Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings220 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 2.5M | $504.5M | 2.9% | $148.01 | +46.98% | 21 qtrssince 2021-Q2 | Increased 63 |
APPLE INC | 1.6M | $456.1M | 2.6% | $220.91 | +44.72% | 30 qtrssince 2019-Q1 | Increased 67 |
BROADCOM INC | 929,562 | $351.1M | 2.0% | $155.80 | +136.71% | 30 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 1.4M | $346.4M | 2.0% | $129.51 | +97.27% | 30 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 906,851 | $338.3M | 1.9% | $232.89 | +120.50% | 30 qtrssince 2019-Q1 | Increased 56 |
APPLIED MATLS INC | 460,151 | $332.7M | 1.9% | $141.85 | +225.46% | 30 qtrssince 2019-Q1 | Decreased 0 |
KLA CORP | 990,556 | $298.9M | 1.7% | $270.65 | -35.14% | 30 qtrssince 2019-Q1 | Increased 79 |
LAM RESEARCH CORP | 592,701 | $256.8M | 1.5% | $72.43 | +316.81% | 28 qtrssince 2019-Q3 | Decreased 0 |
CISCO SYS INC | 2.2M | $254.7M | 1.4% | $52.32 | +110.10% | 30 qtrssince 2019-Q1 | Decreased 0 |
DELL TECHNOLOGIES INC | 531,131 | $229.2M | 1.3% | $59.41 | +667.96% | 14 qtrssince 2023-Q1 | Decreased 0 |
ALPHABET INC | 639,157 | $228.4M | 1.3% | $117.68 | +194.52% | 30 qtrssince 2019-Q1 | Decreased 0 |
NETAPP INC | 1.5M | $227.6M | 1.3% | $72.21 | +159.01% | 18 qtrssince 2022-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 679,231 | $222.3M | 1.3% | $124.65 | +186.91% | 25 qtrssince 2020-Q2 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 456,810 | $218.2M | 1.2% | $101.98 | +309.41% | 30 qtrssince 2019-Q1 | Decreased 0 |
CVS HEALTH CORP | 2M | $206.1M | 1.2% | $66.14 | +40.71% | 30 qtrssince 2019-Q1 | Decreased 0 |
WEST PHARMACEUTICAL SVSC INC | 562,557 | $202M | 1.1% | $284.87 | +18.47% | 24 qtrssince 2020-Q3 | Increased 50 |
EMCOR GROUP INC | 239,577 | $198.8M | 1.1% | $458.43 | +61.46% | 8 qtrssince 2024-Q3 | Decreased 0 |
MONSTER BEVERAGE CORP NEW | 2M | $196.9M | 1.1% | $53.83 | -12.94% | 27 qtrssince 2019-Q4 | Decreased 0 |
META PLATFORMS INC | 344,368 | $194M | 1.1% | $236.15 | +144.77% | 30 qtrssince 2019-Q1 | Decreased 0 |
HEWLETT PACKARD ENTERPRISE C | 4.1M | $186M | 1.1% | $17.85 | +193.04% | 11 qtrssince 2023-Q4 | Decreased 0 |
Epoch Investment Partners, Inc. manages $17.6B across 220 positions as of Q2 2026. Top holdings: NVDA (2.9%), AAPL (2.6%), AVGO (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 10 new positions, 24 exits, 61 increased. Top move: KLAC (INCREASED, conviction 79). Portfolio: $17.6B across 220 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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