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Epoch Investment Partners, Inc.

All holdings · as of Mar 31, 2026

234 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$369.82M2,120,5192.2%
AbbVie Inc.—$327.57M1,506,1422.0%
Broadcom Inc.—$315.55M1,019,4991.9%
Apple Inc.—$312.64M1,231,8651.9%
MICROSOFT CORP—$291.94M788,6631.8%
Meta Platforms Inc—$247.59M432,7601.5%
JPMORGAN CHASE & CO—$235.49M800,5421.4%
APPLIED MATERIALS INC /DE—$225.48M659,6891.4%
Alphabet Inc.—$208.15M723,8661.3%
CISCO SYSTEMS, INC.—$205.21M2,644,8571.2%
HCA Healthcare, Inc.—$195.40M412,8971.2%
EMCOR Group Inc—$194.04M262,8231.2%
REGENERON PHARMACEUTICALS, INC.—$184.45M238,7251.1%
Accenture plc—$178.96M902,4981.1%
NetApp Inc—$178.56M1,743,9181.1%
Fabrinet—$168.11M322,3501.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$167.07M494,3551.0%
Uber Technologies, Inc—$162.89M2,264,6301.0%
KLA CORP—$162.31M110,2311.0%
Dell Technologies Inc.—$158.23M964,0401.0%
Texas Pacific Land Corp—$157.14M331,1371.0%
Monster Beverage Corp—$154.36M2,130,3270.9%
CVS HEALTH Corp—$146.45M2,039,1910.9%
Fastenal Co—$141.82M3,056,3950.9%
Mastercard Inc—$138.84M277,8780.8%
West Pharmaceutical Services Inc—$136.61M545,0500.8%
Yum! Brands Inc—$135.40M870,8660.8%
LAM RESEARCH CORP—$135.20M632,7840.8%
Magnolia Oil & Gas Corp—$134.98M4,275,5090.8%
Booking Holdings Inc—$131.47M31,2250.8%
COSTCO WHOLESALE CORP /NEW—$131.05M131,5180.8%
Hewlett Packard Enterprise Co—$129.96M5,458,4040.8%
Zoetis Inc.—$127.74M1,080,6340.8%
TJX Cos Inc/The—$127.40M797,7500.8%
ANALOG DEVICES INC—$126.48M397,5700.8%
Amazon.com Inc—$124.44M597,4950.8%
LPL Financial Holdings Inc.—$122.83M408,3010.7%
PACCAR INC—$121.08M1,048,3140.7%
INTERNATIONAL BUSINESS MACHINES CORP—$120.62M497,6130.7%
DECKERS OUTDOOR CORP—$120.46M1,203,5260.7%
AT&T INC.—$119.46M4,120,5920.7%
AMERICAN ELECTRIC POWER CO INC—$117.92M899,6180.7%
Visa Inc—$117.83M389,8680.7%
Mettler-Toledo International Inc—$117.63M93,2700.7%
CHEVRON CORP—$117.56M568,1860.7%
AMERIPRISE FINANCIAL INC—$117.19M263,7040.7%
Copart Inc—$113.05M3,405,1980.7%
OLD DOMINION FREIGHT LINE, INC.—$113.05M578,5320.7%
ELI LILLY & Co—$112.96M122,8160.7%
Ulta Beauty, Inc.—$111.74M213,7610.7%
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