Eagle Capital Management LLC
Net buyer this quarter
$32.7B
53
+$994M
58.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $2.71B | 8.28% | 0.11% | -3.3% | Q4 2014 |
 UNH | $2.4B | 7.33% | 0.64% | -1.5% | Q2 2013 |
 MELI | $2.39B | 7.29% | 2.78% | +79.0% | Q4 2025 |
 TSM | $2.11B | 6.45% | 0.02% | -9.3% | Q4 2023 |
 COP | $1.82B | 5.55% | 1.45% | -7.6% | Q2 2013 |
 DHR | $1.78B | 5.45% | 1.33% | +42.4% | Q2 2025 |
 SPGI | $1.66B | 5.06% | 1.38% | +185.4% | Q1 2026 |
 HUM | $1.53B | 4.67% | 3.20% | +29.7% | Q1 2024 |
 GOOG | $1.43B | 4.35% | Not reported | -12.3% | Q3 2015 |
 MSFT | $1.39B | 4.23% | 0.05% | -7.2% | Q2 2013 |
 WDAY | $1.39B | 4.23% | 5.15% | +30.1% | Q2 2024 |
 MA | $1.38B | 4.21% | 0.22% | +329.5% | Q1 2026 |
 SAP | $1.33B | 4.07% | 0.70% | +10.1% | Q3 2023 |
 COF | $1.28B | 3.92% | 1.04% | -2.6% | Q3 2020 |
 AJG | $1.12B | 3.43% | 1.91% | +83.5% | Q1 2026 |
 LEN | $967M | 2.95% | Not reported | -1.8% | Q1 2025 |
 EQT | $817M | 2.49% | 2.46% | +319.6% | Q1 2026 |
 INTU | $776M | 2.37% | 1.09% | +28.1% | Q1 2025 |
 ASML | $744M | 2.27% | 0.10% | -13.7% | Q2 2025 |
 META | $727M | 2.22% | Not reported | -2.0% | Q3 2018 |
 EL | $711M | 2.17% | Not reported | +13.6% | Q4 2024 |
 AA | $619M | 1.89% | 4.50% | -15.7% | Q2 2024 |
 ELV | $577M | 1.76% | 0.69% | -3.7% | Q1 2020 |
| GOOGL | $300M | 0.92% | 0.01% | -12.5% | Q3 2015 |
 CHTR | $247M | 0.76% | 0.64% | +1064.1% | Q2 2013 |
| LBRDK | $219M | 0.67% | Not reported | -1.7% | Q1 2018 |
 AER | $94.1M | 0.29% | 0.39% | -91.2% | Q4 2017 |
 SPY | $48.6M | 0.15% | Not reported | +130.0% | Q4 2013 |
 GEV | $22.5M | 0.07% | 0.01% | -21.7% | Q2 2024 |
 BRK.B | $16.6M | 0.05% | Not reported | -34.6% | Q2 2013 |
 MS | $16M | 0.05% | 0.00% | -3.9% | Q2 2013 |
 WWD | $15.1M | 0.05% | 0.06% | -98.6% | Q1 2020 |
 AON | $14.9M | 0.05% | 0.02% | -90.3% | Q2 2013 |
 GE | $12.6M | 0.04% | 0.00% | -17.3% | Q2 2021 |
 SHEL | $10.2M | 0.03% | 0.00% | -97.5% | Q1 2023 |
| LBRDA | $8.91M | 0.03% | Not reported | -1.1% | Q1 2018 |
 WRB | $8.71M | 0.03% | 0.03% | Not reported | Q2 2013 |
 HLT | $8.13M | 0.02% | 0.01% | -34.3% | Q4 2018 |
 CMCSA | $6.58M | 0.02% | 0.01% | -99.3% | Q2 2013 |
 ECL | $6.25M | 0.02% | 0.01% | Not reported | Q2 2013 |
 MAR | $5.96M | 0.02% | 0.01% | -14.5% | Q1 2016 |
 C | $5.75M | 0.02% | 0.00% | Not reported | Q2 2013 |
 WFC | $5.63M | 0.02% | 0.00% | -21.7% | Q2 2013 |
 NFLX | $4.3M | 0.01% | 0.00% | -98.9% | Q4 2019 |
 ORCL | $2.93M | 0.01% | 0.00% | Not reported | Q2 2013 |
 ECHO | $2.53M | 0.01% | 0.05% | Not reported | Q4 2013 |
 TRV | $2.28M | 0.01% | 0.00% | Not reported | Q2 2013 |
 PTC | $1.21M | 0.00% | 0.01% | -98.6% | Q1 2025 |
 IBM | $759K | 0.00% | 0.00% | Not reported | Q2 2013 |
