Eagle Capital Management LLC Top Holdings and 13F Report (2026) About Eagle Capital Management LLCInvestment ActivityEagle Capital Management LLC has $29.82 billion in total holdings as of March 31, 2026.Eagle Capital Management LLC owns shares of 60 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 15.79% of the portfolio was purchased this quarter.About 15.23% of the portfolio was sold this quarter.This quarter, Eagle Capital Management LLC has purchased 56 new stocks and bought additional shares in 13 stocks.Eagle Capital Management LLC sold shares of 29 stocks and completely divested from 1 stock this quarter.Largest Holdings ConocoPhillips $2,496,209,428Amazon.com $2,447,988,185Taiwan Semiconductor Manufacturing $1,648,613,157UnitedHealth Group $1,585,474,628Microsoft $1,482,643,885 Largest New Holdings this Quarter 78409V104 - S&P Global $606,241,854 Holding363576109 - Arthur J. Gallagher & Co. $577,309,518 Holding57636Q104 - Mastercard $312,057,545 Holding26884L109 - EQT $232,919,473 HoldingN53745100 - LyondellBasell Industries $354,061 Holding Largest Purchases this Quarter Intuit 1,782,288 shares (about $770.63M)MercadoLibre 374,388 shares (about $647.32M)SAP 3,705,173 shares (about $634.36M)S&P Global 1,425,311 shares (about $606.24M)Arthur J. Gallagher & Co. 2,665,572 shares (about $577.31M) Largest Sales this Quarter Woodward 1,848,057 shares (about $661.46M)AON 1,806,064 shares (about $582.96M)Hilton Worldwide 1,785,734 shares (about $543.01M)ASML 401,637 shares (about $530.49M)Aercap 2,854,596 shares (about $391.59M) 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 PortfolioSectorCOPConocoPhillips$2,496,209,428$122,727,399 â–¼-4.7%18,910,6778.4%EnergyAMZNAmazon.com$2,447,988,185$45,817,111 â–¼-1.8%11,753,9168.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$1,648,613,157$27,722,378 â–¼-1.7%4,878,2755.5%Computer and TechnologyUNHUnitedHealth Group$1,585,474,628$42,991,065 â–²2.8%5,859,3255.3%MedicalMSFTMicrosoft$1,482,643,885$41,487,177 â–²2.9%4,005,3055.0%Computer and TechnologyMELIMercadoLibre$1,358,900,832$647,324,359 â–²91.0%785,9374.6%Retail/WholesaleSAPSAP$1,343,759,297$634,362,659 â–²89.4%7,848,6034.5%Computer and TechnologyGOOGAlphabet$1,318,567,169$47,744,691 â–¼-3.5%4,596,5534.4%Computer and TechnologyDHRDanaher$1,246,650,156$78,613,469 â–²6.7%6,575,1594.2%MedicalCOFCapital One Financial$1,197,943,983$27,272,921 â–¼-2.2%6,566,5954.0%FinanceWDAYWorkday$1,131,214,250$147,022,413 â–²14.9%8,707,0063.8%Computer and TechnologyCMCSAComcast$1,078,780,757$67,043,937 â–¼-5.9%37,575,0873.6%Consumer DiscretionaryINTUIntuit$1,003,625,410$770,625,752 â–²330.7%2,321,1653.4%Computer and TechnologyAERAercap$1,003,513,665$391,593,475 â–¼-28.1%7,315,3063.4%TransportationLENLennar$944,858,753$9,183,938 â–¼-1.0%10,880,4553.2%ConstructionAAAlcoa$935,078,008$122,844,617 â–¼-11.6%14,097,3623.1%IndustrialsWWDWoodward$882,035,921$661,456,609 â–¼-42.9%2,464,3383.0%AerospaceMETAMeta Platforms$752,692,236$60,202,357 â–²8.7%1,315,5972.5%Computer and TechnologySPGIS&P Global$606,241,854$606,241,854 â–²New Holding1,425,3112.0%FinanceAJGArthur J. Gallagher & Co.