Epoch-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "AX",
  "MGY",
  "FN",
  "NVR",
  "POOL",
  "NTR",
  "AGI.TO",
  "RBC",
  "LYFT",
  "BEPC",
  "RF",
  "QSR",
  "KRG",
  "PATK",
  "STR",
  "MPLX",
  "ACN",
  "CASH",
  "ABBV",
  "ADBE",
  "A",
  "JLL",
  "GOOGL",
  "RUSHA",
  "AXP",
  "ABG",
  "APAM",
  "T",
  "BLK",
  "AVGO",
  "BLBD",
  "CMI",
  "KRP",
  "MSGE",
  "DUK",
  "MCRI",
  "MAC",
  "EHC",
  "PRVA",
  "WTRG",
  "TTAN",
  "EXPD",
  "NMFC",
  "GD",
  "GILD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "UNP",
  "QCOM",
  "HUBB",
  "HGTY",
  "AMAT",
  "EMR",
  "BKNG",
  "JBI",
  "META",
  "SMBC",
  "KNSL",
  "LRCX",
  "LAZ",
  "GAM",
  "LIN",
  "ENSG",
  "MMC",
  "MA",
  "UI",
  "MDT",
  "MSFT",
  "MDLZ",
  "EVR",
  "NI",
  "HAS",
  "OMC",
  "ODFL",
  "ORLY",
  "PCAR",
  "AER",
  "AMP",
  "FAST",
  "ANSS",
  "ANET",
  "KLAC",
  "DASH",
  "PAYX",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "DOW",
  "UNH",
  "AAPL",
  "BXSL",
  "NVDA",
  "HPE",
  "ENB",
  "GEHC",
  "PFE",
  "LMT",
  "SPRY",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "NN",
  "AMGN",
  "KVUE",
  "PPG",
  "REGN",
  "RS",
  "O",
  "SNA",
  "RTX",
  null,
  "AMT",
  "RSG",
  "IBM",
  "SBUX",
  "SNPS",
  "TKO",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UTHR",
  "UPS",
  "MET",
  "ALG",
  "WMS",
  "OGE",
  "HOMB",
  "SCHW",
  "MNST",
  "AMPH",
  null,
  "AB",
  "PNW",
  "SUPN",
  "EXP",
  "PLOW",
  "EME",
  "LYG",
  "TTE",
  "ULTA",
  "MTD",
  "GDDY",
  "GGG",
  "TSM",
  "ETR",
  "VRTX",
  "EA",
  "EW",
  "VRSK",
  "GPK",
  "MEDP",
  "NFG",
  "MLI",
  "MSM",
  "MTN",
  "VNOM",
  "VNT",
  "AEE",
  "ACGL",
  "TKR",
  "APH",
  "EPAM",
  "GNRC",
  "DECK",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "MIDD",
  "TTC",
  "AEP",
  "CIGI",
  "ESNT",
  "ESRT",
  "IDXX",
  "BIPC",
  "AMZN",
  "TTWO",
  "CMS",
  "HCA",
  "RMBS",
  "URGN",
  "USB",
  "VEEV",
  "VRSN",
  "V",
  "VICI",
  "WMT",
  "WAT",
  "WFC",
  "WST",
  "WMB",
  "YUM",
  "LNT",
  "ONTO",
  "CART",
  "GNTX",
  "NXST",
  "POST",
  "AEM",
  "JKHY",
  "JCI",
  "MKL",
  "ROL",
  "CRM",
  "RNR",
  "MANH",
  "LYB",
  "HALO",
  "LNTH",
  "OLED",
  "HESM",
  "NTAP",
  "ALLY",
  "ADP",
  "BAC",
  "TBBK",
  "BRK-B",
  "BBY",
  "BAH",
  "BMY",
  "BLDR",
  "CALX",
  "CDNS",
  "CSL",
  "CASY",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CMG",
  "CSCO",
  "CME",
  "KO",
  "CCEP",
  "CMCSA",
  "COLB",
  "CL",
  "BBCP",
  "STZ",
  "CPRT",
  "COST",
  "CVS",
  "CUBE",
  "CWK",
  "CW",
  "DHR",
  "DVA",
  "DELL",
  "DE",
  "FANG",
  "DFS",
  "DCI",
  "DPZ",
  "ADI",
  "NEE",
  "EPD",
  "ETN",
  "GOOG",
  "JNJ",
  "LLY",
  "PLD",
  "PM",
  "MLM",
  "URI",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 469
Total Value: 17557771588
Accession Number: 0001172661-25-001908
Form Type: 13F-HR
CIK: epoch-investment-partners
Manager Name: Epoch-Investment-Partners