 GEHC | $702K | 0.00% | 0.00% | -9.0% | Q1 2023 |
| Q1 2026 | |||||
| COP | $2.5B | 8.37% | 1.55% | -4.7% | Q2 2013 |
| AMZN | $2.45B | 8.21% | 0.11% | -1.8% | Q4 2014 |
| TSM | $1.65B | 5.53% | 0.02% | -1.7% | Q4 2023 |
| UNH | $1.59B | 5.32% | 0.65% | +2.8% | Q2 2013 |
| MSFT | $1.48B | 4.97% | 0.05% | +2.9% | Q2 2013 |
| MELI | $1.36B | 4.56% | 1.55% | +91.0% | Q4 2025 |
| SAP | $1.34B | 4.51% | 0.64% | +89.4% | Q3 2023 |
| GOOG | $1.32B | 4.42% | Not reported | -3.5% | Q3 2015 |
| DHR | $1.25B | 4.18% | 0.93% | +6.7% | Q2 2025 |
| COF | $1.2B | 4.02% | 1.07% | -2.2% | Q3 2020 |
| WDAY | $1.13B | 3.79% | 3.96% | +14.9% | Q2 2024 |
| CMCSA | $1.08B | 3.62% | 0.91% | -5.9% | Q2 2013 |
| INTU | $1B | 3.37% | 0.84% | +330.7% | Q1 2025 |
| AER | $1B | 3.36% | 4.38% | -28.1% | Q4 2017 |
| LEN | $945M | 3.17% | Not reported | -1.0% | Q1 2025 |
| AA | $935M | 3.14% | 5.34% | -11.6% | Q2 2024 |
| WWD | $882M | 2.96% | 4.13% | -42.9% | Q1 2020 |
| META | $753M | 2.52% | Not reported | +8.7% | Q3 2018 |
| SPGI | $606M | 2.03% | 0.48% | New | Q1 2026 |
| AJG | $577M | 1.94% | 1.04% | New | Q1 2026 |
| ASML | $573M | 1.92% | 0.11% | -48.1% | Q2 2025 |
| EL | $569M | 1.91% | Not reported | -9.1% | Q4 2024 |
| HUM | $514M | 1.73% | 2.47% | -8.8% | Q1 2024 |
| NFLX | $514M | 1.73% | 0.13% | +8423.3% | Q4 2019 |
| SHEL | $494M | 1.66% | 0.09% | -31.7% | Q1 2023 |
| ELV | $453M | 1.52% | 0.71% | +3.0% | Q1 2020 |
| LBRDK | $337M | 1.13% | Not reported | +5.4% | Q1 2018 |
| MA | $312M | 1.05% | 0.05% | New | Q1 2026 |
| GOOGL | $276M | 0.92% | 0.01% | +6.6% | Q3 2015 |
| EQT | $233M | 0.78% | 0.59% | New | Q1 2026 |
| AON | $150M | 0.50% | 0.22% | -79.6% | Q2 2013 |
| PTC | $104M | 0.35% | 0.63% | -70.4% | Q1 2025 |
| CHTR | $32.3M | 0.11% | 0.06% | -10.2% | Q2 2013 |
| BRK.B | $24.4M | 0.08% | Not reported | Not reported | Q2 2013 |
| GEV | $21.3M | 0.07% | 0.01% | -12.6% | Q2 2024 |
| SPY | $18.4M | 0.06% | Not reported | -89.2% | Q4 2013 |
 PHM | $18.2M | 0.06% | 0.08% | +15.9% | Q1 2025 |
| LBRDA | $13.6M | 0.05% | Not reported | -1.1% | Q1 2018 |
| MS | $13.1M | 0.04% | 0.01% | Not reported | Q2 2013 |
| GE | $11.6M | 0.04% | 0.00% | Not reported | Q2 2021 |
| HLT | $11.4M | 0.04% | 0.02% | -98.0% | Q4 2018 |
 VMC | $11.3M | 0.04% | 0.03% | -94.1% | Q1 2025 |
| WRB | $8.19M | 0.03% | 0.03% | Not reported | Q2 2013 |
| WFC | $6.92M | 0.02% | 0.00% | -9.7% | Q2 2013 |
| MAR | $6.15M | 0.02% | 0.01% | Not reported | Q1 2016 |
| ECL | $5.97M | 0.02% | 0.01% | -0.2% | Q2 2013 |
 GS | $5.91M | 0.02% | 0.00% | Not reported | Q2 2013 |
| C | $4.66M | 0.02% | 0.00% | Not reported | Q2 2013 |
| ORCL | $2.94M | 0.01% | 0.00% | Not reported | Q2 2013 |
