Epoch Investment Partners, Inc.

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$17.6B

Total Positions

247

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA2.27%

MSFT2.27%

AVGO2.16%

META2.00%

AAPL1.91%

ABBV1.76%

JPM1.65%

GOOGL1.39%

AMAT1.28%

HCA1.25%

Other15.42%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

KLAC28Q held

KLA CORP

Avg $225.80 · $133.6M est. P&L

Est. P&L

+450.77%

ETN28Q held

Eaton Corp PLC

Avg $91.40 · $25.5M est. P&L

Est. P&L

+251.04%

IRM28Q held

Iron Mountain Inc

Avg $27.55 · $35.2M est. P&L

Est. P&L

+202.58%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 247 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	2.1M	$400.3M	2.3%	—	$138.18	+35.73%	19 qtrs	Increased 59
MSFT Microsoft Corp	827,237	$400.1M	2.3%	—	$213.78	+128.02%	28 qtrs	Decreased 0
AVGO Broadcom Inc	1.1M	$380.2M	2.2%	—	$156.55	+123.48%	28 qtrs	Decreased 0
META Meta Platforms Inc	533,639	$352.2M	2.0%	—	$236.15	+182.00%	28 qtrs	Decreased 0
AAPL Apple Inc	1.2M	$336M	1.9%	—	$202.25	+34.89%	28 qtrs	Increased 55
ABBV AbbVie Inc	1.4M	$309.4M	1.8%	—	$119.98	+89.95%	28 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	901,255	$290.4M	1.7%	—	$124.65	+158.31%	23 qtrs	Decreased 0
GOOGL Alphabet Inc	778,823	$243.8M	1.4%	—	$117.68	+166.69%	28 qtrs	Decreased 0
AMAT Applied Materials Inc	877,226	$225.4M	1.3%	—	$142.61	+82.29%	28 qtrs	Decreased 0
HCA HCA Healthcare Inc	472,739	$220.7M	1.3%	—	$289.67	+63.38%	11 qtrs	Decreased 0
REGN Regeneron Pharmaceuticals Inc	281,335	$217.2M	1.2%	—	$834.25	-7.23%	8 qtrs	Increased 52
UBER Uber Technologies Inc	2.6M	$209.3M	1.2%	—	$68.02	+20.72%	14 qtrs	Increased 49
MNST Monster Beverage Corp	2.5M	$188.4M	1.1%	—	$53.57	+44.50%	25 qtrs	Decreased 0
BKNG Booking Holdings Inc	34,818	$186.5M	1.1%	—	$4,141.86	+31.03%	28 qtrs	Increased 64
ACN Accenture PLC	692,219	$185.7M	1.1%	—	$271.11	-0.41%	28 qtrs	Increased 77
CSCO Cisco Systems Inc	2.4M	$182.9M	1.0%	—	$50.06	+53.80%	28 qtrs	Increased 56
AXP American Express Co	490,765	$181.6M	1.0%	—	$160.31	+132.41%	28 qtrs	Decreased 0
ULTA ULTA BEAUTY INC	291,916	$176.6M	1.0%	—	$447.05	+35.75%	25 qtrs	Decreased 0
QCOM QUALCOMM Inc	1M	$176.3M	1.0%	—	$140.05	+23.99%	16 qtrs	Decreased 0
NTAP NetApp Inc	1.6M	$175.3M	1.0%	—	$70.48	+53.09%	16 qtrs	Decreased 0
EME EMCOR Group Inc	280,653	$171.7M	1.0%	—	$455.17	+35.54%	6 qtrs	Decreased 0
FN Fabrinet	374,887	$170.7M	1.0%	—	$222.72	+107.40%	10 qtrs	Decreased 0
CVS CVS Health Corp	2.1M	$166.3M	0.9%	—	$66.69	+18.76%	28 qtrs	Decreased 0
LPLA LPL Financial Holdings Inc	462,450	$165.2M	0.9%	—	$209.31	+71.87%	22 qtrs	Decreased 0
KLAC KLA CORP	131,252	$159.5M	0.9%	—	$225.80	+450.77%	28 qtrs	Decreased 0
Showing 25 of 247 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

HPEHewlett Packard Enterprise Co

Q3 2024 → Q4 2025+1.9M shares+$55.9M

DELLDell Technologies Inc

Q1 2025 → Q4 2025+273,459 shares+$41.9M

TTCToro Co/The

Q1 2025 → Q4 2025+679,238 shares+$53.5M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer