Epoch Investment Partners, Inc. Top Holdings and 13F Report (2026) About Epoch Investment Partners, Inc.Investment ActivityEpoch Investment Partners, Inc. has $17.58 billion in total holdings as of June 30, 2026.Epoch Investment Partners, Inc. owns shares of 220 different stocks, but just 108 companies or ETFs make up 80% of its holdings.Approximately 9.07% of the portfolio was purchased this quarter.About 12.61% of the portfolio was sold this quarter.This quarter, Epoch Investment Partners, Inc. has purchased 234 new stocks and bought additional shares in 61 stocks.Epoch Investment Partners, Inc. sold shares of 149 stocks and completely divested from 24 stocks this quarter.Largest Holdings NVIDIA $504,450,701Apple $456,095,887Broadcom $351,142,046AbbVie $346,404,605Microsoft $338,273,560 Largest New Holdings this Quarter 835495102 - Sonoco Products $65,975,538 Holding494368103 - KIMBERLY-CLARK CORP $58,428,485 Holding512816109 - Lamar Advertising $51,199,655 Holding91529Y106 - Unum Group $38,851,274 Holding855244109 - Starbucks $35,301,638 Holding Largest Purchases this Quarter KLA 880,325 shares (about $265.60M)Apple 344,358 shares (about $99.64M)NVIDIA 400,600 shares (about $80.16M)Booking 406,570 shares (about $72.47M)Medpace 125,588 shares (about $66.51M) Largest Sales this Quarter Dell Technologies 432,909 shares (about $186.78M)Applied Materials 199,538 shares (about $144.27M)Advanced Micro Devices 165,637 shares (about $96.22M)Markel Group 36,017 shares (about $70.34M)Hewlett Packard Enterprise 1,335,929 shares (about $60.26M) 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 PortfolioSectorNVDANVIDIA$504,450,701$80,156,054 â–²18.9%2,521,1192.9%TechnologyAAPLApple$456,095,887$99,643,431 â–²28.0%1,576,2232.6%TechnologyAVGOBroadcom$351,142,046$33,973,702 â–¼-8.8%929,5622.0%TechnologyABBVAbbVie$346,404,605$32,600,969 â–¼-8.6%1,376,5882.0%HealthcareMSFTMicrosoft$338,273,560$44,086,488 â–²15.0%906,8511.9%TechnologyAMATApplied Materials$332,689,173$144,265,974 â–¼-30.2%460,1511.9%TechnologyKLACKLA$298,860,650$265,602,855 â–²798.6%990,5561.7%TechnologyLAM RESEARCH CORP$256,835,124$17,369,166 â–¼-6.3%592,7011.5%COM NEWCSCOCisco Systems$254,659,506$56,005,398 â–¼-18.0%2,168,0531.4%TechnologyDELLDell Technologies$229,161,782$186,782,918 â–¼-44.9%531,1311.3%TechnologyGOOGLAlphabet$228,415,537$30,272,455 â–¼-11.7%639,1571.3%Communication ServicesNTAPNetApp$227,580,616$42,308,134 â–¼-15.7%1,470,5391.3%TechnologyJPMJPMorgan Chase & Co.$222,332,683$39,708,730 â–¼-15.2%679,2311.3%FinanceTSMTaiwan Semiconductor Manufacturing$218,158,751$17,930,366 â–¼-7.6%456,8101.2%TechnologyCVSCVS Health$206,057,192$4,897,116 â–¼-2.3%1,991,8531.2%HealthcareWSTWest Pharmaceutical Services$201,957,963$6,285,013 â–²3.2%562,5571.1%HealthcareEMEEMCOR Group$198,820,161$19,291,391 â–¼-8.8%239,5771.1%IndustrialsMNSTMonster Beverage$196,865,199$7,901,833 â–¼-3.9%2,048,1191.1%Consumer StaplesMETAMeta Platforms$193,979,050$49,790,329 â–¼-20.4%344,3681.1%Communication ServicesHPEHewlett Packard Enterprise$185,964,847$60,263,757 â–¼-24.5%4,122,4751.1%TechnologyTXNTexas Instruments$173,444,251$16,710,102 â–²10.7%581,8911.0%TechnologyVVisa$153,455,581$19,695,768 â–²14.7%447,2750.9%FinanceADIAnalog Devices$153,421,210$4,481,666 â–¼-2.8%386,2860.9%TechnologyFNFabrinet$152,185,408$29,001,080 â–¼-16.0%270,7540.9%TechnologyMTDMettler-Toledo International$146,875,325$27,721,967 â–²23.3%114,9700.8%HealthcareIBMInternational Business Machines$146,851,799$6,918,047 â–²4.9%522,2140.8%TechnologyAGXArgan$144,266,842$17,421,965 â–¼-10.8%180,6610.8%IndustrialsLLYEli Lilly and Company$143,569,373$3,739,823 â–¼-2.5%119,6980.8%HealthcareMEDPMedpace$141,160,626$66,510,149 â–²89.1%266,5470.8%HealthcareMAMastercard$137,243,165$5,474,976 â–¼-3.8%267,2180.8%FinanceYUMYum! Brands$135,109,515$4,107,123 â–¼-3.0%845,1740.8%Consumer DiscretionaryACNAccenture$134,967,251$22,660,400 â–²20.2%1,084,5970.8%TechnologyMRKMerck & Co., Inc.$134,932,197$44,841,874 â–²49.8%1,050,0560.8%HealthcareJNJJohnson & Johnson$133,178,566$61,902,394 â–²86.8%524,3870.8%HealthcareUBERUber Technologies$129,659,829$33,755,870 â–¼-20.7%1,796,8380.7%IndustrialsARISTA NETWORKS INC$128,161,209$9,367,183 â–¼-6.8%754,4220.7%COM SHSFASTFastenal$127,030,944$19,767,707 â–¼-13.5%2,644,8250.7%IndustrialsLPLALPL Financial$126,089,545$11,079,319 â–²9.6%447,6340.7%FinanceAMZNAmazon.com$125,192,375$17,214,583 â–¼-12.1%525,2680.7%Consumer DiscretionaryCHEChemed$124,487,645$7,995,359 â–²6.9%267,2900.7%HealthcareTPLTexas Pacific Land$121,805,278$23,113,519 â–¼-15.9%278,3230.7%EnergyDECKDeckers Outdoor$120,503,309$1,005,212 â–²0.8%1,213,6500.7%Consumer DiscretionaryMCHPMicrochip Technology$119,791,930$932,794 â–¼-0.8%1,313,5080.7%TechnologyCOSTCostco Wholesale$118,835,561$4,195,583 â–¼-3.4%127,0330.7%Consumer StaplesAEPAmerican Electric Power$117,823,097$5,253,641 â–¼-4.3%861,2170.7%UtilitiesTJXTJX Companies$117,216,915$3,642,212 â–¼-3.0%773,7090.7%Consumer DiscretionaryREGNRegeneron Pharmaceuticals$116,508,449$32,346,138 â–¼-21.7%186,8500.7%HealthcareAMPAmeriprise Financial$116,096,558$4,880,289 â–¼-4.0%253,0660.7%FinanceJKHYJack Henry & Associates$114,271,722$20,389,928 â–²21.7%829,6190.7%FinancePCARPACCAR$114,122,770$11,800,709 â–¼-9.4%950,0730.6%IndustrialsQCOMQualcomm$111,906,607$38,528,715 â–¼-25.6%605,5880.6%TechnologyMSMMSC Industrial Direct$110,246,428$5,923,829 â–¼-5.1%926,8300.6%IndustrialsMARSH & MCLENNAN COS INC$105,860,951$1,502,863 â–¼-1.4%635,1530.6%COMHCAHCA Healthcare$104,751,746$56,232,665 â–¼-34.9%268,6700.6%HealthcareMANHManhattan Associates$103,380,453$39,261,259 â–²61.2%742,4090.6%TechnologyCOLBColumbia Banking System$100,755,713$19,628,221 â–²24.2%3,143,7040.6%FinanceMETMetLife$100,620,496$1,307,224 â–¼-1.3%1,189,2270.6%FinanceODFLOld Dominion Freight Line$100,522,760$24,787,271 â–¼-19.8%464,0940.6%IndustrialsAXPAmerican Express$99,236,124$18,855,746 â–¼-16.0%293,3810.6%FinanceBACBank of America$97,613,008$4,264,554 