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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

Epoch Investment Partners, Inc.

Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001172661-23-002077

Total Value
$16.80B
Positions
914
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,288,865$371.6M2.26%
2APPLE INCAAPL1,222,930$201.7M1.22%
3BROADCOM INCAVGO296,080$189.9M1.15%
4META PLATFORMS INCMETA894,911$189.7M1.15%
5CHEVRON CORP NEWCVX1,060,299$173.0M1.05%
6UNITEDHEALTH GROUP INCUNH332,203$157.0M0.95%
7TEXAS INSTRS INC882508104782,371$145.5M0.88%
8CISCO SYS INCCSCO2,725,658$142.5M0.86%
9SALESFORCE INCCRM710,607$142.0M0.86%
10INTERNATIONAL BUSINESS MACHSINTR1,069,900$140.3M0.85%
11JPMORGAN CHASE & COVYLD1,006,974$131.2M0.80%
12BERKSHIRE HATHAWAY INC DELBRK-A420,522$129.8M0.79%
13ANALOG DEVICES INCADI657,056$129.6M0.79%
14LINDE PLCLIN360,607$128.2M0.78%
15ABBVIE INCABBV801,597$127.8M0.78%
16COCA-COLA EUROPACIFIC PARTNECCEP2,098,125$124.2M0.75%
17NEXTERA ENERGY INCNEE-PW1,607,871$123.9M0.75%
18RAYTHEON TECHNOLOGIES CORPRTX1,233,369$120.8M0.73%
19VERTEX PHARMACEUTICALS INCVRTX382,192$120.4M0.73%
20ARISTA NETWORKS INCANET640,690$107.5M0.65%
21BANK AMERICA CORP0605051043,624,532$103.7M0.63%
22CVS HEALTH CORPCVS1,385,374$102.9M0.62%
23KLA CORPKLAC253,138$101.0M0.61%
24RESTAURANT BRANDS INTL INC76131D1031,473,809$99.0M0.60%
25IRON MTN INC DEL46284V1011,808,529$95.7M0.58%
26THERMO FISHER SCIENTIFIC INCTMO162,587$93.7M0.57%
27JACOBS SOLUTIONS INCJ782,049$91.9M0.56%
28ALPHABET INCGOOG865,028$89.7M0.54%
29LYONDELLBASELL INDUSTRIES NLYB946,874$88.9M0.54%
30COSTCO WHSL CORP NEW22160K105174,847$86.9M0.53%
31METLIFE INCMET-PF1,486,568$86.1M0.52%
32BROADCOM INCAVGO132,374$84.9M0.52%
33ASTRAZENECA PLCAZN1,218,979$84.6M0.51%
34ANALOG DEVICES INCADI427,965$84.4M0.51%
35ALPHABET INCGOOG794,965$82.7M0.50%
36LILLY ELI & COLLY236,908$81.4M0.49%
37PFIZER INCPFE1,966,072$80.2M0.49%
38MICROSOFT CORPMSFT275,319$79.4M0.48%
39AMERICAN ELEC PWR CO INC025537101870,196$79.2M0.48%
40MEDTRONIC PLCMDT978,304$78.9M0.48%
41AMERICAN EXPRESS COAXP477,953$78.8M0.48%
42MERCK & CO INCMRK740,771$78.8M0.48%
43JOHNSON & JOHNSONJNJ508,334$78.8M0.48%
44VISA INCV347,346$78.3M0.48%
45DEVON ENERGY CORP NEW25179M1031,523,923$77.1M0.47%
46DEERE & CODE185,515$76.6M0.46%
47PHILIP MORRIS INTL INC718172109784,743$76.3M0.46%
48MSC INDL DIRECT INC553530106906,717$76.2M0.46%
49YUM BRANDS INCYUM564,993$74.6M0.45%
