Epoch Investment Partners, Inc.

FundNew York · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$17.6B

Reported value of US stock holdings on Jun 30, the filing's own figure

220 positions · filed Aug 13, 44 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 13 · against the report before it

New positions

10, biggest 4

SON SONOCO PRODS CO 1.2M shares0.4% of this fund's holdings

KMB KIMBERLY-CLARK CORP 532K shares0.3% of this fund's holdings

LAMR LAMAR ADVERTISING CO 328K shares0.3% of this fund's holdings

UNM UNUM GROUP 435K shares0.2% of this fund's holdings

Sold out

24, biggest 4

IRM IRON MTN INC DEL All 617K shares

PAYX PAYCHEX INC All 517K shares

EPAM EPAM SYS INC All 187K shares

TMO THERMO FISHER SCIENTIFIC INC All 45,214 shares

Added to

55, biggest 4

NVDA NVIDIA CORPORATION +401K shares+19%

AAPL APPLE INC +344K shares+28%

MSFT MICROSOFT CORP +118K shares+15%

KLAC KLA CORP +880K shares+799%

Trimmed

139, biggest 4

AVGO BROADCOM INC −89,937 shares−9%

ABBV ABBVIE INC −130K shares−9%

AMAT APPLIED MATLS INC −200K shares−30%

LRCX LAM RESEARCH CORP −40,083 shares−6%

Top holdings

Reference, not news

Top holdings · 220 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 NVDA NVIDIA CORPORATION 2.5M 2.9% +19%

2 AAPL APPLE INC 1.6M 2.6% +28%

3 AVGO BROADCOM INC 930K 2.0% −9%

4 ABBV ABBVIE INC 1.4M 2.0% −9%

5 MSFT MICROSOFT CORP 907K 1.9% +15%

6 AMAT APPLIED MATLS INC 460K 1.9% −30%

7 KLAC KLA CORP 991K 1.7% +799%

8 LRCX LAM RESEARCH CORP 593K 1.5% −6%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.