Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q3 2025
Top Holdings274 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 904,375 | $468.4M | 2.6% | $213.78 | +140.26% | 27 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.3M | $435.2M | 2.4% | $155.80 | +110.58% | 27 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 577,088 | $423.8M | 2.3% | $236.15 | +214.54% | 27 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.9M | $360.8M | 2.0% | $132.76 | +36.97% | 18 qtrssince 2021-Q2 | Increased 60 |
ABBVIE INC | 1.5M | $346.6M | 1.9% | $120.01 | +87.12% | 27 qtrssince 2019-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 977,750 | $308.4M | 1.7% | $124.65 | +150.91% | 22 qtrssince 2020-Q2 | Decreased 0 |
APPLE INC | 1.1M | $277.8M | 1.5% | $192.64 | +31.69% | 27 qtrssince 2019-Q1 | Increased 62 |
APPLIED MATERIALS INC | 1.2M | $252.5M | 1.4% | $141.85 | +43.69% | 27 qtrssince 2019-Q1 | Decreased 0 |
UBER TECHNOLOGIES INC | 2.5M | $247.6M | 1.4% | $67.83 | +46.79% | 13 qtrssince 2022-Q3 | Decreased 0 |
KLA CORP | 221,329 | $238.7M | 1.3% | $22.57 | +375.95% | 27 qtrssince 2019-Q1 | Decreased 0 |
LAM RESEARCH CORP COM NEW | 1.7M | $230.5M | 1.3% | $72.43 | +80.68% | 25 qtrssince 2019-Q3 | Decreased 0 |
HCA HOLDINGS INC | 505,544 | $215.5M | 1.2% | $289.67 | +45.09% | 10 qtrssince 2023-Q2 | Decreased 0 |
ALPHABET INC-CL A | 849,492 | $206.5M | 1.1% | $117.68 | +107.25% | 27 qtrssince 2019-Q1 | Decreased 0 |
NETAPP INC | 1.7M | $202.5M | 1.1% | $70.48 | +66.70% | 15 qtrssince 2022-Q1 | Decreased 0 |
MONSTER BEVERAGE CORP | 3M | $201.5M | 1.1% | $53.83 | +25.05% | 24 qtrssince 2019-Q4 | Decreased 0 |
QUALCOMM INC | 1.2M | $193.6M | 1.1% | $140.05 | +17.43% | 15 qtrssince 2022-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 1.3M | $184.2M | 1.0% | $94.26 | +52.10% | 27 qtrssince 2019-Q1 | Decreased 0 |
EMCOR GROUP INC | 282,953 | $183.8M | 1.0% | $458.43 | +41.41% | 5 qtrssince 2024-Q3 | Increased 54 |
AMERICAN EXPRESS CO | 535,400 | $177.8M | 1.0% | $160.31 | +112.53% | 27 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 3.6M | $175.8M | 1.0% | $33.68 | +42.52% | 24 qtrssince 2019-Q4 | Decreased 0 |
Epoch Investment Partners, Inc. manages $18.2B across 274 positions as of Q3 2025. Top holdings: MSFT (2.6%), AVGO (2.4%), META (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 18 new positions, 21 exits, 58 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $18.2B across 274 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
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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