Eagle Capital Management

Long Only

Manager: Eagle Capital Management
Quarter: Q2 2026
Filed: 2026-08-14
13F value: $32.75B
Positions: 56
CIK: 0000945631

Min weight

#					# Shares			Source
1	Amazon Com IncAMZN HISTORY	8.28%	(3.3%)	$2.71B	11,369,869	(384,047)	0.11%	13F
2	Unitedhealth Group IncUNH HISTORY	7.33%	(1.5%)	$2.40B	5,773,026	(86,299)	0.64%	13F
3	Mercadolibre IncMELI HISTORY	7.29%	+79.0%	$2.39B	1,406,953	+621,016	2.78%	13F
4	Taiwan Semiconductor ManufacTSM HISTORY	6.45%	(9.3%)	$2.11B	4,423,550	(454,725)	0.02%	13F
5	ConocophillipsCOP HISTORY	5.55%	(7.6%)	$1.82B	17,477,615	(1,433,062)	1.45%	13F
6	Danaher Corp DelDHR HISTORY	5.45%	+42.4%	$1.78B	9,361,490	+2,786,331	1.33%	13F
7	S&P Global IncSPGI HISTORY	5.06%	+185.4%	$1.66B	4,067,628	+2,642,317	—	13F
8	Humana IncHUM HISTORY	4.67%	+29.6%	$1.53B	3,846,762	+879,688	—	13F
9	Alphabet IncGOOG HISTORY	4.35%	(12.3%)	$1.43B	4,033,340	(563,213)	0.03%	13F
10	Microsoft CorpMSFT HISTORY	4.23%	(7.2%)	$1.39B	3,717,490	(287,815)	0.05%	13F
11	Workday IncWDAY HISTORY	4.23%	+30.1%	$1.39B	11,323,681	+2,616,675	5.63%	13F+13G
12	Mastercard IncorporatedMA HISTORY	4.21%	+329.5%	$1.38B	2,682,370	+2,057,830	2.19%	13F
13	Sap SESAP HISTORY	4.07%	+10.1%	$1.33B	8,640,615	+792,012	0.70%	13F
14	Capital One Finl CorpCOF HISTORY	3.92%	(2.6%)	$1.28B	6,397,170	(169,425)	1.04%	13F
15	Gallagher Arthur J & CoAJG HISTORY	3.43%	+83.5%	$1.12B	4,890,612	+2,225,040	—	13F
16	Lennar CorpLEN HISTORY	2.95%	(1.8%)	$0.97B	10,686,983	(193,472)	5.03%	13F13G (older)
17	EQT CorpEQT HISTORY	2.49%	+319.6%	$0.82B	15,356,952	+11,696,998	2.46%	13F
18	IntuitINTU HISTORY	2.37%	+28.1%	$0.78B	2,973,884	+652,719	1.11%	13F
19	ASML Hldg NVASML HISTORY	2.27%	(13.7%)	$0.74B	373,914	(59,532)	0.10%	13F
20	Meta Platforms IncMETA HISTORY	2.22%	(2.0%)	$0.73B	1,289,767	(25,830)	0.05%	13F
21	Lauder Estee Cos IncEL HISTORY	2.17%	+13.6%	$0.71B	9,010,180	+1,077,579	—	13F
22	Alcoa CorpAA HISTORY	1.89%	(15.7%)	$0.62B	11,879,807	(2,217,555)	4.50%	13F+13G
23	Elevance Health Inc FormerlyELV HISTORY	1.76%	(3.7%)	$0.58B	1,491,409	(57,201)	0.69%	13F
24	Alphabet IncGOOGL HISTORY	0.92%	(12.5%)	$0.30B	838,532	(119,732)	0.01%	13F
25	Charter Communications IncCHTR HISTORY	0.76%	+1,064.1%	$0.25B	1,739,813	+1,590,353	0.64%	13F
26	Liberty Broadband Corp530307305HISTORY	0.67%	(1.7%)	$0.22B	6,584,398	(115,148)	—	13F
