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Eagle Capital Management, LLC

All holdings · as of Dec 31, 2025

56 positions

CompanyClassValue ↓Shares% of portfolio
Amazon.com Inc—$2.76B11,973,9058.6%
MICROSOFT CORP—$1.88B3,893,2295.9%
UNITEDHEALTH GROUP INC—$1.88B5,700,4465.9%
ConocoPhillips—$1.86B19,840,4305.8%
CAPITAL ONE FINANCIAL CORP—$1.63B6,716,0935.1%
Workday Inc—$1.63B7,575,3685.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$1.51B4,960,3064.7%
Alphabet Inc.—$1.49B4,762,9924.7%
AerCap Holdings N.V.—$1.46B10,169,9024.6%
DANAHER CORP /DE—$1.41B6,160,5314.4%
Woodward Inc—$1.30B4,312,3954.1%
Comcast Corp.—$1.19B39,910,2993.7%
LENNAR CORP /NEW—$1.13B10,986,2123.5%
SAP SE—$1.01B4,143,4303.1%
Estee Lauder Cos Inc/The—$914.16M8,729,5352.8%
ASML HOLDING N V—$893.42M835,0832.8%
Alcoa Corp—$847.55M15,949,3842.6%
HUMANA INC—$833.55M3,254,3982.6%
MercadoLibre, Inc.—$828.97M411,5492.6%
Aon plc—$800.83M2,269,4142.5%
Meta Platforms Inc—$798.95M1,210,3722.5%
SHELL PLC—$571.50M7,777,5951.8%
Elevance Health Inc—$527.24M1,504,0511.6%
Hilton Worldwide Holdings Inc.—$523.71M1,823,1811.6%
PTC Inc—$430.29M2,469,9281.3%
INTUIT INC.—$356.96M538,8771.1%
Liberty Broadband Corp—$308.89M6,355,6921.0%
Alphabet Inc.—$281.38M898,9640.9%
Vulcan Materials Co—$201.34M705,9140.6%
MARTIN MARIETTA MATERIALS INC—$199.72M320,7540.6%
SPDR S&P 500 ETF TR—$178.85M262,2790.6%
VANGUARD INDEX FDS—$100.69M300,3160.3%
ISHARES TR—$88.27M419,6600.3%
SPDR SERIES TRUST—$80.50M880,9770.3%
Charter Communications, Inc.—$34.76M166,5020.1%
Warren E. Buffett—$25.54M50,8200.1%
GE Vernova Inc.—$18.25M27,9170.1%
PULTEGROUP INC/MI—$15.64M133,3880.0%
Morgan Stanley—$14.13M79,5880.0%
Liberty Broadband Corp—$13.21M273,6820.0%
GENERAL ELECTRIC CO—$12.60M40,8980.0%
WELLS FARGO & COMPANY/MN—$8.97M96,2770.0%
W. R. Berkley Corporation—$8.66M123,5470.0%
THE GOLDMAN SACHS GROUP, INC.—$6.14M6,9890.0%
ECOLAB INC.—$5.90M22,4710.0%
Netflix Inc—$5.89M62,7740.0%
Marriott International Inc/MD—$5.84M18,8110.0%
CITIGROUP INC—$4.79M41,0760.0%
ORACLE CORP—$3.90M20,0000.0%
VANGUARD INDEX FDS—$3.68M5,8750.0%
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