Epoch Investment Partners, Inc.
Annual return '25
+2.3%
SPY '25
+17.7%
Alpha
-15.4ptsvs SPY
Invested
$16.5B
Holdings
233
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 97.4% (796.6k → 21.0k shares)
2.2%
02
$ABBV
ABBVIE INC
Q4 2025: Exited (was 2.4k shares)
2.0%
03
$AVGO
BROADCOM INC
Q1 2026: Exited (was 54.5k shares)
1.9%
04
$AAPL
APPLE INC
Q4 2025: Exited (was 472.0k shares)
1.9%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +88.3% (67.0k → 126.2k shares)
1.8%
06
$META
META PLATFORMS INC
Q4 2025: Exited (was 46.8k shares)
1.5%
07
$JPM
JPMORGAN CHASE & CO
Q4 2025: Exited (was 156.5k shares)
1.4%
08
$AMAT
APPLIED MATLS INC
Q4 2025: Exited (was 24.2k shares)
1.4%
09
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 2.52M shares)
1.3%
10
$CSCO
CISCO SYS INC
Q4 2025: Exited (was 2.69M shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:14 UTC.