Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q1 2025
Top Holdings278 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
META PLATFORMS INC-CLASS A | 801,916 | $462.2M | 2.4% | $236.15 | +143.68% | 25 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.2M | $435.6M | 2.3% | $213.78 | +76.24% | 25 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.6M | $391.8M | 2.0% | $124.65 | +90.92% | 20 qtrssince 2020-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 609,231 | $319.1M | 1.7% | $384.66 | +31.49% | 25 qtrssince 2019-Q1 | Decreased 0 |
PAYCHEX INC | 1.8M | $284M | 1.5% | $98.43 | +47.93% | 25 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.6M | $274.7M | 1.4% | $156.55 | +7.39% | 25 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 757,597 | $265.5M | 1.4% | $237.57 | +45.85% | 25 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 1.1M | $254.9M | 1.3% | $213.27 | +6.90% | 25 qtrssince 2019-Q1 | Decreased 0 |
HCA HOLDINGS INC | 694,906 | $240.1M | 1.2% | $289.67 | +17.51% | 8 qtrssince 2023-Q2 | Decreased 0 |
APPLE INC | 1.1M | $237M | 1.2% | $173.66 | +27.13% | 25 qtrssince 2019-Q1 | Decreased 0 |
ZOETIS INC | 1.4M | $235.7M | 1.2% | $173.06 | -7.28% | 25 qtrssince 2019-Q1 | Increased 48 |
SALESFORCE.COM INC | 864,302 | $231.9M | 1.2% | $236.99 | +13.18% | 14 qtrssince 2021-Q4 | Decreased 0 |
YUM! BRANDS INC | 1.4M | $223.2M | 1.2% | $120.68 | +27.21% | 25 qtrssince 2019-Q1 | Increased 48 |
MASTERCARD INC - A | 383,578 | $210.2M | 1.1% | $398.48 | +34.89% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC | 433,847 | $210M | 1.1% | $349.23 | +35.92% | 13 qtrssince 2022-Q1 | Decreased 0 |
MARKEL CORP | 108,019 | $202M | 1.0% | $1,561.86 | +18.80% | 10 qtrssince 2022-Q4 | Increased 67 |
MONSTER BEVERAGE CORP | 3.4M | $201.2M | 1.0% | $53.83 | +8.72% | 22 qtrssince 2019-Q4 | Decreased 0 |
NVIDIA CORP | 1.8M | $194.8M | 1.0% | $120.23 | -8.80% | 16 qtrssince 2021-Q2 | Increased 56 |
LPL FINANCIAL HOLDINGS INC | 585,566 | $191.6M | 1.0% | $208.79 | +55.87% | 19 qtrssince 2020-Q3 | Decreased 0 |
COSTCO WHOLESALE CORP | 199,493 | $188.7M | 1.0% | $400.32 | +134.26% | 25 qtrssince 2019-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $19.3B across 278 positions as of Q1 2025. Top holdings: META (2.4%), MSFT (2.3%), JPM (2.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 18 new positions, 21 exits, 71 increased. Top move: MKL (INCREASED, conviction 67). Portfolio: $19.3B across 278 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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