Eagle Capital Management LLC
Eagle Capital Management LLC reported 56 holdings worth US$32.7B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Eagle Capital Management LLC reported 56 holdings worth US$32.7B as of Jun 30, 2026. Largest: Amazon.com, Inc., Unitedhealth Group Incorporated and Mercadolibre, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 56
- Value as reported
- US$32.7B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 11.4M | US$2.71B | 8.3% |
| Unitedhealth Group Incorporated | 5.77M | US$2.4B | 7.3% |
| Mercadolibre, Inc. | 1.41M | US$2.39B | 7.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4.42M | US$2.11B | 6.5% |
| Conocophillips | 17.5M | US$1.82B | 5.5% |
| Danaher Corporation | 9.36M | US$1.78B | 5.4% |
| Alphabet Inc (google) Class C | 4.83M | US$1.72B | 5.3% |
| S&p Global Inc. | 4.07M | US$1.66B | 5.1% |
| Humana Inc. | 3.85M | US$1.53B | 4.7% |
| Microsoft Corp. | 3.72M | US$1.39B | 4.2% |
| Workday, Inc. | 11.3M | US$1.39B | 4.2% |
| Mastercard Incorporated | 2.68M | US$1.38B | 4.2% |
| Sap Se | 8.64M | US$1.33B | 4.1% |
| Capital One Financial Corporation | 6.4M | US$1.28B | 3.9% |
| Arthur J. Gallagher & Co. | 4.89M | US$1.12B | 3.4% |
| Lennar Corporation | 10.7M | US$967M | 3.0% |
| Eqt Corporation | 15.4M | US$817M | 2.5% |
| Intuit Inc. | 2.97M | US$776M | 2.4% |
| Asml Holding Nv | 374K | US$744M | 2.3% |
| Meta Platforms, Inc. | 1.29M | US$727M | 2.2% |
| Estee Lauder Companies, Inc. (the) | 9.01M | US$711M | 2.2% |
| Alcoa Corporation | 11.9M | US$619M | 1.9% |
| Elevance Health, Inc. | 1.49M | US$577M | 1.8% |
| Charter Communications, Inc. | 1.74M | US$247M | 0.76% |
| Liberty Broadband Corporation | 6.85M | US$228M | 0.70% |
| Ge Vernova Inc. | 19,116 | US$22.5M | 0.07% |
| Berkshire Hathaway Inc. | 33,220 | US$16.6M | 0.05% |
| Morgan Stanley | 76,500 | US$16M | 0.05% |
| Woodward, Inc. | 35,547 | US$15.1M | 0.05% |
| Ge Aerospace | 33,816 | US$12.6M | 0.04% |
| Shell Plc | 131K | US$10.2M | 0.03% |
| W.r. Berkley Corporation | 124K | US$8.71M | 0.03% |
| Hilton Worldwide Holdings Inc. | 24,591 | US$8.13M | 0.02% |
| Comcast Corporation | 268K | US$6.58M | 0.02% |
| Ecolab Inc. | 22,436 | US$6.25M | 0.02% |
| Marriott International | 16,091 | US$5.96M | 0.02% |
| Citigroup, Inc. | 41,076 | US$5.75M | 0.02% |
| Wells Fargo & Company | 68,144 | US$5.63M | 0.02% |
| Netflix, Inc. | 60,230 | US$4.3M | 0.01% |
| Oracle Corporation | 20,000 | US$2.93M | <0.01% |
| Echostar Corporation | 24,887 | US$2.53M | <0.01% |
| The Travelers Companies, Inc. | 6,900 | US$2.28M | <0.01% |
| Ptc Inc. | 10,626 | US$1.21M | <0.01% |
| International Business Machines Corporation | 2,700 | US$759K | <0.01% |
| Ge Healthcare Technologies Inc. | 10,970 | US$702K | <0.01% |
| Goldman Sachs Group, Inc. (the) | 418 | US$423K | <0.01% |
| Visa Inc. | 1,160 | US$398K | <0.01% |
| Jp Morgan Chase & Co. | 1,109 | US$363K | <0.01% |
| Martin Marietta Materials, Inc. | 0 | US$0 | 0.00% |
| Pultegroup, Inc. | 0 | US$0 | 0.00% |
| Vulcan Materials Company (holding Company) | 0 | US$0 | 0.00% |
Source
View original at SEC
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