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Asset Manager ← All Institutions

EAGLE CAPITAL MANAGEMENT LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
56
-2
New Purchases
0
Added To
0
Closed
56
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 25 $0 0%
Large Cap 29 $0 0%
Mid Cap 2 $0 0%

Portfolio Analytics

Avg Market Cap
$540.5B
Median Market Cap
$115.7B
Avg P/E
24.0
Median P/E
22.2
Avg Dividend Yield
0.01%
Avg Beta
0.97
# Stocks
51
# ETFs / Funds
5

Top Holdings (56 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AA —% -$848M -15,949,384 -100.0% SOLD
2 HLT —% -$524M -1,823,181 -100.0% SOLD
3 AON —% -$801M -2,269,414 -100.0% SOLD
4 GE —% -$13M -40,898 -100.0% SOLD
5 MS —% -$14M -79,588 -100.0% SOLD
6 GS —% -$6M -6,989 -100.0% SOLD
7 DHR —% -$1.4B -6,160,531 -100.0% SOLD
8 ECL —% -$6M -22,471 -100.0% SOLD
9 SHEL —% -$571M -7,777,595 -100.0% SOLD
10 IBM —% -$800K -2,700 -100.0% SOLD
11 GEV —% -$18M -27,917 -100.0% SOLD
12 JPM —% -$357K -1,109 -100.0% SOLD
13 TRV —% -$2M -6,900 -100.0% SOLD
14 V —% -$1M -3,777 -100.0% SOLD
15 MLM —% -$200M -320,754 -100.0% SOLD
16 WRB —% -$9M -123,547 -100.0% SOLD
17 COP —% -$1.9B -19,840,430 -100.0% SOLD
18 LEN —% -$1.1B -10,986,212 -100.0% SOLD
19 SAP —% -$1.0B -4,143,430 -100.0% SOLD
20 AER —% -$1.5B -10,169,902 -100.0% SOLD
21 VMC —% -$201M -705,914 -100.0% SOLD
22 COF —% -$1.6B -6,716,093 -100.0% SOLD
23 EL —% -$914M -8,729,535 -100.0% SOLD
24 HUM —% -$834M -3,254,398 -100.0% SOLD
25 UNH —% -$1.9B -5,700,446 -100.0% SOLD
26 PHM —% -$16M -133,388 -100.0% SOLD
27 ASML —% -$893M -835,083 -100.0% SOLD
28 TSM —% -$1.5B -4,960,306 -100.0% SOLD
29 CHTR —% -$35M -166,502 -100.0% SOLD
30 AMZN —% -$2.8B -11,973,905 -100.0% SOLD
31 MAR —% -$6M -18,811 -100.0% SOLD
32 GEHC —% -$989K -12,056 -100.0% SOLD
33 LBRDK —% -$309M -6,355,692 -100.0% SOLD
34 INTU —% -$357M -538,877 -100.0% SOLD
35 META —% -$799M -1,210,372 -100.0% SOLD
36 LBRDA —% -$13M -273,682 -100.0% SOLD
37 MELI —% -$829M -411,549 -100.0% SOLD
38 C —% -$5M -41,076 -100.0% SOLD
39 VTI —% -$101M -300,316 -100.0% SOLD
40 CMCSA —% -$1.2B -39,910,299 -100.0% SOLD
41 SPY —% -$179M -262,279 -100.0% SOLD
42 GOOGL —% -$281M -898,964 -100.0% SOLD
43 GOOG —% -$1.5B -4,762,992 -100.0% SOLD
44 BIL —% -$81M -880,977 -100.0% SOLD
45 MSFT —% -$1.9B -3,893,229 -100.0% SOLD
46 PTC —% -$430M -2,469,928 -100.0% SOLD
47 SATS —% -$3M -24,887 -100.0% SOLD
48 WWD —% -$1.3B -4,312,395 -100.0% SOLD
49 WDAY —% -$1.6B -7,575,368 -100.0% SOLD
50 IWD —% -$88M -419,660 -100.0% SOLD
51 NFLX —% -$6M -62,774 -100.0% SOLD
52 BRK-B —% -$26M -50,820 -100.0% SOLD
53 VOO —% -$4M -5,875 -100.0% SOLD
54 ORCL —% -$4M -20,000 -100.0% SOLD
55 WFC —% -$9M -96,277 -100.0% SOLD
56 ANTM —% -$527M -1,504,051 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AA —%
HLT —%
AON —%
GE —%
MS —%
GS —%
DHR —%
ECL —%
SHEL —%
IBM —%
GEV —%
JPM —%
TRV —%
V —%
MLM —%
View SEC EDGAR Filings for EAGLE CAPITAL MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms