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CIK: 0001305841
Total reported value
$17.6B
$17.6B
247 檔
10.6%
During the Q4 2025 filing period, Epoch Investment Partners, Inc. (CIK: 0001305841) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $17.6B across 247 reported positions.
In Q4 2025, Epoch Investment Partners, Inc. adopted a defensive or profit-taking posture, trimming 112 positions and completely liquidating 15 holdings to manage risk exposure.
Showing top 200 holdings (of 247 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.27% | +0.63% | +10.98% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | +0.15% | -8.53% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.16% | +0.09% | -16.73% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.00% | -0.40% | -7.53% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.91% | +0.70% | +13.29% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 1.76% | -0.01% | -9.53% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.17% | -7.82% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +0.04% | -8.32% | |
| 9 | AMAT | Applied Materials Inc | Stock-Tech | 1.28% | +0.52% | -28.88% | |
| 10 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.25% | -0.58% | -6.49% | |
| 11 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.23% | -0.46% | +8.56% | |
| 12 | UBER | Uber Technologies Inc | Stock-Industrials | 1.19% | -0.25% | +1.37% | |
| 13 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.07% | +0.19% | -17.91% | |
| 14 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.06% | -0.36% | +40.08% | |
| 15 | ACN | Accenture plc | Stock-Tech | 1.06% | -0.31% | +96.19% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.04% | +0.21% | +17.55% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.03% | -0.08% | -8.34% | |
| 18 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 1.00% | -0.13% | -4.61% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.00% | +0.01% | -11.46% | |
| 20 | NTAP | Netapp Inc | Stock-Tech | 1.00% | +0.21% | -4.20% | |
| 21 | EME | Emcor Group Inc | Stock-Industrials | 0.98% | -0.04% | -0.81% | |
| 22 | FN | Fabrinet | Stock-Tech | 0.97% | -0.15% | -4.20% | |
| 23 | CVS | Cvs Health CORP | Stock-Healthcare | 0.94% | +0.28% | -7.05% | |
| 24 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.94% | -0.02% | -4.19% | |
| 25 | KLAC | Kla CORP | Stock-Tech | 0.91% | +0.72% | -40.70% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.90% | -0.06% | -7.14% | |
| 27 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.87% | -0.05% | -6.35% | |
| 28 | MKL | Markel Group Inc | Stock-Financials | 0.86% | -0.43% | -8.61% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.14% | -19.47% | |
| 30 | MTD | Mettler-toledo International | Stock-Healthcare | 0.86% | +0.13% | -7.49% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.85% | +0.23% | -9.53% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | +0.11% | +0.55% | |
| 33 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.84% | -0.04% | +12.08% | |
| 34 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.83% | -0.05% | -8.38% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | -0.04% | -13.48% | |
| 36 | ZTS | Zoetis Inc | Stock-Healthcare | 0.81% | -0.33% | -2.86% | |
| 37 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.79% | +0.32% | -3.92% | |
| 38 | FAST | Fastenal Co | Stock-Industrials | 0.79% | -0.14% | -3.34% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | -0.10% | -5.02% | |
| 40 | CHE | Chemed CORP | Stock-Healthcare | 0.78% | +0.14% | +4.92% | |
| 41 | PCAR | Paccar Inc | Stock-Industrials | 0.78% | -0.08% | -7.43% | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.76% | -0.08% | +5.39% | |
| 43 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.75% | -0.08% | -15.55% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.16% | -10.15% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.11% | -11.61% | |
| 46 | LRCX | Lam Research CORP | Stock-Tech | 0.75% | +0.64% | -55.11% | |