Data Enrichment

100% identified

467 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

469 positions • $17.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:980.6K

Value:$186.6M

% of Portfolio:1.1% ($186.6M/$17.6B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:196.7K

Value:$186.0M

% of Portfolio:1.1% ($186.0M/$17.6B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.3M

Value:$183.1M

% of Portfolio:1.0% ($183.1M/$17.6B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:720.8K

Value:$175.9M

% of Portfolio:1.0% ($175.9M/$17.6B)

PACCAR INC

PCAR|693718108

Shares:1.8M

Value:$174.8M

% of Portfolio:1.0% ($174.8M/$17.6B)

KLA CORP

KLAC|482480100

Shares:252.4K

Value:$171.6M

% of Portfolio:1.0% ($171.6M/$17.6B)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.1M

Value:$171.5M

% of Portfolio:1.0% ($171.5M/$17.6B)

COCA-COLA EUROPACIFIC PARTNERS plc

CCEP|G25839104

Shares:1.9M

Value:$165.1M

% of Portfolio:0.9% ($165.1M/$17.6B)

Alphabet Inc.

GOOGL|02079K305

Shares:1.1M

Value:$164.2M

% of Portfolio:0.9% ($164.2M/$17.6B)

FASTENAL CO

FAST|311900104

Shares:2.0M

Value:$158.9M

% of Portfolio:0.9% ($158.9M/$17.6B)

COPART INC

CPRT|217204106

Shares:2.8M

Value:$158.7M

% of Portfolio:0.9% ($158.7M/$17.6B)

NVR INC

NVR|62944T105

Shares:21.4K

Value:$155.0M

% of Portfolio:0.9% ($155.0M/$17.6B)

NetApp, Inc.

NTAP|64110D104

Shares:1.7M

Value:$153.2M

% of Portfolio:0.9% ($153.2M/$17.6B)

CHEMED CORP

CHE|16359R103

Shares:246.6K

Value:$151.7M

% of Portfolio:0.9% ($151.7M/$17.6B)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:329.8K

Value:$151.5M

% of Portfolio:0.9% ($151.5M/$17.6B)

STARBUCKS CORP

SBUX|855244109

Shares:1.5M

Value:$147.5M

% of Portfolio:0.8% ($147.5M/$17.6B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:103.0K

Value:$147.5M

% of Portfolio:0.8% ($147.5M/$17.6B)

ASTRAZENECA PLC

AZN|046353108

Shares:2.0M

Value:$146.7M

% of Portfolio:0.8% ($146.7M/$17.6B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:587.5K

Value:$146.1M

% of Portfolio:0.8% ($146.1M/$17.6B)

