Fund HoldingsEpoch Investment Partners, Inc.

Total Portfolio Value
$17.28B
Total Bought
$1.52B
Total Sold
$1.74B
Net Transaction
-$218.55M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ASTRAZENECA PLC(AZN)1,599,0522,620,822+1,021,770110,990187,5721.09%+76,582
ON SEMICONDUCTOR CORP(ON)01,004,201+1,004,201094,9770.55%+94,977
COCA-COLA EUROPACIFIC PARTNE
SHS
3,100,0503,887,737+787,687183,492250,4871.45%+66,995
REGIONS FINANCIAL CORP NEW(RF)03,187,677+3,187,677056,8040.33%+56,804
INTERNATIONAL FLAVORS&FRAGRA(IFF)0713,307+713,307056,7720.33%+56,772
LPL FINL HLDGS INC(LPLA)0420,557+420,557091,4420.53%+91,442
VICI PPTYS INC(VICI)01,656,547+1,656,547052,0650.30%+52,065
PAYCHEX INC(PAYX)558,3411,006,771+448,43063,980112,6270.65%+48,647
LILLY ELI & CO(LLY)401,877382,720-19,157138,013179,4881.04%+41,475
PEPSICO INC(PEP)0476,835+476,835088,3190.51%+88,319
ALPHABET INC(GOOG)1,028,0311,133,818+105,787106,915137,1580.79%+30,243
HAMILTON LANE INC(HLNE)0392,824+392,824031,4180.18%+31,418
APPLE INC(AAPL)1,830,4541,705,214-125,240301,842330,7601.91%+28,918
BRISTOL-MYERS SQUIBB CO(BMY)0965,803+965,803061,7630.36%+61,763
IDEXX LABS INC(IDXX)077,115+77,115038,7290.22%+38,729
META PLATFORMS INC(META)1,007,131828,925-178,206213,451237,8851.38%+24,434
HCA HEALTHCARE INC(HCA)080,112+80,112024,3120.14%+24,312
LITTELFUSE INC(LFUS)0122,810+122,810035,7760.21%+35,776
UNION PAC CORP(UNP)0351,295+351,295071,8820.42%+71,882
LIVE NATION ENTERTAINMENT IN(LYV)0248,012+248,012022,5960.13%+22,596
ARISTA NETWORKS INC654,338814,008+159,670109,837131,9180.76%+22,081
WELLS FARGO CO NEW(WFC)01,553,685+1,553,685066,3110.38%+66,311
FOX CORP(FOX)0954,719+954,719032,4600.19%+32,460
NETFLIX INC(NFLX)047,242+47,242020,8100.12%+20,810
BANK AMERICA CORP5,733,2346,427,092+693,858163,970184,3931.07%+20,423
AMERICAN EXPRESS CO(AXP)562,643648,066+85,42392,808112,8930.65%+20,085
NVR INC(NVR)010,959+10,959069,5960.40%+69,596
BROADCOM INC(AVGO)472,074368,993-103,081302,854320,0761.85%+17,221
AMERIPRISE FINL INC(AMP)0186,074+186,074061,8060.36%+61,806
KLA CORP(KLAC)395,234359,204-36,030157,766174,2211.01%+16,456
JPMORGAN CHASE & CO(JPM)1,631,9781,573,192-58,786212,663228,8051.32%+16,142
EAGLE MATLS INC(EXP)0291,302+291,302054,3050.31%+54,305
SKYWORKS SOLUTIONS INC(SWKS)0124,339+124,339013,7630.08%+13,763
GENERAL DYNAMICS CORP(GD)0147,069+147,069031,6420.18%+31,642
WILLIAMS COS INC(WMB)0436,166+436,166014,2320.08%+14,232
ENCOMPASS HEALTH CORP(EHC)0724,800+724,800049,0760.28%+49,076
BANCORP INC DEL(TBBK)0401,587+401,587013,1120.08%+13,112
PUBLIC STORAGE(PSA)042,811+42,811012,4960.07%+12,496
FORTINET INC(FTNT)0798,986+798,986060,3950.35%+60,395
EVERCORE INC(EVR)0193,239+193,239023,8820.14%+23,882
LIBERTY ENERGY INC(LBRT)0871,027+871,027011,6460.07%+11,646
RESTAURANT BRANDS INTL INC(QSR)1,928,6531,820,280-108,373129,490141,1080.82%+11,618
SITIO ROYALTIES CORP01,316,419+1,316,419034,5820.20%+34,582
HASBRO INC(HAS)1,657,6211,547,268-110,35388,998100,2170.58%+11,219
MSC INDL DIRECT INC(MSM)1,288,6601,252,130-36,530108,247119,3030.69%+11,056
HESS MIDSTREAM LP(HESM)0360,131+360,131011,0490.06%+11,049
CHARTER COMMUNICATIONS INC N(CHTR)030,062+30,062011,0440.06%+11,044
TJX COS INC NEW(TJX)0506,457+506,457042,9420.25%+42,942
JOHNSON & JOHNSON(JNJ)876,967887,497+10,530135,930146,8990.85%+10,969
