISE FINL INC
$145.2M
DECKDECKERS OUTDOOR CORP
$144.9M
IRMIRON MTN INC DEL
$138.3M
CSCOCISCO SYS INC
$137.7M
AMATAPPLIED MATLS INC
$136.3M
EXPEAGLE MATLS INC
$134.4M
NVDANVIDIA CORPORATION
$133.9M
MRKMERCK & CO INC
$132.6M
METMETLIFE INC
$128.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$124.9M
HCAHCA HEALTHCARE INC
$123.8M
QCOMQUALCOMM INC
$123.3M
MNSTMONSTER BEVERAGE CORP NEW
$121.8M
ADBEADOBE INC
$118.7M
CMCSACOMCAST CORP NEW
$117.2M
4I1PHILIP MORRIS INTL INC
$116.5M
LRCXEURLAM RESEARCH CORP
$113.0M
MSMMSC INDL DIRECT INC
$110.9M
ULTAULTA BEAUTY INC
$110.8M
ONON SEMICONDUCTOR CORP
$110.5M
QSRRESTAURANT BRANDS INTL INC
$109.6M
FASTFASTENAL CO
$109.5M
MEDPMEDPACE HLDGS INC
$108.0M
MDTMEDTRONIC PLC
$108.0M
JJACOBS SOLUTIONS INC
$107.3M
ETSYETSY INC
$106.1M
CMICUMMINS INC
$104.9M
PCARPACCAR INC
$103.4M
WFCWELLS FARGO CO NEW
$102.6M
WMTWALMART INC
$100.2M
JNJJOHNSON & JOHNSON
$96.8M
DPZDOMINOS PIZZA INC
$96.7M
EHCENCOMPASS HEALTH CORP
$93.4M
AEPAMERICAN ELEC PWR CO INC
$92.3M
SBUXSTARBUCKS CORP
$91.9M
HLNEHAMILTON LANE INC
$90.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$89.9M
ACNACCENTURE PLC IRELAND
$89.5M
NEENEXTERA ENERGY INC
$89.4M
CHECHEMED CORP NEW
$89.0M
ADPAUTOMATIC DATA PROCESSING IN
$88.9M
IDXXIDEXX LABS INC
$88.0M
TJXTJX COS INC NEW
$87.4M
CPRTCOPART INC
$86.9M
USBUS BANCORP DEL
$86.7M
VEEVVEEVA SYS INC
$85.7M
WATWATERS CORP
$85.5M
OXYOCCIDENTAL PETE CORP
$83.6M
NVRNVR INC
$83.0M
EMREMERSON ELEC CO
$82.3M
BACVERIZON COMMUNICATIONS INC
$80.8M
LYBLYONDELLBASELL INDUSTRIES N
$80.5M
MKLMARKEL GROUP INC
$80.3M
MANHMANHATTAN ASSOCIATES INC
$79.5M
ETNEATON CORP PLC
$79.0M
WSTWEST PHARMACEUTICAL SVSC INC
$78.7M
VNOMUSDVIPER ENERGY INC
$78.6M
ORLYOREILLY AUTOMOTIVE INC
$78.0M
TREXTREX CO INC
$77.7M
DOWDOW INC
$76.5M
ISRGINTUITIVE SURGICAL INC
$75.4M
DCIDONALDSON INC
$74.6M
1939900DBROOKFIELD INFRASTRUCTURE CO
$74.6M
COLBCOLUMBIA BKG SYS INC
$74.1M
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