Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q2 2025
Top Holdings277 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
META PLATFORMS INC-CLASS A | 747,177 | $551.5M | 2.9% | $236.15 | +210.20% | 26 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $540M | 2.8% | $213.78 | +131.17% | 26 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.6M | $439.5M | 2.3% | $155.80 | +75.64% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.4M | $399.8M | 2.1% | $124.65 | +127.10% | 21 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 1.2M | $260.5M | 1.3% | $154.49 | +44.54% | 26 qtrssince 2019-Q1 | Increased 58 |
ABBVIE INC | 1.4M | $252.2M | 1.3% | $109.37 | +63.20% | 26 qtrssince 2019-Q1 | Increased 72 |
UBER TECHNOLOGIES INC | 2.6M | $244.9M | 1.3% | $67.83 | +34.94% | 12 qtrssince 2022-Q3 | Increased 73 |
NVIDIA CORP | 1.5M | $243.4M | 1.3% | $120.23 | +31.20% | 17 qtrssince 2021-Q2 | Decreased 0 |
APPLIED MATERIALS INC | 1.3M | $238.2M | 1.2% | $141.85 | +28.12% | 26 qtrssince 2019-Q1 | Increased 49 |
PAYCHEX INC | 1.6M | $238M | 1.2% | $98.43 | +40.48% | 26 qtrssince 2019-Q1 | Decreased 0 |
HCA HOLDINGS INC | 621,046 | $237.9M | 1.2% | $289.67 | +30.51% | 9 qtrssince 2023-Q2 | Decreased 0 |
MARKEL CORP | 114,263 | $228.2M | 1.2% | $1,585.01 | +25.27% | 11 qtrssince 2022-Q4 | Increased 51 |
KLA CORP | 246,742 | $221M | 1.1% | $22.57 | +294.40% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 685,131 | $218.5M | 1.1% | $160.31 | +96.43% | 26 qtrssince 2019-Q1 | Decreased 0 |
LPL FINANCIAL HOLDINGS INC | 579,620 | $217.3M | 1.1% | $208.79 | +78.80% | 20 qtrssince 2020-Q3 | Decreased 0 |
UNION PACIFIC CORP | 942,535 | $216.9M | 1.1% | $213.27 | +7.21% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMERIPRISE FINANCIAL INC | 397,435 | $212.1M | 1.1% | $349.23 | +50.35% | 14 qtrssince 2022-Q1 | Decreased 0 |
SALESFORCE.COM INC | 760,602 | $207.4M | 1.1% | $236.99 | +14.98% | 15 qtrssince 2021-Q4 | Decreased 0 |
MONSTER BEVERAGE CORP | 3.2M | $201.4M | 1.0% | $53.83 | +16.38% | 23 qtrssince 2019-Q4 | Decreased 0 |
LAM RESEARCH CORP COM NEW | 2.1M | $200.2M | 1.0% | $72.43 | +33.71% | 24 qtrssince 2019-Q3 | Increased 53 |
Epoch Investment Partners, Inc. manages $19.3B across 277 positions as of Q2 2025. Top holdings: META (2.9%), MSFT (2.8%), AVGO (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 19 new positions, 20 exits, 75 increased. Top move: UBER (INCREASED, conviction 73). Portfolio: $19.3B across 277 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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