NETAPP INC(NTAP)1,437,8991,343,245-94,65491,810102,6240.59%+10,814
TRAVELERS COMPANIES INC(TRV)377,490433,655+56,16564,70675,3090.44%+10,603
ETSY INC(ETSY)0342,465+342,465028,9760.17%+28,976
MERCK & CO INC(MRK)1,399,6331,380,672-18,961148,907159,3160.92%+10,409
PHILIP MORRIS INTL INC(PM)1,334,2031,433,298+99,095129,751139,9190.81%+10,167
COSTCO WHSL CORP NEW(COST)181,793186,479+4,68690,327100,3970.58%+10,069
SPDR SER TR
ST STR BL 12 ETF
0149,492+149,492014,8680.09%+14,868
CVS HEALTH CORP(CVS)2,001,4522,293,521+292,069148,728158,5510.92%+9,823
RELIANCE STEEL & ALUMINUM CO(RS)260,240282,137+21,89766,81476,6260.44%+9,812
VISA INC(V)425,042443,172+18,13095,830105,2440.61%+9,415
DELL TECHNOLOGIES INC(DELL)1,500,3901,285,882-214,50860,33169,5790.40%+9,248
MANHATTAN ASSOCIATES INC(MANH)0189,083+189,083037,7940.22%+37,794
HOSTESS BRANDS INC0356,778+356,77809,0340.05%+9,034
ALPHABET INC(GOOG)939,098889,013-50,08597,413106,4150.62%+9,002
AXOS FINANCIAL INC(AX)0934,813+934,813036,8690.21%+36,869
MARSH & MCLENNAN COS INC(MRSH)0312,437+312,437058,7630.34%+58,763
ADOBE SYSTEMS INCORPORATED(ADBE)097,806+97,806047,8260.28%+47,826
DOMINOS PIZZA INC(DPZ)0142,884+142,884048,1500.28%+48,150
BOOKING HOLDINGS INC(BKNG)020,049+20,049054,1390.31%+54,139
LAM RESEARCH CORP(LRCX)087,128+87,128056,0110.32%+56,011
CENTENE CORP DEL(CNC)0885,495+885,495059,7270.35%+59,727
TESLA INC(TSLA)0155,162+155,162040,6170.24%+40,617
CARMAX INC(KMX)0489,388+489,388040,9620.24%+40,962
VEEVA SYS INC(VEEV)0223,422+223,422044,1770.26%+44,177
VERISK ANALYTICS INC(VRSK)035,609+35,60908,0490.05%+8,049
APPLIED MATLS INC645,857603,585-42,27279,33187,2420.50%+7,912
HOME BANCSHARES INC(HOMB)0818,767+818,767018,6680.11%+18,668
DECKERS OUTDOOR CORP(DECK)123,793119,927-3,86655,65163,2810.37%+7,630
AMPHASTAR PHARMACEUTICALS IN0132,096+132,09607,5920.04%+7,592
CHEMED CORP NEW(CHE)084,609+84,609045,8300.27%+45,830
FASTENAL CO(FAST)0984,552+984,552058,0790.34%+58,079
HOME DEPOT INC(HD)383,513387,517+4,004113,182120,3780.70%+7,196
MICROSOFT CORP(MSFT)1,808,1341,551,649-256,485521,285528,3993.06%+7,114
BERKSHIRE HATHAWAY INC DEL502,422475,601-26,821155,133162,1800.94%+7,047
PENNYMAC FINL SVCS INC NEW(PFSI)0715,015+715,015050,2730.29%+50,273
MASTERCARD INCORPORATED(MA)0156,008+156,008061,3580.36%+61,358
COMCAST CORP NEW(CCZ)2,245,0462,210,335-34,71185,11091,8390.53%+6,730
CUMMINS INC(CMI)456,882471,959+15,077109,140115,7050.67%+6,565
MEDPACE HLDGS INC(MEDP)0205,930+205,930049,4580.29%+49,458
PACCAR INC(PCAR)0466,278+466,278039,0040.23%+39,004
BERKSHIRE HATHAWAY INC DEL151148-370,30676,6360.44%+6,330
CANNAE HLDGS INC0393,538+393,53807,9530.05%+7,953
VERISIGN INC027,673+27,67306,2530.04%+6,253
QUALCOMM INC(QCOM)0369,024+369,024043,9290.25%+43,929
EXPEDITORS INTL WASH INC(EXPD)0477,459+477,459057,8350.33%+57,835
VERTEX PHARMACEUTICALS INC(VRTX)391,397367,444-23,953123,317129,3070.75%+5,990
PNC FINL SVCS GROUP INC(PNC)447,680499,144+51,46456,90062,8670.36%+5,967
MONSTER BEVERAGE CORP NEW(MNST)1,136,0581,171,471+35,41361,35867,2890.39%+5,931
VMWARE INC0362,629+362,629052,1060.30%+52,106
ROLLINS INC(ROL)0894,245+894,245038,3010.22%+38,301
PIONEER NAT RES CO028,081+28,08105,8180.03%+5,818
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