$577,309,518$577,309,518 â–²New Holding2,665,5721.9%FinanceASMLASML$572,508,122$530,493,867 â–¼-48.1%433,4461.9%Computer and TechnologyELEstee Lauder Companies$569,322,774$57,195,953 â–¼-9.1%7,932,6011.9%Consumer StaplesHUMHumana$514,460,967$49,819,109 â–¼-8.8%2,967,0741.7%MedicalNFLXNetflix$514,443,039$508,407,319 â–²8,423.3%5,350,4221.7%Consumer DiscretionarySHELShell$493,709,684$229,606,689 â–¼-31.7%5,308,7061.7%EnergyELVElevance Health$453,355,469$13,044,644 â–²3.0%1,548,6101.5%MedicalLBRDKLiberty Broadband$336,987,140$17,295,855 â–²5.4%6,699,5461.1%Consumer DiscretionaryMAMastercard$312,057,545$312,057,545 â–²New Holding624,5401.0%Business ServicesGOOGLAlphabet$275,558,396$17,052,308 â–²6.6%958,2640.9%Computer and TechnologyEQTEQT$232,919,473$232,919,473 â–²New Holding3,659,9540.8%EnergyAONAON$149,560,031$582,961,018 â–¼-79.6%463,3500.5%FinancePTCPTC$104,249,314$247,690,955 â–¼-70.4%731,6250.3%Computer and TechnologyCHTRCharter Communications$32,265,425$3,679,027 â–¼-10.2%149,4600.1%Consumer DiscretionaryBRK.BBerkshire Hathaway$24,352,9440.0%50,8200.1%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$24,065,737$56,666,906 â–¼-70.2%262,6120.1%ETFGE VERNOVA INC$21,299,633$3,069,116 â–¼-12.6%24,4010.1%COMSPYSPDR S&P 500 ETF Trust$18,394,577$152,173,260 â–¼-89.2%28,2850.1%FinancePHMPulteGroup$18,177,331$2,489,568 â–²15.9%154,5560.1%ConstructionLBRDALiberty Broadband$13,598,672$145,638 â–¼-1.1%270,7820.0%Consumer DiscretionaryMSMorgan Stanley$13,097,7970.0%79,5880.0%FinanceGEGE Aerospace$11,605,6250.0%40,8980.0%AerospaceHLTHilton Worldwide$11,386,884$543,006,006 â–¼-97.9%37,4470.0%Consumer DiscretionaryVMCVulcan Materials$11,349,736$180,870,641 â–¼-94.1%41,6810.0%ConstructionWRBW.R. Berkley$8,188,6950.0%123,5470.0%FinanceWFCWells Fargo & Company$6,923,841$740,771 â–¼-9.7%86,9720.0%FinanceMARMarriott International$6,152,5140.0%18,8110.0%Consumer DiscretionaryECLEcolab$5,968,425$9,311 â–¼-0.2%22,4360.0%Basic MaterialsGSThe Goldman Sachs Group$5,912,6240.0%6,9890.0%FinanceCCitigroup$4,658,4290.0%41,0760.0%Financial ServicesORCLOracle$2,942,2000.0%20,0000.0%Computer and TechnologySATSEchoStar$2,913,5210.0%24,8870.0%Computer and TechnologyTRVTravelers Companies$2,012,5920.0%6,9000.0%FinanceIWDiShares Russell 1000 Value ETF$1,657,821$88,008,523 â–¼-98.2%7,7590.0%ETFVVisa$1,109,523$32,037 â–¼-2.8%3,6710.0%Business ServicesGEHCGE HealthCare Technologies$858,1460.0%12,0560.0%MedicalIBMInternational Business Machines$654,4530.0%2,7000.0%Computer and TechnologyVOOVanguard S&P 500 ETF$455,143$3,053,998 â–¼-87.0%7620.0%ETFLYBLyondellBasell Industries$354,061$354,061 â–²New Holding4,3950.0%Basic MaterialsJPMJPMorgan Chase & Co.$326,2230.0%1,1090.0%FinanceMLMMartin Marietta Materials$276,514$188,431,936 â–¼-99.9%4700.0%ConstructionVTIVanguard Total Stock Market ETF$0$100,686,945 â–¼-100.0%00.0%ETFShowing 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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