Eagle Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$29.82B
Q ending 2026-03-31
Prior quarter
$32.11B
Q ending 2025-12-31
Change
-7.1% QoQ · +8.8% YoY
Positions
60
reported holdings
Largest positions
All 60 reported positions, Q ending 2026-03-31. 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 |
|---|---|---|---|---|
| Conocophillips | COP | Shares | $2.50B | 18.9M |
| Amazon Com Inc | AMZN | Shares | $2.45B | 11.8M |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.65B | 4.9M |
| Unitedhealth Group Inc | UNH | Shares | $1.59B | 5.9M |
| Microsoft Corp | MSFT | Shares | $1.48B | 4.0M |
| Mercadolibre Inc | MELI | Shares | $1.36B | 786K |
| Sap Se | SAP | Shares | $1.34B | 7.8M |
| Alphabet Inc | GOOG | Shares | $1.32B | 4.6M |
| Danaher Corp Del | DHR | Shares | $1.25B | 6.6M |
| Capital One Finl Corp | COF | Shares | $1.20B | 6.6M |
| Workday Inc | WDAY | Shares | $1.13B | 8.7M |
| Comcast Corp New | CMCSA | Shares | $1.08B | 37.6M |
| Intuit | INTU | Shares | $1.00B | 2.3M |
| Aercap Holdings Nv | Shares | $1.00B | 7.3M | |
| Lennar Corp | LEN | Shares | $944.9M | 10.9M |
| Alcoa Corp | AA | Shares | $935.1M | 14.1M |
| Woodward Inc | WWD | Shares | $882.0M | 2.5M |
| Meta Platforms Inc | META | Shares | $752.7M | 1.3M |
| S&P Global Inc | SPGI | Shares | $606.2M | 1.4M |
| Gallagher Arthur J & Co | AJG | Shares | $577.3M | 2.7M |
| Asml Hldg Nv | Shares | $572.5M | 433K | |
| Lauder Estee Cos Inc | EL | Shares | $569.3M | 7.9M |
| Humana Inc | HUM | Shares | $514.5M | 3.0M |
| Netflix Inc. | NFLX | Shares | $514.4M | 5.4M |
| Shell Plc | SHEL | Shares | $493.7M | 5.3M |
| Elevance Health Inc Formerly | ELV | Shares | $453.4M | 1.5M |
| Liberty Broadband Corp | LBRDK | Shares | $337.0M | 6.7M |
| Mastercard Incorporated | MA | Shares | $312.1M | 625K |
| Alphabet Inc | GOOGL | Shares | $275.6M | 958K |
| Eqt Corp | EQT | Shares | $232.9M | 3.7M |
| Aon Plc | Shares | $149.6M | 463K | |
| Ptc Inc | PTC | Shares | $104.2M | 732K |
| Charter Communications Inc | CHTR | Shares | $32.3M | 149K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $24.4M | 51K |
| Spdr Series Trust | BIL | Shares | $24.1M | 263K |
| Ge Vernova Inc | GEV | Shares | $21.3M | 24K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $18.4M | 28K |
| Pulte Group Inc | PHM | Shares | $18.2M | 155K |
| Liberty Broadband Corp | LBRDA | Shares | $13.6M | 271K |
| Morgan Stanley | MS | Shares | $13.1M | 80K |
| Ge Aerospace | GE | Shares | $11.6M | 41K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $11.4M | 37K |
| Vulcan Matls Co | VMC | Shares | $11.3M | 42K |
| Berkley W R Corp | WRB | Shares | $8.2M | 124K |
| Wells Fargo & Co | WFC | Shares | $6.9M | 87K |
| Marriott Intl Inc New | MAR | Shares | $6.2M | 19K |
| Ecolab Inc | ECL | Shares | $6.0M | 22K |
| Goldman Sachs Group Inc | GS | Shares | $5.9M | 7K |
| Citigroup Inc | C | Shares | $4.7M | 41K |
| Oracle Corp | ORCL | Shares | $2.9M | 20K |
| Echostar Corp | ECHO | Shares | $2.9M | 25K |
| Travelers Companies Inc | TRV | Shares | $2.0M | 7K |
| Ishares Tr | IWD | Shares | $1.7M | 8K |
| Visa Inc | V | Shares | $1.1M | 4K |
| Ge Healthcare Technologies I | GEHC | Shares | $858K | 12K |
| International Business Machs | IBM | Shares | $654K | 3K |
| Vanguard Index Fds | VOO | Shares | $455K | 762 |
| Lyondellbasell Industries Nv | Shares | $354K | 4K | |
| Jpmorgan Chase & Co | JPM | Shares | $326K | 1K |
| Martin Marietta Matls Inc | MLM | Shares | $277K | 470 |
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.