Fund HoldingsEpoch Investment Partners, Inc.

Total Portfolio Value
$19.33B
Total Bought
$1.81B
Total Sold
$2.99B
Net Transaction
-$1.18B
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BROADCOM INC(AVGO)01,594,345+1,594,3450439,4812.27%+439,481
UBER TECHNOLOGIES INC(UBER)1,507,5252,625,240+1,117,715109,838244,9351.27%+135,097
MICROSOFT CORP(MSFT)01,085,665+1,085,6650540,0212.79%+540,021
TEXAS PACIFIC LAND CORPORATI(TPL)087,247+87,247092,1670.48%+92,167
META PLATFORMS INC(META)0747,177+747,1770551,4842.85%+551,484
ABBVIE INC(ABBV)809,0411,358,554+549,513169,510252,1751.30%+82,665
GILEAD SCIENCES INC(GILD)115,039858,274+743,23512,89095,1570.49%+82,267
FABRINET(FN)389,247522,027+132,78076,880153,8310.80%+76,951
AMAZON COM INC(AMZN)01,187,294+1,187,2940260,4801.35%+260,480
ARISTA NETWORKS INC(ANET)01,874,750+1,874,7500191,8060.99%+191,806
LAM RESEARCH CORP(LRCX)1,874,5332,056,676+182,143136,279200,1971.04%+63,918
BOOKING HOLDINGS INC(BKNG)26,89932,121+5,222123,921185,9560.96%+62,035
CORCEPT THERAPEUTICS INC(CORT)0765,404+765,404056,1810.29%+56,181
APPLIED MATLS INC01,300,943+1,300,9430238,1641.23%+238,164
IDEXX LABS INC(IDXX)200,967250,591+49,62484,396134,4020.70%+50,006
APPLOVIN CORP(APP)0142,446+142,446049,8670.26%+49,867
KLA CORP(KLAC)252,450246,742-5,708171,616221,0171.14%+49,401
NVIDIA CORPORATION(NVDA)01,540,575+1,540,5750243,3951.26%+243,395
EMCOR GROUP INC(EME)0251,080+251,0800134,3000.69%+134,300
AMERICAN TOWER CORP NEW(AMT)62,768270,653+207,88513,65859,8200.31%+46,161
DELL TECHNOLOGIES INC(DELL)0919,744+919,7440112,7610.58%+112,761
NETAPP INC(NTAP)01,810,772+1,810,7720192,9381.00%+192,938
QXO INC(QXO)01,769,075+1,769,075038,1060.20%+38,106
ULTA BEAUTY INC(ULTA)0357,029+357,0290167,0250.86%+167,025
CVS HEALTH CORP(CVS)1,785,7862,258,026+472,240120,987155,7590.81%+34,772
BERKSHIRE HATHAWAY INC DEL253,688343,384+89,696135,109166,8060.86%+31,696
AMERICAN EXPRESS CO(AXP)0685,131+685,1310218,5431.13%+218,543
CASEYS GEN STORES INC(CASY)4,12156,927+52,8061,78929,0480.15%+27,259
VENTAS INC(VTR)0423,999+423,999026,7760.14%+26,776
MCCORMICK & CO INC(MKC)0350,777+350,777026,5960.14%+26,596
MARKEL GROUP INC(MKL)108,019114,263+6,244201,953228,2241.18%+26,271
HEWLETT PACKARD ENTERPRISE C(HPE)05,066,383+5,066,3830103,6080.54%+103,608
LPL FINL HLDGS INC(LPLA)0579,620+579,6200217,3401.12%+217,340
HASBRO INC(HAS)1,117,9671,280,168+162,20168,74494,5020.49%+25,758
DECKERS OUTDOOR CORP(DECK)01,150,318+1,150,3180118,5630.61%+118,563
BROOKFIELD RENEWABLE CORP(BEPC)01,163,533+1,163,533038,1410.20%+38,141
AMPHENOL CORP NEW0716,202+716,202070,7250.37%+70,725
TAIWAN SEMICONDUCTOR MFG LTD(TSM)770,758653,751-117,007127,946148,0680.77%+20,122
MICROCHIP TECHNOLOGY INC.(MCHP)900,547904,928+4,38143,59563,6800.33%+20,084
ELECTRONIC ARTS INC(EA)0507,482+507,482081,0450.42%+81,045
ENCOMPASS HEALTH CORP(EHC)01,059,850+1,059,8500129,9690.67%+129,969
MEDPACE HLDGS INC(MEDP)0445,231+445,2310139,7400.72%+139,740
UNITED RENTALS INC(URI)124,180124,863+68377,82494,0720.49%+16,248
MANHATTAN ASSOCIATES INC(MANH)0318,528+318,528062,9000.33%+62,900
QUALCOMM INC(QCOM)01,190,462+1,190,4620189,5930.98%+189,593
CUBESMART(CUBE)0533,890+533,890022,6900.12%+22,690
CHENIERE ENERGY INC(LNG)380,601420,068+39,46788,071102,2950.53%+14,224