50APPLIED MATLS INC038222105597,687$73.4M0.45%
51MODERNA INCMRNA473,790$72.8M0.44%
52AT&T INCT-PC3,761,486$72.4M0.44%
53EVERGY INCEVRG1,159,365$70.9M0.43%
54BERKSHIRE HATHAWAY INC DELBRK-A151$70.3M0.43%
55HOME DEPOT INCHD235,330$69.5M0.42%
56STARBUCKS CORPSBUX657,041$68.4M0.42%
57NETAPP INCNTAP1,056,545$67.5M0.41%
58ABBVIE INCABBV415,777$66.3M0.40%
59CISCO SYS INCCSCO1,218,530$63.7M0.39%
60MICROSOFT CORPMSFT220,597$63.6M0.39%
61UNITEDHEALTH GROUP INCUNH133,941$63.3M0.38%
62JPMORGAN CHASE & COVYLD484,170$63.1M0.38%
63EMERSON ELEC COEMR720,649$62.8M0.38%
64SYNOPSYS INCSNPS161,815$62.5M0.38%
65UNIVERSAL DISPLAY CORPOLED402,764$62.5M0.38%
66TAIWAN SEMICONDUCTOR MFG LTD874039100670,755$62.4M0.38%
67AIR PRODS & CHEMS INCAIIR216,804$62.3M0.38%
68DOW INCDOW1,126,308$61.7M0.37%
69CUMMINS INCCMI254,048$60.7M0.37%
70MONSTER BEVERAGE CORP NEWMNST1,112,770$60.1M0.36%
71COCA-COLA EUROPACIFIC PARTNECCEP997,717$59.1M0.36%
72WALMART INCWMT397,196$58.6M0.36%
73RELIANCE STEEL & ALUMINUM CORS227,882$58.5M0.36%
74MEDTRONIC PLCMDT718,172$57.9M0.35%
75LINDE PLCLIN161,990$57.6M0.35%
76NUTRIEN LTDNTR774,764$57.2M0.35%
77VERIZON COMMUNICATIONS INCVZ1,468,920$57.1M0.35%
78ZOETIS INCZTS341,895$56.9M0.35%
79INTERNATIONAL BUSINESS MACHSINTR420,041$55.1M0.33%
80BROOKFIELD INFRASTRUCTURE COBIPC1,190,279$54.8M0.33%
81AMERICAN ELEC PWR CO INC025537101602,057$54.8M0.33%
82LAZARD LTDLAZ1,653,786$54.8M0.33%
83DECKERS OUTDOOR CORPDECK121,528$54.6M0.33%
84WEC ENERGY GROUP INCWEC572,951$54.3M0.33%
85APPLE INCAAPL327,531$54.0M0.33%
86MASTERCARD INCORPORATEDMA147,049$53.4M0.32%
87HASBRO INCHAS991,156$53.2M0.32%
88REALTY INCOME CORPO831,973$52.7M0.32%
89WORLD WRESTLING ENTMT INC98156Q108574,347$52.4M0.32%
90NISOURCE INCNI1,864,872$52.1M0.32%
91HUMANA INCHUM106,915$51.9M0.31%
92METLIFE INCMET-PF888,727$51.5M0.31%
93GENTEX CORPGNTX1,832,607$51.4M0.31%
94EXPEDITORS INTL WASH INC302130109465,250$51.2M0.31%
95CHEVRON CORP NEWCVX312,052$50.9M0.31%
96PAYCHEX INCPAYX440,416$50.5M0.31%
97KLA CORPKLAC126,428$50.5M0.31%
98DANAHER CORPORATION235851102199,917$50.4M0.31%
99WALMART INCWMT341,584$50.4M0.31%
100UNITED PARCEL SERVICE INCUPS258,238$50.1M0.30%
101MERCK & CO INCMRK470,779$50.1M0.30%
102FASTENAL COFAST921,001$49.7M0.30%
103ENTERGY CORP NEWENO450,938$48.6M0.29%
104CUMMINS INCCMI202,237$48.3M0.29%
105KEYCORP4932671083,819,157$47.8M0.29%
106LILLY ELI & COLLY139,152$47.8M0.29%
107BERRY GLOBAL GROUP INC08579W103810,447$47.7M0.29%
