Fund HoldingsEpoch Investment Partners, Inc.

Total Portfolio Value
$21.90B
Total Bought
$1.80B
Total Sold
$2.49B
Net Transaction
-$686.99M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)01,835,228+1,835,2280386,5361.76%+386,536
JPMORGAN CHASE & CO.(JPM)1,524,7421,934,233+409,491305,406391,2181.79%+85,812
APPLIED MATLS INC1,140,3711,314,095+173,724235,179310,1131.42%+74,935
UNION PAC CORP(UNP)690,2571,075,071+384,814169,755243,2461.11%+73,491
REGENERON PHARMACEUTICALS(REGN)103,551163,296+59,74599,667171,6290.78%+71,962
VERISK ANALYTICS INC(VRSK)337,475541,426+203,95179,553145,9410.67%+66,388
CARLISLE COS INC(CSL)0160,512+160,512065,0410.30%+65,041
ZOETIS INC(ZTS)1,179,8511,481,542+301,691199,643256,8401.17%+57,198
ALPHABET INC(GOOG)1,476,3071,530,069+53,762222,819278,7021.27%+55,883
BROADCOM INC(AVGO)395,266360,709-34,557523,890579,1292.64%+55,240
NVR INC(NVR)14,54022,680+8,140117,773172,1090.79%+54,335
UNITEDHEALTH GROUP INC(UNH)0865,777+865,7770440,9062.01%+440,906
BROOKFIELD RENEWABLE CORP(BEPC)01,940,525+1,940,525055,0720.25%+55,072
MICROSOFT CORP(MSFT)01,446,940+1,446,9400646,7102.95%+646,710
WALMART INC(WMT)2,458,2792,754,829+296,550147,915186,5290.85%+38,615
NVIDIA CORPORATION(NVDA)0363,639+363,639044,9240.21%+44,924
NETAPP INC(NTAP)1,982,7871,903,893-78,894208,133245,2211.12%+37,088
CHENIERE ENERGY INC(LNG)0237,525+237,525041,5260.19%+41,526
COSTCO WHSL CORP NEW(COST)241,645244,586+2,941177,036207,8960.95%+30,859
ALPHABET INC(GOOG)01,159,111+1,159,1110212,6040.97%+212,604
TKO GROUP HOLDINGS INC(TKO)993,3341,030,910+37,57685,834111,3280.51%+25,494
COMCAST CORP NEW(CCZ)02,058,445+2,058,445080,6090.37%+80,609
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0690,571+690,5710120,0280.55%+120,028
BOOKING HOLDINGS INC(BKNG)017,754+17,754070,3320.32%+70,332
UNITED THERAPEUTICS CORP DEL(UTHR)0226,655+226,655072,2010.33%+72,201
HCA HEALTHCARE INC(HCA)542,906631,854+88,948181,075203,0020.93%+21,927
FABRINET(FN)275,531302,006+26,47552,08173,9280.34%+21,847
HESS MIDSTREAM LP(HESM)2,390,6362,953,324+562,68886,374107,6190.49%+21,245
TJX COS INC NEW(TJX)1,067,2021,172,158+104,956108,236129,0550.59%+20,819
AMPHENOL CORP NEW936,0481,875,309+939,261107,973126,3400.58%+18,366
OREILLY AUTOMOTIVE INC(ORLY)100,819124,702+23,883113,813131,6930.60%+17,880
ICICI BANK LIMITED(IBN)0614,629+614,629017,7070.08%+17,707
METTLER TOLEDO INTERNATIONAL(MTD)81,23489,928+8,694108,146125,6820.57%+17,536
HALOZYME THERAPEUTICS INC(HALO)1,433,6121,436,042+2,43058,31975,1910.34%+16,872
EPAM SYS INC(EPAM)0338,667+338,667063,7070.29%+63,707
LAM RESEARCH CORP(LRCX)165,134164,680-454160,439175,3590.80%+14,920
OCCIDENTAL PETE CORP(OXY)01,661,231+1,661,2310104,7070.48%+104,707
ARISTA NETWORKS INC689,525607,131-82,394199,948212,7870.97%+12,839
VERTEX PHARMACEUTICALS INC(VRTX)0186,029+186,029087,1960.40%+87,196
DELL TECHNOLOGIES INC(DELL)781,063734,243-46,82089,127101,2590.46%+12,132
TEXAS INSTRS INC(TXN)0776,065+776,0650150,9680.69%+150,968
MARSH & MCLENNAN COS INC(MRSH)542,808584,445+41,637111,808123,1540.56%+11,347
ANALOG DEVICES INC(ADI)0652,794+652,7940149,0070.68%+149,007
ADOBE INC(ADBE)0221,878+221,8780123,2620.56%+123,262
GODADDY INC(GDDY)0438,132+438,132061,2110.28%+61,211
HEWLETT PACKARD ENTERPRISE C(HPE)3,738,6043,585,721-152,88366,28575,9100.35%+9,624
