Epoch Investment Partners, Inc. Top Holdings and 13F Report (2025) About Epoch Investment Partners, Inc.Investment ActivityEpoch Investment Partners, Inc. has $19.33 billion in total holdings as of June 30, 2025.Epoch Investment Partners, Inc. owns shares of 277 different stocks, but just 105 companies or ETFs make up 80% of its holdings.Approximately 7.39% of the portfolio was purchased this quarter.About 12.22% of the portfolio was sold this quarter.This quarter, Epoch Investment Partners, Inc. has purchased 278 new stocks and bought additional shares in 75 stocks.Epoch Investment Partners, Inc. sold shares of 152 stocks and completely divested from 20 stocks this quarter.Largest Holdings Meta Platforms $551,483,873Microsoft $540,020,628Broadcom $439,481,199JPMorgan Chase & Co. $399,762,118Amazon.com $260,480,431 Largest New Holdings this Quarter 88262P102 - Texas Pacific Land $92,166,858 Holding218352102 - Corcept Therapeutics $56,180,654 Holding03831W108 - APPLOVIN CORP $49,867,495 Holding82846H405 - QXO INC $38,105,875 Holding92276F100 - Ventas $26,775,537 Holding Largest Purchases this Quarter Uber Technologies 1,117,715 shares (about $104.28M)O'Reilly Automotive 1,136,175 shares (about $102.40M)AbbVie 549,513 shares (about $102.00M)Texas Pacific Land 87,247 shares (about $92.17M)Fastenal 1,979,654 shares (about $83.15M) Largest Sales this Quarter UnitedHealth Group 499,798 shares (about $155.92M)Starbucks 1,114,119 shares (about $102.09M)Visa 239,839 shares (about $85.15M)Alphabet 434,308 shares (about $77.04M)JPMorgan Chase & Co. 218,411 shares (about $63.32M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEpoch Investment Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$551,483,873$40,402,309 ▼-6.8%747,1772.9%Computer and TechnologyMSFTMicrosoft$540,020,628$37,130,662 ▼-6.4%1,085,6652.8%Computer and TechnologyAVGOBroadcom$439,481,199$12,704,157 ▼-2.8%1,594,3452.3%Computer and TechnologyJPMJPMorgan Chase & Co.$399,762,118$63,319,533 ▼-13.7%1,378,9182.1%FinanceAMZNAmazon.com$260,480,431$45,352,740 ▲21.1%1,187,2941.3%Retail/WholesaleABBVAbbVie$252,174,793$102,000,603 ▲67.9%1,358,5541.3%MedicalUBERUber Technologies$244,934,892$104,282,810 ▲74.1%2,625,2401.3%Computer and TechnologyNVDANVIDIA$243,395,444$40,590,317 ▼-14.3%1,540,5751.3%Computer and TechnologyAMATApplied Materials$238,163,635$5,267,473 ▲2.3%1,300,9431.2%Computer and TechnologyPAYXPaychex$237,967,323$29,843,737 ▼-11.1%1,635,9641.2%Computer and TechnologyHCAHCA Healthcare$237,922,722$28,295,766 ▼-10.6%621,0461.2%MedicalMKLMarkel Group$228,224,346$12,471,516 ▲5.8%114,2631.2%Multi-Sector ConglomeratesKLACKLA$221,016,680$5,112,884 ▼-2.3%246,7421.1%Computer and TechnologyAXPAmerican Express$218,543,086$4,431,908 ▼-2.0%685,1311.1%FinanceLPLALPL Financial$217,340,111$2,229,572 ▼-1.0%579,6201.1%FinanceUNPUnion Pacific$216,858,453$31,373,939 ▼-12.6%942,5351.1%TransportationAMPAmeriprise Financial$212,122,983$19,434,177 ▼-8.4%397,4351.1%FinanceCRMSalesforce$207,408,559$28,277,953 ▼-12.0%760,6021.1%Computer and TechnologyMNSTMonster Beverage$201,444,790$13,970,098 ▼-6.5%3,215,9131.0%Consumer StaplesLAM RESEARCH CORP$200,196,842$17,729,800 ▲9.7%2,056,6761.0%COM NEWZTSZoetis$194,012,560$29,245,303 ▼-13.1%1,244,0691.0%MedicalNTAPNetApp$192,937,756$7,037,095 ▲3.8%1,810,7721.0%Computer and TechnologyARISTA NETWORKS INC$191,805,672$29,478,989 ▲18.2%1,874,7501.0%COM SHSQCOMQUALCOMM$189,592,978$8,978,123 ▲5.0%1,190,4621.0%Computer and TechnologyCOSTCostco Wholesale$188,182,644$9,303,456 ▼-4.7%190,0951.0%Retail/WholesaleBKNGBooking$185,956,178$30,231,411 ▲19.4%32,1211.0%Retail/WholesaleVVisa$183,829,978$85,154,837 ▼-31.7%517,7581.0%Business ServicesMAMastercard$182,473,158$33,074,665 ▼-15.3%324,7200.9%Business ServicesYUMYum! Brands$174,523,737$35,667,667 ▼-17.0%1,177,7820.9%Retail/WholesaleAAPLApple$170,766,888$48,148,269 ▼-22.0%832,3190.9%Computer and TechnologyFASTFastenal$169,220,730$83,145,468 ▲96.6%4,029,0650.9%Retail/WholesaleULTAUlta Beauty$167,025,306$964,177 ▲0.6%357,0290.9%Retail/WholesaleBRK.BBerkshire Hathaway$166,805,646$43,571,626 ▲35.4%343,3840.9%FinanceGOOGLAlphabet$157,636,149$29,510,947 ▼-15.8%894,4910.8%Computer and TechnologyCVSCVS Health$155,758,633$32,575,115 ▲26.4%2,258,0260.8%MedicalFNFabrinet$153,830,916$39,127,610 ▲34.1%522,0270.8%Computer and TechnologyNVRNVR$150,549,293$7,518,602 ▼-4.8%20,3840.8%ConstructionTSMTaiwan Semiconductor Manufacturing$148,068,064$26,500,915 ▼-15.2%653,7510.8%Computer and TechnologyIBMInternational Business Machines$146,745,022$26,657,840 ▼-15.4%497,8120.8%Computer and TechnologyPCARPACCAR$144,509,547$26,153,953 ▼-15.3%1,520,1930.7%Auto/Tires/TrucksCSCOCisco Systems$144,064,101$5,780,325 ▼-3.9%2,076,4500.7%Computer and TechnologyMEDPMedpace$139,740,202$14,260,229 ▲11.4%445,2310.7%MedicalMTDMettler-Toledo International$139,117,391$990,289 ▼-0.7%118,4260.7%MedicalMMCMarsh & McLennan Companies$137,993,980$19,609,166 ▼-12.4%631,1470.7%FinanceLLYEli Lilly and Company$136,692,925$3,351,199 ▲2.5%175,3530.7%MedicalCPRTCopart$135,481,141$2,166,882 ▼-1.6%2,760,9770.7%Business ServicesIDXXIDEXX Laboratories$134,401,977$26,615,336 ▲24.7%250,5910.7%MedicalEMEEMCOR Group$134,300,182$8,218,050 ▲6.5%251,0800.7%ConstructionEHCEncompass Health$129,969,405$5,689,909 ▼-4.2%1,059,8500.7%MedicalCOCA-COLA EUROPACIFIC PARTNE$129,478,567$46,549,335 ▼-26.4%1,396,4470.7%SHSADPAutomatic Data Processing$126,665,123$3,564,179 ▼-2.7%410,7170.7%Computer and TechnologyEXPDExpeditors International of Washington$121,657,971$5,884,218 ▲5.1%1,064,8400.6%TransportationTJXTJX Companies$121,271,008$2,844,839 ▼-2.3%982,0310.6%Retail/WholesaleVRSKVerisk Analytics$119,137,537$18,293,461 ▼-13.3%382,4640.6%Business ServicesDECKDeckers Outdoor$118,563,276$31,258,039 ▲35.8%1,150,3180.6%Retail/WholesaleCHEChemed$115,595,721$6,482,986 ▼-5.3%237,3970.6%MedicalVRSNVeriSign$113,669,370$19,796,085 ▼-14.8%393,5920.6%Computer and TechnologyPMPhilip Morris International$113,619,615$36,189,231 ▼-24.2%623,8380.6%Consumer StaplesDELLDell