Fund HoldingsEpoch Investment Partners, Inc.

Total Portfolio Value
$22.50B
Total Bought
$3.03B
Total Sold
$3.39B
Net Transaction
-$367.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BROADCOM INC(AVGO)372,104395,266+23,162415,361523,8902.33%+108,528
META PLATFORMS INC(META)1,041,091971,875-69,216368,505471,9232.10%+103,418
REGENERON PHARMACEUTICALS(REGN)0103,551+103,551099,6670.44%+99,667
APPLIED MATLS INC840,8041,140,371+299,567136,269235,1791.05%+98,910
LAZARD INC(LAZ)02,082,856+2,082,856087,2090.39%+87,209
COPART INC(CPRT)1,773,5552,791,737+1,018,18286,904161,6970.72%+74,793
YUM BRANDS INC(YUM)1,254,4461,681,933+427,487163,906233,2001.04%+69,294
LPL FINL HLDGS INC(LPLA)774,297927,369+153,072176,245245,0111.09%+68,765
JPMORGAN CHASE & CO(JPM)1,409,9621,524,742+114,780239,835305,4061.36%+65,571
CHARLES RIV LABS INTL INC(CRL)0247,501+247,501067,0600.30%+67,060
PACCAR INC(PCAR)1,058,9701,318,525+259,555103,408163,3520.73%+59,944
AMERICAN EXPRESS CO(AXP)959,5731,046,904+87,331179,766238,3701.06%+58,603
HCA HEALTHCARE INC(HCA)457,401542,906+85,505123,809181,0750.80%+57,266
MEDPACE HLDGS INC(MEDP)352,463406,446+53,983108,040164,2650.73%+56,225
DOMINOS PIZZA INC(DPZ)234,692305,891+71,19996,747151,9910.68%+55,244
PAYCHEX INC(PAYX)1,281,1781,676,521+395,343152,601205,8770.92%+53,276
NETAPP INC(NTAP)1,771,5831,982,787+211,204156,183208,1330.93%+51,950
QUALCOMM INC(QCOM)852,6981,027,398+174,700123,326173,9380.77%+50,613
CARMAX INC(KMX)0596,356+596,356051,9490.23%+51,949
MONSTER BEVERAGE CORP NEW(MNST)2,114,2882,898,894+784,606121,804171,8460.76%+50,042
AMERICAN TOWER CORP NEW(AMT)0325,324+325,324064,2810.29%+64,281
AMERIPRISE FINL INC(AMP)382,232441,253+59,021145,183193,4630.86%+48,280
WALMART INC(WMT)02,458,279+2,458,2790147,9150.66%+147,915
LAM RESEARCH CORP(LRCX)144,279165,134+20,855113,008160,4390.71%+47,431
MIDDLEBY CORP(MIDD)0356,714+356,714057,3560.25%+57,356
ESSENTIAL UTILS INC(WTRG)01,249,134+1,249,134046,2800.21%+46,280
DECKERS OUTDOOR CORP(DECK)216,709202,559-14,150144,855190,6610.85%+45,806
VERISIGN INC0334,652+334,652063,4200.28%+63,420
MARSH & MCLENNAN COS INC(MRSH)0542,808+542,8080111,8080.50%+111,808
AMPHENOL CORP NEW680,983936,048+255,06567,506107,9730.48%+40,467
EAGLE MATLS INC(EXP)662,628643,208-19,420134,407174,7920.78%+40,384
FASTENAL CO(FAST)1,690,8011,942,747+251,946109,513149,8640.67%+40,350
VEEVA SYS INC(VEEV)445,047537,329+92,28285,680124,4940.55%+38,813
FABRINET(FN)0275,531+275,531052,0810.23%+52,081
ENCOMPASS HEALTH CORP(EHC)1,399,3411,598,042+198,70193,364131,9660.59%+38,602
METTLER TOLEDO INTERNATIONAL(MTD)57,64181,234+23,59369,916108,1460.48%+38,230
VIPER ENERGY INC(VNOM)2,505,2803,001,411+496,13178,616115,4340.51%+36,819
ULTA BEAUTY INC(ULTA)226,121281,809+55,688110,797147,3520.66%+36,555
OREILLY AUTOMOTIVE INC(ORLY)82,128100,819+18,69178,028113,8130.51%+35,784
NVR INC(NVR)014,540+14,5400117,7730.52%+117,773
GENTEX CORP(GNTX)02,963,250+2,963,2500107,0330.48%+107,033
ARISTA NETWORKS INC707,459689,525-17,934166,614199,9480.89%+33,335
ZOETIS INC(ZTS)854,5901,179,851+325,261168,670199,6430.89%+30,972
VERISK ANALYTICS INC(VRSK)205,110337,475+132,36548,99379,5530.35%+30,560
POOL CORP(POOL)123,419195,741+72,32249,20878,9810.35%+29,773
HESS MIDSTREAM LP(HESM)1,792,8862,390,636+597,75056,70986,3740.38%+29,665
OLD DOMINION FREIGHT LINE IN(ODFL)0340,154+340,154074,5990.33%+74,599
CHEMED CORP NEW(CHE)152,162182,776+30,61488,977117,3290.52%+28,353