108EMERSON ELEC COEMR546,404$47.6M0.29%
109IRON MTN INC DEL46284V101895,123$47.4M0.29%
110EATON CORP PLCETN276,346$47.3M0.29%
111FORTINET INCFTNT709,951$47.2M0.29%
112MARKEL CORPMKL36,905$47.1M0.29%
113CASEYS GEN STORES INC147528103217,259$47.0M0.29%
114T-MOBILE US INCTMUSZ323,785$46.9M0.28%
115BANK AMERICA CORP0605051041,632,550$46.7M0.28%
116LAM RESEARCH CORPLRCX87,911$46.6M0.28%
117US BANCORP DELUSB-PS1,288,862$46.5M0.28%
118WP CAREY INC92936U109599,539$46.4M0.28%
119EATON CORP PLCETN268,608$46.0M0.28%
120WEST PHARMACEUTICAL SVSC INC955306105131,820$45.7M0.28%
121ENTERPRISE PRODS PARTNERS L2937921071,762,336$45.6M0.28%
122VMWARE INC928563402363,521$45.4M0.28%
123EVEREST RE GROUP LTDEG125,784$45.0M0.27%
124METTLER TOLEDO INTERNATIONALMTD29,279$44.8M0.27%
125BOOKING HOLDINGS INCBKNG16,870$44.7M0.27%
126BIOGEN INCBIIB160,302$44.6M0.27%
127NEXTERA ENERGY INCNEE-PW575,649$44.4M0.27%
128MORGAN STANLEYMS-PQ494,628$43.4M0.26%
129KRAFT HEINZ COKHC1,119,449$43.3M0.26%
130PHILIP MORRIS INTL INC718172109444,874$43.3M0.26%
131AMERIPRISE FINL INC03076C106140,966$43.2M0.26%
132COLUMBIA BKG SYS INC1972361022,011,684$43.1M0.26%
133APPLE INCAAPL259,033$42.7M0.26%
134JOHNSON & JOHNSONJNJ275,530$42.7M0.26%
135MEDPACE HLDGS INCMEDP224,292$42.2M0.26%
136US BANCORP DELUSB-PS1,168,929$42.1M0.26%
137UNITED PARCEL SERVICE INCUPS217,020$42.1M0.26%
138UNION PAC CORPUNP206,529$41.6M0.25%
139COMCAST CORP NEWCCZ1,095,320$41.5M0.25%
140AMAZON COM INCAMZN399,022$41.2M0.25%
141OMNICOM GROUP INCOMC434,221$41.0M0.25%
142DROPBOX INCDBX1,880,682$40.7M0.25%
143PENNYMAC FINL SVCS INC NEW70932M107678,804$40.5M0.25%
144GALLAGHER ARTHUR J & CO363576109208,649$39.9M0.24%
145ENTERPRISE PRODS PARTNERS L2937921071,539,506$39.9M0.24%
146ULTA BEAUTY INCULTA72,393$39.5M0.24%
147DONALDSON INCDCI596,534$39.0M0.24%
148DOMINOS PIZZA INCDPZ117,454$38.7M0.24%
149NVR INCNVR6,921$38.6M0.23%
150GENERAL ELECTRIC CO369604301401,997$38.4M0.23%
151PINNACLE WEST CAP CORPPNW483,855$38.3M0.23%
152TEXAS INSTRS INC882508104205,926$38.3M0.23%
153COCA COLA COKO614,389$38.1M0.23%
154CENTENE CORP DELCNC600,647$38.0M0.23%
155DELL TECHNOLOGIES INCDELL941,510$37.9M0.23%
156EAGLE MATLS INC26969P108257,690$37.8M0.23%
157BROOKFIELD RENEWABLE CORPBEPC1,077,925$37.7M0.23%
158DUKE ENERGY CORP NEWDUKB389,526$37.6M0.23%
159CHEMED CORP NEWCHE69,807$37.5M0.23%
160LEGGETT & PLATT INCLEG1,171,584$37.4M0.23%
161RAYTHEON TECHNOLOGIES CORPRTX379,391$37.2M0.23%
