Epoch Investment Partners, Inc.

CIK

1305841

Location

New York, NY

Portfolio Value

Large $17,620,697,093

Diversification

Diversified

Reports for

NEW YORK LIFE INVESTMENT MANAGEMENT LLC TORONTO DOMINION BANK

Filing Date

Global Rank

#338 / 8,700 ▲ 10

Top Industry

Semiconductors 9.5%

Period ended 2 months ago

Filed Aug 13, 2026 · 31d

26 quarters · since Mar 2020

Portfolio Concentration

219 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

2.9%

+0.6 pts

Top 5

11.3%

+1.5 pts

Top 10

19.5%

+2.4 pts

HHI

Diversified+9

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.4%	$5,530,529,368	35
Healthcare	15.2%	$2,681,297,362	29
Financial Services	10.6%	$1,859,678,064	25
Industrials	10.4%	$1,836,035,548	35
Consumer Cyclical	9.1%	$1,605,318,058	22
Communication Services	5.9%	$1,031,131,611	12
Consumer Defensive	5.2%	$920,349,277	15
Energy	4.3%	$756,110,869	14
Utilities	3.8%	$663,251,486	15
Basic Materials	2.4%	$428,604,140	8
Real Estate	1.8%	$308,391,310	9

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+880,325	990,556	$298,860,650
COLB	Columbia Banking System, Inc.	+612,425	3,143,704	$100,755,712
HRL	Hormel Foods Corp /De/	+486,285	2,461,270	$61,088,720
BKNG	Booking Holdings Inc.	+406,570	437,795	$78,032,580
NVDA	Nvidia Corp	+400,600	2,521,119	$504,450,699
SMG	Scotts Miracle-Gro Co	+400,048	1,223,231	$83,314,262
MRK	Merck & Co., Inc.	+348,964	1,050,056	$134,932,195
AAPL	Apple Inc.	+344,358	1,576,223	$456,095,886
QXO	QXO, Inc.	+286,680	2,383,598	$41,188,573
MANH	Manhattan Associates Inc	+281,948	742,409	$103,380,452
VOYA	Voya Financial, Inc.	+279,468	469,417	$42,496,319
NXST	Nexstar Media Group, Inc.	+259,343	352,160	$62,892,253
JNJ	Johnson & Johnson	+243,739	524,387	$133,178,566
ROL	Rollins Inc	+225,840	1,251,740	$52,247,627
CL	Colgate Palmolive Co	+225,763	403,976	$37,036,519
NI	Nisource Inc.	+190,056	1,308,412	$62,214,989
ACN	Accenture plc	+182,099	1,084,597	$134,967,249
JKHY	Jack Henry & Associates Inc	+148,032	829,619	$114,271,719
MEDP	Medpace Holdings, Inc.	+125,588	266,547	$141,160,624
JCI	Johnson Controls International plc	+120,910	325,205	$47,515,702
BBY	Best Buy Co Inc	+119,566	887,100	$67,313,147
MSFT	Microsoft Corp	+118,188	906,851	$338,273,558
VST	Vistra Corp.	+107,647	267,422	$42,421,150
WTRG	Essential Utilities, Inc.	+92,432	1,282,362	$49,127,287
PNW	Pinnacle West Capital Corp	+90,139	588,370	$62,955,590
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HPE	Hewlett Packard Enterprise Co	−1,335,929	4,122,475	$185,964,846
MGY	Magnolia Oil & Gas Corp	−705,534	3,569,975	$91,319,959
CSCO	Cisco Systems, Inc.	−476,804	2,168,053	$254,659,503
UBER	Uber Technologies, Inc	−467,792	1,796,838	$129,659,829
