Epoch Investment Partners, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1305841
Institutional-grade research for retail investors
13F Reported Value
ⓘ$16.5B
Holdings
234
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Epoch Investment Partners, Inc. disclosed 234 positions worth $16.5B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 2.2% of the equity portfolio, followed by $ABBV and $AVGO. During the quarter the fund opened 18 new positions and exited 31 — including a new stake in $SMG and a full exit from $GNTX. The portfolio is most concentrated in Technology (29.2% of disclosed assets). All figures are sourced directly from Epoch Investment Partners, Inc.’s Form 13F-HR filing with the SEC under CIK 1305841.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyHealthcareConsumer DiscretionaryFinancialsIndustrialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$369.8M2,120,519 sh - 59.3#933
Quality
$327.6M1,506,142 sh - 86.4#9
Quality
$315.5M1,019,499 sh - 76.1
Quality
$312.6M1,231,865 sh - 83.7
Quality
$291.9M788,663 sh - 80.9
Quality
$247.6M432,760 sh - 35.6
Quality
$235.5M800,542 sh - 74.8
Quality
$225.5M659,689 sh - 80.2
Quality
$208.2M723,866 sh - 72.3
Quality
$205.2M2,644,857 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $369.8M | 2,120,519 |
 AbbVie Inc.$ABBV | 59.3#933 | $327.6M | 1,506,142 |
 Broadcom Inc.$AVGO | 86.4#9 | $315.5M | 1,019,499 |
 Apple Inc.$AAPL | 76.1 | $312.6M | 1,231,865 |
 MICROSOFT CORP$MSFT | 83.7 | $291.9M | 788,663 |
 Meta Platforms, Inc.$META | 80.9 | $247.6M | 432,760 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $235.5M | 800,542 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $225.5M | 659,689 |
 Alphabet Inc.$GOOG | 80.2 | $208.2M | 723,866 |
 CISCO SYSTEMS, INC.$CSCO | 72.3 | $205.2M | 2,644,857 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Epoch Investment Partners, Inc.'s 234 positions.
Showing top 10 of 234 holdings.
Sector Allocation
Technology
$4.8B
Healthcare
$2.3B
Consumer Discretionary
$2.0B
Financials
$2.0B
Industrials
$2.0B
Energy
$843.8M
Consumer Staples
$673.7M
Utilities
$655.0M
Full Holdings — Epoch Investment Partners, Inc. (Q1 2026)
All 234 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $369.8M | 2.2% | -1% | 90.2 |
| 2 | $ABBV | AbbVie Inc. | $327.6M | 2.0% | +11% | 59.3 |
| 3 | $AVGO | Broadcom Inc. | $315.5M | 1.9% | -7% | 86.4 |
| 4 | $AAPL | Apple Inc. | $312.6M | 1.9% | -0% | 76.1 |
| 5 | $MSFT | MICROSOFT CORP | $291.9M | 1.8% | -5% | 83.7 |
| 6 | $META | Meta Platforms, Inc. | $247.6M | 1.5% | -19% | 80.9 |
| 7 | $JPM | JPMORGAN CHASE & CO | $235.5M | 1.4% | -11% | 35.6 |
| 8 | $AMAT | APPLIED MATERIALS INC /DE | $225.5M | 1.4% | -25% | 74.8 |
| 9 | $GOOG | Alphabet Inc. | $208.2M | 1.3% | -7% | 80.2 |
