Fund HoldingsEpoch Investment Partners, Inc.

Total Portfolio Value
$17.60B
Total Bought
$1.33B
Total Sold
$2.14B
Net Transaction
-$809.48M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ACCENTURE PLC IRELAND
SHS CLASS A
0692,219+692,2190185,7221.06%+185,722
CHIPOTLE MEXICAN GRILL INC(CMG)678,6672,901,809+2,223,14226,597107,3670.61%+80,770
REGENERON PHARMACEUTICALS(REGN)259,153281,335+22,182145,714217,1541.23%+71,440
OLD DOMINION FREIGHT LINE IN(ODFL)353,918753,997+400,07949,825118,2270.67%+68,402
APPLE INC(AAPL)1,090,9821,235,955+144,973277,797336,0071.91%+58,210
BOOKING HOLDINGS INC(BKNG)034,818+34,8180186,4621.06%+186,462
CISCO SYS INC(CSCO)02,374,248+2,374,2480182,8881.04%+182,888
NVIDIA CORPORATION(NVDA)1,933,9492,146,203+212,254360,836400,2672.27%+39,431
ONEOK INC NEW(OKE)0511,489+511,489037,5940.21%+37,594
ALPHABET INC(GOOG)849,492778,823-70,669206,512243,7721.39%+37,260
WATSCO INC(WSO)31,542135,131+103,58912,75245,5320.26%+32,780
SERVICENOW INC(NOW)19,098328,189+309,09117,57650,2750.29%+32,700
ADVANCED MICRO DEVICES INC(AMD)0141,245+141,245030,2490.17%+30,249
FABRINET(FN)0374,887+374,8870170,6790.97%+170,679
MANHATTAN ASSOCIATES INC(MANH)0522,382+522,382090,5340.51%+90,534
COMMVAULT SYS INC(CVLT)0217,594+217,594027,2780.15%+27,278
ARGAN INC128,299193,808+65,50934,64760,7240.35%+26,077
C H ROBINSON WORLDWIDE INC(CHRW)0140,016+140,016022,5090.13%+22,509
CHEVRON CORP NEW(CVX)0581,267+581,267088,5910.50%+88,591
TOTALENERGIES SE(TTE)0294,368+294,368019,2580.11%+19,258
HENRY JACK & ASSOC INC(JKHY)0373,701+373,701068,1930.39%+68,193
ALPHABET INC(GOOG)367,218345,038-22,18089,436108,2730.62%+18,837
AMERICAN ELEC PWR CO INC756,700901,324+144,62485,129103,9320.59%+18,803
DECKERS OUTDOOR CORP(DECK)1,267,6461,420,744+153,098128,501147,2890.84%+18,787
WATERS CORP(WAT)220,117222,473+2,35665,99384,5020.48%+18,509
MAGNOLIA OIL & GAS CORP(MGY)4,138,6265,330,064+1,191,43898,789116,6750.66%+17,886
HUNTINGTON INGALLS INDS INC(HII)53,34497,725+44,38115,35833,2330.19%+17,875
ELI LILLY & CO(LLY)0140,431+140,4310150,9180.86%+150,918
JONES LANG LASALLE INC(JLL)48,54795,031+46,48414,48131,9750.18%+17,494
MERCK & CO INC(MRK)693,112710,451+17,33958,17374,7820.42%+16,609
BRISTOL-MYERS SQUIBB CO(BMY)01,172,755+1,172,755063,2580.36%+63,258
MCKESSON CORP(MCK)30,34047,366+17,02623,43938,8540.22%+15,415
MUELLER INDS INC(MLI)156,011269,943+113,93215,77430,9890.18%+15,215
JOHNSON CTLS INTL PLC
SHS
0125,529+125,529015,0320.09%+15,032
BROOKFIELD RENEWABLE CORP(BEPC)01,260,409+1,260,409048,3240.27%+48,324
EPAM SYS INC(EPAM)0257,169+257,169052,6890.30%+52,689
ANALOG DEVICES INC(ADI)393,802405,530+11,72896,757109,9800.62%+13,223
VOYA FINANCIAL INC(VOYA)0167,510+167,510012,4780.07%+12,478
OMNICOM GROUP INC(OMC)643,013799,245+156,23252,42564,5390.37%+12,114
MICROCHIP TECHNOLOGY INC.(MCHP)1,157,7971,349,136+191,33974,35485,9670.49%+11,613
COLUMBIA BKG SYS INC(COLB)2,344,5092,573,229+228,72060,34871,9220.41%+11,574
PFIZER INC(PFE)1,923,5712,428,932+505,36149,01360,4800.34%+11,468
US BANCORP DEL(USB)1,714,1461,751,068+36,92282,84593,4370.53%+10,592
WORKDAY INC(WDAY)49,829103,917+54,08811,99522,3190.13%+10,324
MPLX LP(MPLX)01,156,589+1,156,589061,7270.35%+61,727
ULTA BEAUTY INC(ULTA)0291,916+291,9160176,6121.00%+176,612
HESS MIDSTREAM LP(HESM)02,500,598+2,500,598086,2710.49%+86,271