162LPL FINL HLDGS INC50212V100183,545$37.1M0.23%
163OCCIDENTAL PETE CORP674599105594,232$37.1M0.23%
164AUTOMATIC DATA PROCESSING INADP166,076$37.0M0.22%
165VAIL RESORTS INCMTN157,600$36.8M0.22%
166VERIZON COMMUNICATIONS INCVZ941,776$36.6M0.22%
167CADENCE DESIGN SYSTEM INCCDNS173,885$36.5M0.22%
168VAIL RESORTS INCMTN156,216$36.5M0.22%
169ADOBE SYSTEMS INCORPORATEDADBE93,016$35.8M0.22%
170BJS WHSL CLUB HLDGS INC05550J101469,394$35.7M0.22%
171GILEAD SCIENCES INCGILD430,073$35.7M0.22%
172HASBRO INCHAS664,141$35.7M0.22%
173CONSTELLATION BRANDS INCSTZ157,837$35.7M0.22%
174QUALCOMM INCQCOM278,467$35.5M0.22%
175LOCKHEED MARTIN CORPLMT75,096$35.5M0.22%
176VEEVA SYS INCVEEV192,937$35.5M0.22%
177ACCENTURE PLC IRELANDACN123,178$35.2M0.21%
178ENCOMPASS HEALTH CORPEHC650,487$35.2M0.21%
179MCDONALDS CORPMCD123,699$34.6M0.21%
180GRACO INCGGG471,732$34.4M0.21%
181VENTAS INCVTR793,338$34.4M0.21%
182WELLTOWER INCWELL471,526$33.8M0.21%
183MARSH & MCLENNAN COS INC571748102201,807$33.6M0.20%
184TAIWAN SEMICONDUCTOR MFG LTD874039100359,904$33.5M0.20%
185TREX CO INCTREX684,425$33.3M0.20%
186UBER TECHNOLOGIES INCUBER1,045,297$33.1M0.20%
187ENTERGY CORP NEWENO307,509$33.1M0.20%
188VIPER ENERGY PARTNERS LPVNOM1,168,599$32.7M0.20%
189PACCAR INCPCAR445,644$32.6M0.20%
190TRAVELERS COMPANIES INCTRV189,311$32.4M0.20%
191MPLX LPMPLXP939,336$32.4M0.20%
192WELLS FARGO CO NEW949746101863,609$32.3M0.20%
193PROLOGIS INC.PLDGP258,189$32.2M0.20%
194CVS HEALTH CORPCVS433,103$32.2M0.20%
195MSC INDL DIRECT INC553530106379,714$31.9M0.19%
196NEXSTAR MEDIA GROUP INCNXST184,688$31.9M0.19%
197ROLLINS INCROL849,425$31.9M0.19%
198TRAVELERS COMPANIES INCTRV184,305$31.6M0.19%
199BOSTON SCIENTIFIC CORPBSX616,230$30.8M0.19%
200COCA COLA COKO493,499$30.6M0.19%
201OLD DOMINION FREIGHT LINE INODFL89,619$30.5M0.19%
202TRUIST FINL CORP89832Q109893,825$30.5M0.18%
203HOME DEPOT INCHD102,878$30.4M0.18%
204ALIGN TECHNOLOGY INCALGN90,818$30.3M0.18%
205OMNICOM GROUP INCOMC320,554$30.2M0.18%
206PNC FINL SVCS GROUP INC693475105237,744$30.2M0.18%
207UNITED THERAPEUTICS CORP DELUTHR134,643$30.2M0.18%
208RESTAURANT BRANDS INTL INC76131D103448,063$30.1M0.18%
209AIR PRODS & CHEMS INCAIIR103,924$29.8M0.18%
210COLUMBIA BKG SYS INC1972361021,380,650$29.6M0.18%
211TESLA INCTSLA142,182$29.5M0.18%
212CUBESMARTCUBE634,744$29.3M0.18%
213AGILENT TECHNOLOGIES INCA211,508$29.3M0.18%
214HUNTINGTON INGALLS INDS INC446413106141,098$29.2M0.18%
