Eagle Capital Management LLC Top Holdings and 13F Report (2025) About Eagle Capital Management LLCInvestment ActivityEagle Capital Management LLC has $30.34 billion in total holdings as of June 30, 2025.Eagle Capital Management LLC owns shares of 55 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 11.68% of the portfolio was purchased this quarter.About 9.47% of the portfolio was sold this quarter.This quarter, Eagle Capital Management LLC has purchased 57 new stocks and bought additional shares in 12 stocks.Eagle Capital Management LLC sold shares of 33 stocks and completely divested from 4 stocks this quarter.Largest Holdings Amazon.com $2,576,620,713ConocoPhillips $1,995,513,721Microsoft $1,962,214,059UnitedHealth Group $1,675,784,349Comcast $1,518,212,069 Largest New Holdings this Quarter N07059210 - ASML $982,400,399 Holding235851102 - Danaher $564,869,280 Holding Largest Purchases this Quarter ASML 1,225,871 shares (about $982.40M)UnitedHealth Group 2,673,994 shares (about $834.21M)Danaher 2,859,518 shares (about $564.87M)Capital One Financial 1,581,527 shares (about $336.49M)Humana 806,187 shares (about $197.10M) Largest Sales this Quarter GE VERNOVA INC 1,723,294 shares (about $911.88M)Meta Platforms 338,999 shares (about $250.21M)Wells Fargo & Company 3,122,247 shares (about $250.15M)Alphabet 1,272,286 shares (about $225.69M)Amazon.com 1,014,512 shares (about $222.57M) 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$2,576,620,713$222,573,779 ▼-8.0%11,744,4778.5%Retail/WholesaleCOPConocoPhillips$1,995,513,721$181,851,916 ▲10.0%22,236,6146.6%EnergyMSFTMicrosoft$1,962,214,059$22,677,416 ▼-1.1%3,944,8636.5%Computer and TechnologyUNHUnitedHealth Group$1,675,784,349$834,205,937 ▲99.1%5,371,6205.5%MedicalCMCSAComcast$1,518,212,069$8,335,435 ▼-0.5%42,538,8645.0%Consumer DiscretionaryAERAercap$1,499,044,498$82,177,057 ▼-5.2%12,812,3464.9%TransportationCOFCapital One Financial$1,449,561,834$336,485,704 ▲30.2%6,813,1314.8%FinanceMETAMeta Platforms$1,394,865,626$250,211,819 ▼-15.2%1,889,8314.6%Computer and TechnologyWDAYWorkday$1,379,815,811$60,310,555 ▲4.6%5,749,2334.5%Computer and TechnologyWWDWoodward$1,230,554,780$11,443,498 ▼-0.9%5,020,8284.1%AerospaceTSMTaiwan Semiconductor Manufacturing$1,141,609,863$24,908,010 ▼-2.1%5,040,4433.8%Computer and TechnologyGOOGAlphabet$1,128,528,964$225,690,821 ▼-16.7%6,361,8523.7%Computer and TechnologyLENLennar$999,544,666$192,313,964 ▲23.8%9,036,6573.3%ConstructionASMLASML$982,400,399$982,400,399 ▲New Holding1,225,8713.2%Computer and TechnologyHUMHumana$965,567,351$197,096,587 ▲25.6%3,949,4743.2%MedicalSAPSAP$914,665,894$89,585,427 ▼-8.9%3,007,7803.0%Computer and TechnologySHELShell$909,213,083$194,173,957 ▼-17.6%12,913,1243.0%EnergyAONAON$814,932,312$121,023,705 ▼-12.9%2,284,2592.7%FinanceELEstee Lauder Companies$778,179,043$3,840,505 ▼-0.5%9,630,9292.6%Consumer StaplesLBRDKLiberty Broadband$636,090,854$64,154,288 ▲11.2%6,465,6522.1%Consumer DiscretionaryELVElevance Health$612,592,695$4,044,407 ▼-0.7%1,574,9502.0%MedicalDHRDanaher$564,869,280$564,869,280 ▲New Holding2,859,5181.9%MedicalHLTHilton Worldwide$495,433,968$10,654,666 ▼-2.1%1,860,1561.6%Consumer DiscretionaryAAAlcoa$485,344,806$4,018,023 ▼-0.8%16,446,7911.6%IndustrialsPTCPTC$430,289,091$104,674,849 ▲32.1%2,496,7451.4%Computer and TechnologyWFCWells Fargo & Company$429,175,330$250,154,413 ▼-36.8%5,356,6571.4%FinanceINTUIntuit$411,368,042$16,259,831 ▲4.1%522,2861.4%Computer and TechnologyGOOGLAlphabet$208,755,361$41,600,501 ▼-16.6%1,184,5620.7%Computer and TechnologyVMCVulcan Materials$186,892,193$7,287,835 ▲4.1%716,5560.6%ConstructionMLMMartin Marietta Materials$182,911,502$65,875 ▼0.0%333,1960.6%ConstructionCHTRCharter Communications$98,820,824$70,711,866 ▼-41.7%241,7280.3%Consumer DiscretionaryBILSPDR Bloomberg 1-3 Month T-Bill ETF$97,638,610$9,883,449 ▼-9.2%1,064,4130.3%ETFLBRDALiberty Broadband$33,168,512$1,280,953 ▼-3.7%339,0770.1%Consumer DiscretionaryBRK.BBerkshire Hathaway$24,693,632$54,406 ▼-0.2%50,8340.1%FinanceGE VERNOVA INC$23,265,138$911,881,018 ▼-97.5%43,9670.1%COMORCLOracle$17,161,143$31,920 ▼-0.2%78,4940.1%Computer and TechnologyPHMPulteGroup$12,383,957$1,609,741 ▲14.9%117,4280.0%ConstructionMSMorgan Stanley$11,210,7660.0%79,5880.0%FinanceGEGE Aerospace$10,588,2520.0%41,1370.0%AerospaceWRBW.R. Berkley$9,081,847$4,849 ▲0.1%123,6130.0%FinanceNFLXNetflix$8,603,910$765,982 ▼-8.2%6,4250.0%Consumer DiscretionaryECLEcolab$6,054,5860.0%22,4710.0%Basic MaterialsGSThe Goldman Sachs Group$5,264,952$518,781 ▼-9.0%7,4390.0%FinanceMARMarriott International$5,139,353$213,923 ▼-4.0%18,8110.0%Consumer DiscretionaryCCitigroup$3,496,389$27,919 ▼-0.8%41,0760.0%Financial ServicesOXYOccidental Petroleum$3,446,080$7,426,527 ▼-68.3%82,0300.0%EnergySPYSPDR S&P 500 ETF Trust$2,201,372$1,084,313 ▼-33.0%3,5630.0%FinanceVVisa$1,861,882$1,966,622 ▼-51.4%5,2440.0%Business ServicesTRVTravelers Companies$1,846,0260.0%6,9000.0%FinanceGEHCGE HealthCare Technologies$898,8390.0%12,1350.0%MedicalIBMInternational Business Machines$795,9060.0%2,7000.0%Computer and TechnologySATSEchoStar$689,3700.0%24,8870.0%Computer and TechnologyDISWalt Disney$387,903$70,810 ▼-15.4%3,1280.0%Consumer DiscretionaryJPMJPMorgan Chase & Co.$321,510$92,771 ▼-22.4%1,1090.0%FinanceLYBLyondellBasell Industries$254,2950.0%4,3950.0%Basic MaterialsDFSDiscover Financial Services$0$279,215,185 ▼-100.0%00.0%FinanceDHID.R. Horton$0$18,964,109 ▼-100.0%00.0%ConstructionIWDiShares Russell 1000 Value ETF$0$506,150 ▼-100.0%00.0%ETFTMOThermo Fisher Scientific$0$339,861 ▼-100.0%00.0%MedicalShowing 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. 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