Fund HoldingsEpoch Investment Partners, Inc.

Total Portfolio Value
$19.28B
Total Bought
$1.21B
Total Sold
$2.91B
Net Transaction
-$1.70B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
MARKEL GROUP INC(MKL)72,233108,019+35,786124,691201,9531.05%+77,263
CVS HEALTH CORP(CVS)01,785,786+1,785,7860120,9870.63%+120,987
UNITED RENTALS INC(URI)33,032124,180+91,14823,26977,8240.40%+54,555
MARSH & MCLENNAN COS INC(MRSH)0720,834+720,8340175,9050.91%+175,905
KENVUE INC(KVUE)3,134,2434,794,572+1,660,32966,916114,9740.60%+48,058
PAYPAL HLDGS INC(PYPL)0706,567+706,567046,1030.24%+46,103
MICROCHIP TECHNOLOGY INC.(MCHP)0900,547+900,547043,5950.23%+43,595
LANTHEUS HLDGS INC(LNTH)0364,219+364,219035,5480.18%+35,548
GRAPHIC PACKAGING HLDG CO(GPK)11,7101,299,806+1,288,09631833,7430.17%+33,425
YUM BRANDS INC(YUM)01,418,487+1,418,4870223,2131.16%+223,213
EXPEDITORS INTL WASH INC(EXPD)01,013,337+1,013,3370121,8540.63%+121,854
BOOKING HOLDINGS INC(BKNG)18,47326,899+8,42691,782123,9210.64%+32,140
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0770,758+770,7580127,9460.66%+127,946
MUELLER INDS INC(MLI)0597,704+597,704045,5090.24%+45,509
MIDDLEBY CORP(MIDD)0578,496+578,496087,9200.46%+87,920
BUILDERS FIRSTSOURCE INC(BLDR)0213,562+213,562026,6820.14%+26,682
METTLER TOLEDO INTERNATIONAL(MTD)0119,269+119,2690140,8460.73%+140,846
ABBVIE INC(ABBV)0809,041+809,0410169,5100.88%+169,510
POST HLDGS INC(POST)0915,487+915,4870106,5260.55%+106,526
SCHWAB CHARLES CORP(SCHW)0300,474+300,474023,5210.12%+23,521
PHILIP MORRIS INTL INC(PM)0822,538+822,5380130,5610.68%+130,561
PAYCHEX INC(PAYX)1,875,6611,841,132-34,529263,005284,0501.47%+21,045
CHEMED CORP NEW(CHE)0250,711+250,7110154,2670.80%+154,267
VERISIGN INC474,554462,138-12,41698,214117,3230.61%+19,109
UBIQUITI INC(UI)060,929+60,929018,8970.10%+18,897
OREILLY AUTOMOTIVE INC(ORLY)108,708102,973-5,735128,906147,5170.77%+18,611
VERIZON COMMUNICATIONS INC(VZ)02,010,403+2,010,403091,1920.47%+91,192
ASBURY AUTOMOTIVE GROUP INC086,756+86,756019,1590.10%+19,159
UBER TECHNOLOGIES INC(UBER)1,536,7271,507,525-29,20292,695109,8380.57%+17,143
MONSTER BEVERAGE CORP NEW(MNST)3,503,6193,438,935-64,684184,150201,2461.04%+17,096
HALOZYME THERAPEUTICS INC(HALO)0827,247+827,247052,7870.27%+52,787
PEPSICO INC(PEP)0386,104+386,104057,8920.30%+57,892
GE HEALTHCARE TECHNOLOGIES I(GEHC)0808,914+808,914065,2870.34%+65,287
ASTRAZENECA PLC(AZN)01,996,700+1,996,7000146,7570.76%+146,757
CHEVRON CORP NEW(CVX)0497,651+497,651083,2520.43%+83,252
IDEXX LABS INC(IDXX)0200,967+200,967084,3960.44%+84,396
HCA HEALTHCARE INC(HCA)0694,906+694,9060240,1251.25%+240,125
GILEAD SCIENCES INC(GILD)0115,039+115,039012,8900.07%+12,890
MSC INDL DIRECT INC(MSM)01,089,926+1,089,926084,6550.44%+84,655
NUTRIEN LTD(NTR)01,308,471+1,308,471064,9920.34%+64,992
LAM RESEARCH CORP(LRCX)1,732,1311,874,533+142,402125,112136,2790.71%+11,167
FORTINET INC(FTNT)0115,267+115,267011,0960.06%+11,096
DOMINOS PIZZA INC(DPZ)335,444329,819-5,625140,806151,5350.79%+10,729
EVERCORE INC(EVR)0137,059+137,059027,3730.14%+27,373
AMERICAN ELEC PWR CO INC0809,814+809,814088,4880.46%+88,488
HESS MIDSTREAM LP(HESM)3,309,5473,135,411-174,136122,553132,5970.69%+10,044
BRISTOL-MYERS SQUIBB CO(BMY)01,144,981+1,144,981069,8320.36%+69,832