215LOCKHEED MARTIN CORPLMT61,744$29.2M0.18%
216EVERGY INCEVRG468,891$28.7M0.17%
217HONEYWELL INTL INC438516106149,241$28.5M0.17%
218KEYCORP4932671082,270,198$28.4M0.17%
219TJX COS INC NEW872540109360,510$28.2M0.17%
220MANHATTAN ASSOCIATES INCMANH181,414$28.1M0.17%
221RIO TINTO PLCRTNTF400,684$27.5M0.17%
222PFIZER INCPFE672,554$27.4M0.17%
223EDWARDS LIFESCIENCES CORPEW329,283$27.2M0.17%
224UNIVERSAL HLTH SVCS INC913903100213,903$27.2M0.16%
225COMCAST CORP NEWCCZ711,258$27.0M0.16%
226NUTRIEN LTDNTR363,220$26.8M0.16%
227DOW INCDOW485,367$26.6M0.16%
228HONEYWELL INTL INC438516106138,970$26.6M0.16%
229MAGELLAN MIDSTREAM PRTNRS LP559080106488,374$26.5M0.16%
230LYONDELLBASELL INDUSTRIES NLYB279,530$26.2M0.16%
231WATERS CORP94184810384,659$26.2M0.16%
232ASTRAZENECA PLCAZN376,909$26.2M0.16%
233WP CAREY INC92936U109336,785$26.1M0.16%
234BRISTOL-MYERS SQUIBB COCELG-RI374,227$25.9M0.16%
235NICE LTDNCSYF112,792$25.8M0.16%
236OLIN CORPOLN455,577$25.3M0.15%
237AXOS FINANCIAL INCAX683,308$25.2M0.15%
238AMETEK INCAME173,273$25.2M0.15%
239PEPSICO INCPEP137,373$25.0M0.15%
240BRUKER CORPBRKRP316,597$25.0M0.15%
241NIKE INCNKE201,772$24.7M0.15%
242AT&T INCT-PC1,280,238$24.6M0.15%
243NMI HLDGS INCNMIH1,095,436$24.5M0.15%
244REALTY INCOME CORPO385,475$24.4M0.15%
245NETAPP INCNTAP379,738$24.2M0.15%
246NISOURCE INCNI858,533$24.0M0.15%
247CARMAX INCKMX371,897$23.9M0.15%
248BROADCOM INCAVGO36,935$23.7M0.14%
249CHEVRON CORP NEWCVX144,291$23.5M0.14%
250COTERRA ENERGY INCCTRA955,555$23.4M0.14%
251SITIO ROYALTIES CORP82983N1081,018,017$23.0M0.14%
252WELLTOWER INCWELL320,197$23.0M0.14%
253PINNACLE WEST CAP CORPPNW288,796$22.9M0.14%
254MPLX LPMPLXP657,478$22.7M0.14%
255DELL TECHNOLOGIES INCDELL556,760$22.4M0.14%
256SIMON PPTY GROUP INC NEW828806109196,760$22.0M0.13%
257LEGGETT & PLATT INCLEG690,972$22.0M0.13%
258ELECTRONIC ARTS INCEA182,794$22.0M0.13%
259PNC FINL SVCS GROUP INC693475105168,941$21.5M0.13%
260IQVIA HLDGS INCIQV107,772$21.4M0.13%
261PROCTER AND GAMBLE CO742718109142,623$21.2M0.13%
262CURTISS WRIGHT CORPCW120,068$21.2M0.13%
263OREILLY AUTOMOTIVE INC67103H10724,790$21.0M0.13%
264WEC ENERGY GROUP INCWEC215,263$20.4M0.12%
265BOEING COBA-PA94,650$20.1M0.12%
266ON SEMICONDUCTOR CORPON243,898$20.1M0.12%
267TAIWAN SEMICONDUCTOR MFG LTD874039100214,855$20.0M0.12%
268MERCK & CO INCMRK187,073$19.9M0.12%
269TRUIST FINL CORP89832Q109583,315$19.9M0.12%
270KIMBELL RTY PARTNERS LP49435R1021,301,991$19.8M0.12%
