EAGLE CAPITAL MANAGEMENT LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INTUIT | 0 | 2,321,165 | +2,321,165 | 0 | 1,003,625,410 | — | +1,003,625,410 |
| CONOCOPHILLIPS | 0 | 18,910,677 | +18,910,677 | 0 | 2,496,209,428 | — | +2,496,209,428 |
| S&P GLOBAL INC | 0 | 1,425,311 | +1,425,311 | 0 | 606,241,854 | — | +606,241,854 |
| GALLAGHER ARTHUR J & CO | 0 | 2,665,572 | +2,665,572 | 0 | 577,309,518 | — | +577,309,518 |
| MERCADOLIBRE INC | 0 | 785,937 | +785,937 | 0 | 1,358,900,832 | — | +1,358,900,832 |
| NETFLIX INC. | 0 | 5,350,422 | +5,350,422 | 0 | 514,443,039 | — | +514,443,039 |
| SAP SE | 0 | 7,848,603 | +7,848,603 | 0 | 1,343,759,297 | — | +1,343,759,297 |
| MASTERCARD INCORPORATED | 0 | 624,540 | +624,540 | 0 | 312,057,545 | — | +312,057,545 |
| EQT CORP | 0 | 3,659,954 | +3,659,954 | 0 | 232,919,473 | — | +232,919,473 |
| TAIWAN SEMICONDUCTOR MANUFAC | 0 | 4,878,275 | +4,878,275 | 0 | 1,648,613,157 | — | +1,648,613,157 |
| ALCOA CORP | 0 | 14,097,362 | +14,097,362 | 0 | 935,078,008 | — | +935,078,008 |
| LIBERTY BROADBAND CORP | 0 | 6,699,546 | +6,699,546 | 0 | 336,987,140 | — | +336,987,140 |
| GE VERNOVA INC | 0 | 24,401 | +24,401 | 0 | 21,299,633 | — | +21,299,633 |
| PULTE GROUP INC | 0 | 154,556 | +154,556 | 0 | 18,177,331 | — | +18,177,331 |
| LIBERTY BROADBAND CORP | 0 | 270,782 | +270,782 | 0 | 13,598,672 | — | +13,598,672 |
| LYONDELLBASELL INDUSTRIES NV | 0 | 4,395 | +4,395 | 0 | 354,061 | — | +354,061 |
| MARRIOTT INTL INC NEW | 0 | 18,811 | +18,811 | 0 | 6,152,514 | — | +6,152,514 |
| ECHOSTAR CORP | 0 | 24,887 | +24,887 | 0 | 2,913,521 | — | +2,913,521 |
| ECOLAB INC | 0 | 22,436 | +22,436 | 0 | 5,968,425 | — | +5,968,425 |
| TRAVELERS COMPANIES INC | 0 | 6,900 | +6,900 | 0 | 2,012,592 | — | +2,012,592 |
| JPMORGAN CHASE & CO | 0 | 1,109 | +1,109 | 0 | 326,223 | — | +326,223 |
| GE HEALTHCARE TECHNOLOGIES I | 0 | 12,056 | +12,056 | 0 | 858,146 | — | +858,146 |
| CITIGROUP INC | 0 | 41,076 | +41,076 | 0 | 4,658,429 | — | +4,658,429 |
| INTERNATIONAL BUSINESS MACHS | 0 | 2,700 | +2,700 | 0 | 654,453 | — | +654,453 |
| VISA INC | 0 | 3,671 | +3,671 | 0 | 1,109,523 | — | +1,109,523 |
| GOLDMAN SACHS GROUP INC | 0 | 6,989 | +6,989 | 0 | 5,912,624 | — | +5,912,624 |
| BERKLEY W R CORP | 0 | 123,547 | +123,547 | 0 | 8,188,695 | — | +8,188,695 |
| ORACLE CORP | 0 | 20,000 | +20,000 | 0 | 2,942,200 | — | +2,942,200 |
| GE AEROSPACE | 0 | 40,898 | +40,898 | 0 | 11,605,625 | — | +11,605,625 |
| MORGAN STANLEY | 0 | 79,588 | +79,588 | 0 | 13,097,797 | — | +13,097,797 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 50,820 | +50,820 | 0 | 24,352,944 | — | +24,352,944 |