PHILIP MORRIS INTL INC(PM)01,045,225+1,045,2250105,9130.48%+105,913
DIAMONDBACK ENERGY INC(FANG)0122,372+122,372024,4980.11%+24,498
ELI LILLY & CO(LLY)0277,735+277,7350251,4561.15%+251,456
NEXTERA ENERGY INC(NEE)01,286,563+1,286,563091,1020.42%+91,102
QUALCOMM INC(QCOM)1,027,398915,912-111,486173,938182,4310.83%+8,493
AMPHASTAR PHARMACEUTICALS IN(AMPH)01,078,852+1,078,852043,1540.20%+43,154
META PLATFORMS INC(META)971,875951,428-20,447471,923479,7292.19%+7,806
BERKSHIRE HATHAWAY INC DEL016+1609,7960.04%+9,796
VERISIGN INC334,652396,214+61,56263,42070,4470.32%+7,027
AMAZON COM INC(AMZN)01,056,791+1,056,7910204,2250.93%+204,225
PAYCHEX INC(PAYX)1,676,5211,790,377+113,856205,877212,2670.97%+6,390
IRON MTN INC DEL(IRM)01,579,482+1,579,4820141,5530.65%+141,553
CASEYS GEN STORES INC(CASY)205,672187,422-18,25065,49671,5130.33%+6,016
MERCK & CO INC(MRK)1,216,8831,344,097+127,214160,568166,3990.76%+5,831
EVERCORE INC(EVR)0261,849+261,849054,5770.25%+54,577
EXPEDITORS INTL WASH INC(EXPD)680,138706,988+26,85082,68488,2250.40%+5,541
AT&T INC(T)04,114,475+4,114,475078,6280.36%+78,628
CRH PLC
ORD
140,609231,408+90,79912,12817,2470.08%+5,119
ELECTRONIC ARTS INC(EA)0429,001+429,001059,7730.27%+59,773
HUNTINGTON INGALLS INDS INC(HII)0308,992+308,992076,1140.35%+76,114
SALESFORCE INC(CRM)553,999665,019+111,020166,853170,9760.78%+4,123
GARMIN LTD(GRMN)0351,086+351,086057,1990.26%+57,199
CHEMED CORP NEW(CHE)182,776223,134+40,358117,329121,0680.55%+3,739
CURTISS WRIGHT CORP(CW)202,261203,886+1,62551,76755,2490.25%+3,482
AMETEK INC190,470228,973+38,50334,83738,1720.17%+3,335
SPDR SER TR
ST STR BL 12 ETF
0205,723+205,723020,4430.09%+20,443
WILLIAMS COS INC(WMB)1,634,3861,565,278-69,10863,69266,5240.30%+2,832
MEDPACE HLDGS INC(MEDP)406,446405,715-731164,265167,0940.76%+2,829
KLA CORP(KLAC)365,290312,906-52,384255,181257,9941.18%+2,813
CALIX INC(CALX)01,166,389+1,166,389041,3250.19%+41,325
AUTOMATIC DATA PROCESSING IN426,738457,465+30,727106,574109,1920.50%+2,619
VICI PPTYS INC(VICI)02,067,945+2,067,945059,2260.27%+59,226
AMERIPRISE FINL INC(AMP)441,253458,565+17,312193,463195,8940.89%+2,431
ICON PLC(ICLR)049,270+49,270015,4450.07%+15,445
AGNICO EAGLE MINES LTD(AEM)030,430+30,43001,9900.01%+1,990
TARGET CORP(TGT)012,597+12,59701,8650.01%+1,865
MIDDLEBY CORP(MIDD)356,714482,389+125,67557,35659,1460.27%+1,790
ALAMOS GOLD INC NEW0194,965+194,96503,0570.01%+3,057
GENTEX CORP(GNTX)2,963,2503,222,359+259,109107,033108,6260.50%+1,593
SHUTTERSTOCK INC884,1481,085,539+201,39140,50342,0100.19%+1,508
BEST BUY INC(BBY)0595,082+595,082050,1590.23%+50,159
DECKERS OUTDOOR CORP(DECK)202,559198,233-4,326190,661191,8800.88%+1,219
AMGEN INC(AMGN)064,025+64,025020,0050.09%+20,005
COLUMBIA BKG SYS INC(COLB)02,550,067+2,550,067050,7210.23%+50,721
TORO CO566,666567,719+1,05351,92453,0870.24%+1,164
BERRY GLOBAL GROUP INC017,556+17,55601,0330.00%+1,033
WELLTOWER INC(WELL)0131,602+131,602013,7200.06%+13,720
ORACLE CORP(ORCL)041,745+41,74505,8940.03%+5,894
COLGATE PALMOLIVE CO(CL)0170,661+170,661016,5610.08%+16,561
PROGRESSIVE CORP(PGR)020,941+20,94104,3500.02%+4,350
MONDELEZ INTL INC(MDLZ)0689,903+689,903045,1470.21%+45,147
PEPSICO INC(PEP)0344,176+344,176056,7650.26%+56,765
TOAST INC(TOST)049,524+49,52401,2760.01%+1,276
KKR & CO INC(KKR)014,153+14,15301,4890.01%+1,489
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