Fund HoldingsEpoch Investment Partners, Inc.

Total Portfolio Value
$15.68B
Total Bought
$776.72M
Total Sold
$2.34B
Net Transaction
-$1.56B
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
AMAZON COM INC(AMZN)0811,128+811,1280103,1110.66%+103,111
ALPHABET INC(GOOG)1,133,8181,396,670+262,852137,158184,1511.17%+46,993
WILLIAMS COS INC(WMB)436,1661,712,038+1,275,87214,23257,6790.37%+43,446
TKO GROUP HOLDINGS INC(TKO)0435,883+435,883036,6400.23%+36,640
UNITEDHEALTH GROUP INC(UNH)0544,586+544,5860274,5751.75%+274,575
PIONEER NAT RES CO28,081133,731+105,6505,81830,6980.20%+24,880
CHEVRON CORP NEW(CVX)01,538,125+1,538,1250259,3591.65%+259,359
MCDONALDS CORP(MCD)0251,955+251,955066,3750.42%+66,375
CELANESE CORP DEL(CE)0160,370+160,370020,1300.13%+20,130
HESS MIDSTREAM LP(HESM)360,131980,910+620,77911,04928,5740.18%+17,525
ETSY INC(ETSY)342,465710,224+367,75928,97645,8660.29%+16,890
EVERCORE INC(EVR)193,239280,148+86,90923,88238,6270.25%+14,744
GODADDY INC(GDDY)0184,115+184,115013,7130.09%+13,713
ENSIGN GROUP INC(ENSG)0146,111+146,111013,5780.09%+13,578
CF INDS HLDGS INC(CF)0264,424+264,424022,6720.14%+22,672
BANCORP INC DEL(TBBK)401,587725,573+323,98613,11225,0320.16%+11,920
HCA HEALTHCARE INC(HCA)80,112144,714+64,60224,31235,5970.23%+11,284
SENSATA TECHNOLOGIES HLDG PL
SHS
0318,744+318,744012,0550.08%+12,055
METLIFE INC(MET)02,519,904+2,519,9040158,5271.01%+158,527
LIBERTY MEDIA CORP DEL0405,122+405,122010,3100.07%+10,310
AMEREN CORP(AEE)0314,447+314,447023,5300.15%+23,530
MOLINA HEALTHCARE INC(MOH)033,977+33,977011,1410.07%+11,141
ONTO INNOVATION INC(ONTO)093,351+93,351011,9040.08%+11,904
ILLINOIS TOOL WKS INC(ITW)066,067+66,067015,2160.10%+15,216
MARSH & MCLENNAN COS INC(MRSH)312,437357,398+44,96158,76368,0130.43%+9,250
THERMO FISHER SCIENTIFIC INC(TMO)0198,113+198,1130100,2790.64%+100,279
POST HLDGS INC(POST)0101,404+101,40408,6940.06%+8,694
BLACKROCK INC(BLK)063,265+63,265040,9000.26%+40,900
BLUE BIRD CORP0439,159+439,15909,3760.06%+9,376
APA CORPORATION(APA)0628,353+628,353025,8250.16%+25,825
GENTEX CORP(GNTX)01,951,077+1,951,077063,4880.40%+63,488
MARATHON OIL CORP0980,451+980,451026,2270.17%+26,227
LINDE PLC(LIN)0501,618+501,6180186,7771.19%+186,777
AMGEN INC(AMGN)0131,691+131,691035,3930.23%+35,393
VERISK ANALYTICS INC(VRSK)35,60963,022+27,4138,04914,8880.09%+6,840
LIBERTY ENERGY INC(LBRT)871,027990,201+119,17411,64618,3390.12%+6,693
OCCIDENTAL PETE CORP(OXY)0916,147+916,147059,4400.38%+59,440
QUALYS INC(QLYS)043,708+43,70806,6680.04%+6,668
SUMMIT MATLS INC0212,530+212,53006,6180.04%+6,618
APPLIED MATLS INC603,585676,888+73,30387,24293,7150.60%+6,473
BANK HAWAII CORP0128,880+128,88006,4040.04%+6,404
LPL FINL HLDGS INC(LPLA)420,557409,700-10,85791,44297,3650.62%+5,923
ZURN ELKAY WATER SOLNS CORP(ZWS)0302,491+302,49108,4760.05%+8,476
VMWARE INC362,629346,703-15,92652,10657,7190.37%+5,613
KRAFT HEINZ CO(KHC)01,602,694+1,602,694053,9150.34%+53,915
INSPERITY INC(NSP)0168,652+168,652016,4600.10%+16,460
JACOBS SOLUTIONS INC(J)0688,732+688,732094,0120.60%+94,012
ICHOR HOLDINGS
SHS
0220,848+220,84806,8370.04%+6,837
ALPHABET INC(GOOG)889,013849,318-39,695106,415111,1420.71%+4,727
