Epoch Investment Partners, Inc.
Q2 2026 13F filing
Updated 28 days ago588 disclosed positions worth $17.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $473.3M | 2.37M | 2.69% | Added(+12.8%) |
| 2 | A AAPL APPLE INC | $405.9M | 1.40M | 2.31% | Added(+208946.6%) |
| 3 | A AMAT APPLIED MATLS INC | $323.6M | 447.6K | 1.84% | Trimmed(-25.4%) |
| 4 | A ABBV ABBVIE INC | $273.1M | 1.09M | 1.55% | Added(+205.7%) |
| 5 | A AVGO BROADCOM INC | $268.1M | 709.8K | 1.53% | Added(+55178.8%) |
| 6 | K KLAC KLA CORP | $267.4M | 886.4K | 1.52% | Added(+17728160.0%) |
| 7 | M MSFT MICROSOFT CORP | $265.4M | 711.6K | 1.51% | Added(+20.6%) |
| 8 | L LRCX LAM RESEARCH CORP | $253.6M | 585.3K | 1.44% | Trimmed(-6.3%) |
| 9 | G GOOGN ALPHABET INC | $226M | 632.4K | 1.29% | Trimmed(-11.8%) |
| 10 | W WST WEST PHARMACEUTICAL SVSC INC | $199.3M | 555.1K | 1.13% | Added(+3.2%) |
| 11 | M MNST MONSTER BEVERAGE CORP NEW | $194.4M | 2.02M | 1.11% | Trimmed(-3.8%) |
| 12 | E EME EMCOR GROUP INC | $194M | 233.8K | 1.10% | Added(+9701.0%) |
| 13 | N NTAP NETAPP INC | $179.5M | 1.16M | 1.02% | Added(+238.1%) |
| 14 | M META META PLATFORMS INC | $158.7M | 281.7K | 0.90% | Trimmed(-18.9%) |
| 15 | C CSCO CISCO SYS INC | $153.7M | 1.31M | 0.87% | Added(+1178.7%) |
| 16 | V V VISA INC | $151.6M | 441.7K | 0.86% | Added(+4417190.0%) |
| 17 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $150.6M | 315.3K | 0.86% | Added(+103.0%) |
| 18 | F FN FABRINET | $150.2M | 267.2K | 0.85% | Added(+2671770.0%) |
| 19 | M MTD METTLER TOLEDO INTERNATIONAL | $144.9M | 113.4K | 0.82% | Added(+23.1%) |
| 20 | A AGX ARGAN INC | $142.2M | 178.1K | 0.81% | Added(+2968583.3%) |
| 21 | J JPM-PM JPMORGAN CHASE & CO | $140.2M | 428.2K | 0.80% | Added(+108.8%) |
| 22 | M MEDP MEDPACE HLDGS INC | $139.1M | 262.6K | 0.79% | Added(+11959.0%) |
| 23 | M MA MASTERCARD INCORPORATED | $135.5M | 263.8K | 0.77% | Added(+7182.9%) |
| 24 | Y YUM YUM BRANDS INC | $133.5M | 834.9K | 0.76% | Added(+3210915.4%) |
| 25 | D DELL DELL TECHNOLOGIES INC | $131M | 303.6K | 0.75% | Trimmed(-31.4%) |
| 26 | A ANET ARISTA NETWORKS INC | $126.4M | 744.1K | 0.72% | Added(+6709.5%) |
| 27 | F FAST FASTENAL CO | $125.4M | 2.61M | 0.71% | Trimmed(-13.4%) |
| 28 | U UBER UBER TECHNOLOGIES INC | $125M | 1.73M | 0.71% | Added(+741.2%) |
| 29 | L LPLA LPL FINL HLDGS INC | $124.5M | 441.9K | 0.71% | Added(+9.6%) |
| 30 | C CHE CHEMED CORP NEW | $120.7M | 259.1K | 0.69% | Added(+2878911.1%) |
| 31 | T TPL TEXAS PACIFIC LAND CORPORATI | $120.2M | 274.7K | 0.68% | Trimmed(-16.0%) |
| 32 | D DECK DECKERS OUTDOOR CORP | $118.9M | 1.20M | 0.68% | Added(+2921151.2%) |
| 33 | C COST COSTCO WHOLESALE CORPORATION | $117.5M | 125.6K | 0.67% | Added(+8289.8%) |
| 34 | T TJX TJX COS INC NEW | $115.9M | 764.9K | 0.66% | Added(+8246.9%) |
| 35 | R REGN REGENERON PHARMACEUTICALS | $115.2M | 184.8K | 0.66% | Added(+6137.6%) |
| 36 | A AMP AMERIPRISE FINL INC | $114.8M | 250.3K | 0.65% | Trimmed(-4.0%) |
| 37 | C CVS CVS HEALTH CORP | $114.6M | 1.11M | 0.65% | Added(+772.9%) |
| 38 | A AMZN AMAZON COM INC | $113.5M | 476.2K | 0.65% | Added(+404.6%) |
| 39 | J JKHY HENRY JACK & ASSOC INC | $112.9M | 819.8K | 0.64% | Added(+10247325.0%) |
| 40 | P PCAR PACCAR INC | $112.9M | 939.6K | 0.64% | Added(+8372.2%) |
| 41 | A ACN ACCENTURE PLC IRELAND | $112.4M | 903.4K | 0.64% | Added(+657.6%) |
| 42 | Q QCOM QUALCOMM INC | $110.8M | 599.4K | 0.63% | Added(+2397564.0%) |
| 43 | H HPE-PC HEWLETT PACKARD ENTERPRISE C | $109.5M | 2.43M | 0.62% | Added(+2.0%) |
| 44 | L LLY ELI LILLY & CO | $103.2M | 86.1K | 0.59% | Added(+152.1%) |
| 45 | M MANH MANHATTAN ASSOCIATES INC | $102M | 732.7K | 0.58% | Added(+13602.4%) |
| 46 | H HCA HCA HEALTHCARE INC | $101.2M | 259.7K | 0.58% | Added(+577.0%) |
| 47 | T TXN TEXAS INSTRS INC | $101.2M | 339.5K | 0.58% | Added(+16.9%) |
| 48 | O ODFL OLD DOMINION FREIGHT LINE IN | $99.5M | 459.6K | 0.57% | Trimmed(-19.9%) |
| 49 | D DELL DELL TECHNOLOGIES INC | $97.9M | 226.9K | 0.56% | Trimmed(-48.7%) |
| 50 | V VRSN VERISIGN INC | $95.6M | 380.2K | 0.54% | Added(+7795.8%) |