Eagle Capital Management LLC Top Holdings and 13F Report (2026) About Eagle Capital Management LLCInvestment ActivityEagle Capital Management LLC has $32.75 billion in total holdings as of June 30, 2026.Eagle Capital Management LLC owns shares of 56 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 18.80% of the portfolio was purchased this quarter.About 15.79% of the portfolio was sold this quarter.This quarter, Eagle Capital Management LLC has purchased 60 new stocks and bought additional shares in 15 stocks.Eagle Capital Management LLC sold shares of 33 stocks and completely divested from 4 stocks this quarter.Largest Holdings Amazon.com $2,709,894,658UnitedHealth Group $2,399,442,912MercadoLibre $2,388,148,492Taiwan Semiconductor Manufacturing $2,112,554,949ConocoPhillips $1,816,972,855 Largest Purchases this Quarter S&P Global 2,642,317 shares (about $1.08B)Mastercard 2,057,830 shares (about $1.06B)MercadoLibre 621,016 shares (about $1.05B)EQT 11,696,998 shares (about $621.93M)Danaher 2,786,331 shares (about $530.74M) Largest Sales this Quarter Woodward 2,428,791 shares (about $1.03B)Aercap 6,669,936 shares (about $972.34M)Comcast 37,306,965 shares (about $915.89M)Shell 5,177,682 shares (about $401.48M)Netflix 5,290,192 shares (about $377.72M) 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$2,709,894,658$91,533,765 ▼-3.3%11,369,8698.3%Consumer DiscretionaryUNHUnitedHealth Group$2,399,442,912$35,868,455 ▼-1.5%5,773,0267.3%HealthcareMELIMercadoLibre$2,388,148,492$1,054,106,586 ▲79.0%1,406,9537.3%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$2,112,554,949$217,163,036 ▼-9.3%4,423,5506.5%TechnologyCOPConocoPhillips$1,816,972,855$148,981,125 ▼-7.6%17,477,6155.5%EnergyDHRDanaher$1,783,176,557$530,740,312 ▲42.4%9,361,4905.4%HealthcareSPGIS&P Global$1,656,582,354$1,076,110,135 ▲185.4%4,067,6285.1%FinanceHUMHumana$1,528,010,749$349,429,655 ▲29.6%3,846,7624.7%HealthcareGOOGAlphabet$1,425,100,067$199,000,056 ▼-12.3%4,033,3404.4%Communication ServicesMSFTMicrosoft$1,386,698,004$107,360,742 ▼-7.2%3,717,4904.2%TechnologyWDAYWorkday$1,386,245,000$320,333,347 ▲30.1%11,323,6814.2%TechnologyMAMastercard$1,377,665,239$1,056,901,493 ▲329.5%2,682,3704.2%FinanceSAPSAP$1,331,605,148$122,056,967 ▲10.1%8,640,6154.1%TechnologyCOFCapital One Financial$1,283,400,197$33,990,042 ▼-2.6%6,397,1703.9%FinanceAJGArthur J. Gallagher & Co.