PUBLIC STORAGE(PSA)42,81164,991+22,18012,49617,1260.11%+4,631
COMCAST CORP NEW(CCZ)2,210,3352,171,320-39,01591,83996,2760.61%+4,437
PAPA JOHNS INTL INC0108,765+108,76507,4200.05%+7,420
DOMINOS PIZZA INC(DPZ)142,884138,536-4,34848,15052,4760.33%+4,326
CMS ENERGY CORP(CMS)0302,221+302,221016,0510.10%+16,051
TJX COS INC NEW(TJX)506,457527,674+21,21742,94246,9000.30%+3,957
CHENIERE ENERGY INC(LNG)021,763+21,76303,6120.02%+3,612
FABRINET(FN)020,000+20,00003,3320.02%+3,332
ABBVIE INC(ABBV)01,178,008+1,178,0080175,5941.12%+175,594
HAMILTON LANE INC(HLNE)392,824383,248-9,57631,41834,6610.22%+3,243
PACCAR INC(PCAR)466,278496,399+30,12139,00442,2040.27%+3,200
LIBERTY MEDIA CORP DEL098,714+98,71403,1510.02%+3,151
ATLANTA BRAVES HLDGS INC088,064+88,06403,1470.02%+3,147
RUSH ENTERPRISES INC(RUSHA)0306,458+306,458012,5130.08%+12,513
KIMBELL RTY PARTNERS LP(KRP)01,859,664+1,859,664029,7550.19%+29,755
LITTELFUSE INC(LFUS)122,810155,950+33,14035,77638,5700.25%+2,794
UBER TECHNOLOGIES INC(UBER)0797,639+797,639036,6830.23%+36,683
ALLIANT ENERGY CORP(LNT)0320,059+320,059015,5070.10%+15,507
VIPER ENERGY PARTNERS LP01,307,713+1,307,713036,4590.23%+36,459
COSTCO WHSL CORP NEW(COST)186,479182,081-4,398100,397102,8680.66%+2,472
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
046,889+46,88902,3400.01%+2,340
MERCADOLIBRE INC(MELI)01,767+1,76702,2400.01%+2,240
VICI PPTYS INC(VICI)1,656,5471,861,832+205,28552,06554,1790.35%+2,114
MONARCH CASINO & RESORT INC(MCRI)0241,435+241,435014,9930.10%+14,993
AUTOMATIC DATA PROCESSING IN0245,429+245,429059,0450.38%+59,045
BERKSHIRE HATHAWAY INC DEL148148076,63678,6590.50%+2,023
SHELL PLC(SHEL)043,411+43,41102,7950.02%+2,795
WATERS CORP(WAT)0104,456+104,456028,6430.18%+28,643
LIVE NATION ENTERTAINMENT IN(LYV)248,012288,731+40,71922,59623,9760.15%+1,380
CHARLES RIV LABS INTL INC(CRL)09,837+9,83701,9280.01%+1,928
MARAVAI LIFESCIENCES HLDGS I(MRVI)01,541,591+1,541,591015,4160.10%+15,416
TOTALENERGIES SE(TTE)0258,068+258,068016,9710.11%+16,971
EPAM SYS INC(EPAM)039,677+39,677010,1450.06%+10,145
TRUIST FINL CORP(TFC)01,643,016+1,643,016047,0070.30%+47,007
SABRE CORP0261,222+261,22201,1730.01%+1,173
ADOBE INC(ADBE)97,80695,802-2,00447,82648,8490.31%+1,023
EMCOR GROUP INC(EME)097,441+97,441020,5010.13%+20,501
MALIBU BOATS INC0267,168+267,168013,0970.08%+13,097
HALOZYME THERAPEUTICS INC(HALO)0331,834+331,834012,6760.08%+12,676
MUELLER INDS INC(MLI)056,243+56,24304,2270.03%+4,227
EXXON MOBIL CORP085,589+85,589010,0640.06%+10,064
CABLE ONE INC023,637+23,637014,5520.09%+14,552
ARTISAN PARTNERS ASSET MGMT(APAM)0347,271+347,271012,9950.08%+12,995
BJS WHSL CLUB HLDGS INC(BJ)0541,186+541,186038,6240.25%+38,624
DUN & BRADSTREET HLDGS INC091,423+91,42309130.01%+913
NEW MTN FIN CORP0136,466+136,46601,7670.01%+1,767
QUALCOMM INC(QCOM)369,024398,724+29,70043,92944,2820.28%+354
CHUBB LIMITED
COM
010,532+10,53202,1930.01%+2,193
CALIX INC(CALX)0300,958+300,958013,7960.09%+13,796
COLLIERS INTL GROUP INC(CIGI)0136,182+136,182012,9710.08%+12,971
RXO INC(RXO)0452,198+452,19808,9220.06%+8,922
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