| 10 | $CSCO | CISCO SYSTEMS, INC. | $205.2M | 1.2% | +11% | 72.3 |
| 11 |  $HCA | HCA Healthcare, Inc. | $195.4M | 1.2% | -13% | 70.5 |
| 12 |  $EME | EMCOR Group, Inc. | $194.0M | 1.2% | -6% | 71.7 |
| 13 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $184.4M | 1.1% | -15% | 75.1 |
| 14 |  $ACN | Accenture plc | $179.0M | 1.1% | +30% | — |
| 15 |  $NTAP | NetApp, Inc. | $178.6M | 1.1% | +7% | 75 |
| 16 |  $FN | Fabrinet | $168.1M | 1.0% | -14% | 72.4 |
| 17 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $167.1M | 1.0% | +0% | — |
| 18 |  $UBER | Uber Technologies, Inc | $162.9M | 1.0% | -12% | 79.3 |
| 19 |  $KLAC | KLA CORP | $162.3M | 1.0% | -16% | 84.4 |
| 20 |  $DELL | Dell Technologies Inc. | $158.2M | 1.0% | -1% | 76 |
| 21 |  $TPL | Texas Pacific Land Corp | $157.1M | 0.9% | -13% | 79.1 |
| 22 |  $MNST | Monster Beverage Corp | $154.4M | 0.9% | -13% | 77 |
| 23 |  $CVS | CVS HEALTH Corp | $146.5M | 0.9% | -3% | 51.3 |
| 24 |  $FAST | FASTENAL CO | $141.8M | 0.9% | -12% | 73.5 |
| 25 |  $MA | Mastercard Inc | $138.8M | 0.8% | +1% | 81.7 |
| 26 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $136.6M | 0.8% | +8% | 66.8 |
| 27 |  $YUM | YUM BRANDS INC | $135.4M | 0.8% | -14% | 71.7 |
| 28 |  $LRCX | LAM RESEARCH CORP | $135.2M | 0.8% | -18% | 82.4 |
| 29 |  $MGY | Magnolia Oil & Gas Corp | $135.0M | 0.8% | -20% | 71.2 |
| 30 |  $BKNG | Booking Holdings Inc. | $131.5M | 0.8% | -10% | 55.3 |
| 31 |  $COST | COSTCO WHOLESALE CORP /NEW | $131.0M | 0.8% | -14% | 67 |
| 32 |  $HPE | Hewlett Packard Enterprise Co | $130.0M | 0.8% | -1% | 52.5 |
| 33 |  $ZTS | Zoetis Inc. | $127.7M | 0.8% | -5% | 72.6 |
| 34 |  $TJX | TJX COMPANIES INC /DE/ | $127.4M | 0.8% | -12% | 70.7 |
| 35 |  $ADI | ANALOG DEVICES INC | $126.5M | 0.8% | -2% | 76.2 |
| 36 |  $AMZN | AMAZON COM INC | $124.4M | 0.8% | -4% | 74.6 |
| 37 |  $LPLA | LPL Financial Holdings Inc. | $122.8M | 0.7% | -12% | 61.8 |
| 38 |  $PCAR | PACCAR INC | $121.1M | 0.7% | -16% | 56.5 |
| 39 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $120.6M | 0.7% | -0% | 66.7 |
| 40 |  $DECK | DECKERS OUTDOOR CORP | $120.5M | 0.7% | -15% | 83.2 |
| 41 |  $T | AT&T INC. | $119.5M | 0.7% | +6% | 71.9 |
| 42 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $117.9M | 0.7% | -0% | 75.4 |
| 43 |  $V | VISA INC. | $117.8M | 0.7% | +3% | 83.5 |
| 44 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $117.6M | 0.7% | -14% | 68.8 |
| 45 |  $CVX | CHEVRON CORP | $117.6M | 0.7% | -2% | 54.7 |
| 46 |  $AMP | AMERIPRISE FINANCIAL INC | $117.2M | 0.7% | -11% | 70.2 |
| 47 |  $CPRT | COPART INC | $113.1M | 0.7% | +1% | 74.9 |
| 48 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $113.0M | 0.7% | -23% | 68.1 |
