This page follows Epoch Investment Partners, Inc.’s portfolio moves, tracked quarter by quarter through its SEC Form 13F filings. Each update below reflects the fund’s reported equity holdings as of a quarter-end snapshot, giving a running record of where the firm has been adding, trimming, or starting new stakes over time. Because 13F filings only disclose a point-in-time position rather than individual trade dates, all activity here is described relative to the filing period rather than a specific day.
During the quarter ending 2026-03-31, Epoch Investment Partners, Inc. disclosed two brand-new positions and a long list of notable increases across its existing holdings, spanning technology, healthcare, consumer, industrial, and utility names.
New Positions Opened
The filing shows two new positions initiated during the quarter. Epoch opened a stake in Solstice Advanced Materials Inc valued at $41,178,417, and a position in Spotify Technology S A (SPOT) worth $44,707,247. Both entries mark first-time appearances in the fund’s disclosed portfolio for this filing period.
Position Increases
The bulk of this quarter’s activity came from additions to existing holdings, several of which grew from negligible dollar amounts into eight-figure positions, a pattern that can reflect share splits, index rebalancing, or renewed conviction. Standouts include Yum Brands Inc (YUM), up from $1,967 to $133,728,193, and Verisign Inc, up from $1,215 to $101,443,139. TJX Cos Inc New rose from $1,690 to $125,933,671, while Qualcomm Inc climbed from $2,395 to $103,586,125. Dominos Pizza Inc (DPZ) increased from $834 to $51,660,019, and Dell Technologies Inc (DELL) grew from $150,427 to $85,248,794.
Other additions include Taiwan Semiconductor Manufac, up to $114,181,477; Visa Inc (V), up to $116,283,818; Zoetis Inc (ZTS), up to $126,445,809; Accenture PLC Ireland, up to $155,253,138; and Fabrinet (FN), up to $165,910,115. Hess Midstream LP (HESM) rose to $79,915,515, Hasbro Inc (HAS) to $53,817,660, MSC Indl Direct Inc to $49,795,259, and Entergy Corp New to $42,363,653. More moderate percentage increases were reported in Henry Jack & Assoc Inc, up 56% to $106,447,210, Halozyme Therapeutics Inc (HALO), up 102% to $72,599,138, and Gilead Sciences Inc (GILD), up 931% to $52,488,414.
Taken together, this quarter’s 13F reflects broad-based buying across Epoch’s disclosed portfolio, with no reported reductions or exits in this filing. Future quarterly filings will be added to this tracker as they become available, building a longer view of how these positions evolve. This page is for informational purposes only and does not constitute investment advice.
Related ticker coverage
- SPOT — all coverage →
- DELL — all coverage →
- DPZ — all coverage →
- GILD — all coverage →
- HALO — all coverage →
- HAS — all coverage →
- HESM — all coverage →
- V — all coverage →
- YUM — all coverage →
- ZTS — all coverage →
- FN — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.