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CIK: 0001305841
Total reported value
$17.6B
$17.6B
281 檔
13.2%
According to the latest 13F quarterly dataset, Epoch Investment Partners, Inc. managed an equity portfolio of $17.6B at the end of Q4 2024, spanning 281 distinct U.S. exchange-listed positions.
In Q4 2024, Epoch Investment Partners, Inc. adopted a defensive or profit-taking posture, trimming 106 positions and completely liquidating 24 holdings to manage risk exposure.
Showing top 200 holdings (of 281 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 2.76% | +0.09% | -25.71% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.40% | -0.40% | -6.17% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | +0.15% | -15.59% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.99% | -0.17% | -12.93% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.75% | +0.06% | -8.83% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.70% | +0.16% | -5.06% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.64% | +0.70% | -18.27% | |
| 8 | CRM | Salesforce Inc | Stock-Tech | 1.50% | -0.01% | +20.41% | |
| 9 | PAYX | Paychex Inc | Stock-Tech | 1.27% | -0.29% | EXIT | |
| 10 | UNP | Union Pacific CORP | Stock-Industrials | 1.27% | -0.10% | EXIT | |
| 11 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.25% | -0.05% | +3.25% | |
| 12 | ANET | Arista Networks Inc | Stock-Tech | 1.24% | +0.13% | — | |
| 13 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.15% | -0.02% | +3.65% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.14% | -0.08% | -14.91% | |
| 15 | ZTS | Zoetis Inc | Stock-Healthcare | 1.13% | -0.33% | -10.08% | |
| 16 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.10% | -0.58% | +14.05% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | -0.04% | -5.64% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.05% | -0.11% | +2.08% | |
| 19 | NTAP | Netapp Inc | Stock-Tech | 1.01% | +0.21% | +0.04% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.63% | +3.74% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.99% | -0.06% | +4.83% | |
| 22 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.98% | -0.04% | -10.21% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.97% | +0.52% | -1.93% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.04% | -3.10% | |
| 25 | PCAR | Paccar Inc | Stock-Industrials | 0.94% | -0.08% | +20.79% | |
| 26 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.92% | -0.05% | -6.86% | |
| 27 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.89% | +0.19% | +4.18% | |
| 28 | NVR | Nvr Inc | Stock-Consumer Disc | 0.87% | -0.10% | -11.82% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | -0.12% | -3.12% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 0.86% | +0.01% | +3.82% | |
| 31 | CPRT | Copart Inc | Stock-Industrials | 0.84% | -0.14% | +1.32% | |
| 32 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.82% | -0.17% | -8.84% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | +0.11% | -7.11% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.80% | +0.72% | -3.05% | |
| 35 | FAST | Fastenal Co | Stock-Industrials | 0.78% | -0.14% | +5.16% | |
| 36 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.76% | -0.13% | +3.20% | |
| 37 | EXP | Eagle Materials Inc | Stock-Materials | 0.71% | +0.03% | +2.42% | |
| 38 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.71% | +0.39% | +5.26% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | -0.01% | -10.83% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.14% | -24.52% | |
| 41 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.68% | -0.04% | +4.22% | |
| 42 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.68% | -0.46% | +25.06% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.68% | +0.20% | NEW | |
| 44 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.67% | -0.05% | +4.85% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | +0.21% | +2.92% | |
