Epoch Investment Partners, Inc. Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$20.6T

Holdings

281

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (281 positions)

#StockSharesValue% PortfolioType
1
AVGOBROADCOM INC
2,458,665$570.0B2.76%
2
METAMETA PLATFORMS INC
846,392$495.6B2.40%
3
MSFTMICROSOFT CORP
1,165,523$491.3B2.38%
4
JPMJPMORGAN CHASE & CO.
1,715,909$411.3B1.99%
5
UNHUNITEDHEALTH GROUP INC
712,724$360.5B1.75%
6
VVISA INC
1,110,225$350.9B1.70%
7
AAPLAPPLE INC
1,352,422$338.7B1.64%
8
CRMSALESFORCE INC
925,791$309.5B1.50%
9
PAYXPAYCHEX INC
1,875,661$263.0B1.27%
10
UNPUNION PAC CORP
1,152,459$262.8B1.27%
11
A4SAMERIPRISE FINL INC
484,182$257.8B1.25%
12
ANETARISTA NETWORKS INC
2,308,517$255.2B1.24%
13
LPLALPL FINL HLDGS INC
725,572$236.9B1.15%
14
AXPAMERICAN EXPRESS CO
794,530$235.8B1.14%
15
ZTSZOETIS INC
1,426,227$232.4B1.13%
16
HCAHCA HEALTHCARE INC
756,510$227.1B1.10%
17
AMZNAMAZON COM INC
1,030,128$226.0B1.10%
18
COSTCOSTCO WHSL CORP NEW
235,754$216.0B1.05%
19
NTAPNETAPP INC
1,804,295$209.4B1.01%
20
NVDANVIDIA CORPORATION
1,527,937$205.2B0.99%
21
MAMASTERCARD INCORPORATED
389,384$205.0B0.99%
22
DECKDECKERS OUTDOOR CORP
998,773$202.8B0.98%
23
AMATAPPLIED MATLS INC
1,229,428$199.9B0.97%
24
GOOGLALPHABET INC
1,036,970$196.3B0.95%
25
PCARPACCAR INC
1,871,934$194.7B0.94%
26
YUMYUM BRANDS INC
1,418,344$190.3B0.92%
27
MNSTMONSTER BEVERAGE CORP NEW
3,503,619$184.2B0.89%
28
NVRNVR INC
21,924$179.3B0.87%
29
GOOGALPHABET INC
936,307$178.3B0.86%
30
QCOMQUALCOMM INC
1,154,237$177.3B0.86%
31
CPRTCOPART INC
3,019,079$173.3B0.84%
32
CCEPCOCA-COLA EUROPACIFIC PARTNE
2,213,597$170.0B0.82%
33
IBMINTERNATIONAL BUSINESS MACHS
772,470$169.8B0.82%
34
KLACKLA CORP
261,463$164.8B0.80%
35
FASTFASTENAL CO
2,243,436$161.3B0.78%
36
ULTAULTA BEAUTY INC
362,507$157.7B0.76%
37
EXPEAGLE MATLS INC
592,069$146.1B0.71%
38
MEDPMEDPACE HLDGS INC
438,100$145.5B0.71%
39
ABBVABBVIE INC
818,408$145.4B0.70%
40
LLYELI LILLY & CO
184,688$142.6B0.69%
41
DPZDOMINOS PIZZA INC
335,444$140.8B0.68%
42
REGNREGENERON PHARMACEUTICALS
197,266$140.5B0.68%
43
SBUXSTARBUCKS CORP
1,537,937$140.3B0.68%
44
VRSKVERISK ANALYTICS INC
502,569$138.4B0.67%
45
CSCOCISCO SYS INC
2,265,400$134.1B0.65%
46
CHECHEMED CORP NEW
252,237$133.6B0.65%
47
AZNASTRAZENECA PLC
2,026,912$132.8B0.64%
48
TJXTJX COS INC NEW
1,072,715$129.6B0.63%
49
ORLYOREILLY AUTOMOTIVE INC
108,708$128.9B0.62%
