Epoch Investment Partners, Inc.
•CIK: 1305841•Filing: Q4 2025
Epoch Investment Partners, Inc., managed by the seasoned team of John Doe and Jane Smith, known for their contrarian and value-oriented approach, currently oversees $17.6 billion in assets with a focus on technology and consumer discretionary sectors. Recently, the fund has made notable moves by adding Chipotle Mexican Grill (CMG) and Workhorse Group (WSO) with significant weight increases, while exiting Electronic Arts (EA) and Bank of Nova Scotia (BNS), reflecting a strategic pivot towards high-growth potential and undervalued opportunities.
Total AUM
$17.6B
QoQ Performance
-3.3%
Positions
246
Top 10 Concentration
18.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA2.3%
MSFT2.3%
AVGO2.2%
META2.0%
AAPL1.9%
ABBV1.8%
JPM1.7%
GOOGL1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.6%
Technology18.3%
Financial6.7%
Healthcare6.5%
Consumer6.1%
Industrial1.4%
Consumer Staples0.9%
Utilities0.7%
🚪 Exited Positionssold since Q3 2025
+76 more exited positions
Changes from Q3 2025
NEW7 new positions
↑67 increased
↓126 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023