DELL	Dell Technologies Inc.	−432,909	531,131	$229,161,780
FAST	Fastenal Co	−411,570	2,644,825	$127,030,944
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	−338,044	701,290	$70,178,089
VNOM	Viper Energy, Inc.	−331,767	1,228,625	$52,093,700
T	At&T Inc.	−319,943	3,800,649	$78,673,433
NTAP	NetApp, Inc.	−273,379	1,470,539	$227,580,614
LNTH	Lantheus Holdings, Inc.	−262,758	386,993	$42,933,003
BEPC	Brookfield Renewable Corp	−249,009	1,015,000	$37,676,799
NEE	Nextera Energy Inc	−225,848	682,794	$59,928,828
QCOM	Qualcomm Inc/De	−208,500	605,588	$111,906,605
AMAT	Applied Materials Inc /De	−199,538	460,151	$332,689,173
RF	Regions Financial Corp	−186,600	1,937,696	$58,518,417
GOOGL	Alphabet Inc.	−183,871	844,913	$301,115,302
CMCSA	Comcast Corp	−177,347	540,380	$13,266,328
AMD	Advanced Micro Devices Inc	−165,637	60,185	$34,962,067
EXPD	Expeditors International Of Washington Inc	−161,783	343,589	$55,998,133
ETR	Entergy Corp /De/	−161,747	696,434	$79,992,409
BIPC	Brookfield Infrastructure Corp	−149,524	885,179	$34,079,391
HCA	HCA Healthcare, Inc.	−144,227	268,670	$104,751,745
CVX	Chevron Corp	−142,867	425,319	$70,500,876
HESM	Hess Midstream LP	−136,365	1,945,456	$73,149,145
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
SON	Sonoco Products Co	1,170,817	$65,975,536
KMB	Kimberly Clark Corp	532,281	$58,428,484
LAMR	Lamar Advertising Co/New	328,245	$51,199,654
UNM	Unum Group	434,578	$38,851,271
SBUX	Starbucks Corp	345,451	$35,301,636
PAA	Plains All American Pipeline LP	995,956	$22,169,978
CUBE	CubeSmart	506,280	$20,134,755
LEA	Lear Corp	114,850	$15,396,790
ACM	Aecom	118,420	$8,265,716
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
IRM	Iron Mountain Inc	616,513	$62,970,636
PAYX	Paychex Inc	516,948	$47,621,249
EPAM	EPAM Systems, Inc.	187,134	$25,337,943
TMO	Thermo Fisher Scientific Inc.	45,214	$22,224,037
AMPH	Amphastar Pharmaceuticals, Inc.	898,895	$17,609,353
UNP	Union Pacific Corp	66,008	$16,014,860
NEM	NEWMONT Corp /DE/	67,914	$7,351,690
AAXJ	iShares MSCI All Country Asia ex Japan ETF	10,432	$2,229,005
ENB	Enbridge Inc	30,013	$1,624,903
WDAY	Workday, Inc.	10,259	$1,332,849
BALL	BALL Corp	21,113	$1,247,989
MSGE	Madison Square Garden Entertainment Corp.	20,577	$1,212,190
CRL	Charles River Laboratories International, Inc.	6,308	$1,088,130
VNT	Vontier Corp	25,694	$911,365
TBBK	Bancorp, Inc.	14,930	$802,188
MORN	Morningstar, Inc.	4,547	$768,669
MCRI	Monarch Casino & Resort Inc	3,035	$290,145
MFC	Manulife Financial Corp	8,383	$288,710
BTI	British American Tobacco p.l.c.	4,823	$282,000
EQNR	Equinor ASA	6,291	$265,480
GSK	GSK plc	4,379	$241,677
SNY	Sanofi	4,996	$240,707
NVS	Novartis AG	1,525	$232,943
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