$1,122,737,692$510,802,385 ▲83.5%4,890,6123.4%FinanceLENLennar$967,065,071$17,507,281 ▼-1.8%10,686,9833.0%Consumer DiscretionaryEQTEQT$816,529,156$621,929,397 ▲319.6%15,356,9522.5%EnergyINTUIntuit$776,183,703$170,359,654 ▲28.1%2,973,8842.4%TechnologyASMLASML$743,880,300$118,435,475 ▼-13.7%373,9142.3%TechnologyMETAMeta Platforms$726,512,951$14,549,783 ▼-2.0%1,289,7672.2%Communication ServicesELEstee Lauder Companies$711,353,742$85,074,866 ▲13.6%9,010,1802.2%Consumer StaplesAAAlcoa$619,413,127$115,623,316 ▼-15.7%11,879,8071.9%MaterialsELVElevance Health$576,772,638$22,121,344 ▼-3.7%1,491,4091.8%HealthcareGOOGLAlphabet$299,666,181$42,788,625 ▼-12.5%838,5320.9%Communication ServicesCHTRCharter Communications$247,418,756$226,164,054 ▲1,064.1%1,739,8130.8%Communication ServicesLBRDKLiberty Broadband$218,997,069$3,829,822 ▼-1.7%6,584,3980.7%Communication ServicesAERAercap$94,082,008$972,342,954 ▼-91.2%645,3700.3%IndustrialsSPYSPDR S&P 500 ETF Trust$48,571,436$27,449,037 ▲130.0%65,0420.1%ETFGE VERNOVA INC$22,458,624$6,209,135 ▼-21.7%19,1160.1%COMBRK.BBerkshire Hathaway$16,622,956$8,806,864 ▼-34.6%33,2200.1%FinanceMSMorgan Stanley$15,991,560$645,516 ▼-3.9%76,5000.0%FinanceWWDWoodward$15,122,923$1,033,291,678 ▼-98.6%35,5470.0%IndustrialsAONAON$14,917,031$138,770,878 ▼-90.3%44,9730.0%FinanceGEGE Aerospace$12,638,054$2,646,756 ▼-17.3%33,8160.0%IndustrialsSHELShell$10,159,601$401,477,464 ▼-97.5%131,0240.0%EnergyLBRDALiberty Broadband$8,908,823$102,802 ▼-1.1%267,6930.0%Communication ServicesWRBW.R. Berkley$8,713,7700.0%123,5470.0%FinanceHLTHilton Worldwide$8,126,342$4,248,394 ▼-34.3%24,5910.0%Consumer DiscretionaryCMCSAComcast$6,582,407$915,887,647 ▼-99.3%268,1220.0%Communication ServicesIWDiShares Russell 1000 Value ETF$6,441,682$4,560,646 ▲242.5%26,5710.0%ETFECLEcolab$6,250,8940.0%22,4360.0%MaterialsMARMarriott International$5,963,164$1,008,005 ▼-14.5%16,0910.0%Consumer DiscretionaryBILSPDR Bloomberg 1-3 Month T-Bill ETF$5,788,257$18,277,505 ▼-75.9%63,1630.0%ETFCCitigroup$5,748,9970.0%41,0760.0%FinanceWFCWells Fargo & Company$5,631,420$1,555,946 ▼-21.6%68,1440.0%FinanceNFLXNetflix$4,300,441$377,721,378 ▼-98.9%60,2300.0%Communication ServicesORCLOracle$2,931,0000.0%20,0000.0%TechnologyECHOSTAR CORP$2,526,0300.0%24,8870.0%CL ATRVTravelers Companies$2,277,8280.0%6,9000.0%FinancePTCPTC$1,207,220$81,912,706 ▼-98.5%10,6260.0%TechnologyVOOVanguard S&P 500 ETF$1,173,258$649,826 ▲124.1%1,7080.0%ETFIBMInternational Business Machines$759,2670.0%2,7000.0%TechnologyGEHCGE HealthCare Technologies$702,190$69,515 ▼-9.0%10,9700.0%HealthcareGSThe Goldman Sachs Group$422,753$6,645,718 ▼-94.0%4180.0%FinanceVVisa$397,984$861,498 ▼-68.4%1,1600.0%FinanceJPMJPMorgan Chase & Co.$363,0090.0%1,1090.0%FinancePHMPulteGroup$0$18,177,331 ▼-100.0%00.0%Consumer DiscretionaryVMCVulcan Materials$0$11,349,736 ▼-100.0%00.0%MaterialsLYBLyondellBasell Industries$0$354,061 ▼-100.0%00.0%MaterialsMLMMartin Marietta Materials$0$276,514 ▼-100.0%00.0%MaterialsShowing largest 100 holdings. 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