Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings220 positions
 NVIDIA Corporation | 2.5M | $504.5M | 2.9% | $146.55 | +15.25% | 21 qtrssince 2021-Q2 | Increased 63 |
 Apple Inc. | 1.6M | $456.1M | 2.6% | $218.30 | +62.57% | 30 qtrssince 2019-Q1 | Increased 67 |
 Broadcom Inc. | 929,562 | $351.1M | 2.0% | $40.66 | +796.12% | 30 qtrssince 2019-Q1 | Decreased 0 |
 AbbVie Inc. | 1.4M | $346.4M | 2.0% | $128.72 | +128.75% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Microsoft Corporation | 906,851 | $338.3M | 1.9% | $232.89 | +128.93% | 30 qtrssince 2019-Q1 | Increased 56 |
 Applied Materials, Inc. | 460,151 | $332.7M | 1.9% | $141.70 | +168.84% | 30 qtrssince 2019-Q1 | Decreased 0 |
 KLA Corporation | 990,556 | $298.9M | 1.7% | $22.54 | +578.73% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Lam Research Corporation | 592,701 | $256.8M | 1.5% | $73.65 | +201.94% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Cisco Systems, Inc. | 2.2M | $254.7M | 1.4% | $52.12 | +95.72% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Dell Technologies Inc. | 531,131 | $229.2M | 1.3% | $59.33 | +525.63% | 14 qtrssince 2023-Q1 | Decreased 0 |
 Alphabet Inc. | 639,157 | $228.4M | 1.3% | $111.19 | +168.64% | 30 qtrssince 2019-Q1 | Decreased 0 |
 NetApp, Inc. | 1.5M | $227.6M | 1.3% | $71.78 | +159.22% | 18 qtrssince 2022-Q1 | Decreased 0 |
 JPMorgan Chase & Co. | 679,231 | $222.3M | 1.3% | $122.96 | +178.19% | 25 qtrssince 2020-Q2 | Decreased 0 |
 Taiwan Semiconductor Manufacturing Company Ltd. | 456,810 | $218.2M | 1.2% | $101.29 | +291.42% | 30 qtrssince 2019-Q1 | Decreased 0 |
 CVS Health Corporation | 2M | $206.1M | 1.2% | $65.67 | +36.74% | 30 qtrssince 2019-Q1 | Decreased 0 |
 West Pharmaceutical Services, Inc. | 562,557 | $202M | 1.1% | $284.69 | +44.47% | 24 qtrssince 2020-Q3 | Increased 50 |
 EMCOR Group, Inc. | 239,577 | $198.8M | 1.1% | $458.18 | +44.65% | 8 qtrssince 2024-Q3 | Decreased 0 |
 Monster Beverage Corporation | 2M | $196.9M | 1.1% | $51.96 | -12.29% | 27 qtrssince 2019-Q4 | Decreased 0 |
 Meta Platforms, Inc. | 344,368 | $194M | 1.1% | $236.25 | +171.48% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Hewlett Packard Enterprise Company | 4.1M | $186M | 1.1% | $17.65 | +171.53% | 11 qtrssince 2023-Q4 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $19,282,293,589 | -6.56524836862% |
| 2025-Q2 | $19,329,915,189 | 0.24697061986% |
| 2025-Q3 | $18,201,653,365 | -5.83686898245% |
| 2025-Q4 | $17,598,526,605 | -3.31358227687% |
| 2026-Q1 | $16,516,032,820 | -6.15104780813% |
| 2026-Q2 | $17,578,381,768 | 6.43222836609% |
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: 3/5.0.
Active quarter - 10 new positions, 24 exits, 59 increased. Top move: AAPL (INCREASED, conviction 67). Portfolio: $17.6B across 220 positions.
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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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