| 49 |  $LLY | ELI LILLY & Co | $113.0M | 0.7% | -13% | 89.3 |
| 50 |  $ULTA | Ulta Beauty, Inc. | $111.7M | 0.7% | -27% | 66.6 |
| 51 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $111.7M | 0.7% | -10% | 71.5 |
| 52 |  $MKL | MARKEL GROUP INC. | $111.6M | 0.7% | -17% | 68.2 |
| 53 |  $AGX | ARGAN INC | $110.3M | 0.7% | +4% | 79.2 |
| 54 |  $HAS | HASBRO, INC. | $109.9M | 0.7% | +1% | 43.1 |
| 55 |  $BRK.B | BERKSHIRE HATHAWAY INC | $109.8M | 0.7% | -5% | 64.5 |
| 56 |  $NVR | NVR INC | $107.8M | 0.7% | +11% | 62.3 |
| 57 |  $JKHY | JACK HENRY & ASSOCIATES INC | $107.7M | 0.7% | +82% | 72.8 |
| 58 |  $VZ | VERIZON COMMUNICATIONS INC | $105.7M | 0.6% | -1% | 71.6 |
| 59 |  $AXP | AMERICAN EXPRESS CO | $105.6M | 0.6% | -29% | 73.2 |
| 60 |  $QCOM | QUALCOMM INC/DE | $104.8M | 0.6% | -21% | 81.9 |
| 61 |  $VRSN | VERISIGN INC/CA | $102.6M | 0.6% | +3% | 71.6 |
| 62 |  $TXN | TEXAS INSTRUMENTS INC | $102.1M | 0.6% | +0% | 70.4 |
| 63 |  $ANET | Arista Networks, Inc. | $99.4M | 0.6% | -16% | 86 |
| 64 |  $IDXX | IDEXX LABORATORIES INC /DE | $98.1M | 0.6% | -11% | 73.6 |
| 65 |  $ETR | ENTERGY CORP /DE/ | $96.4M | 0.6% | -4% | 65.1 |
| 66 |  $CHE | CHEMED CORP | $94.5M | 0.6% | -22% | 67.2 |
| 67 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $94.2M | 0.6% | -4% | — |
| 68 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $90.1M | 0.6% | -0% | 50.8 |
| 69 |  $ORLY | O REILLY AUTOMOTIVE INC | $90.0M | 0.5% | -11% | 72.7 |
| 70 |  $NTR | Nutrien Ltd. | $87.6M | 0.5% | -4% | — |
| 71 |  $GOOGL | Alphabet Inc. | $87.5M | 0.5% | -12% | 80.2 |
| 72 |  $BAC | BANK OF AMERICA CORP /DE/ | $87.2M | 0.5% | -3% | 68.4 |
| 73 |  $PM | Philip Morris International Inc. | $87.0M | 0.5% | -2% | 80.5 |
| 74 |  $VRSK | Verisk Analytics, Inc. | $86.2M | 0.5% | +16% | 77.3 |
| 75 |  $USB | US BANCORP DE | $85.9M | 0.5% | -6% | 71.4 |
| 76 |  $MCHP | MICROCHIP TECHNOLOGY INC | $85.5M | 0.5% | -2% | 40 |
| 77 |  $MET | METLIFE INC | $85.2M | 0.5% | -4% | 73.9 |
| 78 |  $NEE | NEXTERA ENERGY INC | $84.4M | 0.5% | -6% | 71.7 |
| 79 |  $MRK | Merck & Co., Inc. | $84.3M | 0.5% | -1% | 70.9 |
| 80 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $83.9M | 0.5% | -10% | 72.9 |
| 81 |  $HESM | Hess Midstream LP | $80.9M | 0.5% | -17% | 78.4 |
| 82 |  $PFE | PFIZER INC | $80.2M | 0.5% | +18% | 69 |
| 83 |  $LIN | LINDE PLC | $79.7M | 0.5% | -18% | — |
| 84 |  $GILD | GILEAD SCIENCES, INC. | $76.6M | 0.5% | -8% | 77.8 |
| 85 |  $LNG | Cheniere Energy, Inc. | $75.6M | 0.5% | -8% | 48.4 |
| 86 |  $TKO | TKO Group Holdings, Inc. | $74.8M | 0.5% | -13% | 73.1 |
| 87 |  $BMY | BRISTOL MYERS SQUIBB CO | $74.5M | 0.5% | +5% | 70.1 |
| 88 |  $MDT | Medtronic plc | $74.1M | 0.5% | -2% | — |
