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CIK: 0001305841
Total reported value
$17.6B
$17.6B
277 檔
12.5%
In Q2 2025, Epoch Investment Partners, Inc.'s U.S. equity holdings reached a combined market value of $17.6B, distributed across 277 disclosed stock positions.
In Q2 2025, Epoch Investment Partners, Inc. adopted a defensive or profit-taking posture, trimming 120 positions and completely liquidating 11 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including META, MSFT, AVGO) accounted for 12.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
TPL
市值: $92.2M
Top Position Liquidated / Trimmed
GEHC
前期市值: $65.3M
Showing top 200 holdings (of 277 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.85% | -0.40% | -6.83% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | +0.15% | -6.43% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.27% | +0.09% | -2.81% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.07% | -0.17% | -13.67% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | -0.04% | +21.08% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 1.30% | -0.01% | +67.92% | |
| 7 | UBER | Uber Technologies Inc | Stock-Industrials | 1.27% | -0.25% | +74.14% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.63% | -14.29% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 1.23% | +0.52% | +2.26% | |
| 10 | PAYX | Paychex Inc | Stock-Tech | 1.23% | -0.29% | EXIT | |
| 11 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.23% | -0.58% | -10.63% | |
| 12 | MKL | Markel Group Inc | Stock-Financials | 1.18% | -0.43% | +5.78% | |
| 13 | KLAC | Kla CORP | Stock-Tech | 1.14% | +0.72% | -2.26% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.13% | -0.08% | -1.99% | |
| 15 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.12% | -0.02% | -1.02% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.12% | -0.10% | EXIT | |
| 17 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.10% | -0.05% | -8.39% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.07% | -0.01% | -12.00% | |
| 19 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.04% | +0.19% | -6.49% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 1.04% | +0.64% | +9.72% | |
| 21 | ZTS | Zoetis Inc | Stock-Healthcare | 1.00% | -0.33% | -13.10% | |
| 22 | NTAP | Netapp Inc | Stock-Tech | 1.00% | +0.21% | +3.79% | |
| 23 | ANET | Arista Networks Inc | Stock-Tech | 0.99% | +0.13% | +18.16% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 0.98% | +0.01% | +4.97% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.11% | -4.71% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.96% | -0.36% | +19.41% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.16% | -31.66% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.06% | -15.34% | |
| 29 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.90% | -0.05% | -16.97% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.70% | -21.99% | |
| 31 | FAST | Fastenal Co | Stock-Industrials | 0.88% | -0.14% | +96.60% | |
| 32 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.86% | -0.13% | +0.58% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.17% | +35.36% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.04% | -15.77% | |
| 35 | CVS | Cvs Health CORP | Stock-Healthcare | 0.81% | +0.28% | +26.44% | |
| 36 | FN | Fabrinet | Stock-Tech | 0.80% | -0.15% | +34.11% | |
| 37 | NVR | Nvr Inc | Stock-Consumer Disc | 0.78% | -0.10% | -4.76% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.77% | +0.23% | -15.18% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | +0.11% | -15.37% | |
| 40 | PCAR | Paccar Inc | Stock-Industrials | 0.75% | -0.08% | -15.32% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.75% | +0.21% | -3.86% | |
| 42 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.72% | +0.39% | +11.36% | |
| 43 | MTD | Mettler-toledo International | Stock-Healthcare | 0.72% | +0.13% | -0.71% | |
| 44 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.71% | -0.08% | -12.44% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | +0.14% | +2.51% | |