271DUKE ENERGY CORP NEWDUKB205,018$19.8M0.12%
272MARATHON OIL CORPMARA824,839$19.8M0.12%
273MAGELLAN MIDSTREAM PRTNRS LP559080106357,915$19.4M0.12%
274ABBVIE INCABBV120,924$19.3M0.12%
275LAZARD LTDLAZ581,968$19.3M0.12%
276APA CORPORATIONAPA534,279$19.3M0.12%
277COPART INCCPRT253,307$19.1M0.12%
278AMGEN INCAMGN78,195$18.9M0.11%
279ALPHABET INCGOOG180,103$18.7M0.11%
280PPG INDS INC693506107139,779$18.7M0.11%
281PROCTER AND GAMBLE CO742718109123,960$18.4M0.11%
282BERKSHIRE HATHAWAY INC DELBRK-A59,125$18.3M0.11%
283JPMORGAN CHASE & COVYLD139,581$18.2M0.11%
284JOHNSON CTLS INTL PLCG51502105301,436$18.2M0.11%
285ETSY INCETSY162,161$18.1M0.11%
286EMCOR GROUP INCEME107,689$17.5M0.11%
287SUPERNUS PHARMACEUTICALS INCSUPN474,823$17.2M0.10%
288UNITEDHEALTH GROUP INCUNH35,673$16.9M0.10%
289COMCAST CORP NEWCCZ438,428$16.6M0.10%
290RAMBUS INC DELRMBS322,332$16.5M0.10%
291BLACKROCK INCBLK24,093$16.1M0.10%
292ASBURY AUTOMOTIVE GROUP INCABG76,607$16.1M0.10%
293MARSH & MCLENNAN COS INC57174810293,410$15.6M0.09%
294GENERAL DYNAMICS CORPGD66,869$15.3M0.09%
295PHYSICIANS RLTY TR71943U1041,016,057$15.2M0.09%
296MARAVAI LIFESCIENCES HLDGS IMARA1,060,046$14.9M0.09%
297META PLATFORMS INCMETA69,835$14.8M0.09%
298TORO COTORO131,875$14.7M0.09%
299ICON PLCICLR67,548$14.4M0.09%
300CABLE ONE INCCABO20,449$14.4M0.09%
301JOHNSON & JOHNSONJNJ92,567$14.3M0.09%
302HENRY JACK & ASSOC INC42628110193,980$14.2M0.09%
303COCA COLA COKO226,227$14.0M0.09%
304SELECTIVE INS GROUP INC816300107147,126$14.0M0.09%
305TOTALENERGIES SETTE235,836$13.9M0.08%
306VISA INCV61,651$13.9M0.08%
307PEPSICO INCPEP75,952$13.8M0.08%
308DOUGLAS DYNAMICS INCPLOW429,259$13.7M0.08%
309PATRICK INDS INC703343103198,574$13.7M0.08%
310HUBBELL INCHUBB56,046$13.6M0.08%
311MONARCH CASINO & RESORT INCMCRI182,483$13.5M0.08%
312AMPHENOL CORP NEW032095101165,346$13.5M0.08%
313MACERICH COMAC1,273,642$13.5M0.08%
314COGNIZANT TECHNOLOGY SOLUTIOCTSH220,175$13.4M0.08%
315HOME DEPOT INCHD45,017$13.3M0.08%
316AMGEN INCAMGN54,407$13.2M0.08%
317VONTIER CORPORATIONVNT477,149$13.0M0.08%
318ANALOG DEVICES INCADI66,074$13.0M0.08%
319PREMIER INCPREM400,557$13.0M0.08%
320PARK HOTELS & RESORTS INCPK1,042,037$12.9M0.08%
321FREEPORT-MCMORAN INCFCX311,570$12.7M0.08%
322AMAZON COM INCAMZN123,153$12.7M0.08%
323ESSENT GROUP LTDESNT317,560$12.7M0.08%
324HINGHAM INSTN SVGS MASS43332310254,436$12.7M0.08%
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