| 89 |  $HALO | HALOZYME THERAPEUTICS, INC. | $73.6M | 0.5% | +113% | 81.2 |
| 90 |  $VNOM | Viper Energy, Inc. | $73.3M | 0.4% | -4% | — |
| 91 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $72.4M | 0.4% | -43% | 71.2 |
| 92 |  $UTHR | UNITED THERAPEUTICS Corp | $71.6M | 0.4% | -15% | 80.1 |
| 93 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $69.4M | 0.4% | -2% | 33 |
| 94 |  $JNJ | JOHNSON & JOHNSON | $68.6M | 0.4% | -34% | 72.8 |
| 95 |  $EOG | EOG RESOURCES INC | $68.2M | 0.4% | -2% | 71.1 |
| 96 |  $MEDP | Medpace Holdings, Inc. | $67.7M | 0.4% | +387% | 77.4 |
| 97 |  $WAT | WATERS CORP /DE/ | $66.8M | 0.4% | +1% | 69.9 |
| 98 |  $EXP | EAGLE MATERIALS INC | $65.5M | 0.4% | -11% | 62.7 |
| 99 |  $MCD | MCDONALDS CORP | $65.2M | 0.4% | +3% | 73.9 |
| 100 |  $LMT | LOCKHEED MARTIN CORP | $64.6M | 0.4% | -4% | 65 |
| 101 |  $OMC | OMNICOM GROUP INC. | $64.5M | 0.4% | +7% | 60.5 |
| 102 |  $MPLX | MPLX LP | $64.3M | 0.4% | -3% | 76.5 |
| 103 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $63.6M | 0.4% | +174% | 59.8 |
| 104 |  $IRM | IRON MOUNTAIN INC | $63.0M | 0.4% | -2% | 50.7 |
| 105 |  $APP | AppLovin Corp | $62.9M | 0.4% | +67% | 86.8 |
| 106 |  $VICI | VICI PROPERTIES INC. | $62.2M | 0.4% | +8% | 76.2 |
| 107 |  $QSR | Restaurant Brands International Inc. | $61.6M | 0.4% | -2% | 71.2 |
| 108 |  $MANH | MANHATTAN ASSOCIATES INC | $61.3M | 0.4% | -12% | 70.1 |
| 109 |  $LAZ | Lazard, Inc. | $57.8M | 0.3% | -13% | 59.3 |
| 110 |  $URI | UNITED RENTALS, INC. | $57.6M | 0.3% | -5% | 70.7 |
| 111 |  $KO | COCA COLA CO | $57.3M | 0.3% | +3% | 74 |
| 112 |  $TFC | TRUIST FINANCIAL CORP | $57.0M | 0.3% | +0% | — |
| 113 |  $ADP | AUTOMATIC DATA PROCESSING INC | $56.9M | 0.3% | -26% | 77.9 |
| 114 |  $UPS | UNITED PARCEL SERVICE INC | $56.6M | 0.3% | +7% | 58.2 |
| 115 |  $HD | HOME DEPOT, INC. | $56.6M | 0.3% | +9% | 69.2 |
| 116 |  $RF | REGIONS FINANCIAL CORP | $55.5M | 0.3% | -5% | — |
| 117 |  $ROL | ROLLINS INC | $54.8M | 0.3% | -12% | 73.2 |
| 118 |  $PEP | PEPSICO INC | $53.9M | 0.3% | +2% | 62.7 |
| 119 |  $DCI | DONALDSON Co INC | $52.7M | 0.3% | -30% | 64.7 |
| 120 |  $DPZ | DOMINOS PIZZA INC | $52.3M | 0.3% | -15% | 69.8 |
| 121 |  $NI | NISOURCE INC. | $52.2M | 0.3% | -4% | 61.7 |
| 122 |  $OKE | ONEOK INC /NEW/ | $51.9M | 0.3% | +12% | 72 |
| 123 |  $MDLZ | Mondelez International, Inc. | $51.2M | 0.3% | -2% | 53.9 |
| 124 |  $BEPC | Brookfield Renewable Corp | $50.3M | 0.3% | +0% | — |
| 125 |  $PNW | PINNACLE WEST CAPITAL CORP | $50.2M | 0.3% | -1% | 55.5 |
| 126 |  $SMG | SCOTTS MIRACLE-GRO CO | $50.1M | 0.3% | NEW | 74.9 |
| 127 |  $RS | RELIANCE, INC. | $50.0M | 0.3% | -5% | 55.4 |
| 128 |  $MTN | VAIL RESORTS INC | $49.7M | 0.3% | +14% | 65 |
| 129 |  $LNTH | Lantheus Holdings, Inc. | $49.3M | 0.3% | +59% | 66.9 |