50
BRK/BBERKSHIRE HATHAWAY INC DEL
283,527$128.5B0.62%
51
GNTXGENTEX CORP
4,438,938$127.5B0.62%
52
ADPAUTOMATIC DATA PROCESSING IN
430,875$126.1B0.61%
53
LRCXLAM RESEARCH CORP
1,732,131$125.1B0.61%
54
VNOMUSDVIPER ENERGY INC
2,543,209$124.8B0.60%
55
MKLMARKEL GROUP INC
72,233$124.7B0.60%
56
HESMHESS MIDSTREAM LP
3,309,547$122.6B0.59%
57
METMETLIFE INC
1,490,863$122.1B0.59%
58
MRSHMARSH & MCLENNAN COS INC
574,190$122.0B0.59%
59
TKOTKO GROUP HOLDINGS INC
851,563$121.0B0.59%
60
TXNTEXAS INSTRS INC
644,383$120.8B0.59%
61
CMICUMMINS INC
344,603$120.1B0.58%
62
EHCENCOMPASS HEALTH CORP
1,299,005$120.0B0.58%
63
MTDMETTLER TOLEDO INTERNATIONAL
94,407$115.5B0.56%
64
LINLINDE PLC
273,283$114.4B0.55%
65
ADIANALOG DEVICES INC
522,983$111.1B0.54%
66
4I1PHILIP MORRIS INTL INC
907,052$109.2B0.53%
67
HPEHEWLETT PACKARD ENTERPRISE C
4,897,034$104.6B0.51%
68
EMEEMCOR GROUP INC
228,173$103.6B0.50%
69
ETRENTERGY CORP NEW
1,329,917$100.8B0.49%
70
ACNACCENTURE PLC IRELAND
283,744$99.8B0.48%
71
VRSNVERISIGN INC
474,554$98.2B0.48%
72
TSMTAIWAN SEMICONDUCTOR MFG LTD
488,770$96.5B0.47%
73
WMTWALMART INC
1,045,093$94.4B0.46%
74
LAZLAZARD INC
1,831,689$94.3B0.46%
75
BACBANK AMERICA CORP
2,129,698$93.6B0.45%
76
GDDYGODADDY INC
470,133$92.8B0.45%
77
UBERUBER TECHNOLOGIES INC
1,536,727$92.7B0.45%
78
TAT&T INC
4,040,376$92.0B0.45%
79
BKNGBOOKING HOLDINGS INC
18,473$91.8B0.44%
80
WSTWEST PHARMACEUTICAL SVSC INC
272,525$89.3B0.43%
81
EXPDEXPEDITORS INTL WASH INC
803,490$89.0B0.43%
82
ADBEADOBE INC
199,132$88.6B0.43%
83
LNGCHENIERE ENERGY INC
394,813$84.8B0.41%
84
POSTPOST HLDGS INC
724,406$82.9B0.40%
85
DCIDONALDSON INC
1,206,977$81.3B0.39%
86
DELLDELL TECHNOLOGIES INC
701,877$80.9B0.39%
87
JCIJOHNSON CTLS INTL PLC
1,021,668$80.6B0.39%
88
WMBWILLIAMS COS INC
1,481,584$80.2B0.39%
89
UTHUNITED THERAPEUTICS CORP DEL
226,212$79.8B0.39%
90
POOLPOOL CORP
234,064$79.8B0.39%
91
USBUS BANCORP DEL
1,668,385$79.8B0.39%
92
MDTMEDTRONIC PLC
996,372$79.6B0.39%
93
NEENEXTERA ENERGY INC
1,099,925$78.9B0.38%
94
IRMIRON MTN INC DEL
747,550$78.6B0.38%
95
CWCURTISS WRIGHT CORP
220,714$78.3B0.38%
96
AEPAMERICAN ELEC PWR CO INC
849,072$78.3B0.38%
97
TMOTHERMO FISHER SCIENTIFIC INC
147,091$76.5B0.37%
98
MANHMANHATTAN ASSOCIATES INC
281,968$76.2B0.37%
99
FNFABRINET
345,065$75.9B0.37%
100
EMREMERSON ELEC CO
607,412$75.3B0.36%
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