| 46 | CHE | Chemed CORP | Stock-Healthcare | 0.65% | +0.14% | +5.07% | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.64% | — | +3.31% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.63% | -0.10% | -1.39% | |
| 49 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.62% | -0.07% | +2.60% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.17% | -16.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.2% | NEW | New buy |
| 2 | LRCX | Lam Research CORP | +0.6% | NEW | New buy |
| 3 | CRM | Salesforce Inc | +0.6% | +20.41% | Add |
| 4 | LPLA | Lpl Financial Holdings Inc | +0.4% | +3.65% | Add |
| 5 | KVUE | Kenvue Inc | +0.3% | NEW | New buy |
| 6 | BIPC | Brookfield Infrastructure-a | +0.3% | NEW | New buy |
| 7 | BEPC | Brookfield Renewable CORP | +0.3% | NEW | New buy |
| 8 | DVA | Davita Inc | +0.3% | NEW | New buy |
| 9 | PCAR | Paccar Inc | +0.3% | +20.79% | Add |
| 10 | AMP | Ameriprise Financial Inc | +0.3% | +3.25% | Add |
| 11 | V | Visa Inc-class A Shares | +0.3% | -5.06% | Trim |
| 12 | SB9 | Sitio Royalties Corp-a | +0.2% | +641.61% | Add |
| 13 | ETR | Entergy CORP | +0.2% | +186.61% | Add |
| 14 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 15 | NVDA | Nvidia CORP | +0.2% | +3.74% | Add |
| 16 | DECK | Deckers Outdoor CORP | +0.2% | -10.21% | Trim |
| 17 | AMZN | Amazon.com Inc | +0.2% | -5.64% | Trim |
| 18 | MA | Mastercard Inc - A | +0.2% | +4.83% | Add |
| 19 | PAYX | Paychex Inc | +0.2% | +2.67% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.10% | Trim |
| 21 | HPE | Hewlett Packard Enterprise | +0.2% | +24.12% | Add |
| 22 | ULTA | Ulta Beauty Inc | +0.2% | +3.20% | Add |
| 23 | MKL | Markel Group Inc | +0.1% | +10.83% | Add |
| 24 | CPRT | Copart Inc | +0.1% | +1.32% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -3.12% | Trim |
| 26 | GDDY | Godaddy Inc - Class A | +0.1% | +3.37% | Add |
| 27 | TKO | Tko Group Holdings Inc | +0.1% | +1.93% | Add |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +2.92% | Add |
| 29 | COST | Costco Wholesale CORP | +0.1% | +2.08% | Add |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | -12.93% | Trim |
| 31 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 32 | LNG | Cheniere Energy Inc | +0.1% | +5.91% | Add |
| 33 | GNTX | Gentex CORP | +0.1% | +15.98% | Add |
| 34 | EPAM | Epam Systems Inc | +0.1% | +12.14% | Add |
| 35 | FAST | Fastenal Co | +0.1% | +5.16% | Add |
| 36 | MNST | Monster Beverage CORP | +0.1% | +4.18% | Add |
| 37 | META | Meta Platforms Inc-class A | +0.1% | -6.17% | Trim |
| 38 | UBER | Uber Technologies Inc | +0.1% | +42.72% | Add |
| 39 | HESM | Hess Midstream LP - Class A | +0.1% | +5.28% | Add |
| 40 | VRSK | Verisk Analytics Inc | +0.1% | +4.85% | Add |
| 41 | MEDP | Medpace Holdings Inc | +0.1% | +5.26% | Add |
| 42 | JLL | Jones Lang Lasalle Inc | +0.1% | +33.92% | Add |
| 43 | SIRI | Sirius Xm Holdings Inc | +0.1% | +43.31% | Add |
| 44 | BKNG | Booking Holdings Inc | +0.1% | -1.93% | Trim |
| 45 | MPLX | Mplx LP | +0.1% | +13.31% | Add |
| 46 | WMB | Williams Cos Inc | +0.1% | -2.40% | Trim |
| 47 | WST | West Pharmaceutical Services | +0.1% | +3.80% | Add |
| 48 | EME | Emcor Group Inc | +0.1% | +4.76% | Add |
| 49 | ORLY | O'reilly Automotive Inc | +0.1% | +2.60% | Add |
| 50 | CMI | Cummins Inc | +0.1% | -2.33% | Trim |
According to official SEC Form 13F filings, Epoch Investment Partners, Inc. reported a total U.S. public equity portfolio value of $17.6B across 281 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, META, MSFT) accounted for 13.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $255.2M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $215.8M
During Q4 2024, Epoch Investment Partners, Inc.'s top holdings by market value included AVGO (2.8%)、META (2.4%)、MSFT (2.4%). The largest single position, AVGO, represented 2.8% of total portfolio value.
In Q4 2024, Epoch Investment Partners, Inc. made 200 total portfolio adjustments, initiating 10 new buys, adding to 60 positions, trimming 106 holdings, and fully liquidating 24 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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