| 130 |  $BBY | BEST BUY CO INC | $49.3M | 0.3% | +27% | 51.5 |
| 131 |  $DUK | Duke Energy CORP | $49.0M | 0.3% | -7% | 64 |
| 132 |  $WSO | WATSCO INC | $48.6M | 0.3% | -1% | 58.9 |
| 133 |  $WTRG | Essential Utilities, Inc. | $47.9M | 0.3% | +5% | 70.9 |
| 134 |  $PAYX | PAYCHEX INC | $47.6M | 0.3% | +34% | 75.1 |
| 135 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $47.5M | 0.3% | -3% | 66.4 |
| 136 |  $MKC | MCCORMICK & CO INC | $47.4M | 0.3% | +29% | 73.7 |
| 137 |  $AMD | ADVANCED MICRO DEVICES INC | $45.9M | 0.3% | +60% | 78.8 |
| 138 |  $SPOT | Spotify Technology S.A. | $45.5M | 0.3% | NEW | — |
| 139 |  $HRL | HORMEL FOODS CORP /DE/ | $44.7M | 0.3% | NEW | 58.4 |
| 140 |  $CSL | CARLISLE COMPANIES INC | $43.9M | 0.3% | +5% | 65 |
| 141 |  $NNN | NNN REIT, INC. | $42.9M | 0.3% | NEW | 67.9 |
| 142 |  $O | REALTY INCOME CORP | $42.6M | 0.3% | -17% | 74.6 |
| 143 |  $SOLS | Solstice Advanced Materials Inc. | $41.2M | 0.3% | NEW | — |
| 144 |  $FANG | Diamondback Energy, Inc. | $41.1M | 0.3% | -10% | 81.4 |
| 145 |  $BIPC | Brookfield Infrastructure Corp | $40.9M | 0.3% | -9% | — |
| 146 |  $QXO | QXO, Inc. | $40.7M | 0.3% | +54% | 53.5 |
| 147 |  $MCK | MCKESSON CORP | $39.2M | 0.2% | -4% | 63.7 |
| 148 |  $ETN | Eaton Corp plc | $38.9M | 0.2% | -2% | — |
| 149 |  $WMT | Walmart Inc. | $38.6M | 0.2% | -29% | 63.2 |
| 150 |  $MLI | MUELLER INDUSTRIES INC | $36.0M | 0.2% | +20% | 77.5 |
| 151 |  $BLK | BlackRock, Inc. | $35.6M | 0.2% | +4% | 70.3 |
| 152 |  $JLL | JONES LANG LASALLE INC | $35.4M | 0.2% | +22% | 59.8 |
| 153 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $35.2M | 0.2% | -5% | 55.4 |
| 154 |  $HON | HONEYWELL INTERNATIONAL INC | $33.3M | 0.2% | +0% | 65.7 |
| 155 |  $TRV | TRAVELERS COMPANIES, INC. | $31.6M | 0.2% | -3% | 71.5 |
| 156 |  $TTC | TORO CO | $30.8M | 0.2% | -52% | 69.5 |
| 157 |  $NOW | ServiceNow, Inc. | $30.2M | 0.2% | -12% | 76 |
| 158 |  $GD | GENERAL DYNAMICS CORP | $29.2M | 0.2% | -5% | 73 |
| 159 |  $VTR | Ventas, Inc. | $28.5M | 0.2% | +40% | 70.3 |
| 160 |  $CART | Maplebear Inc. | $28.0M | 0.2% | -8% | 76.4 |
| 161 |  $WFC | WELLS FARGO & COMPANY/MN | $27.7M | 0.2% | -3% | — |
| 162 |  $AZN | ASTRAZENECA PLC | $27.0M | 0.2% | -83% | — |
| 163 |  $JCI | Johnson Controls International plc | $26.8M | 0.2% | +63% | — |
| 164 |  $EMR | EMERSON ELECTRIC CO | $26.7M | 0.2% | -1% | 65.9 |
| 165 |  $CASY | CASEYS GENERAL STORES INC | $25.4M | 0.1% | -4% | 59.9 |
| 166 |  $EPAM | EPAM Systems, Inc. | $25.3M | 0.1% | -27% | 59.2 |
| 167 |  $TMUS | T-Mobile US, Inc. | $24.8M | 0.1% | NEW | 72.7 |
| 168 |  $VST | Vistra Corp. | $24.0M | 0.1% | NEW | 62.9 |
| 169 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $23.9M | 0.1% | NEW | 58.8 |
