Institutions / Eagle Capital Management, LLC
Eagle Capital Management, LLC
CIK 945631 · Institution · as of Dec 31, 2025eaglecap.com ↗
Portfolio value
$32.11B
Positions
56
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 56 →
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $2.76B | 8.6% |
| Microsoft Corp | $1.88B | 5.9% |
| Unitedhealth Group Inc | $1.88B | 5.9% |
| ConocoPhillips | $1.86B | 5.8% |
| Capital One Financial Corp | $1.63B | 5.1% |
| Workday Inc | $1.63B | 5.1% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.51B | 4.7% |
| Alphabet Inc. | $1.49B | 4.7% |
| AerCap Holdings N.V. | $1.46B | 4.6% |
| Danaher Corp /De | $1.41B | 4.4% |
| Woodward Inc | $1.30B | 4.1% |
| Comcast Corp. | $1.19B | 3.7% |
| Lennar Corp /New | $1.13B | 3.5% |
| Sap SE | $1.01B | 3.1% |
| Estee Lauder Cos Inc/The | $914.16M | 2.8% |
| Asml Holding N V | $893.42M | 2.8% |
| Alcoa Corp | $847.55M | 2.6% |
| Humana Inc | $833.55M | 2.6% |
| MercadoLibre, Inc. | $828.97M | 2.6% |
| Aon plc | $800.83M | 2.5% |
| Meta Platforms Inc | $798.95M | 2.5% |
| Shell PLC | $571.50M | 1.8% |
| Elevance Health Inc | $527.24M | 1.6% |
| Hilton Worldwide Holdings Inc. | $523.71M | 1.6% |
| PTC Inc | $430.29M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.