Eagle Capital Management LLC Top Holdings and 13F Report (2025) About Eagle Capital Management LLCInvestment ActivityEagle Capital Management LLC has $27.41 billion in total holdings as of March 31, 2025.Eagle Capital Management LLC owns shares of 57 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 12.99% of the portfolio was purchased this quarter.About 11.67% of the portfolio was sold this quarter.This quarter, Eagle Capital Management LLC has purchased 50 new stocks and bought additional shares in 17 stocks.Eagle Capital Management LLC sold shares of 26 stocks and completely divested from 0 stocks this quarter.Largest Holdings Amazon.com $2,427,525,247ConocoPhillips $2,122,473,419Comcast $1,578,302,113Microsoft $1,497,976,527UnitedHealth Group $1,412,881,617 Largest New Holdings this Quarter 526057104 - Lennar $837,663,292 Holding461202103 - Intuit $308,003,172 Holding69370C100 - PTC $292,758,036 Holding929160109 - Vulcan Materials $160,653,646 Holding573284106 - Martin Marietta Materials $159,368,379 Holding Largest Purchases this Quarter Lennar 7,297,990 shares (about $837.66M)Estée Lauder Companies 7,408,608 shares (about $488.97M)Comcast 11,890,801 shares (about $438.77M)Intuit 501,642 shares (about $308.00M)PTC 1,889,371 shares (about $292.76M) Largest Sales this Quarter Visa 2,384,938 shares (about $835.83M)AON 1,360,067 shares (about $542.79M)Meta Platforms 873,864 shares (about $503.66M)SAP 1,283,910 shares (about $344.65M)Charter Communications 930,540 shares (about $342.93M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEagle Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$2,427,525,247$1,420,862 ▼-0.1%12,758,9898.9%Retail/WholesaleCOPConocoPhillips$2,122,473,419$58,049,280 ▲2.8%20,210,1837.7%EnergyCMCSAComcast$1,578,302,113$438,770,557 ▲38.5%42,772,4155.8%Consumer DiscretionaryMSFTMicrosoft$1,497,976,527$254,821,489 ▲20.5%3,990,4545.5%Computer and TechnologyUNHUnitedHealth Group$1,412,881,617$208,722,231 ▲17.3%2,697,6265.2%MedicalAERAerCap$1,380,798,329$167,864,901 ▲13.8%13,514,7145.0%TransportationMETAMeta Platforms$1,284,608,459$503,660,255 ▼-28.2%2,228,8304.7%Computer and TechnologyWDAYWorkday$1,283,933,695$3,063,914 ▼-0.2%5,497,9394.7%Computer and TechnologyGOOGAlphabet$1,192,681,380$73,443,254 ▼-5.8%7,634,1384.4%Computer and TechnologySHELShell$1,148,362,453$67,871,496 ▲6.3%15,670,8854.2%EnergyAONAON$1,047,008,225$542,789,139 ▼-34.1%2,623,4893.8%FinanceCOFCapital One Financial$938,026,597$22,274,439 ▼-2.3%5,231,6043.4%FinanceWWDWoodward$924,771,542$55,442,469 ▲6.4%5,067,5193.4%AerospaceSAPSAP$886,488,740$344,652,801 ▼-28.0%3,302,3723.