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Epoch Investment Partners, Inc.

Quarter-over-quarter position changes

263 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
Exited046353108Mar 31, 2026-827,094-100%0$76.03Mhigh
TrimmedAPPLIED MATERIALS INC /DEMar 31, 2026-217,537-25%659,689$74.35Mhigh
TrimmedCUMMINS INCMar 31, 2026-112,630-72%44,416$60.60Mhigh
TrimmedEncompass Health CorpMar 31, 2026-598,601-78%168,627$57.90Mhigh
TrimmedMeta Platforms IncMar 31, 2026-100,879-19%432,760$57.72Mhigh
AddedMedpace Holdings, Inc.Mar 31, 2026+112,001+387%140,959$53.78Mhigh
TrimmedEXPEDITORS INTERNATIONAL OF WASHINGTON INCMar 31, 2026-373,537-43%505,372$53.50Mhigh
TrimmedRTX CorpMar 31, 2026-264,323-74%92,652$50.99Mhigh
NewSCOTTS MIRACLE-GRO COMar 31, 2026+823,183New823,183$50.06Mhigh
AddedJack Henry & Associates IncMar 31, 2026+307,886+82%681,587$48.66Mmedium
NewL8681T102Mar 31, 2026+93,927New93,927$45.55Mmedium
NewHORMEL FOODS CORP /DEMar 31, 2026+1,974,985New1,974,985$44.73Mmedium
NewNNN REIT, INC.Mar 31, 2026+1,020,233New1,020,233$42.88Mmedium
TrimmedAMERICAN EXPRESS COMar 31, 2026-141,639-29%349,126$42.84Mmedium
AddedAccenture plcMar 31, 2026+210,279+30%902,498$41.70Mmedium
NewSolstice Advanced Materials Inc.Mar 31, 2026+540,683New540,683$41.18Mmedium
TrimmedUlta Beauty, Inc.Mar 31, 2026-78,155-27%213,761$40.85Mmedium
AddedCH Robinson Worldwide IncMar 31, 2026+243,207+174%383,223$40.39Mmedium
AddedHalozyme Therapeutics IncMar 31, 2026+605,018+113%1,138,377$39.10Mmedium
TrimmedJOHNSON & JOHNSONMar 31, 2026-141,416-34%280,648$34.57Mmedium
ExitedGENTEX CORPMar 31, 2026-1,481,131-100%0$34.47Mmedium
TrimmedOLD DOMINION FREIGHT LINE, INC.Mar 31, 2026-175,465-23%578,532$34.29Mmedium
TrimmedMagnolia Oil & Gas CorpMar 31, 2026-1,054,555-20%4,275,509$33.29Mmedium
TrimmedTORO COMar 31, 2026-353,819-52%329,614$33.06Mmedium
AddedAbbVie Inc.Mar 31, 2026+151,894+11%1,506,142$33.04Mmedium
TrimmedREGENERON PHARMACEUTICALS, INC.Mar 31, 2026-42,610-15%238,725$32.92Mmedium
TrimmedKLA CORPMar 31, 2026-21,021-16%110,231$30.95Mmedium
TrimmedLAM RESEARCH CORPMar 31, 2026-139,905-18%632,784$29.89Mmedium
TrimmedJPMORGAN CHASE & COMar 31, 2026-100,713-11%800,542$29.63Mmedium
ExitedCORCEPT THERAPEUTICS INCMar 31, 2026-816,652-100%0$28.42Mmedium
TrimmedHCA Healthcare, Inc.Mar 31, 2026-59,842-13%412,897$28.32Mmedium
TrimmedQUALCOMM INC/DEMar 31, 2026-216,338-21%814,088$27.86Mmedium
TrimmedFabrinetMar 31, 2026-52,537-14%322,350$27.40Mmedium
TrimmedCHEMED CORPMar 31, 2026-72,285-22%250,123$27.30Mmedium
NewG0593M107Mar 31, 2026+137,132New137,132$27.05Mmedium
AddedAppLovin CorpMar 31, 2026+63,638+67%158,017$25.33Mmedium
NewT-Mobile US, Inc.TMUSMar 31, 2026+118,208New118,208$24.83Mmedium
TrimmedBroadcom Inc.Mar 31, 2026-78,894-7.2%1,019,499$24.42Mmedium
NewVistra Corp.Mar 31, 2026+159,775New159,775$24.02Mmedium
TrimmedTexas Pacific Land CorpMar 31, 2026-50,548-13%331,137$23.99Mmedium
NewBJ's Wholesale Club Holdings, Inc.Mar 31, 2026+243,260New243,260$23.94Mmedium
TrimmedPACCAR INCMar 31, 2026-205,288-16%1,048,314$23.71Mmedium
TrimmedMonster Beverage CorpMar 31, 2026-326,985-13%2,130,327$23.69Mmedium
TrimmedMarkel Group IncMar 31, 2026-12,152-17%58,290$23.26Mmedium
TrimmedDONALDSON Co INCMar 31, 2026-268,827-30%621,014$22.82Mmedium
NewOCCIDENTAL PETROLEUM CORP /DEMar 31, 2026+342,831New342,831$22.28Mmedium
TrimmedYum! Brands IncMar 31, 2026-141,727-14%870,866$22.04Mmedium
TrimmedCOSTCO WHOLESALE CORP /NEWMar 31, 2026-21,895-14%131,518$21.82Mmedium
TrimmedDECKERS OUTDOOR CORPMar 31, 2026-217,218-15%1,203,526$21.74Mmedium
TrimmedUber Technologies, IncMar 31, 2026-297,452-12%2,264,630$21.40Mmedium
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