| ECHO | $2.91M | 0.01% | 0.05% | Not reported | Q4 2013 |
| Q4 2025 | |||||
| AMZN | $2.76B | 8.61% | 0.11% | +1.7% | Q4 2014 |
| MSFT | $1.88B | 5.86% | 0.05% | -1.5% | Q2 2013 |
| UNH | $1.88B | 5.86% | 0.63% | +5.3% | Q2 2013 |
| COP | $1.86B | 5.78% | 1.61% | -1.4% | Q2 2013 |
| COF | $1.63B | 5.07% | 1.07% | -1.4% | Q3 2020 |
| WDAY | $1.63B | 5.07% | 3.44% | -1.2% | Q2 2024 |
| TSM | $1.51B | 4.69% | 0.02% | -1.5% | Q4 2023 |
| GOOG | $1.49B | 4.65% | Not reported | -22.3% | Q3 2015 |
| AER | $1.46B | 4.55% | 6.09% | -12.6% | Q4 2017 |
| DHR | $1.41B | 4.39% | 0.87% | -0.4% | Q2 2025 |
| WWD | $1.3B | 4.06% | 7.20% | -1.4% | Q1 2020 |
| CMCSA | $1.19B | 3.72% | 0.97% | -6.2% | Q2 2013 |
| LEN | $1.13B | 3.52% | Not reported | +16.2% | Q1 2025 |
| SAP | $1.01B | 3.13% | 0.34% | +37.5% | Q3 2023 |
| EL | $914M | 2.85% | Not reported | -2.7% | Q4 2024 |
| ASML | $893M | 2.78% | 0.22% | -46.0% | Q2 2025 |
| AA | $848M | 2.64% | 6.06% | -2.7% | Q2 2024 |
| HUM | $834M | 2.60% | 2.71% | -17.9% | Q1 2024 |
| MELI | $829M | 2.58% | 0.81% | New | Q4 2025 |
| AON | $801M | 2.49% | 1.06% | -0.7% | Q2 2013 |
| META | $799M | 2.49% | Not reported | -15.1% | Q3 2018 |
| SHEL | $571M | 1.78% | 0.14% | -24.0% | Q1 2023 |
| ELV | $527M | 1.64% | 0.68% | -4.3% | Q1 2020 |
| HLT | $524M | 1.63% | 0.79% | -1.6% | Q4 2018 |
| PTC | $430M | 1.34% | 2.08% | -1.1% | Q1 2025 |
| INTU | $357M | 1.11% | 0.19% | -0.9% | Q1 2025 |
| LBRDK | $309M | 0.96% | Not reported | -3.2% | Q1 2018 |
| GOOGL | $281M | 0.88% | 0.01% | -20.7% | Q3 2015 |
| VMC | $201M | 0.63% | 0.54% | -1.4% | Q1 2025 |
 MLM | $200M | 0.62% | 0.53% | -2.4% | Q1 2025 |
| SPY | $179M | 0.56% | Not reported | +3641.5% | Q4 2013 |
| CHTR | $34.8M | 0.11% | 0.06% | -18.5% | Q2 2013 |
| BRK.B | $25.5M | 0.08% | Not reported | -0.1% | Q2 2013 |
| GEV | $18.2M | 0.06% | 0.01% | -2.0% | Q2 2024 |
| PHM | $15.6M | 0.05% | 0.07% | +6.6% | Q1 2025 |
| MS | $14.1M | 0.04% | 0.01% | Not reported | Q2 2013 |
| LBRDA | $13.2M | 0.04% | Not reported | -18.8% | Q1 2018 |
| GE | $12.6M | 0.04% | 0.00% | -0.6% | Q2 2021 |
| WFC | $8.97M | 0.03% | 0.00% | 0.0% | Q2 2013 |
| WRB | $8.66M | 0.03% | 0.03% | Not reported | Q2 2013 |
| GS | $6.14M | 0.02% | 0.00% | -2.8% | Q2 2013 |
| ECL | $5.9M | 0.02% | 0.01% | Not reported | Q2 2013 |
| NFLX | $5.89M | 0.02% | 0.00% | -0.6% | Q4 2019 |
| MAR | $5.84M | 0.02% | 0.01% | Not reported | Q1 2016 |
| C | $4.79M | 0.01% | 0.00% | Not reported | Q2 2013 |
| ORCL | $3.9M | 0.01% | 0.00% | Not reported | Q2 2013 |
| ECHO | $2.71M | 0.01% | 0.05% | Not reported | Q4 2013 |
| TRV | $2M | 0.01% | 0.00% | Not reported | Q2 2013 |
 V | $1.32M | 0.00% | 0.00% | Not reported | Q4 2021 |
| GEHC | $989K | 0.00% | 0.00% | -0.7% | Q1 2023 |