| 47 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.75% | +0.27% | +7.08% | |
| 48 | CPRT | Copart Inc | Stock-Industrials | 0.75% | -0.14% | +5.50% | |
| 49 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.74% | -0.12% | -14.71% | |
| 50 | ANET | Arista Networks Inc | Stock-Tech | 0.72% | +0.13% | -23.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACN | Accenture plc | +0.6% | +96.19% | Add |
| 2 | CMG | Chipotle Mexican Grill Inc | +0.5% | +327.57% | Add |
| 3 | REGN | Regeneron Pharmaceuticals | +0.4% | +8.56% | Add |
| 4 | ODFL | Old Dominion Freight Line | +0.4% | +113.04% | Add |
| 5 | AAPL | Apple Inc | +0.4% | +13.29% | Add |
| 6 | BKNG | Booking Holdings Inc | +0.3% | +40.08% | Add |
| 7 | NVDA | Nvidia CORP | +0.3% | +10.98% | Add |
| 8 | CSCO | Cisco Systems Inc | +0.3% | +17.55% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | -8.32% | Trim |
| 10 | WSO | Watsco Inc | +0.2% | +328.42% | Add |
| 11 | NOW | Servicenow Inc | +0.2% | +1618.45% | Add |
| 12 | FN | Fabrinet | +0.2% | -4.20% | Trim |
| 13 | MANH | Manhattan Associates Inc | +0.2% | +70.26% | Add |
| 14 | AGX | Argan Inc | +0.2% | +51.06% | Add |
| 15 | CVX | Chevron CORP | +0.1% | +33.53% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -6.04% | Trim |
| 17 | DECK | Deckers Outdoor CORP | +0.1% | +12.08% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | -19.47% | Trim |
| 19 | JKHY | Jack Henry & Associates Inc | +0.1% | +13.03% | Add |
| 20 | AEP | American Electric Power | +0.1% | +19.11% | Add |
| 21 | WAT | Waters CORP | +0.1% | +1.07% | Add |
| 22 | MGY | Magnolia Oil & Gas CORP - A | +0.1% | +28.79% | Add |
| 23 | HII | Huntington Ingalls Industrie | +0.1% | +83.20% | Add |
| 24 | JLL | Jones Lang Lasalle Inc | +0.1% | +95.75% | Add |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +2.50% | Add |
| 26 | BMY | Bristol-myers Squibb Co | +0.1% | +12.63% | Add |
| 27 | MCK | Mckesson CORP | +0.1% | +56.12% | Add |
| 28 | MLI | Mueller Industries Inc | +0.1% | +73.03% | Add |
| 29 | BEPC | Brookfield Renewable CORP | +0.1% | +30.31% | Add |
| 30 | EPAM | Epam Systems Inc | +0.1% | -0.55% | Trim |
| 31 | ADI | Analog Devices Inc | +0.1% | +2.98% | Add |
| 32 | OMC | Omnicom Group | +0.1% | +24.30% | Add |
| 33 | MCHP | Microchip Technology Inc | +0.1% | +16.53% | Add |
| 34 | COLB | Columbia Banking System Inc | +0.1% | +9.76% | Add |
| 35 | ULTA | Ulta Beauty Inc | +0.1% | -4.61% | Trim |
| 36 | PFE | Pfizer Inc | +0.1% | +26.27% | Add |
| 37 | USB | US Bancorp | +0.1% | +2.15% | Add |
| 38 | HESM | Hess Midstream LP - Class A | +0.1% | +12.06% | Add |
| 39 | TPL | Texas Pacific Land CORP | +0.1% | +252.93% | Add |
| 40 | IBM | Intl Business Machines CORP | +0.1% | +0.55% | Add |
| 41 | MTD | Mettler-toledo International | +0.1% | -7.49% | Trim |
| 42 | HCA | Hca Healthcare Inc | +0.1% | -6.49% | Trim |
| 43 | WDAY | Workday Inc-class A | +0.1% | +108.55% | Add |
| 44 | MPLX | Mplx LP | +0.1% | +10.80% | Add |
| 45 | TFC | Truist Financial CORP | +0.1% | +7.91% | Add |
| 46 | VRSK | Verisk Analytics Inc | +0.1% | +24.03% | Add |
| 47 | TXN | Texas Instruments Inc | +0.1% | +14.22% | Add |
| 48 | HPE | Hewlett Packard Enterprise | +0.1% | +7.08% | Add |
| 49 | LPLA | Lpl Financial Holdings Inc | +0.1% | -4.19% | Trim |
| 50 | EOG | Eog Resources Inc | +0.1% | +24.34% | 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 247 disclosed positions in Q4 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 NVDA, MSFT, AVGO) accounted for 10.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
OKE
市值: $37.6M
Top Position Liquidated / Trimmed
EA
前期市值: $99.6M
During Q4 2025, Epoch Investment Partners, Inc.'s top holdings by market value included NVDA (2.3%)、MSFT (2.3%)、AVGO (2.2%). The largest single position, NVDA, represented 2.3% of total portfolio value.
In Q4 2025, Epoch Investment Partners, Inc. made 200 total portfolio adjustments, initiating 10 new buys, adding to 63 positions, trimming 112 holdings, and fully liquidating 15 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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