Fund HoldingsEpoch Investment Partners, Inc.

Total Portfolio Value
$22.33B
Total Bought
$2.12B
Total Sold
$2.41B
Net Transaction
-$284.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)363,6391,472,880+1,109,24144,924178,8670.80%+133,943
EMCOR GROUP INC(EME)0217,801+217,801093,7700.42%+93,770
POST HLDGS INC(POST)0726,868+726,868084,1350.38%+84,135
NVR INC(NVR)22,68024,863+2,183172,109243,9511.09%+71,842
MAGNOLIA OIL & GAS CORP(MGY)02,771,022+2,771,022067,6680.30%+67,668
HCA HEALTHCARE INC(HCA)631,854663,291+31,437203,002269,5811.21%+66,579
GE HEALTHCARE TECHNOLOGIES I(GEHC)0568,108+568,108053,3170.24%+53,317
ZOETIS INC(ZTS)1,481,5421,586,163+104,621256,840309,9051.39%+53,064
STARBUCKS CORP(SBUX)01,500,352+1,500,3520146,2690.66%+146,269
BERRY GLOBAL GROUP INC17,556733,239+715,6831,03349,8460.22%+48,812
CURTISS WRIGHT CORP(CW)203,886308,109+104,22355,249101,2720.45%+46,023
BROOKFIELD INFRASTRUCTURE CO(BIPC)01,678,953+1,678,953072,9170.33%+72,917
MUELLER INDS INC(MLI)0632,212+632,212046,8470.21%+46,847
CVS HEALTH CORP(CVS)02,119,256+2,119,2560133,2590.60%+133,259
AMERICAN TOWER CORP NEW(AMT)0380,430+380,430088,4730.40%+88,473
ADVANCED DRAIN SYS INC DEL(WMS)0259,520+259,520040,7860.18%+40,786
SALESFORCE INC(CRM)665,019768,855+103,836170,976210,4430.94%+39,467
META PLATFORMS INC(META)951,428902,017-49,411479,729516,3512.31%+36,622
ENCOMPASS HEALTH CORP(EHC)01,664,104+1,664,1040160,8190.72%+160,819
SIRIUSXM HOLDINGS INC(SIRI)01,443,207+1,443,207034,1320.15%+34,132
PAYCHEX INC(PAYX)1,790,3771,826,873+36,496212,267245,1481.10%+32,881
GE AEROSPACE(GE)0165,028+165,028031,1210.14%+31,121
UNITED PARCEL SERVICE INC(UPS)0596,414+596,414081,3150.36%+81,315
INTERNATIONAL BUSINESS MACHS(IBM)0831,565+831,5650183,8420.82%+183,842
DIAMONDBACK ENERGY INC(FANG)122,372307,929+185,55724,49853,0870.24%+28,589
VICI PPTYS INC(VICI)2,067,9452,611,801+543,85659,22686,9990.39%+27,773
VAIL RESORTS INC(MTN)0409,440+409,440071,3610.32%+71,361
CHENIERE ENERGY INC(LNG)237,525372,799+135,27441,52667,0440.30%+25,518
VERISIGN INC396,214501,149+104,93570,44795,1980.43%+24,751
DOW INC(DOW)01,557,927+1,557,927085,1100.38%+85,110
FASTENAL CO(FAST)02,133,336+2,133,3360152,3630.68%+152,363
AMERIPRISE FINL INC(AMP)458,565468,930+10,365195,894220,3080.99%+24,414
JPMORGAN CHASE & CO.(JPM)1,934,2331,970,814+36,581391,218415,5661.86%+24,348
MASTERCARD INCORPORATED(MA)0371,438+371,4380183,4160.82%+183,416
POOL CORP(POOL)0228,712+228,712086,1790.39%+86,179
CHEMED CORP NEW(CHE)223,134240,070+16,936121,068144,2750.65%+23,207
ABBVIE INC(ABBV)0917,770+917,7700181,2410.81%+181,241
AMERICAN EXPRESS CO(AXP)0933,728+933,7280253,2271.13%+253,227
UBER TECHNOLOGIES INC(UBER)01,076,730+1,076,730080,9270.36%+80,927
MONDELEZ INTL INC(MDLZ)689,903882,673+192,77045,14765,0270.29%+19,879
UNION PAC CORP(UNP)1,075,0711,066,063-9,008243,246262,7631.18%+19,518
CHIPOTLE MEXICAN GRILL INC(CMG)01,068,751+1,068,751061,5810.28%+61,581
JOHNSON CTLS INTL PLC
SHS
01,178,980+1,178,980091,5010.41%+91,501
METLIFE INC(MET)01,668,059+1,668,0590137,5820.62%+137,582
CISCO SYS INC(CSCO)02,201,235+2,201,2350117,1500.52%+117,150
LAZARD INC(LAZ)01,844,378+1,844,378092,9200.42%+92,920
MONSTER BEVERAGE CORP NEW(MNST)03,363,131+3,363,1310175,4550.79%+175,455
HASBRO INC(HAS)01,007,260+1,007,260072,8450.33%+72,845
LYONDELLBASELL INDUSTRIES N
SHS - A -
