Fund HoldingsEpoch Investment Partners, Inc.

Total Portfolio Value
$20.64B
Total Bought
$1.81B
Total Sold
$3.22B
Net Transaction
-$1.41B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ARISTA NETWORKS INC(ANET)02,308,517+2,308,5170255,1601.24%+255,160
LAM RESEARCH CORP(LRCX)01,732,131+1,732,1310125,1120.61%+125,112
SALESFORCE INC(CRM)768,855925,791+156,936210,443309,5201.50%+99,076
LPL FINL HLDGS INC(LPLA)0725,572+725,5720236,9071.15%+236,907
KENVUE INC(KVUE)03,134,243+3,134,243066,9160.32%+66,916
BROOKFIELD INFRASTRUCTURE CO(BIPC)01,626,141+1,626,141065,0620.32%+65,062
BROOKFIELD RENEWABLE CORP(BEPC)02,252,187+2,252,187062,2950.30%+62,295
DAVITA INC(DVA)0368,436+368,436055,1000.27%+55,100
SITIO ROYALTIES CORP407,7243,023,702+2,615,9788,49757,9950.28%+49,498
BLACKROCK INC(BLK)040,979+40,979042,0080.20%+42,008
PACCAR INC(PCAR)01,871,934+1,871,9340194,7190.94%+194,719
ENTERGY CORP NEW(ETR)464,0101,329,917+865,90761,068100,8340.49%+39,766
AMERIPRISE FINL INC(AMP)468,930484,182+15,252220,308257,7931.25%+37,485
VISA INC(V)01,110,225+1,110,2250350,8761.70%+350,876
NVIDIA CORPORATION(NVDA)1,472,8801,527,937+55,057178,867205,1870.99%+26,320
DECKERS OUTDOOR CORP(DECK)0998,773+998,7730202,8410.98%+202,841
HEWLETT PACKARD ENTERPRISE C(HPE)04,897,034+4,897,0340104,5520.51%+104,552
UNITED RENTALS INC(URI)033,032+33,032023,2690.11%+23,269
AMAZON COM INC(AMZN)01,030,128+1,030,1280226,0001.10%+226,000
MARKEL GROUP INC(MKL)65,17772,233+7,056102,235124,6910.60%+22,455
MASTERCARD INCORPORATED(MA)371,438389,384+17,946183,416205,0380.99%+21,622
GODADDY INC(GDDY)454,785470,133+15,34871,30192,7900.45%+21,489
ULTA BEAUTY INC(ULTA)0362,507+362,5070157,6650.76%+157,665
ALPHABET INC(GOOG)01,036,970+1,036,9700196,2980.95%+196,298
PAYCHEX INC(PAYX)1,826,8731,875,661+48,788245,148263,0051.27%+17,857
CHENIERE ENERGY INC(LNG)372,799394,813+22,01467,04484,8330.41%+17,789
TKO GROUP HOLDINGS INC(TKO)0851,563+851,5630121,0160.59%+121,016
COPART INC(CPRT)03,019,079+3,019,0790173,2650.84%+173,265
CISCO SYS INC(CSCO)2,201,2352,265,400+64,165117,150134,1120.65%+16,962
ALPHABET INC(GOOG)0936,307+936,3070178,3100.86%+178,310
EPAM SYS INC(EPAM)0280,298+280,298065,5390.32%+65,539
GENTEX CORP(GNTX)04,438,938+4,438,9380127,5310.62%+127,531
JONES LANG LASALLE INC(JLL)197,403264,370+66,96753,26166,9230.32%+13,661
OGE ENERGY CORP(OGE)0322,630+322,630013,3080.06%+13,308
SNAP ON INC(SNA)038,978+38,978013,2320.06%+13,232
SIRIUSXM HOLDINGS INC(SIRI)1,443,2072,068,251+625,04434,13247,1560.23%+13,024
BOOKING HOLDINGS INC(BKNG)18,83618,473-36379,33991,7820.44%+12,442
MPLX LP(MPLX)01,378,594+1,378,594065,9800.32%+65,980
UBER TECHNOLOGIES INC(UBER)1,076,7301,536,727+459,99780,92792,6950.45%+11,768
HESS MIDSTREAM LP(HESM)03,309,547+3,309,5470122,5530.59%+122,553
COSTCO WHSL CORP NEW(COST)0235,754+235,7540216,0141.05%+216,014
WILLIAMS COS INC(WMB)01,481,584+1,481,584080,1830.39%+80,183
WEST PHARMACEUTICAL SVSC INC(WST)0272,525+272,525089,2680.43%+89,268
AXOS FINANCIAL INC(AX)0199,662+199,662013,9460.07%+13,946
VERISK ANALYTICS INC(VRSK)0502,569+502,5690138,4230.67%+138,423
EMCOR GROUP INC(EME)217,801228,173+10,37293,770103,5680.50%+9,798