| 46 | CPRT | Copart Inc | Stock-Industrials | 0.70% | -0.14% | -1.57% | |
| 47 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.70% | -0.08% | +24.69% | |
| 48 | EME | Emcor Group Inc | Stock-Industrials | 0.69% | -0.04% | +6.52% | |
| 49 | EHC | Encompass Health CORP | Stock-Healthcare | 0.67% | -0.02% | -4.19% | |
| 50 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.67% | -0.17% | -26.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | -2.81% | Trim |
| 2 | UBER | Uber Technologies Inc | +0.7% | +74.14% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | -6.43% | Trim |
| 4 | TPL | Texas Pacific Land CORP | +0.5% | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | +0.5% | -6.83% | Trim |
| 6 | ABBV | Abbvie Inc | +0.4% | +67.92% | Add |
| 7 | GILD | Gilead Sciences Inc | +0.4% | +646.07% | Add |
| 8 | FN | Fabrinet | +0.4% | +34.11% | Add |
| 9 | AMZN | Amazon.com Inc | +0.4% | +21.08% | Add |
| 10 | ANET | Arista Networks Inc | +0.4% | +18.16% | Add |
| 11 | LRCX | Lam Research CORP | +0.3% | +9.72% | Add |
| 12 | BKNG | Booking Holdings Inc | +0.3% | +19.41% | Add |
| 13 | CORT | Corcept Therapeutics Inc | +0.3% | NEW | New buy |
| 14 | AMAT | Applied Materials Inc | +0.3% | +2.26% | Add |
| 15 | IDXX | Idexx Laboratories Inc | +0.3% | +24.69% | Add |
| 16 | APP | Applovin Corp-class A | +0.3% | NEW | New buy |
| 17 | KLAC | Kla CORP | +0.3% | -2.26% | Trim |
| 18 | NVDA | Nvidia CORP | +0.3% | -14.29% | Trim |
| 19 | EME | Emcor Group Inc | +0.2% | +6.52% | Add |
| 20 | AMT | American Tower CORP | +0.2% | +331.20% | Add |
| 21 | DELL | Dell Technologies -c | +0.2% | +19.77% | Add |
| 22 | NTAP | Netapp Inc | +0.2% | +3.79% | Add |
| 23 | QXO | Qxo Inc | +0.2% | NEW | New buy |
| 24 | ULTA | Ulta Beauty Inc | +0.2% | +0.58% | Add |
| 25 | CVS | Cvs Health CORP | +0.2% | +26.44% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +35.36% | Add |
| 27 | AXP | American Express Co | +0.2% | -1.99% | Trim |
| 28 | CASY | Casey's General Stores Inc | +0.1% | +1281.39% | Add |
| 29 | VTR | Ventas Inc | +0.1% | NEW | New buy |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | NEW | New buy |
| 31 | HPE | Hewlett Packard Enterprise | +0.1% | +0.47% | Add |
| 32 | MKL | Markel Group Inc | +0.1% | +5.78% | Add |
| 33 | LPLA | Lpl Financial Holdings Inc | +0.1% | -1.02% | Trim |
| 34 | HAS | Hasbro Inc | +0.1% | +14.51% | Add |
| 35 | DECK | Deckers Outdoor CORP | +0.1% | +35.80% | Add |
| 36 | BEPC | Brookfield Renewable CORP | +0.1% | +110.88% | Add |
| 37 | APH | Amphenol Corp-cl A | +0.1% | -6.51% | Trim |
| 38 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -15.18% | Trim |
| 39 | MCHP | Microchip Technology Inc | +0.1% | +0.49% | Add |
| 40 | EA | Electronic Arts Inc | +0.1% | +17.46% | Add |
| 41 | EHC | Encompass Health CORP | +0.1% | -4.19% | Trim |
| 42 | MEDP | Medpace Holdings Inc | +0.1% | +11.36% | Add |
| 43 | URI | United Rentals Inc | +0.1% | +0.55% | Add |
| 44 | MANH | Manhattan Associates Inc | +0.1% | +16.07% | Add |
| 45 | QCOM | Qualcomm Inc | +0.1% | +4.97% | Add |
| 46 | CUBE | Cubesmart | +0.1% | +182.40% | Add |
| 47 | LNG | Cheniere Energy Inc | +0.1% | +10.37% | Add |
| 48 | KDP | Keurig Dr Pepper Inc | +0.1% | NEW | New buy |
| 49 | ETN | Eaton Corporation plc | +0.1% | +4.72% | Add |
| 50 | ADBE | Adobe Inc | +0.1% | +12.58% | Add |
According to official SEC Form 13F filings, Epoch Investment Partners, Inc. reported a total U.S. public equity portfolio value of $17.6B across 277 disclosed positions in Q2 2025.
During Q2 2025, Epoch Investment Partners, Inc.'s top holdings by market value included META (2.9%)、MSFT (2.8%)、AVGO (2.3%). The largest single position, META, represented 2.9% of total portfolio value.
In Q2 2025, Epoch Investment Partners, Inc. made 200 total portfolio adjustments, initiating 10 new buys, adding to 59 positions, trimming 120 holdings, and fully liquidating 11 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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