0902,410+902,410086,5410.39%+86,541
JONES LANG LASALLE INC(JLL)0197,403+197,403053,2610.24%+53,261
UNITEDHEALTH GROUP INC(UNH)865,777781,750-84,027440,906457,0742.05%+16,168
PHILIP MORRIS INTL INC(PM)1,045,2251,003,902-41,323105,913121,8740.55%+15,961
NEXTERA ENERGY INC(NEE)1,286,5631,265,081-21,48291,102106,9370.48%+15,836
EXPEDITORS INTL WASH INC(EXPD)706,988790,462+83,47488,225103,8670.47%+15,642
BRISTOL-MYERS SQUIBB CO(BMY)01,161,106+1,161,106060,0760.27%+60,076
LOCKHEED MARTIN CORP(LMT)0130,025+130,025076,0070.34%+76,007
AMPHASTAR PHARMACEUTICALS IN(AMPH)1,078,8521,191,110+112,25843,15457,8050.26%+14,650
BERKSHIRE HATHAWAY INC DEL0340,835+340,8350156,8730.70%+156,873
AT&T INC(T)4,114,4754,220,306+105,83178,62892,8470.42%+14,219
EVERCORE INC(EVR)261,849270,965+9,11654,57768,6460.31%+14,069
CUMMINS INC(CMI)0352,824+352,8240114,2410.51%+114,241
PFIZER INC(PFE)02,280,542+2,280,542065,9990.30%+65,999
WATERS CORP(WAT)0165,709+165,709059,6370.27%+59,637
NUTRIEN LTD(NTR)01,317,535+1,317,535063,3210.28%+63,321
UNITED THERAPEUTICS CORP DEL(UTHR)226,655238,786+12,13172,20185,5690.38%+13,368
AUTOMATIC DATA PROCESSING IN457,465441,971-15,494109,192122,3070.55%+13,114
MEDTRONIC PLC(MDT)01,120,620+1,120,6200100,8890.45%+100,889
MSC INDL DIRECT INC(MSM)0992,894+992,894085,4480.38%+85,448
VIPER ENERGY INC(VNOM)02,732,881+2,732,8810123,2800.55%+123,280
US BANCORP DEL(USB)01,766,442+1,766,442080,7790.36%+80,779
NISOURCE INC(NI)02,198,078+2,198,078076,1630.34%+76,163
AMERICAN ELEC PWR CO INC0908,917+908,917093,2550.42%+93,255
BEST BUY INC(BBY)595,082595,670+58850,15961,5330.28%+11,373
RELIANCE INC(RS)0251,359+251,359072,6960.33%+72,696
COLUMBIA BKG SYS INC(COLB)2,550,0672,342,495-207,57250,72161,1630.27%+10,442
YUM BRANDS INC(YUM)01,522,743+1,522,7430212,7420.95%+212,742
GODADDY INC(GDDY)438,132454,785+16,65361,21171,3010.32%+10,090
ACCENTURE PLC IRELAND
SHS CLASS A
0282,880+282,880099,9920.45%+99,992
PNC FINL SVCS GROUP INC(PNC)0367,718+367,718067,9730.30%+67,973
REALTY INCOME CORP(O)0935,629+935,629059,3380.27%+59,338
CARLISLE COS INC(CSL)160,512165,177+4,66565,04174,2880.33%+9,247
IRON MTN INC DEL(IRM)1,579,4821,268,923-310,559141,553150,7860.68%+9,233
MCDONALDS CORP(MCD)0225,463+225,463068,6560.31%+68,656
MIDDLEBY CORP(MIDD)482,389490,052+7,66359,14668,1810.31%+9,035
BOOKING HOLDINGS INC(BKNG)17,75418,836+1,08270,33279,3390.36%+9,007
MARKEL GROUP INC(MKL)065,177+65,1770102,2350.46%+102,235
MARSH & MCLENNAN COS INC(MRSH)584,445591,247+6,802123,154131,9010.59%+8,747
DUKE ENERGY CORP NEW(DUK)0481,349+481,349055,5000.25%+55,500
BANCORP INC DEL(TBBK)0210,237+210,237011,2480.05%+11,248
JOHNSON & JOHNSON(JNJ)0569,103+569,103092,2290.41%+92,229
QUALCOMM INC(QCOM)915,9121,111,756+195,844182,431189,0540.85%+6,623
OMNICOM GROUP INC(OMC)0700,570+700,570072,4320.32%+72,432
SPDR SER TR
ST STR BLO 1 ETF
080,896+80,89607,4270.03%+7,427
FABRINET(FN)302,006338,831+36,82573,92880,1130.36%+6,185
VERIZON COMMUNICATIONS INC(VZ)01,950,622+1,950,622087,6020.39%+87,602
ENTERGY CORP NEW(ETR)0464,010+464,010061,0680.27%+61,068
LINDE PLC(LIN)0299,008+299,0080142,5850.64%+142,585
CUBESMART(CUBE)0866,595+866,595046,6490.21%+46,649
PINNACLE WEST CAP CORP(PNW)0580,269+580,269051,4060.23%+51,406
SITIO ROYALTIES CORP0407,724+407,72408,4970.04%+8,497
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