ELI LILLY & Co

LLY|532457108

Shares:171.1K

Value:$141.3M

% of Portfolio:0.8% ($141.3M/$17.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	980.6K	QoQ -4.81% (-49.6K) YoY -10.34% (-113.2K)	All Managers (Combined)	$186.6M	1.1% ($186.6M/$17.6B)	QoQ -17.44% (-$39.4M) YoY -5.43% (-$10.7M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	196.7K	QoQ -15.30% (-35.6K) YoY -18.59% (-44.9K)	All Managers (Combined)	$186.0M	1.1% ($186.0M/$17.6B)	QoQ -12.57% (-$26.8M) YoY +5.08% (-$9.0M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	1.3M	QoQ +5.11% (-61.4K) YoY +11.67% (-131.9K)	All Managers (Combined)	$183.1M	1.0% ($183.1M/$17.6B)	QoQ -6.20% (-$12.1M) YoY -21.41% (-$49.9M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	720.8K	QoQ +48.40% (+235.1K) YoY +32.79% (+178.0K)	All Managers (Combined)	$175.9M	1.0% ($175.9M/$17.6B)	QoQ +70.49% (+$72.7M) YoY +57.32% (+$64.1M)
PACCAR INC(PCARcusip693718108)	1.8M	QoQ -3.12% (-57.8K) YoY +37.41% (+488.9K)	All Managers (Combined)	$174.8M	1.0% ($174.8M/$17.6B)	QoQ -9.31% (-$18.0M) YoY +8.00% (+$13.0M)
KLA CORP(KLACcusip482480100)	252.4K	QoQ -3.44% (-9.0K) YoY -30.88% (-112.8K)	All Managers (Combined)	$171.6M	1.0% ($171.6M/$17.6B)	QoQ +4.16% (-$6.9M) YoY -32.74% (-$83.5M)
QUALCOMM INC/DE(QCOMcusip747525103)	1.1M	QoQ -3.28% (-37.9K) YoY +9.97% (-101.3K)	All Managers (Combined)	$171.5M	1.0% ($171.5M/$17.6B)	QoQ -3.29% (-$5.8M) YoY -0.21% (-$368.3K)
COCA-COLA EUROPACIFIC PARTNERS plc(CCEPcusipG25839104)	1.9M	QoQ +29.20% (+428.8K) YoY -33.56% (-958.5K)	All Managers (Combined)	$165.1M	0.9% ($165.1M/$17.6B)	QoQ +46.39% (+$52.3M) YoY -17.34% (-$34.6M)
Alphabet Inc.(GOOGLcusip02079K305)	1.1M	QoQ +2.40% (-25.0K) YoY -27.13% (-395.6K)	All Managers (Combined)	$164.2M	0.9% ($164.2M/$17.6B)	QoQ -16.34% (-$32.1M) YoY -25.34% (-$55.8M)
FASTENAL CO(FASTcusip311900104)	2.0M	QoQ -8.64% (-194.0K) YoY +5.49% (+106.7K)	All Managers (Combined)	$158.9M	0.9% ($158.9M/$17.6B)	QoQ -1.48% (-$2.4M) YoY +6.05% (+$9.1M)
COPART INC(CPRTcusip217204106)	2.8M	QoQ -7.08% (-213.9K) YoY +1.40% (-38.8K)	All Managers (Combined)	$158.7M	0.9% ($158.7M/$17.6B)	QoQ -8.38% (-$14.5M) YoY -0.92% (-$1.5M)
NVR INC(NVRcusip62944T105)	21.4K	QoQ -2.38% (-522) YoY +47.19% (+6.9K)	All Managers (Combined)	$155.0M	0.9% ($155.0M/$17.6B)	QoQ -13.53% (-$24.3M) YoY +31.64% (+$37.3M)
NetApp, Inc.(NTAPcusip64110D104)	1.7M	QoQ -3.30% (-59.5K) YoY -12.00% (-238.0K)	All Managers (Combined)	$153.2M	0.9% ($153.2M/$17.6B)	QoQ -26.82% (-$56.2M) YoY -26.36% (-$54.9M)
CHEMED CORP(CHEcusip16359R103)	246.6K	QoQ -2.22% (-5.6K) YoY +37.95% (+67.8K)	All Managers (Combined)	$151.7M	0.9% ($151.7M/$17.6B)	QoQ +13.55% (-$18.1M) YoY +32.23% (+$37.0M)
DOMINOS PIZZA INC(DPZcusip25754A201)	329.8K	QoQ -0.04% (-134) YoY +7.82% (-23.9K)	All Managers (Combined)	$151.5M	0.9% ($151.5M/$17.6B)	QoQ +9.41% (-$13.0M) YoY -0.29% (-$455.6K)
STARBUCKS CORP(SBUXcusip855244109)	1.5M	QoQ -1.25% (-19.1K) YoY +27.12% (+321.0K)	All Managers (Combined)	$147.5M	0.8% ($147.5M/$17.6B)	QoQ +6.14% (-$8.5M) YoY +36.44% (+$39.4M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	103.0K	QoQ -4.31% (-4.6K) YoY +2.13% (+2.2K)	All Managers (Combined)	$147.5M	0.8% ($147.5M/$17.6B)	QoQ +15.60% (-$19.9M) YoY +29.61% (+$33.7M)
ASTRAZENECA PLC(AZNcusip046353108)	2.0M	QoQ -1.49% (-30.4K) YoY -13.06% (-300.0K)	All Managers (Combined)	$146.7M	0.8% ($146.7M/$17.6B)	QoQ +10.49% (-$13.9M) YoY -5.68% (-$8.8M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	587.5K	QoQ -23.85% (-184.1K) YoY -37.00% (-345.1K)	All Managers (Combined)	$146.1M	0.8% ($146.1M/$17.6B)	QoQ -13.86% (-$23.5M) YoY -17.96% (-$32.0M)
ELI LILLY & Co(LLYcusip532457108)	171.1K	QoQ -7.38% (-13.6K) YoY -22.84% (-50.7K)	All Managers (Combined)	$141.3M	0.8% ($141.3M/$17.6B)	QoQ -0.91% (-$1.3M) YoY -18.09% (-$31.2M)