Epoch Investment Partners, Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings247 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.1M | $400.3M | 2.3% | $138.18 | +35.73% | 19 qtrssince 2021-Q2 | Increased 59 |
MICROSOFT CORP | 827,237 | $400.1M | 2.3% | $213.78 | +128.02% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.1M | $380.2M | 2.2% | $156.55 | +123.48% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 533,639 | $352.2M | 2.0% | $236.15 | +182.00% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.2M | $336M | 1.9% | $201.84 | +34.32% | 28 qtrssince 2019-Q1 | Increased 55 |
ABBVIE INC | 1.4M | $309.4M | 1.8% | $120.01 | +85.99% | 28 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 901,255 | $290.4M | 1.7% | $124.65 | +158.31% | 23 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 778,823 | $243.8M | 1.4% | $117.68 | +166.69% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 877,226 | $225.4M | 1.3% | $141.85 | +80.72% | 28 qtrssince 2019-Q1 | Decreased 0 |
HCA HOLDINGS INC | 472,739 | $220.7M | 1.3% | $289.67 | +63.38% | 11 qtrssince 2023-Q2 | Decreased 0 |
REGENERON PHARMACEUTICALS | 281,335 | $217.2M | 1.2% | $834.25 | -7.23% | 8 qtrssince 2024-Q1 | Increased 52 |
UBER TECHNOLOGIES INC | 2.6M | $209.3M | 1.2% | $68.02 | +20.72% | 14 qtrssince 2022-Q3 | Increased 49 |
MONSTER BEVERAGE CORP | 2.5M | $188.4M | 1.1% | $53.83 | +42.44% | 25 qtrssince 2019-Q4 | Decreased 0 |
BOOKING HOLDINGS INC | 34,818 | $186.5M | 1.1% | $164.95 | +29.57% | 28 qtrssince 2019-Q1 | Increased 64 |
ACCENTURE PLC-CL A | 692,219 | $185.7M | 1.1% | $264.56 | -0.64% | 28 qtrssince 2019-Q1 | Increased 77 |
CISCO SYSTEMS INC | 2.4M | $182.9M | 1.0% | $49.52 | +53.31% | 28 qtrssince 2019-Q1 | Increased 56 |
AMERICAN EXPRESS CO | 490,765 | $181.6M | 1.0% | $160.31 | +132.41% | 28 qtrssince 2019-Q1 | Decreased 0 |
ULTA BEAUTY INC | 291,916 | $176.6M | 1.0% | $447.05 | +35.75% | 25 qtrssince 2019-Q4 | Decreased 0 |
QUALCOMM INC | 1M | $176.3M | 1.0% | $140.05 | +23.99% | 16 qtrssince 2022-Q1 | Decreased 0 |
NETAPP INC | 1.6M | $175.3M | 1.0% | $70.48 | +53.09% | 16 qtrssince 2022-Q1 | Decreased 0 |
Epoch Investment Partners, Inc. manages $17.6B across 247 positions as of Q4 2025. Top holdings: NVDA (2.3%), MSFT (2.3%), AVGO (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 13 new positions, 40 exits, 75 increased. Top move: ACN (INCREASED, conviction 77). Portfolio: $17.6B across 247 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