Technologies$112,760,615$18,615,094 ▲19.8%919,7440.6%Computer and TechnologyDOMINOS PIZZA INC$112,084,046$36,532,395 ▼-24.6%248,7440.6%COMMETMetLife$111,734,262$3,094,562 ▼-2.7%1,389,3840.6%FinanceORLYO'Reilly Automotive$111,684,409$102,403,453 ▲1,103.4%1,239,1480.6%Retail/WholesaleREGNRegeneron Pharmaceuticals$106,604,925$2,309,475 ▼-2.1%203,0570.6%MedicalHESMHess Midstream Partners$106,274,122$14,470,556 ▼-12.0%2,759,6500.5%EnergyEXPEagle Materials$106,071,977$10,167,346 ▼-8.7%524,8230.5%ConstructionHPEHewlett Packard Enterprise$103,607,532$488,039 ▲0.5%5,066,3830.5%Computer and TechnologyPOSTPost$103,003,585$3,188,037 ▲3.2%944,7270.5%Consumer StaplesVIPER ENERGY INC$102,475,939$11,315,039 ▲12.4%2,687,5410.5%CL ACHENIERE ENERGY INC$102,294,960$9,611,004 ▲10.4%420,0680.5%COM NEWADBEAdobe$102,102,275$11,409,091 ▲12.6%263,9120.5%Computer and TechnologyCMICummins$101,111,040$4,554,543 ▼-4.3%308,7360.5%Auto/Tires/TrucksLINDE PLC$96,271,982$25,848,064 ▼-21.2%205,1920.5%SHSBACBank of America$96,217,885$4,945,271 ▼-4.9%2,033,3450.5%FinanceGILDGilead Sciences$95,156,838$82,402,464 ▲646.1%858,2740.5%MedicalTAT&T$94,784,491$4,216,153 ▼-4.3%3,275,2070.5%Computer and TechnologyHASHasbro$94,502,003$11,973,678 ▲14.5%1,280,1680.5%Consumer DiscretionaryURIUnited Rentals$94,071,784$514,572 ▲0.6%124,8630.5%ConstructionVZVerizon Communications$93,294,577$6,304,439 ▲7.2%2,156,1030.5%Computer and TechnologyAZNAstraZeneca$92,470,037$47,059,358 ▼-33.7%1,323,2690.5%MedicalTPLTexas Pacific Land$92,166,858$92,166,858 ▲New Holding87,2470.5%EnergyKVUEKenvue$90,170,772$10,179,619 ▼-10.1%4,308,2070.5%Consumer StaplesACNAccenture$87,807,606$5,521,993 ▲6.7%293,7790.5%Computer and TechnologyADIAnalog Devices$87,785,108$6,147,105 ▼-6.5%368,8140.5%Computer and TechnologyETREntergy$87,689,273$15,045,136 ▼-14.6%1,054,9720.5%UtilitiesTXNTexas Instruments$86,270,886$40,833,456 ▼-32.1%415,5230.4%Computer and TechnologyMSMMSC Industrial Direct$85,253,210$7,412,299 ▼-8.0%1,002,7430.4%IndustrialsUTHRUnited Therapeutics$83,760,801$1,615,194 ▲2.0%291,4940.4%MedicalRSReliance$83,446,548$433,182 ▲0.5%265,8380.4%Basic MaterialsGNTXGentex$82,767,964$12,309,628 ▼-12.9%3,763,8910.4%Auto/Tires/TrucksMDTMedtronic$82,350,632$649,591 ▼-0.8%944,7130.4%MedicalTKO GROUP HOLDINGS INC$82,089,472$10,268,348 ▼-11.1%451,1650.4%CL AEAElectronic Arts$81,044,876$12,045,692 ▲17.5%507,4820.4%Consumer DiscretionaryAEPAmerican Electric Power$80,424,376$3,601,925 ▼-4.3%775,1000.4%UtilitiesWMTWalmart$80,168,062$8,223,396 ▼-9.3%819,8820.4%Retail/WholesaleWSTWest Pharmaceutical Services$79,044,782$6,886,074 ▲9.5%361,2650.4%MedicalLAZARD INC$78,840,305$231,408 ▼-0.3%1,643,1910.4%COMUSBU.S. Bancorp$77,672,983$4,192,910 ▼-5.1%1,716,5300.4%FinanceJNJJohnson & Johnson$75,362,726$3,334,533 ▲4.6%493,3730.4%MedicalEMREmerson Electric$74,871,728$2,589,535 ▼-3.3%561,5520.4%IndustrialsVICIVICI Properties$74,357,177$3,883,312 ▼-5.0%2,280,8950.4%FinanceShowing largest 100 holdings. 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