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CIK: 0001305841
Total reported value
$17.6B
$17.6B
278 檔
10.8%
As reported in its official Q1 2025 Form 13F filing, Epoch Investment Partners, Inc.'s tracked investment portfolio stood at $17.6B with 278 total positions.
In Q1 2025, Epoch Investment Partners, Inc. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 278 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.40% | -0.40% | -5.25% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | +0.15% | -0.45% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.17% | -6.91% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.65% | +0.06% | -14.52% | |
| 5 | PAYX | Paychex Inc | Stock-Tech | 1.47% | -0.29% | EXIT | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | +0.09% | -33.28% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.38% | +0.16% | -31.76% | |
| 8 | UNP | Union Pacific CORP | Stock-Industrials | 1.32% | -0.10% | EXIT | |
| 9 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.25% | -0.58% | -8.14% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.23% | +0.70% | -21.11% | |
| 11 | ZTS | Zoetis Inc | Stock-Healthcare | 1.22% | -0.33% | +0.38% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.20% | -0.01% | -6.64% | |
| 13 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.16% | -0.05% | +0.01% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.09% | -0.06% | -1.49% | |
| 15 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.09% | -0.05% | -10.40% | |
| 16 | MKL | Markel Group Inc | Stock-Financials | 1.05% | -0.43% | +49.54% | |
| 17 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.04% | +0.19% | -1.85% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.63% | +17.64% | |
| 19 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.99% | -0.02% | -19.30% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.11% | -15.38% | |
| 21 | AXP | American Express Co | Stock-Financials | 0.98% | -0.08% | -12.02% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.04% | -4.81% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.96% | +0.52% | +3.48% | |
| 24 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.91% | -0.08% | +25.54% | |
| 25 | PCAR | Paccar Inc | Stock-Industrials | 0.91% | -0.08% | -4.09% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.90% | +0.01% | -1.75% | |
| 27 | KLAC | Kla CORP | Stock-Tech | 0.89% | +0.72% | -3.45% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | -0.01% | -1.14% | |
| 29 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.86% | -0.17% | -14.24% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.04% | +2.41% | |
| 31 | FAST | Fastenal Co | Stock-Industrials | 0.82% | -0.14% | -8.65% | |
| 32 | CPRT | Copart Inc | Stock-Industrials | 0.82% | -0.14% | -7.09% | |
| 33 | NVR | Nvr Inc | Stock-Consumer Disc | 0.80% | -0.10% | -2.38% | |
| 34 | CHE | Chemed CORP | Stock-Healthcare | 0.80% | +0.14% | -0.60% | |
| 35 | NTAP | Netapp Inc | Stock-Tech | 0.79% | +0.21% | -3.30% | |
| 36 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.79% | -0.04% | -1.68% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.77% | +0.20% | NEW | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.77% | -0.07% | -5.28% | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.76% | — | -1.49% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | +0.11% | -23.85% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.14% | -7.38% | |
| 42 | MTD | Mettler-toledo International | Stock-Healthcare | 0.73% | +0.13% | +26.33% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.71% | +0.64% | +8.22% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.17% | -10.52% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.69% | +0.21% | -4.66% | |
| 46 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.69% | -0.07% | -5.26% | |
| 47 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.68% | -0.46% | +5.17% | |
| 48 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.68% | -0.05% | -12.21% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.68% | -0.04% | -9.32% | |
| 50 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.67% | -0.13% | -2.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 5 | PAYX | Paychex Inc | — | NEW | New buy |
| 6 | AVGO | Broadcom Inc | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 8 | UNP | Union Pacific CORP | — | NEW | New buy |
| 9 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 10 | AAPL | Apple Inc | — | NEW | New buy |
| 11 | ZTS | Zoetis Inc | — | NEW | New buy |
| 12 | CRM | Salesforce Inc | — | NEW | New buy |
| 13 | YUM | Yum! Brands Inc | — | NEW | New buy |
| 14 | MA | Mastercard Inc - A | — | NEW | New buy |
| 15 | AMP | Ameriprise Financial Inc | — | NEW | New buy |
| 16 | MKL | Markel Group Inc | — | NEW | New buy |
| 17 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 18 | NVDA | Nvidia CORP | — | NEW | New buy |
| 19 | LPLA | Lpl Financial Holdings Inc | — | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 21 | AXP | American Express Co | — | NEW | New buy |
| 22 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 23 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 24 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 25 | PCAR | Paccar Inc | — | NEW | New buy |
| 26 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 27 | KLAC | Kla CORP | — | NEW | New buy |
| 28 | ABBV | Abbvie Inc | — | NEW | New buy |
| 29 | KO | The Coca-Cola Company | — | NEW | New buy |
| 30 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 31 | FAST | Fastenal Co | — | NEW | New buy |
| 32 | CPRT | Copart Inc | — | NEW | New buy |
| 33 | NVR | Nvr Inc | — | NEW | New buy |
| 34 | CHE | Chemed CORP | — | NEW | New buy |
| 35 | NTAP | Netapp Inc | — | NEW | New buy |
| 36 | DPZ | Domino's Pizza Inc | — | NEW | New buy |
| 37 | SBUX | Starbucks CORP | — | NEW | New buy |
| 38 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 39 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 40 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 41 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 42 | MTD | Mettler-toledo International | — | NEW | New buy |
| 43 | LRCX | Lam Research CORP | — | NEW | New buy |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 45 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 46 | HESM | Hess Midstream LP - Class A | — | NEW | New buy |
| 47 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 48 | VRSK | Verisk Analytics Inc | — | NEW | New buy |
| 49 | PM | Philip Morris International | — | NEW | New buy |
| 50 | ULTA | Ulta Beauty Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Epoch Investment Partners, Inc. reported a total U.S. public equity portfolio value of $17.6B across 278 disclosed positions in Q1 2025.
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 META, MSFT, JPM) accounted for 10.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
META
市值: $462.2M
During Q1 2025, Epoch Investment Partners, Inc.'s top holdings by market value included META (2.4%)、MSFT (2.3%)、JPM (2.0%). The largest single position, META, represented 2.4% of total portfolio value.
In Q1 2025, Epoch Investment Partners, Inc. made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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