JOHNSON & JOHNSON(JNJ)0471,543+471,543078,2010.41%+78,201
STARBUCKS CORP(SBUX)01,518,796+1,518,7960148,9790.77%+148,979
UNITED THERAPEUTICS CORP DEL(UTHR)0285,873+285,873088,1260.46%+88,126
WELLS FARGO CO NEW(WFC)309,869405,781+95,91221,76529,1310.15%+7,366
DAVITA INC(DVA)368,436407,921+39,48555,10062,4000.32%+7,300
KLA CORP(KLAC)0252,450+252,4500171,6160.89%+171,616
LINDE PLC(LIN)0260,284+260,2840121,1990.63%+121,199
BERKSHIRE HATHAWAY INC DEL0253,688+253,6880135,1090.70%+135,109
WEC ENERGY GROUP INC(WEC)0522,231+522,231056,9130.30%+56,913
RTX CORPORATION(RTX)0503,298+503,298066,6670.35%+66,667
KIMBELL RTY PARTNERS LP(KRP)0672,420+672,42009,4140.05%+9,414
MEDTRONIC PLC(MDT)0952,165+952,165085,5620.44%+85,562
PROLOGIS INC.(PLD)0168,559+168,559018,8430.10%+18,843
MASTERCARD INCORPORATED(MA)389,384383,578-5,806205,038210,2471.09%+5,209
VERTEX PHARMACEUTICALS INC(VRTX)081,836+81,836039,6760.21%+39,676
ENTERGY CORP NEW(ETR)1,329,9171,235,977-93,940100,834105,6640.55%+4,829
JANUS INTERNATIONAL GROUP IN0777,405+777,40505,5970.03%+5,597
MONDELEZ INTL INC(MDLZ)0889,988+889,988060,3860.31%+60,386
AT&T INC(T)03,420,893+3,420,893096,7430.50%+96,743
MAPLEBEAR INC(CART)0108,785+108,78504,3390.02%+4,339
MAGNOLIA OIL & GAS CORP(MGY)02,626,791+2,626,791066,3530.34%+66,353
DUKE ENERGY CORP NEW(DUK)0444,601+444,601054,2280.28%+54,228
ZOETIS INC(ZTS)01,431,599+1,431,5990235,7131.22%+235,713
NEXTNAV INC(NN)140,097449,272+309,1752,1805,4680.03%+3,288
HASBRO INC(HAS)01,117,967+1,117,967068,7440.36%+68,744
WATERS CORP(WAT)163,890173,791+9,90160,80064,0540.33%+3,254
PINNACLE WEST CAP CORP(PNW)0533,509+533,509050,8170.26%+50,817
CHENIERE ENERGY INC(LNG)394,813380,601-14,21284,83388,0710.46%+3,238
VICI PPTYS INC(VICI)02,400,015+2,400,015078,2880.41%+78,288
ESSENTIAL UTILS INC(WTRG)01,177,943+1,177,943046,5640.24%+46,564
COLUMBIA BKG SYS INC(COLB)2,386,7732,703,761+316,98864,46767,4320.35%+2,965
EDWARDS LIFESCIENCES CORP304,201350,973+46,77222,52025,4390.13%+2,919
AUTOMATIC DATA PROCESSING IN430,875422,274-8,601126,130129,0170.67%+2,887
RELIANCE INC(RS)273,130264,458-8,67273,54376,3620.40%+2,819
COCA COLA CO(KO)0733,768+733,768052,5520.27%+52,552
MCDONALDS CORP(MCD)0197,054+197,054061,5540.32%+61,554
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)154,325146,184-8,14128,40830,2970.16%+1,888
CASEYS GEN STORES INC(CASY)04,121+4,12101,7890.01%+1,789
AMERICAN TOWER CORP NEW(AMT)062,768+62,768013,6580.07%+13,658
TOTALENERGIES SE(TTE)0216,571+216,571014,0100.07%+14,010
ALAMOS GOLD INC NEW0200,009+200,00905,3480.03%+5,348
ARS PHARMACEUTICALS INC0118,982+118,98201,4970.01%+1,497
GENERAC HLDGS INC(GNRC)7,59020,423+12,8331,1772,5870.01%+1,410
ADOBE INC(ADBE)0234,422+234,422089,9080.47%+89,908
CME GROUP INC(CME)060,614+60,614016,0800.08%+16,080
REPUBLIC SVCS INC(RSG)73,50466,451-7,05314,78816,0920.08%+1,304
ENTERPRISE PRODS PARTNERS L(EPD)01,475,705+1,475,705050,3810.26%+50,381
ANSYS INC03,825+3,82501,2110.01%+1,211
ADVANCED DRAIN SYS INC DEL(WMS)0262,096+262,096028,4770.15%+28,477
SERVICETITAN INC(TTAN)011,168+11,16801,0620.01%+1,062
KINSALE CAP GROUP INC(KNSL)02,151+2,15101,0470.01%+1,047
OGE ENERGY CORP(OGE)322,630311,973-10,65713,30814,3380.07%+1,030
FABRINET(FN)0389,247+389,247076,8800.40%+76,880
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