| 170 |  $CMI | CUMMINS INC | $23.9M | 0.1% | -72% | 58.9 |
| 171 |  $TTE | TotalEnergies SE | $23.4M | 0.1% | -12% | — |
| 172 |  $GGG | GRACO INC | $23.1M | 0.1% | -20% | 67.2 |
| 173 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $22.3M | 0.1% | NEW | 66.3 |
| 174 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $22.2M | 0.1% | -9% | 63.7 |
| 175 |  $A | AGILENT TECHNOLOGIES, INC. | $22.1M | 0.1% | -8% | 64.6 |
| 176 |  $PG | PROCTER & GAMBLE Co | $21.9M | 0.1% | -3% | 72.9 |
| 177 |  $PLD | Prologis, Inc. | $21.8M | 0.1% | -3% | 67.5 |
| 178 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $21.8M | 0.1% | -23% | 58 |
| 179 |  $SCHW | SCHWAB CHARLES CORP | $21.6M | 0.1% | -5% | 77.2 |
| 180 |  $CCZ | COMCAST CORP | $20.6M | 0.1% | -5% | 70.4 |
| 181 |  $FTNT | Fortinet, Inc. | $20.6M | 0.1% | -8% | 78.1 |
| 182 |  $UNH | UNITEDHEALTH GROUP INC | $20.2M | 0.1% | -3% | 66.8 |
| 183 |  $APH | AMPHENOL CORP /DE/ | $18.5M | 0.1% | -8% | 80.5 |
| 184 |  $RTX | RTX Corp | $17.9M | 0.1% | -74% | 70 |
| 185 |  $CME | CME GROUP INC. | $17.8M | 0.1% | +7% | 74.5 |
| 186 |  $AMPH | Amphastar Pharmaceuticals, Inc. | $17.6M | 0.1% | -20% | 55 |
| 187 |  $NXT | Nextpower Inc. | $17.5M | 0.1% | NEW | 74.8 |
| 188 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $16.8M | 0.1% | +686% | 57.5 |
| 189 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $16.7M | 0.1% | -27% | 47.2 |
| 190 |  $HUBB | HUBBELL INC | $16.6M | 0.1% | -15% | 68.7 |
| 191 |  $EHC | Encompass Health Corp | $16.3M | 0.1% | -78% | 68.9 |
| 192 |  $SNA | Snap-on Inc | $16.3M | 0.1% | +2% | 69.3 |
| 193 |  $EW | Edwards Lifesciences Corp | $16.2M | 0.1% | -8% | 67.6 |
| 194 |  $UNP | UNION PACIFIC CORP | $16.0M | 0.1% | -47% | 74 |
| 195 |  $CVLT | COMMVAULT SYSTEMS INC | $15.6M | 0.1% | -8% | 58.9 |
| 196 |  $BMI | BADGER METER INC | $15.4M | 0.1% | NEW | 71.6 |
| 197 |  $RSG | REPUBLIC SERVICES, INC. | $15.3M | 0.1% | +4% | 72 |
| 198 |  $CL | COLGATE PALMOLIVE CO | $15.2M | 0.1% | +2% | 72.4 |
| 199 |  $LNT | ALLIANT ENERGY CORP | $15.2M | 0.1% | -3% | 56.7 |
| 200 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $15.0M | 0.1% | -8% | 74.4 |
| 201 |  $CRM | Salesforce, Inc. | $14.8M | 0.1% | -38% | 75.2 |
| 202 |  $AMGN | AMGEN INC | $14.1M | 0.1% | -3% | 79.5 |
| 203 |  $CMS | CMS ENERGY CORP | $13.6M | 0.1% | -3% | 61.5 |
| 204 |  $EVR | Evercore Inc. | $13.3M | 0.1% | -17% | 76.1 |
| 205 |  $WEC | WEC ENERGY GROUP, INC. | $13.1M | 0.1% | +8% | 67 |
| 206 |  $OGE | OGE ENERGY CORP. | $13.1M | 0.1% | +5% | 57.8 |
| 207 |  $PPG | PPG INDUSTRIES INC | $13.1M | 0.1% | -3% | 57.1 |
| 208 |  $VOYA | Voya Financial, Inc. | $13.0M | 0.1% | +13% | 62.4 |