FASTENAL CO(FAST)2,133,3362,243,436+110,100152,363161,3250.78%+8,963
MONSTER BEVERAGE CORP NEW(MNST)3,363,1313,503,619+140,488175,455184,1500.89%+8,696
CHARLES RIV LABS INTL INC(CRL)049,066+49,06609,0580.04%+9,058
OREILLY AUTOMOTIVE INC(ORLY)0108,708+108,7080128,9060.62%+128,906
MEDPACE HLDGS INC(MEDP)0438,100+438,1000145,5500.71%+145,550
WELLS FARGO CO NEW(WFC)0309,869+309,869021,7650.11%+21,765
CUMMINS INC(CMI)352,824344,603-8,221114,241120,1290.58%+5,888
AUTOMATIC DATA PROCESSING IN441,971430,875-11,096122,307126,1300.61%+3,823
ELECTRONIC ARTS INC(EA)0451,343+451,343066,0310.32%+66,031
COLUMBIA BKG SYS INC(COLB)2,342,4952,386,773+44,27861,16364,4670.31%+3,304
VERISIGN INC501,149474,554-26,59595,19898,2140.48%+3,015
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)0154,325+154,325028,4080.14%+28,408
DOMINOS PIZZA INC(DPZ)0335,444+335,4440140,8060.68%+140,806
TJX COS INC NEW(TJX)01,072,715+1,072,7150129,5950.63%+129,595
LYFT INC(LYFT)0126,577+126,57701,6330.01%+1,633
VIPER ENERGY INC(VNOM)2,732,8812,543,209-189,672123,280124,7950.60%+1,515
HONEYWELL INTL INC(HON)0155,936+155,936035,2240.17%+35,224
SUPERNUS PHARMACEUTICALS INC(SUPN)085,691+85,69103,0990.02%+3,099
LAZARD INC(LAZ)1,844,3781,831,689-12,68992,92094,2950.46%+1,376
DIAMONDBACK ENERGY INC(FANG)307,929332,416+24,48753,08754,4600.26%+1,373
EMPIRE ST RLTY TR INC(ESRT)0120,844+120,84401,2470.01%+1,247
VONTIER CORPORATION(VNT)034,161+34,16101,2460.01%+1,246
GENERAC HLDGS INC(GNRC)07,590+7,59001,1770.01%+1,177
WATERS CORP(WAT)165,709163,890-1,81959,63760,8000.29%+1,163
GENERAL AMERN INVS CO INC(GAM)065,216+65,21603,3270.02%+3,327
ALTAIR ENGR INC021,622+21,62202,3590.01%+2,359
CUSHMAN WAKEFIELD PLC(CWK)069,318+69,31809070.00%+907
MACERICH CO(MAC)062,495+62,49501,2450.01%+1,245
TIMKEN CO(TKR)012,569+12,56908970.00%+897
NEXTNAV INC(NN)0140,097+140,09702,1800.01%+2,180
RELIANCE INC(RS)251,359273,130+21,77172,69673,5430.36%+847
ARTISAN PARTNERS ASSET MGMT(APAM)072,904+72,90403,1390.02%+3,139
CHARTER COMMUNICATIONS INC N(CHTR)02,351+2,35108060.00%+806
ISHARES TR03,778+3,77806990.00%+699
QXO INC(QXO)041,792+41,79206640.00%+664
SPDR SER TR
ST STR BLO 1 ETF
80,89687,686+6,7907,4278,0170.04%+590
ALAMO GROUP INC09,074+9,07401,6870.01%+1,687
HAGERTY INC(HGTY)056,683+56,68305470.00%+547
PATHWARD FINANCIAL INC(CASH)055,013+55,01304,0480.02%+4,048
PARK HOTELS & RESORTS INC(PK)0476,935+476,93506,7100.03%+6,710
PATRICK INDS INC(PATK)051,872+51,87204,3100.02%+4,310
EDWARDS LIFESCIENCES CORP0304,201+304,201022,5200.11%+22,520
DOORDASH INC(DASH)02,965+2,96504970.00%+497
ALLIANCEBERNSTEIN HLDG L P(AB)0173,964+173,96406,4520.03%+6,452
RAMBUS INC DEL(RMBS)08,688+8,68804590.00%+459
HOME BANCSHARES INC(HOMB)0160,551+160,55104,5440.02%+4,544
RUSH ENTERPRISES INC(RUSHA)07,518+7,51804120.00%+412
REPUBLIC SVCS INC(RSG)073,504+73,504014,7880.07%+14,788
DOUGLAS DYNAMICS INC(PLOW)047,498+47,49801,1220.01%+1,122
TORO CO04,195+4,19503360.00%+336
GRAPHIC PACKAGING HLDG CO(GPK)011,710+11,71003180.00%+318
KADANT INC(KAI)0921+92103180.00%+318
AGNICO EAGLE MINES LTD(AEM)033,929+33,92902,6540.01%+2,654
CADENCE DESIGN SYSTEM INC(CDNS)078,854+78,854023,6920.11%+23,692
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