Epoch Investment Partners, Inc. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$17.6B
Holdings
247
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (247 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $400.0M |
MSFTMICROSOFT CORP | $398.0M |
AVGOBROADCOM INC | $379.0M |
METAMETA PLATFORMS INC | $351.0M |
AAPLAPPLE INC | $335.0M |
ABBVABBVIE INC | $308.0M |
JPMJPMORGAN CHASE & CO. | $289.0M |
GOOGLALPHABET INC | $243.0M |
AMATAPPLIED MATLS INC | $224.0M |
HCAHCA HEALTHCARE INC | $220.0M |
REGNREGENERON PHARMACEUTICALS | $216.0M |
UBERUBER TECHNOLOGIES INC | $209.0M |
MNSTMONSTER BEVERAGE CORP NEW | $188.0M |
ACNACCENTURE PLC IRELAND | $185.0M |
BKNGBOOKING HOLDINGS INC | $184.0M |
CSCOCISCO SYS INC | $182.0M |
AXPAMERICAN EXPRESS CO | $180.0M |
QCOMQUALCOMM INC | $176.0M |
ULTAULTA BEAUTY INC | $175.0M |
NTAPNETAPP INC | $174.0M |
EMEEMCOR GROUP INC | $171.0M |
FNFABRINET | $170.0M |
CVSCVS HEALTH CORP | $165.0M |
LPLALPL FINL HLDGS INC | $164.0M |
KLACKLA CORP | $159.0M |
MAMASTERCARD INCORPORATED | $156.0M |
YUMYUM BRANDS INC | $152.0M |
LLYELI LILLY & CO | $150.0M |
MTDMETTLER TOLEDO INTERNATIONAL | $150.0M |
MKLMARKEL GROUP INC | $150.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $149.0M |
IBMINTERNATIONAL BUSINESS MACHS | $147.0M |
DECKDECKERS OUTDOOR CORP | $146.0M |
A4SAMERIPRISE FINL INC | $145.0M |
AMZNAMAZON COM INC | $143.0M |
ZTSZOETIS INC | $142.0M |
WSTWEST PHARMACEUTICAL SVSC INC | $138.0M |
TJXTJX COS INC NEW | $138.0M |
FASTFASTENAL CO | $138.0M |
CHECHEMED CORP NEW | $137.0M |
PCARPACCAR INC | $136.0M |
IDXXIDEXX LABS INC | $132.0M |
MRSHMARSH & MCLENNAN COS INC | $132.0M |
VVISA INC | $131.0M |
COSTCOSTCO WHSL CORP NEW | $131.0M |
HPEHEWLETT PACKARD ENTERPRISE C | $131.0M |
LRCXLAM RESEARCH CORP | $131.0M |
CPRTCOPART INC | $131.0M |
EXPDEXPEDITORS INTL WASH INC | $130.0M |
ANETARISTA NETWORKS INC | $125.0M |
DELLDELL TECHNOLOGIES INC | $122.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $120.0M |
ODFLOLD DOMINION FREIGHT LINE IN | $118.0M |
MGYMAGNOLIA OIL & GAS CORP | $116.0M |
TPLTEXAS PACIFIC LAND CORPORATI | $109.0M |
ADIANALOG DEVICES INC | $109.0M |
CMGCHIPOTLE MEXICAN GRILL INC | $107.0M |
NVRNVR INC | $107.0M |
GOOGALPHABET INC | $106.0M |
AEPAMERICAN ELEC PWR CO INC | $103.0M |
BACBANK AMERICA CORP | $101.0M |
METMETLIFE INC | $99.0M |
ORLYOREILLY AUTOMOTIVE INC | $98.0M |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $98.0M |
VRSNVERISIGN INC | $97.0M |
ADPAUTOMATIC DATA PROCESSING IN | $97.0M |
TAT&T INC | $95.0M |
HASHASBRO INC | $94.0M |
USBUS BANCORP DEL | $92.0M |
MANHMANHATTAN ASSOCIATES INC | $90.0M |
TXNTEXAS INSTRS INC | $90.0M |
CVXCHEVRON CORP NEW | $88.0M |
TKOTKO GROUP HOLDINGS INC | $88.0M |
VRSKVERISK ANALYTICS INC | $87.0M |
JNJJOHNSON & JOHNSON | $86.0M |
MCHPMICROCHIP TECHNOLOGY INC. | $85.0M |
HESMHESS MIDSTREAM LP | $85.0M |
BACVERIZON COMMUNICATIONS INC | $85.0M |
4I1PHILIP MORRIS INTL INC | $85.0M |
WATWATERS CORP | $84.0M |
MDTMEDTRONIC PLC | $82.0M |
LINLINDE PLC | $82.0M |
MSMMSC INDL DIRECT INC | $81.0M |
ETRENTERGY CORP NEW | $81.0M |
EHCENCOMPASS HEALTH CORP | $80.0M |
CMICUMMINS INC | $79.0M |
EXPEAGLE MATLS INC | $79.0M |
DCIDONALDSON INC | $78.0M |
NEENEXTERA ENERGY INC | $76.0M |
AZNASTRAZENECA PLC | $75.0M |
LAZLAZARD INC | $75.0M |
MRKMERCK & CO INC | $74.0M |
NTRNUTRIEN LTD | $73.0M |
GILDGILEAD SCIENCES INC | $72.0M |
DPZDOMINOS PIZZA INC | $70.0M |
COLBCOLUMBIA BKG SYS INC | $70.0M |
UTHUNITED THERAPEUTICS CORP DEL | $69.0M |
ROLROLLINS INC | $69.0M |
JKHYHENRY JACK & ASSOC INC | $68.0M |
URIUNITED RENTALS INC | $67.0M |
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