Eagle Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$32.75B
Q ending 2026-06-30
Prior quarter
$29.82B
Q ending 2026-03-31
Change
+9.8% QoQ · +7.9% YoY
Positions
56
reported holdings
Largest positions
All 56 reported positions, Q ending 2026-06-30. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $2.71B | 11.4M |
| Unitedhealth Group Inc | UNH | Shares | $2.40B | 5.8M |
| Mercadolibre Inc | MELI | Shares | $2.39B | 1.4M |
| Taiwan Semiconductor Manufac | TSM | Shares | $2.11B | 4.4M |
| Conocophillips | COP | Shares | $1.82B | 17.5M |
| Danaher Corp Del | DHR | Shares | $1.78B | 9.4M |
| S&P Global Inc | SPGI | Shares | $1.66B | 4.1M |
| Humana Inc | HUM | Shares | $1.53B | 3.8M |
| Alphabet Inc | GOOG | Shares | $1.43B | 4.0M |
| Microsoft Corp | MSFT | Shares | $1.39B | 3.7M |
| Workday Inc | WDAY | Shares | $1.39B | 11.3M |
| Mastercard Incorporated | MA | Shares | $1.38B | 2.7M |
| Sap Se | SAP | Shares | $1.33B | 8.6M |
| Capital One Finl Corp | COF | Shares | $1.28B | 6.4M |
| Gallagher Arthur J & Co | AJG | Shares | $1.12B | 4.9M |
| Lennar Corp | LEN | Shares | $967.1M | 10.7M |
| Eqt Corp | EQT | Shares | $816.5M | 15.4M |
| Intuit | INTU | Shares | $776.2M | 3.0M |
| Asml Hldg Nv | Shares | $743.9M | 374K | |
| Meta Platforms Inc | META | Shares | $726.5M | 1.3M |
| Lauder Estee Cos Inc | EL | Shares | $711.4M | 9.0M |
| Alcoa Corp | AA | Shares | $619.4M | 11.9M |
| Elevance Health Inc Formerly | ELV | Shares | $576.8M | 1.5M |
| Alphabet Inc | GOOGL | Shares | $299.7M | 839K |
| Charter Communications Inc | CHTR | Shares | $247.4M | 1.7M |
| Liberty Broadband Corp | LBRDK | Shares | $219.0M | 6.6M |
| Aercap Holdings Nv | Shares | $94.1M | 645K | |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $48.6M | 65K |
| Ge Vernova Inc | GEV | Shares | $22.5M | 19K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $16.6M | 33K |
| Morgan Stanley | MS | Shares | $16.0M | 77K |
| Woodward Inc | WWD | Shares | $15.1M | 36K |
| Aon Plc | Shares | $14.9M | 45K | |
| Ge Aerospace | GE | Shares | $12.6M | 34K |
| Shell Plc | SHEL | Shares | $10.2M | 131K |
| Liberty Broadband Corp | LBRDA | Shares | $8.9M | 268K |
| Berkley W R Corp | WRB | Shares | $8.7M | 124K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $8.1M | 25K |
| Comcast Corp New | CMCSA | Shares | $6.6M | 268K |
| Ishares Tr | IWD | Shares | $6.4M | 27K |
| Ecolab Inc | ECL | Shares | $6.3M | 22K |
| Marriott Intl Inc New | MAR | Shares | $6.0M | 16K |
| Spdr Series Trust | BIL | Shares | $5.8M | 63K |
| Citigroup Inc | C | Shares | $5.7M | 41K |
| Wells Fargo & Co | WFC | Shares | $5.6M | 68K |
| Netflix Inc. | NFLX | Shares | $4.3M | 60K |
| Oracle Corp | ORCL | Shares | $2.9M | 20K |
| Echostar Corp | ECHO | Shares | $2.5M | 25K |
| Travelers Companies Inc | TRV | Shares | $2.3M | 7K |
| Ptc Inc | PTC | Shares | $1.2M | 11K |
| Vanguard Index Fds | VOO | Shares | $1.2M | 2K |
| International Business Machs | IBM | Shares | $759K | 3K |
| Ge Healthcare Technologies I | GEHC | Shares | $702K | 11K |
| Goldman Sachs Group Inc | GS | Shares | $423K | 418 |
| Visa Inc | V | Shares | $398K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $363K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.