KEURIG DR PEPPER INC(KDP)0407,456+407,456013,4700.07%+13,470
EATON CORP PLC(ETN)0129,119+129,119046,0940.24%+46,094
ADOBE INC(ADBE)234,422263,912+29,49089,908102,1020.53%+12,194
EMERSON ELEC CO(EMR)0561,552+561,552074,8720.39%+74,872
CISCO SYS INC(CSCO)02,076,450+2,076,4500144,0640.75%+144,064
FASTENAL CO(FAST)04,029,065+4,029,0650169,2210.88%+169,221
FORTINET INC(FTNT)115,267200,668+85,40111,09621,2150.11%+10,119
IRON MTN INC DEL(IRM)0683,612+683,612070,1180.36%+70,118
BROOKFIELD INFRASTRUCTURE CO(BIPC)01,772,325+1,772,325073,7290.38%+73,729
ANALOG DEVICES INC(ADI)0368,814+368,814087,7850.45%+87,785
JPMORGAN CHASE & CO.(JPM)01,378,918+1,378,9180399,7622.07%+399,762
LAZARD INC(LAZ)01,643,191+1,643,191078,8400.41%+78,840
RELIANCE INC(RS)264,458265,838+1,38076,36283,4470.43%+7,084
BANK AMERICA CORP02,033,345+2,033,345096,2180.50%+96,218
NUTRIEN LTD(NTR)1,308,4711,225,719-82,75264,99271,3860.37%+6,394
HUBBELL INC(HUBB)042,729+42,729017,4510.09%+17,451
LOCKHEED MARTIN CORP(LMT)0112,478+112,478052,0930.27%+52,093
WEST PHARMACEUTICAL SVSC INC(WST)0361,265+361,265079,0450.41%+79,045
UNIVERSAL DISPLAY CORP(OLED)034,338+34,33805,3040.03%+5,304
BALL CORP089,423+89,42305,0160.03%+5,016
RTX CORPORATION(RTX)503,298490,140-13,15866,66771,5700.37%+4,903
MAPLEBEAR INC(CART)108,785196,187+87,4024,3398,8760.05%+4,536
TKO GROUP HOLDINGS INC(TKO)0451,165+451,165082,0890.42%+82,089
UBIQUITI INC(UI)60,92956,441-4,48818,89723,2340.12%+4,337
SCHWAB CHARLES CORP(SCHW)300,474301,441+96723,52127,5030.14%+3,982
GENERAL DYNAMICS CORP(GD)0102,072+102,072029,7700.15%+29,770
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)146,184136,740-9,44430,29733,2070.17%+2,911
CADENCE DESIGN SYSTEM INC(CDNS)069,795+69,795021,5070.11%+21,507
BLACKROCK INC(BLK)038,190+38,190040,0710.21%+40,071
CARLISLE COS INC(CSL)0174,733+174,733065,2450.34%+65,245
VERIZON COMMUNICATIONS INC(VZ)2,010,4032,156,103+145,70091,19293,2950.48%+2,103
AMERIPRISE FINL INC(AMP)0397,435+397,4350212,1231.10%+212,123
ACCENTURE PLC IRELAND
SHS CLASS A
0293,779+293,779087,8080.45%+87,808
HONEYWELL INTL INC(HON)0145,821+145,821033,9590.18%+33,959
TORO CO034,511+34,51102,4390.01%+2,439
ROLLINS INC(ROL)01,256,255+1,256,255070,8780.37%+70,878
CME GROUP INC(CME)60,61464,776+4,16216,08017,8540.09%+1,773
WELLS FARGO CO NEW(WFC)405,781384,728-21,05329,13130,8240.16%+1,693
SPDR SERIES TRUST
ST STR BLO 1 ETF
0110,214+110,214010,1100.05%+10,110
REGIONS FINANCIAL CORP NEW(RF)02,206,487+2,206,487051,8970.27%+51,897
AMETEK INC07,998+7,99801,4470.01%+1,447
ARCOS DORADOS HOLDINGS INC(ARCO)0179,731+179,73101,4180.01%+1,418
REPUBLIC SVCS INC(RSG)66,45170,947+4,49616,09217,4960.09%+1,404
HENRY JACK & ASSOC INC(JKHY)0306,805+306,805055,2770.29%+55,277
US BANCORP DEL(USB)01,716,530+1,716,530077,6730.40%+77,673
DREAM FINDERS HOMES INC(DFH)049,724+49,72401,2500.01%+1,250
SNAP ON INC(SNA)044,599+44,599013,8780.07%+13,878
MCDONALDS CORP(MCD)197,054214,247+17,19361,55462,5970.32%+1,043
TRUIST FINL CORP(TFC)01,199,062+1,199,062051,5480.27%+51,548
HOME DEPOT INC(HD)0151,850+151,850055,6740.29%+55,674
CHIPOTLE MEXICAN GRILL INC(CMG)0351,959+351,959019,7620.10%+19,762
PROCTER AND GAMBLE CO(PG)0161,475+161,475025,7260.13%+25,726
CHARTER COMMUNICATIONS INC N(CHTR)04,485+4,48501,8340.01%+1,834
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