| WELLS FARGO & CO | 0 | 86,972 | +86,972 | 0 | 6,923,841 | — | +6,923,841 |
| CHARTER COMMUNICATIONS INC | 0 | 149,460 | +149,460 | 0 | 32,265,425 | — | +32,265,425 |
| VANGUARD INDEX FDS | 0 | 762 | +762 | 0 | 455,143 | — | +455,143 |
| ALPHABET INC | 0 | 958,264 | +958,264 | 0 | 275,558,396 | — | +275,558,396 |
| META PLATFORMS INC | 0 | 1,315,597 | +1,315,597 | 0 | 752,692,236 | — | +752,692,236 |
| SPDR SERIES TRUST | 0 | 262,612 | +262,612 | 0 | 24,065,737 | — | +24,065,737 |
| ELEVANCE HEALTH INC FORMERLY | 0 | 1,548,610 | +1,548,610 | 0 | 453,355,469 | — | +453,355,469 |
| SHELL PLC | 0 | 5,308,706 | +5,308,706 | 0 | 493,709,684 | — | +493,709,684 |
| ISHARES TR | 0 | 7,759 | +7,759 | 0 | 1,657,821 | — | +1,657,821 |
| VANGUARD INDEX FDS | 0 | 0 | 0 | 0 | 0 | — | 0 |
| COMCAST CORP NEW | 0 | 37,575,087 | +37,575,087 | 0 | 1,078,780,757 | — | +1,078,780,757 |
| STATE STR SPDR S&P 500 ETF T | 0 | 28,285 | +28,285 | 0 | 18,394,577 | — | +18,394,577 |
| DANAHER CORP DEL | 0 | 6,575,159 | +6,575,159 | 0 | 1,246,650,156 | — | +1,246,650,156 |
| ALPHABET INC | 0 | 4,596,553 | +4,596,553 | 0 | 1,318,567,169 | — | +1,318,567,169 |
| LENNAR CORP | 0 | 10,880,455 | +10,880,455 | 0 | 944,858,753 | — | +944,858,753 |
| VULCAN MATLS CO | 0 | 41,681 | +41,681 | 0 | 11,349,736 | — | +11,349,736 |
| MARTIN MARIETTA MATLS INC | 0 | 470 | +470 | 0 | 276,514 | — | +276,514 |
| UNITEDHEALTH GROUP INC | 0 | 5,859,325 | +5,859,325 | 0 | 1,585,474,628 | — | +1,585,474,628 |
| AMAZON COM INC | 0 | 11,753,916 | +11,753,916 | 0 | 2,447,988,185 | — | +2,447,988,185 |
| HUMANA INC | 0 | 2,967,074 | +2,967,074 | 0 | 514,460,967 | — | +514,460,967 |
| ASML HLDG NV | 0 | 433,446 | +433,446 | 0 | 572,508,122 | — | +572,508,122 |
| PTC INC | 0 | 731,625 | +731,625 | 0 | 104,249,314 | — | +104,249,314 |
| LAUDER ESTEE COS INC | 0 | 7,932,601 | +7,932,601 | 0 | 569,322,774 | — | +569,322,774 |
| MICROSOFT CORP | 0 | 4,005,305 | +4,005,305 | 0 | 1,482,643,885 | — | +1,482,643,885 |
| WOODWARD INC | 0 | 2,464,338 | +2,464,338 | 0 | 882,035,921 | — | +882,035,921 |
| CAPITAL ONE FINL CORP | 0 | 6,566,595 | +6,566,595 | 0 | 1,197,943,983 | — | +1,197,943,983 |
| AERCAP HOLDINGS NV | 0 | 7,315,306 | +7,315,306 | 0 | 1,003,513,665 | — | +1,003,513,665 |
| WORKDAY INC | 0 | 8,707,006 | +8,707,006 | 0 | 1,131,214,250 | — | +1,131,214,250 |
| HILTON WORLDWIDE HLDGS INC | 0 | 37,447 | +37,447 | 0 | 11,386,884 | — | +11,386,884 |
| AON PLC | 0 | 463,350 | +463,350 | 0 | 149,560,031 | — | +149,560,031 |