â–¼-4.2%1,713,1100.6%FinanceNVRNVR$97,465,687$13,994,724 â–¼-12.6%14,3050.6%Consumer DiscretionaryHASHasbro$97,033,917$66,898 â–²0.1%1,174,8870.6%Consumer DiscretionaryVRSNVeriSign$96,786,200$7,177,761 â–¼-6.9%384,7440.6%TechnologyULTAUlta Beauty$96,066,407$335,529 â–¼-0.3%213,0170.5%Consumer DiscretionaryCPRTCopart$95,683,964$308,568 â–¼-0.3%3,394,2520.5%IndustrialsLINDE PLC$95,112,880$11,662,658 â–²14.0%183,2830.5%SHSUSBU.S. Bancorp$93,126,170$6,651,248 â–¼-6.7%1,541,8240.5%FinanceMGYMagnolia Oil & Gas$91,319,961$18,047,560 â–¼-16.5%3,569,9750.5%EnergyWATWaters$89,225,391$5,054,789 â–²6.0%237,9090.5%HealthcareIDXXIDEXX Laboratories$88,874,654$3,042,823 â–¼-3.3%168,8220.5%HealthcareCMGChipotle Mexican Grill$86,363,366$2,788,238 â–¼-3.1%2,540,0990.5%Consumer DiscretionaryPMPhilip Morris International$86,346,714$8,858,620 â–¼-9.3%477,2910.5%Consumer StaplesHALOHalozyme Therapeutics$85,982,100$3,118,668 â–¼-3.5%1,098,5320.5%HealthcareBRK.BBerkshire Hathaway$85,934,978$28,699,869 â–¼-25.0%171,7360.5%FinanceVZVerizon Communications$84,651,421$4,459,503 â–¼-5.0%1,999,3250.5%Communication ServicesORLYO'Reilly Automotive$83,373,498$6,393,625 â–¼-7.1%905,3480.5%Consumer DiscretionarySMGScotts Miracle-Gro$83,314,264$27,247,269 â–²48.6%1,223,2310.5%MaterialsVRSKVerisk Analytics$82,916,290$1,383,279 â–²1.7%461,8520.5%IndustrialsUTHRUnited Therapeutics$81,623,439$16,234,311 â–²24.8%150,6440.5%HealthcareETREntergy$79,992,409$18,578,260 â–¼-18.8%696,4340.5%UtilitiesTAT&T$78,673,435$6,622,820 â–¼-7.8%3,800,6490.4%Communication ServicesCHRWC.H. Robinson Worldwide$78,476,193$6,299,973 â–²8.7%416,6730.4%IndustrialsBKNGBooking$78,032,581$72,467,037 â–²1,302.1%437,7950.4%Consumer DiscretionaryZTSZoetis$76,853,407$800,952 â–¼-1.0%1,069,4880.4%HealthcareEXPEagle Materials$74,974,500$2,774,250 â–¼-3.6%333,2200.4%MaterialsHESMHess Midstream Partners$73,149,145$5,127,324 â–¼-6.6%1,945,4560.4%EnergyGOOGAlphabet$72,699,767$35,036,909 â–¼-32.5%205,7560.4%Communication ServicesTKO GROUP HOLDINGS INC$72,595,205$2,103,287 â–¼-2.8%360,6140.4%CL ACVXChevron$70,500,877$23,681,634 â–¼-25.1%425,3190.4%EnergyCOCA-COLA EUROPACIFIC PARTNE$70,178,090$33,828,063 â–¼-32.5%701,2900.4%SHSAPPLOVIN CORP$68,845,548$12,569,551 â–¼-15.4%133,6210.4%COM CL ABBYBest Buy$67,313,148$9,072,668 â–²15.6%887,1000.4%Consumer DiscretionarySONSonoco Products$65,975,538$65,975,538 â–²New Holding1,170,8170.4%MaterialsBMYBristol Myers Squibb$65,785,331$4,976,294 â–¼-7.0%1,141,7100.4%HealthcarePFEPfizer$65,583,638$3,155,154 â–¼-4.6%2,723,5730.4%HealthcareNTRNutrien$64,646,818$8,390,417 â–¼-11.5%1,026,9550.4%MaterialsKOCocaCola$64,369,822$3,158,721 â–²5.2%792,0490.4%Consumer StaplesMCDMcDonald's$64,231,333$7,556,786 â–²13.3%237,6210.4%Consumer DiscretionaryMDTMedtronic$63,531,209$3,394,556 â–¼-5.1%812,1080.4%HealthcarePNWPinnacle West Capital$62,955,590$9,644,873 â–²18.1%588,3700.4%UtilitiesShowing largest 100 holdings. 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