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$854,969,222$6,720,178 ▼-0.8%5,150,4173.1%Computer and TechnologyLENLennar$837,663,292$837,663,292 ▲New Holding7,297,9903.1%ConstructionHUMHumana$831,713,740$1,555,848 ▼-0.2%3,143,2873.0%MedicalELVElevance Health$689,562,966$9,017,591 ▲1.3%1,585,3482.5%MedicalELEstée Lauder Companies$638,778,360$488,968,128 ▲326.4%9,678,4602.3%Consumer StaplesWFCWells Fargo & Company$608,700,518$98,420,213 ▼-13.9%8,478,9042.2%FinanceGE VERNOVA INC$539,509,438$92,749,254 ▼-14.7%1,767,2612.0%COMAAAlcoa$505,779,944$3,313,977 ▲0.7%16,582,9491.8%IndustrialsLBRDKLiberty Broadband$494,442,002$5,906,382 ▲1.2%5,813,5451.8%Consumer DiscretionaryHLTHilton Worldwide$432,381,408$148,838,862 ▼-25.6%1,900,1601.6%Consumer DiscretionaryINTUIntuit$308,003,172$308,003,172 ▲New Holding501,6421.1%Computer and TechnologyPTCPTC$292,758,036$292,758,036 ▲New Holding1,889,3711.1%Computer and TechnologyDFSDiscover Financial Services$279,215,185$15,069,908 ▲5.7%1,635,7071.0%FinanceGOOGLAlphabet$219,684,677$11,928,620 ▼-5.2%1,420,6200.8%Computer and TechnologyVMCVulcan Materials$160,653,646$160,653,646 ▲New Holding688,6140.6%ConstructionMLMMartin Marietta Materials$159,368,379$159,368,379 ▲New Holding333,3160.6%ConstructionCHTRCharter Communications$152,828,654$342,931,906 ▼-69.2%414,6980.6%Consumer DiscretionaryBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$107,522,053$22,958,460 ▼-17.6%1,172,1580.4%ETFLBRDALiberty Broadband$29,934,620$6,614,955 ▼-18.1%352,1720.1%Consumer DiscretionaryBRK.BBerkshire Hathaway$27,132,821$67,105 ▲0.2%50,9460.1%FinanceDHID.R. Horton$18,964,109$18,964,109 ▲New Holding149,1710.1%ConstructionOXYOccidental Petroleum$12,774,862$20,332,520 ▼-61.4%258,8100.0%EnergyORCLOracle$10,994,658$20,412 ▲0.2%78,6400.0%Computer and TechnologyPHMPulteGroup$10,502,459$10,502,459 ▲New Holding102,1640.0%ConstructionMSMorgan Stanley$9,285,532$1,149,200 ▼-11.0%79,5880.0%FinanceWRBW. R. Berkley$8,791,6050.0%123,5470.0%FinanceGEGE Aerospace$8,233,571$2,958,217 ▼-26.4%41,1370.0%IndustrialsNFLXNetflix$6,524,912$11,401,111 ▼-63.6%6,9970.0%Consumer DiscretionaryECLEcolab$5,696,8480.0%22,4710.0%Basic MaterialsMARMarriott International$4,667,291$2,219,071 ▼-32.2%19,5940.0%Consumer DiscretionaryGSThe Goldman Sachs Group$4,464,282$1,504,483 ▼-25.2%8,1720.0%FinanceVVisa$3,779,010$835,825,332 ▼-99.5%10,7830.0%Business ServicesSPYSPDR S&P 500 ETF Trust$2,974,836$74,765,270 ▼-96.2%5,3180.0%FinanceCCitigroup$2,939,270$23,285 ▲0.8%41,4040.0%FinanceTRVTravelers Companies$1,824,7740.0%6,9000.0%FinanceGEHCGE HealthCare Technologies$979,416$373,768 ▼-27.6%12,1350.0%MedicalIBMInternational Business Machines$671,3820.0%2,7000.0%Computer and TechnologySATSEchoStar$636,6090.0%24,8870.0%Computer and TechnologyIWDiShares Russell 1000 Value ETF$506,150$24,727,591 ▼-98.0%2,6900.0%ETFDISWalt Disney$365,091$56,358 ▲18.3%3,6990.0%Consumer DiscretionaryJPMJPMorgan Chase & Co.$350,534$78,496 ▲28.9%1,4290.0%FinanceTMOThermo Fisher Scientific$339,8610.0%6830.0%MedicalLYBLyondellBasell Industries$309,4080.0%4,3950.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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