27	Aercap Holdings NVAER HISTORY	0.29%	(91.2%)	$0.09B	645,370	(6,669,936)	4.38%	13F13G (older)
28	State STR SPDR S&P 500 ETF TSPY HISTORY	0.15%	+130.0%	$0.05B	65,042	+36,757	0.02%	13F
29	GE Vernova IncGEV HISTORY	0.07%	(21.7%)	$0.02B	19,116	(5,285)	0.01%	13F
30	Berkshire Hathaway Inc DelBRK-B HISTORY	0.05%	(34.6%)	$0.02B	33,220	(17,600)	3.53%	13F
31	Morgan StanleyMS HISTORY	0.05%	(3.9%)	$0.02B	76,500	(3,088)	0.00%	13F
32	Woodward IncWWD HISTORY	0.05%	(98.6%)	$0.02B	35,547	(2,428,791)	4.13%	13F13G (older)
33	AON PLCAON HISTORY	0.05%	(90.3%)	$0.01B	44,973	(418,377)	0.02%	13F
34	GE AerospaceGE HISTORY	0.04%	(17.3%)	$0.01B	33,816	(7,082)	0.00%	13F
35	Shell PLCSHEL HISTORY	0.03%	(97.5%)	$0.01B	131,024	(5,177,682)	0.00%	13F
36	Liberty Broadband Corp530307107HISTORY	0.03%	(1.1%)	$0.01B	267,693	(3,089)	—	13F
37	Berkley W R CorpWRB HISTORY	0.03%	—	$0.01B	123,547	—	—	13F
38	Hilton Worldwide Hldgs IncHLT HISTORY	0.02%	(34.3%)	$0.01B	24,591	(12,856)	0.01%	13F
39	Comcast Corp NewCMCSA HISTORY	0.02%	(99.3%)	$0.01B	268,122	(37,306,965)	0.01%	13F
40	iShares TRIWD HISTORY	0.02%	+242.5%	$0.01B	26,571	+18,812	—	13F
41	Ecolab IncECL HISTORY	0.02%	—	$0.01B	22,436	—	0.01%	13F
42	Marriott Intl Inc NewMAR HISTORY	0.02%	(14.5%)	$0.01B	16,091	(2,720)	0.01%	13F
43	SPDR Series TrustBIL HISTORY	0.02%	(75.9%)	$0.01B	63,163	(199,449)	—	13F
44	Citigroup IncC HISTORY	0.02%	—	$0.01B	41,076	—	0.00%	13F
45	Wells Fargo & CoWFC HISTORY	0.02%	(21.6%)	$0.01B	68,144	(18,828)	0.00%	13F
46	Netflix Inc.NFLX HISTORY	0.01%	(98.9%)	$<0.01B	60,230	(5,290,192)	0.00%	13F
47	Oracle CorpORCL HISTORY	0.01%	—	$<0.01B	20,000	—	0.00%	13F
48	Echostar CorpECHO HISTORY	0.01%	—	$<0.01B	24,887	—	0.01%	13F
49	Travelers Companies IncTRV HISTORY	0.01%	—	$<0.01B	6,900	—	0.00%	13F
50	PTC IncPTC HISTORY	<0.01%	(98.5%)	$<0.01B	10,626	(720,999)	0.01%	13F
51	Vanguard Index FDSVOO HISTORY	<0.01%	+124.1%	$<0.01B	1,708	+946	0.00%	13F
52	International Business MachsIBM HISTORY	<0.01%	—	$<0.01B	2,700	—	0.00%	13F
53	GE Healthcare Technologies IGEHC HISTORY	<0.01%	(9.0%)	$<0.01B	10,970	(1,086)	—	13F
54	Goldman Sachs Group IncGS HISTORY	<0.01%	(94.0%)	$<0.01B	418	(6,571)	0.00%	13F
55	Visa IncV HISTORY	<0.01%	(68.4%)	$<0.01B	1,160	(2,511)	0.00%	13F
56	JPMorgan Chase & CoJPM HISTORY	<0.01%	—	$<0.01B	1,109	—	0.00%	13F

Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology