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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | RTXRTX CORPORATION | 356,975 | $64.0M | 0.36% | |
| 102 | OMCOMNICOM GROUP INC | 799,245 | $63.0M | 0.36% | |
| 103 | MCDMCDONALDS CORP | 204,271 | $62.0M | 0.35% | |
| 104 | BMYBRISTOL-MYERS SQUIBB CO | 1,172,755 | $62.0M | 0.35% | |
| 105 | APPAPPLOVIN CORP | 94,379 | $62.0M | 0.35% | |
| 106 | VNOMVIPER ENERGY INC | 1,623,342 | $61.0M | 0.35% | |
| 107 | MPLXMPLX LP | 1,156,589 | $61.0M | 0.35% | |
| 108 | RFREGIONS FINANCIAL CORP NEW | 2,247,473 | $60.0M | 0.34% | |
| 109 | TFCTRUIST FINL CORP | 1,236,435 | $60.0M | 0.34% | |
| 110 | AGXARGAN INC | 193,808 | $59.0M | 0.34% | |
| 111 | PFEPFIZER INC | 2,428,932 | $59.0M | 0.34% | |
| 112 | VICIVICI PPTYS INC | 2,109,079 | $59.0M | 0.34% | |
| 113 | QSRRESTAURANT BRANDS INTL INC | 846,963 | $56.0M | 0.32% | |
| 114 | LNGCHENIERE ENERGY INC | 289,908 | $56.0M | 0.32% | |
| 115 | HDHOME DEPOT INC | 158,192 | $54.0M | 0.31% | |
| 116 | LMTLOCKHEED MARTIN CORP | 111,730 | $53.0M | 0.30% | |
| 117 | UPSUNITED PARCEL SERVICE INC | 536,276 | $52.0M | 0.30% | |
| 118 | EPAMEPAM SYS INC | 257,169 | $52.0M | 0.30% | |
| 119 | TTCTORO CO | 683,433 | $52.0M | 0.30% | |
| 120 | IRMIRON MTN INC DEL | 629,854 | $51.0M | 0.29% | |
| 121 | BIPCBROOKFIELD INFRASTRUCTURE CO | 1,136,872 | $51.0M | 0.29% | |
| 122 | EOGEOG RES INC | 478,638 | $50.0M | 0.28% | |
| 123 | KOCOCA COLA CO | 732,066 | $50.0M | 0.28% | |
| 124 | NOWSERVICENOW INC | 328,189 | $49.0M | 0.28% | |
| 125 | RSRELIANCE INC | 172,403 | $49.0M | 0.28% | |
| 126 | WMTWALMART INC | 437,593 | $48.0M | 0.27% | |
| 127 | NINISOURCE INC | 1,165,020 | $48.0M | 0.27% | |
| 128 | MDLZMONDELEZ INTL INC | 911,389 | $48.0M | 0.27% | |
| 129 | MCXMCCORMICK & CO INC | 727,779 | $48.0M | 0.27% | |
| 130 | BEPCBROOKFIELD RENEWABLE CORP | 1,260,409 | $47.0M | 0.27% | |
| 131 | PEPPEPSICO INC | 339,185 | $47.0M | 0.27% | |
| 132 | OREALTY INCOME CORP | 840,931 | $46.0M | 0.26% | |
| 133 | DUKDUKE ENERGY CORP NEW | 400,755 | $46.0M | 0.26% | |
| 134 | WSOWATSCO INC | 135,131 | $45.0M | 0.26% | |
| 135 | MTNVAIL RESORTS INC | 338,978 | $44.0M | 0.25% | |
| 136 | PNWPINNACLE WEST CAP CORP | 505,252 | $44.0M | 0.25% | |
| 137 | WTRGESSENTIAL UTILS INC | 1,136,823 | $42.0M | 0.24% | |
| 138 | PAYXPAYCHEX INC | 386,679 | $42.0M | 0.24% | |
| 139 | EPDENTERPRISE PRODS PARTNERS L | 1,288,552 | $40.0M | 0.23% | |
| 140 | CSLCARLISLE COS INC | 125,425 | $40.0M | 0.23% | |
| 141 | BBYBEST BUY INC | 604,936 | $39.0M | 0.22% | |
| 142 | MCKMCKESSON CORP | 47,366 | $38.0M | 0.22% | |
| 143 | BLKBLACKROCK INC | 35,653 | $38.0M | 0.22% | |
| 144 | OKEONEOK INC NEW | 511,489 | $37.0M | 0.21% | |
| 145 | CARTMAPLEBEAR INC | 811,958 | $35.0M | 0.20% | |
| 146 | HALOHALOZYME THERAPEUTICS INC | 533,359 | $35.0M | 0.20% | |
| 147 | ETNEATON CORP PLC | 111,201 | $34.0M | 0.19% | |
| 148 | FANGDIAMONDBACK ENERGY INC | 229,837 | $34.0M | 0.19% | |
| 149 | GNTXGENTEX CORP | 1,481,131 | $34.0M | 0.19% | |
| 150 | WFCWELLS FARGO CO NEW | 358,975 | $32.0M | 0.18% | |
| 151 | HIIHUNTINGTON INGALLS INDS INC | 97,725 | $32.0M | 0.18% | |
| 152 | CRMSALESFORCE INC | 128,783 | $32.0M | 0.18% | |
| 153 | TRVTRAVELERS COMPANIES INC | 111,710 | $31.0M | 0.18% | |
| 154 | JLLJONES LANG LASALLE INC | 95,031 | $31.0M | 0.18% | |
| 155 | MLIMUELLER INDS INC | 269,943 | $30.0M | 0.17% | |
| 156 | AMDADVANCED MICRO DEVICES INC | 141,245 | $30.0M | 0.17% | |
| 157 | GDGENERAL DYNAMICS CORP | 89,316 | $30.0M | 0.17% | |
| 158 | AMPHAMPHASTAR PHARMACEUTICALS IN | 1,126,585 | $30.0M | 0.17% | |
| 159 | WMSADVANCED DRAIN SYS INC DEL | 206,848 | $29.0M | 0.16% | |
| 160 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 115,536 | $29.0M | 0.16% | |
| 161 | GGGGRACO INC | 343,576 | $28.0M | 0.16% | |
| 162 | UNPUNION PAC CORP | 124,774 | $28.0M | 0.16% | |
| 163 | HONHONEYWELL INTL INC | 146,828 | $28.0M | 0.16% | |
| 164 | HTDCORCEPT THERAPEUTICS INC | 816,652 | $28.0M | 0.16% | |
| 165 | AG8AGILENT TECHNOLOGIES INC | 211,247 | $28.0M | 0.16% | |
| 166 | TMOTHERMO FISHER SCIENTIFIC INC | 49,719 | $28.0M | 0.16% | |
| 167 | LNTHLANTHEUS HLDGS INC | 407,529 | $27.0M | 0.15% | |
| 168 | CVLTCOMMVAULT SYS INC | 217,594 | $27.0M | 0.15% | |
| 169 | EMREMERSON ELEC CO | 205,357 | $26.0M | 0.15% | |
| 170 | QXOQXO INC | 1,359,643 | $25.0M | 0.14% | |
| 171 | UNHUNITEDHEALTH GROUP INC | 77,010 | $24.0M | 0.14% | |
| 172 | SCHWSCHWAB CHARLES CORP | 242,535 | $23.0M | 0.13% | |
| 173 | CHRWC H ROBINSON WORLDWIDE INC | 140,016 | $22.0M | 0.13% | |
| 174 | WDAYWORKDAY INC | 103,917 | $22.0M | 0.13% | |
| 175 | APHAMPHENOL CORP NEW | 159,252 | $21.0M | 0.12% | |
| 176 | FTNTFORTINET INC | 273,997 | $21.0M | 0.12% | |
| 177 | CMCSACOMCAST CORP NEW | 753,175 | $21.0M | 0.12% | |
| 178 | PGPROCTER AND GAMBLE CO | 156,537 | $21.0M | 0.12% | |
| 179 | PLDPROLOGIS INC. | 170,087 | $20.0M | 0.11% | |
| 180 | CASYCASEYS GEN STORES INC | 36,565 | $19.0M | 0.11% | |
| 181 | VENVENTAS INC | 249,804 | $19.0M | 0.11% | |
| 182 | TTETOTALENERGIES SE | 294,368 | $18.0M | 0.10% | |
| 183 | EWEDWARDS LIFESCIENCES CORP | 220,784 | $18.0M | 0.10% | |
| 184 | CDNSCADENCE DESIGN SYSTEM INC | 58,980 | $18.0M | 0.10% | |
| 185 | EVREVERCORE INC | 53,907 | $17.0M | 0.10% | |
| 186 | MEDPMEDPACE HLDGS INC | 28,958 | $16.0M | 0.09% | |
| 187 | HUBBHUBBELL INC | 39,929 | $16.0M | 0.09% | |
| 188 | JCIJOHNSON CTLS INTL PLC | 125,529 | $15.0M | 0.09% | |
| 189 | CMECME GROUP INC | 56,605 | $14.0M | 0.08% | |
| 190 | SNASNAP ON INC | 43,785 | $14.0M | 0.08% | |
| 191 | CLCOLGATE PALMOLIVE CO | 174,009 | $13.0M | 0.07% | |
| 192 | RSGREPUBLIC SVCS INC | 67,047 | $13.0M | 0.07% | |
| 193 | LNTALLIANT ENERGY CORP | 218,470 | $13.0M | 0.07% | |
| 194 | CMSCMS ENERGY CORP | 181,580 | $12.0M | 0.07% | |
| 195 | AMGNAMGEN INC | 41,150 | $12.0M | 0.07% | |
| 196 | VOYAVOYA FINANCIAL INC | 167,510 | $12.0M | 0.07% | |
| 197 | PPGPPG INDS INC | 126,050 | $12.0M | 0.07% | |
| 198 | POSTPOST HLDGS INC | 132,285 | $12.0M | 0.07% | |
| 199 | TBBKBANCORP INC DEL | 191,242 | $12.0M | 0.07% | |
| 200 | AEEAMEREN CORP | 115,932 | $11.0M | 0.06% |