| Q3 2025 | |||||
| AMZN | $2.59B | 8.23% | 0.11% | +0.3% | Q4 2014 |
| MSFT | $2.05B | 6.52% | 0.05% | +0.2% | Q2 2013 |
| COP | $1.9B | 6.06% | 1.63% | -9.5% | Q2 2013 |
| UNH | $1.87B | 5.95% | 0.60% | +0.8% | Q2 2013 |
| WDAY | $1.85B | 5.87% | 3.48% | +33.3% | Q2 2024 |
| ASML | $1.5B | 4.76% | 0.39% | +26.2% | Q2 2025 |
| GOOG | $1.49B | 4.75% | Not reported | -3.7% | Q3 2015 |
| COF | $1.45B | 4.61% | 1.07% | 0.0% | Q3 2020 |
| AER | $1.41B | 4.48% | 6.53% | -9.2% | Q4 2017 |
| TSM | $1.41B | 4.48% | 0.02% | -0.1% | Q4 2023 |
| CMCSA | $1.34B | 4.25% | 1.03% | 0.0% | Q2 2013 |
| DHR | $1.23B | 3.90% | 0.88% | +116.2% | Q2 2025 |
| LEN | $1.19B | 3.79% | Not reported | +4.6% | Q1 2025 |
| WWD | $1.1B | 3.52% | 7.29% | -12.9% | Q1 2020 |
| META | $1.05B | 3.33% | Not reported | -24.5% | Q3 2018 |
| HUM | $1.03B | 3.28% | 3.30% | +0.4% | Q1 2024 |
| AON | $814M | 2.59% | 1.06% | 0.0% | Q2 2013 |
| SAP | $805M | 2.56% | 0.25% | +0.2% | Q3 2023 |
| EL | $790M | 2.51% | Not reported | -6.9% | Q4 2024 |
| SHEL | $732M | 2.33% | 0.17% | -20.7% | Q1 2023 |
| AA | $539M | 1.72% | 6.35% | -0.3% | Q2 2024 |
| ELV | $508M | 1.62% | 0.71% | -0.2% | Q1 2020 |
| PTC | $507M | 1.61% | 2.09% | 0.0% | Q1 2025 |
| HLT | $480M | 1.53% | 0.79% | -0.4% | Q4 2018 |
| LBRDK | $417M | 1.33% | Not reported | +1.5% | Q1 2018 |
| INTU | $371M | 1.18% | 0.20% | +4.2% | Q1 2025 |
| GOOGL | $276M | 0.88% | 0.01% | -4.3% | Q3 2015 |
| VMC | $220M | 0.70% | 0.54% | -0.1% | Q1 2025 |
| MLM | $207M | 0.66% | 0.55% | -1.4% | Q1 2025 |
| CHTR | $56.2M | 0.18% | 0.08% | -15.5% | Q2 2013 |
| BRK.B | $25.6M | 0.08% | Not reported | +0.1% | Q2 2013 |
| LBRDA | $21.3M | 0.07% | Not reported | -0.7% | Q1 2018 |
| GEV | $17.5M | 0.06% | 0.01% | -35.2% | Q2 2024 |
| PHM | $16.5M | 0.05% | 0.06% | +6.6% | Q1 2025 |
| MS | $12.7M | 0.04% | 0.01% | Not reported | Q2 2013 |
| GE | $12.4M | 0.04% | 0.00% | Not reported | Q2 2021 |
| WRB | $9.47M | 0.03% | 0.03% | -0.1% | Q2 2013 |
| WFC | $8.07M | 0.03% | 0.00% | -98.2% | Q2 2013 |
| NFLX | $7.57M | 0.02% | 0.00% | -1.8% | Q4 2019 |
| ECL | $6.15M | 0.02% | 0.01% | Not reported | Q2 2013 |
| GS | $5.73M | 0.02% | 0.00% | -3.3% | Q2 2013 |
| ORCL | $5.62M | 0.02% | 0.00% | -74.5% | Q2 2013 |
| MAR | $4.9M | 0.02% | 0.01% | Not reported | Q1 2016 |
| SPY | $4.67M | 0.01% | Not reported | +96.7% | Q4 2013 |
| C | $4.17M | 0.01% | 0.00% | Not reported | Q2 2013 |
| TRV | $1.93M | 0.01% | 0.00% | Not reported | Q2 2013 |
| ECHO | $1.9M | 0.01% | 0.05% | Not reported | Q4 2013 |
| V | $1.29M | 0.00% | 0.00% | -28.0% | Q4 2021 |
| GEHC | $911K | 0.00% | 0.00% | Not reported | Q1 2023 |
| IBM | $762K | 0.00% | 0.00% | Not reported | Q2 2013 |