MERCK & CO INC(MRK)01,216,883+1,216,8830160,5680.71%+160,568
BERKSHIRE HATHAWAY INC DEL0362,527+362,5270152,4500.68%+152,450
KLA CORP(KLAC)394,908365,290-29,618229,560255,1811.13%+25,621
CURTISS WRIGHT CORP(CW)0202,261+202,261051,7670.23%+51,767
DONALDSON INC(DCI)1,141,6931,331,717+190,02474,61099,4530.44%+24,843
WEST PHARMACEUTICAL SVSC INC(WST)223,468260,519+37,05178,688103,0900.46%+24,402
COSTCO WHSL CORP NEW(COST)231,486241,645+10,159152,799177,0360.79%+24,237
CONSTELLATION BRANDS INC(STZ)0311,608+311,608084,6830.38%+84,683
HOME DEPOT INC(HD)460,124471,566+11,442159,456180,8930.80%+21,437
TJX COS INC NEW(TJX)931,2001,067,202+136,00287,356108,2360.48%+20,880
DELL TECHNOLOGIES INC(DELL)0781,063+781,063089,1270.40%+89,127
PAYPAL HLDGS INC(PYPL)0640,082+640,082042,8790.19%+42,879
JANUS INTERNATIONAL GROUP IN01,252,739+1,252,739018,9540.08%+18,954
MANHATTAN ASSOCIATES INC(MANH)369,352393,450+24,09879,52998,4530.44%+18,924
AMETEK INC0190,470+190,470034,8370.15%+34,837
AUTOMATIC DATA PROCESSING IN381,400426,738+45,33888,855106,5740.47%+17,719
STARBUCKS CORP(SBUX)957,2811,198,981+241,70091,909109,5750.49%+17,666
WELLS FARGO CO NEW(WFC)2,085,5112,075,094-10,417102,649120,2720.53%+17,624
MARATHON OIL CORP01,839,607+1,839,607052,1340.23%+52,134
TKO GROUP HOLDINGS INC(TKO)852,609993,334+140,72569,55685,8340.38%+16,278
UBER TECHNOLOGIES INC(UBER)1,111,5011,089,848-21,65368,43583,9070.37%+15,472
CVS HEALTH CORP(CVS)02,150,505+2,150,5050171,5240.76%+171,524
HALOZYME THERAPEUTICS INC(HALO)1,163,0331,433,612+270,57942,98658,3190.26%+15,334
PARK HOTELS & RESORTS INC(PK)01,391,881+1,391,881024,3440.11%+24,344
ALPHABET INC(GOOG)1,486,1411,476,307-9,834207,599222,8190.99%+15,220
SHUTTERSTOCK INC0884,148+884,148040,5030.18%+40,503
HEWLETT PACKARD ENTERPRISE C(HPE)3,026,1243,738,604+712,48051,38466,2850.29%+14,902
HENRY JACK & ASSOC INC(JKHY)291,514359,330+67,81647,63662,4260.28%+14,790
UNION PAC CORP(UNP)631,553690,257+58,704155,122169,7550.75%+14,633
BRUKER CORP(BRKR)0466,865+466,865043,8570.19%+43,857
AGILENT TECHNOLOGIES INC(A)340,427418,116+77,68947,33060,8400.27%+13,510
GRACO INC(GGG)845,535928,600+83,06573,35986,7870.39%+13,428
MADISON SQUARE GARDEN ENTMT(MSGE)0333,485+333,485013,0760.06%+13,076
MARKEL GROUP INC(MKL)56,56161,338+4,77780,31193,3250.41%+13,014
EXPEDITORS INTL WASH INC(EXPD)0680,138+680,138082,6840.37%+82,684
TREX CO INC(TREX)938,544901,360-37,18477,70289,9110.40%+12,209
CRH PLC
ORD
0140,609+140,609012,1280.05%+12,128
ROLLINS INC(ROL)1,688,6611,851,650+162,98973,74485,6760.38%+11,932
SALESFORCE INC(CRM)591,305553,999-37,306155,596166,8530.74%+11,257
RELIANCE INC(RS)0222,589+222,589074,3850.33%+74,385
ACCENTURE PLC IRELAND
SHS CLASS A
254,956288,313+33,35789,46799,9320.44%+10,466
CELANESE CORP DEL(CE)300,766331,775+31,00946,73057,0190.25%+10,289
ON SEMICONDUCTOR CORP(ON)01,635,181+1,635,1810120,2680.53%+120,268
JOHNSON CTLS INTL PLC
SHS
1,119,2721,129,418+10,14664,51573,7740.33%+9,259
ALAMO GROUP INC052,455+52,455011,9770.05%+11,977
IDEXX LABS INC(IDXX)158,570179,936+21,36688,01497,1530.43%+9,139
AXOS FINANCIAL INC(AX)0144,877+144,87707,8290.03%+7,829
TORO CO459,717566,666+106,94944,12851,9240.23%+7,795
ZURN ELKAY WATER SOLNS CORP(ZWS)0229,274+229,27407,6740.03%+7,674
CUMMINS INC(CMI)0380,673+380,6730112,1650.50%+112,165
CASEYS GEN STORES INC(CASY)0205,672+205,672065,4960.29%+65,496
WILLIAMS COS INC(WMB)01,634,386+1,634,386063,6920.28%+63,692
Page 1 of 1