219 tracked positions · $17,620,697,093 total · filing declares 588 positions · $17,578,381,768 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 219 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	2,521,119	+400,600	$504,450,699	+36.4%	2.86%
AAPL	Apple Inc. Technology	Added	1,576,223	+344,358	$456,095,886	+45.9%	2.59%
AVGO	Broadcom Inc. Technology	Reduced	929,562	-89,937	$351,142,045	+11.3%	1.99%
ABBV	AbbVie Inc. Healthcare	Reduced	1,376,588	-129,554	$346,404,603	+5.7%	1.97%
MSFT	Microsoft Corp Technology	Added	906,851	+118,188	$338,273,558	+15.9%	1.92%
AMAT	Applied Materials Inc /De Technology	Reduced	460,151	-199,538	$332,689,173	+47.6%	1.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	844,913	-183,871	$301,115,302	+1.9%	1.71%
KLAC	Kla Corp Technology	Added	990,556	+880,325	$298,860,650	+84.1%	1.70%
LRCX	Lam Research Corp Technology	Reduced	592,701	-40,083	$256,835,123	+90.0%	1.46%
CSCO	Cisco Systems, Inc. Technology	Reduced	2,168,053	-476,804	$254,659,503	+24.1%	1.45%
DELL	Dell Technologies Inc. Technology	Reduced	531,131	-432,909	$229,161,780	+44.8%	1.30%
NTAP	NetApp, Inc. Technology	Reduced	1,470,539	-273,379	$227,580,614	+27.5%	1.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	679,231	-121,311	$222,332,681	−5.6%	1.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	456,810	-37,545	$218,158,751	+30.6%	1.24%
CVS	CVS HEALTH Corp Healthcare	Reduced	1,991,853	-47,338	$206,057,192	+40.7%	1.17%
WST	West Pharmaceutical Services Inc Healthcare	Added	562,557	+17,507	$201,957,963	+47.8%	1.15%
EME	EMCOR Group, Inc. Industrials	Reduced	239,577	-23,246	$198,820,159	+2.5%	1.13%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	2,048,119	-82,208	$196,865,196	+27.5%	1.12%
META	Meta Platforms, Inc. Communication Services	Reduced	344,368	-88,392	$193,979,049	−21.7%	1.10%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	4,122,475	-1,335,929	$185,964,846	+43.1%	1.06%
TXN	Texas Instruments Inc Technology	Added	581,891	+56,061	$173,444,248	+69.9%	0.98%
V	Visa Inc. Financial Services	Added	447,275	+57,407	$153,455,578	+30.2%	0.87%
ADI	Analog Devices Inc Technology	Reduced	386,286	-11,284	$153,421,209	+21.3%	0.87%
FN	Fabrinet Technology	Reduced	270,754	-51,596	$152,185,407	−9.5%	0.86%
MTD	Mettler Toledo International Inc/ Healthcare	Added	114,970	+21,700	$146,875,323	+24.9%	0.83%
IBM	International Business Machines Corp Technology	Added	522,214	+24,601	$146,851,798	+21.8%	0.83%
AGX	Argan Inc Industrials	Reduced	180,661	-21,817	$144,266,840	+30.8%	0.82%
LLY	ELI LILLY & Co Healthcare	Reduced	119,698	-3,118	$143,569,383	+27.1%	0.81%
MEDP	Medpace Holdings, Inc. Healthcare	Added	266,547	+125,588	$141,160,624	+108.5%	0.80%
MA	Mastercard Inc Financial Services	Reduced	267,218	-10,660	$137,243,163	−1.2%	0.78%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	845,174	-25,692	$135,109,515	−0.2%	0.77%
ACN	Accenture plc Technology	Added	1,084,597	+182,099	$134,967,249	−24.6%	0.77%
MRK	Merck & Co., Inc. Healthcare	Added	1,050,056	+348,964	$134,932,195	+60.0%	0.77%
JNJ	Johnson & Johnson Healthcare	Added	524,387	+243,739	$133,178,566	+94.1%	0.76%
UBER	Uber Technologies, Inc Technology	Reduced	1,796,838	-467,792	$129,659,829	−20.4%	0.74%
ANET	Arista Networks, Inc. Technology	Reduced	754,422	-55,140	$128,161,208	+28.9%	0.73%
FAST	Fastenal Co Industrials	Reduced	2,644,825	-411,570	$127,030,944	−10.4%	0.72%
LPLA	LPL Financial Holdings Inc. Financial Services	Added	447,634	+39,333	$126,089,544	+2.7%	0.72%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	525,268	-72,227	$125,192,375	+0.6%	0.71%
CHE	Chemed Corp Healthcare	Added	267,290	+17,167	$124,487,643	+31.8%	0.71%
TPL	Texas Pacific Land Corp Energy	Reduced	278,323	-52,814	$121,805,276	−22.5%	0.69%
DECK	Deckers Outdoor Corp Consumer Cyclical	Added	1,213,650	+10,124	$120,503,306	+0.0%	0.68%
MCHP	Microchip Technology Inc Technology	Reduced	1,313,508	-10,228	$119,791,928	+40.1%	0.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	127,033	-4,485	$118,835,558	−9.3%	0.67%
AEP	American Electric Power Co Inc Utilities	Reduced	861,217	-38,401	$117,823,097	−0.1%	0.67%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	773,709	-24,041	$117,216,912	−8.0%	0.67%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	186,850	-51,875	$116,508,448	−36.8%	0.66%
AMP	Ameriprise Financial Inc Financial Services	Reduced	253,066	-10,638	$116,096,557	−0.9%	0.66%
JKHY	Jack Henry & Associates Inc Technology	Added	829,619	+148,032	$114,271,719	+6.1%	0.65%
PCAR	Paccar Inc Industrials	Reduced	950,073	-98,241	$114,122,767	−5.7%	0.65%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.