Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q1 2026
Top Holdings234 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.1M | $369.8M | 2.2% | $138.18 | +30.30% | 20 qtrssince 2021-Q2 | Decreased 0 |
ABBVIE INC | 1.5M | $327.6M | 2.0% | $129.51 | +65.37% | 29 qtrssince 2019-Q1 | Increased 54 |
BROADCOM INC | 1M | $315.5M | 1.9% | $156.55 | +100.48% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.2M | $312.6M | 1.9% | $201.84 | +25.51% | 29 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 788,663 | $291.9M | 1.8% | $213.78 | +88.94% | 29 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 432,760 | $247.6M | 1.5% | $236.15 | +177.40% | 29 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 800,542 | $235.5M | 1.4% | $124.65 | +140.89% | 24 qtrssince 2020-Q2 | Decreased 0 |
APPLIED MATERIALS INC | 659,689 | $225.5M | 1.4% | $141.85 | +140.65% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 723,866 | $208.2M | 1.3% | $117.68 | +157.97% | 29 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 2.6M | $205.2M | 1.2% | $52.32 | +46.94% | 29 qtrssince 2019-Q1 | Increased 54 |
HCA HOLDINGS INC | 412,897 | $195.4M | 1.2% | $289.67 | +87.04% | 12 qtrssince 2023-Q2 | Decreased 0 |
EMCOR GROUP INC | 262,823 | $194M | 1.2% | $458.43 | +60.89% | 7 qtrssince 2024-Q3 | Decreased 0 |
REGENERON PHARMACEUTICALS | 238,725 | $184.4M | 1.1% | $834.25 | -8.10% | 9 qtrssince 2024-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 902,498 | $179M | 1.1% | $248.19 | -21.72% | 29 qtrssince 2019-Q1 | Increased 61 |
NETAPP INC | 1.7M | $178.6M | 1.1% | $72.21 | +36.82% | 17 qtrssince 2022-Q1 | Increased 51 |
FABRINET | 322,350 | $168.1M | 1.0% | $222.72 | +148.31% | 11 qtrssince 2023-Q3 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 494,355 | $167.1M | 1.0% | $101.98 | +246.27% | 29 qtrssince 2019-Q1 | Increased 48 |
UBER TECHNOLOGIES INC | 2.3M | $162.9M | 1.0% | $68.02 | +12.26% | 15 qtrssince 2022-Q3 | Decreased 0 |
KLA CORP | 110,231 | $162.3M | 1.0% | $22.57 | +551.66% | 29 qtrssince 2019-Q1 | Decreased 0 |
DELL TECHNOLOGIES -C | 964,040 | $158.2M | 1.0% | $59.41 | +174.96% | 13 qtrssince 2023-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $16.5B across 234 positions as of Q1 2026. Top holdings: NVDA (2.2%), ABBV (2.0%), AVGO (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 19 new positions, 32 exits, 60 increased. Top move: ACN (INCREASED, conviction 61). Portfolio: $16.5B across 234 positions.
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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