account_balance
Investment manager · 13F filer · SEC CIK 1305841
Epoch Investment Partners, Inc.
Reported value$17.6Bas of Jun 30, 2026
Positions220 10 new, 24 sold out
Top 10 weight19.2%NVDA alone is 3%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
2.9%Added +19%
AAPLApple Inc
2.6%Added +28%
AVGOBroadcom Inc
2.0%Trimmed −9%
ABBVAbbvie Inc
2.0%Trimmed −9%
MSFTMicrosoft Corp
1.9%Added +15%
AMATApplied Matls Inc
1.9%Trimmed −30%
KLACKla Corp
1.7%Added +799%
LRCXLam Research Corp
1.5%Trimmed −6%
CSCOCisco Sys Inc
1.4%Trimmed −18%
DELLDell Technologies Inc
1.3%Trimmed −45%
GOOGLAlphabet Inc
1.3%Trimmed −12%
NTAPNetapp Inc
1.3%Trimmed −16%
NVDANvidia Corporation
2.9%Added +19%
AAPLApple Inc
2.6%Added +28%
AVGO2.0%ABBV2.0%MSFT1.9%AMAT1.9%KLAC1.7%LRCX1.5%CSCO1.4%DELL1.3%GOOGL1.3%NTAP1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 2.9% Added +19%AAPL Apple Inc 2.6% Added +28%AVGO Broadcom Inc 2.0% Trimmed −9%ABBV Abbvie Inc 2.0% Trimmed −9%MSFT Microsoft Corp 1.9% Added +15%AMAT Applied Matls Inc 1.9% Trimmed −30%KLAC Kla Corp 1.7% Added +799%LRCX Lam Research Corp 1.5% Trimmed −6%CSCO Cisco Sys Inc 1.4% Trimmed −18%DELL Dell Technologies Inc 1.3% Trimmed −45%GOOGL Alphabet Inc 1.3% Trimmed −12%NTAP Netapp Inc 1.3% Trimmed −16%
What changed