TEXAS PACIFIC LAND CORPORATI(TPL)108,149381,685+273,536100,972109,6280.62%+8,655
TRUIST FINL CORP(TFC)01,236,435+1,236,435060,8450.35%+60,845
VERISK ANALYTICS INC(VRSK)0391,301+391,301087,5300.50%+87,530
INTERNATIONAL BUSINESS MACHS(IBM)0499,322+499,3220147,9040.84%+147,904
METTLER TOLEDO INTERNATIONAL(MTD)116,950108,191-8,759143,569150,8390.86%+7,270
ATI INC(ATI)38,88090,299+51,4193,16210,3630.06%+7,200
EOG RES INC(EOG)384,944478,638+93,69443,16050,2620.29%+7,102
UNITED PARCEL SERVICE INC(UPS)0536,276+536,276053,1930.30%+53,193
TEXAS INSTRS INC(TXN)0523,565+523,565090,8330.52%+90,833
REGIONS FINANCIAL CORP NEW(RF)2,067,3642,247,473+180,10954,51660,9070.35%+6,390
HEWLETT PACKARD ENTERPRISE C(HPE)5,123,6505,486,641+362,991125,837131,7890.75%+5,952
HCA HEALTHCARE INC(HCA)0472,739+472,7390220,7031.25%+220,703
DIAMONDBACK ENERGY INC(FANG)0229,837+229,837034,5510.20%+34,551
EXPEDITORS INTL WASH INC(EXPD)1,030,487878,909-151,578126,327130,9660.74%+4,639
LPL FINL HLDGS INC(LPLA)0462,450+462,4500165,1730.94%+165,173
MAPLEBEAR INC(CART)871,878811,958-59,92032,05036,5220.21%+4,472
SCHWAB CHARLES CORP(SCHW)0242,535+242,535024,2320.14%+24,232
ROYAL GOLD INC(RGLD)019,603+19,60304,3580.02%+4,358
PACCAR INC(PCAR)01,253,602+1,253,6020137,2820.78%+137,282
MARKEL GROUP INC(MKL)070,442+70,4420151,4260.86%+151,426
NEXTERA ENERGY INC(NEE)972,608961,835-10,77373,42277,2160.44%+3,794
LANTHEUS HLDGS INC(LNTH)0407,529+407,529027,1210.15%+27,121
AMERICAN EXPRESS CO(AXP)0490,765+490,7650181,5591.03%+181,559
QXO INC(QXO)01,359,643+1,359,643026,2280.15%+26,228
HASBRO INC(HAS)01,161,895+1,161,895095,2750.54%+95,275
CLEAR SECURE INC(YOU)0100,475+100,47503,5250.02%+3,525
UNITEDHEALTH GROUP INC(UNH)077,010+77,010025,4220.14%+25,422
GILEAD SCIENCES INC(GILD)0597,325+597,325073,3160.42%+73,316
ISHARES TR010,432+10,43202,1940.01%+2,194
WELLS FARGO CO NEW(WFC)0358,975+358,975033,4560.19%+33,456
MCCORMICK & CO INC(MKC)710,737727,779+17,04247,55549,5690.28%+2,014
FORTINET INC(FTNT)0273,997+273,997021,7580.12%+21,758
TORO CO682,142683,433+1,29151,97953,8000.31%+1,821
MORNINGSTAR INC(MORN)07,631+7,63101,6580.01%+1,658
COCA COLA CO(KO)0732,066+732,066051,1790.29%+51,179
RESTAURANT BRANDS INTL INC(QSR)0846,963+846,963057,7880.33%+57,788
VAIL RESORTS INC(MTN)0338,978+338,978045,0160.26%+45,016
AMGEN INC(AMGN)041,150+41,150013,4690.08%+13,469
CHARLES RIV LABS INTL INC(CRL)26,53827,439+9014,1525,4740.03%+1,321
PROLOGIS INC.(PLD)178,108170,087-8,02120,39721,7130.12%+1,316
TJX COS INC NEW(TJX)949,832902,193-47,639137,289138,5860.79%+1,297
PINNACLE WEST CAP CORP(PNW)0505,252+505,252044,8160.25%+44,816
WEST PHARMACEUTICAL SVSC INC(WST)525,899505,305-20,594137,959139,0300.79%+1,071
BROOKFIELD INFRASTRUCTURE CO(BIPC)01,136,872+1,136,872051,6140.29%+51,614
MADISON SQUARE GARDEN ENTMT(MSGE)053,573+53,57302,8870.02%+2,887
NUTRIEN LTD(NTR)1,247,9561,202,538-45,41873,26774,2210.42%+953
VONTIER CORPORATION(VNT)057,485+57,48502,1370.01%+2,137
COMCAST CORP NEW(CCZ)0753,175+753,175022,5120.13%+22,512
BANK AMERICA CORP1,948,0331,840,606-107,427100,499101,2330.58%+734
LIBERTY ENERGY INC(LBRT)0106,379+106,37901,9640.01%+1,964
NEXSTAR MEDIA GROUP INC(NXST)011,812+11,81202,3980.01%+2,398
COLGATE PALMOLIVE CO(CL)0174,009+174,009013,7500.08%+13,750
VENTAS INC(VTR)0249,804+249,804019,3300.11%+19,330
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