| 209 |  $AMT | AMERICAN TOWER CORP /MA/ | $12.6M | 0.1% | +14% | 69.8 |
| 210 |  $ATI | ATI INC | $12.5M | 0.1% | -5% | 64.5 |
| 211 |  $AEE | AMEREN CORP | $12.3M | 0.1% | -3% | 63.5 |
| 212 |  $RGLD | ROYAL GOLD INC | $9.0M | 0.1% | +81% | 79.4 |
| 213 |  $NEM | NEWMONT Corp /DE/ | $7.4M | 0.0% | NEW | 88.3 |
| 214 |  $POST | Post Holdings, Inc. | $7.0M | 0.0% | -46% | 53.8 |
| 215 |  $YOU | Clear Secure, Inc. | $3.5M | 0.0% | -28% | 74 |
| 216 | — | ISHARES TR | $2.2M | 0.0% | +0% | — |
| 217 |  $ENB | ENBRIDGE INC | $1.6M | 0.0% | -0% | — |
| 218 |  $WDAY | Workday, Inc. | $1.3M | 0.0% | -90% | 74.2 |
| 219 |  $BALL | BALL Corp | $1.2M | 0.0% | -8% | 54.2 |
| 220 |  $MSGE | Madison Square Garden Entertainment Corp. | $1.2M | 0.0% | -62% | 64.1 |
| 221 |  $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $1.1M | 0.0% | -77% | 47.1 |
| 222 |  $VNT | Vontier Corp | $911,366 | 0.0% | -55% | 60.5 |
| 223 |  $TBBK | Bancorp, Inc. | $802,189 | 0.0% | -92% | 32.8 |
| 224 |  $MORN | Morningstar, Inc. | $768,671 | 0.0% | -40% | 71 |
| 225 |  $MCRI | MONARCH CASINO & RESORT INC | $290,146 | 0.0% | -85% | 65 |
| 226 |  $MFC | MANULIFE FINANCIAL CORP | $288,711 | 0.0% | NEW | — |
| 227 |  $BTI | British American Tobacco p.l.c. | $282,001 | 0.0% | NEW | — |
| 228 |  $EQNR | EQUINOR ASA | $265,480 | 0.0% | NEW | — |
| 229 |  $GWW | W.W. GRAINGER, INC. | $248,705 | 0.0% | +0% | 69.5 |
| 230 |  $GSK | GSK plc | $241,677 | 0.0% | NEW | — |
| 231 |  $SNY | Sanofi | $240,707 | 0.0% | NEW | — |
| 232 |  $NVS | NOVARTIS AG | $232,944 | 0.0% | NEW | — |
| 233 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $216,572 | 0.0% | +0% | 76.6 |
| 234 |  $LYG | Lloyds Banking Group plc | $124,211 | 0.0% | +100% | — |
New Positions (18)
$SMG SCOTTS MIRACLE-GRO CO$50.1M$SPOT Spotify Technology S.A.$45.5M$HRL HORMEL FOODS CORP /DE/$44.7M$NNN NNN REIT, INC.$42.9M$SOLS Solstice Advanced Materials Inc.$41.2M$TMUS T-Mobile US, Inc.$24.8M$VST Vistra Corp.$24.0M$BJ BJ's Wholesale Club Holdings, Inc.$23.9M$OXY OCCIDENTAL PETROLEUM CORP /DE/$22.3M$NXT Nextpower Inc.$17.5M$BMI BADGER METER INC$15.4M$NEM NEWMONT Corp /DE/$7.4M$MFC MANULIFE FINANCIAL CORP$288,711$BTI British American Tobacco p.l.c.$282,001$EQNR EQUINOR ASA$265,480Exited Positions (31)
$GNTX GENTEX CORP
$CORT CORCEPT THERAPEUTICS INC
$AX Axos Financial, Inc.
$CIGI Colliers International Group Inc.
$CASH PATHWARD FINANCIAL, INC.
$HOMB HOME BANCSHARES INC
$KRP Kimbell Royalty Partners, LP
$LBRT Liberty Energy Inc.
$PATK PATRICK INDUSTRIES INC
$MIDD MIDDLEBY Corp
$LYFT Lyft, Inc.
$RMBS RAMBUS INC
$APAM Artisan Partners Asset Management Inc.
$DFH Dream Finders Homes, Inc.
$OLED UNIVERSAL DISPLAY CORP \PA\Browse Top Institutional Investors
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