Eagle Capital Management, LLC
Filing Date
Global Rank
#4,155
/ 8,232
▼ 35
Top Industry
Semiconductors
19.0%
3Y Alpha vs SPY
-0.9%
Period ended 2 months ago
Filed Apr 20, 2026 · 55d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+72.5%
SPY
+76.3%
Annualised alpha
-0.9%
Max drawdown
−19.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
34 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.1%
+0.9 pts
Top 5
49.6%
+1.2 pts
Top 10
70.5%
+0.7 pts
HHI
687
Diversified+33
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.0% | $54,564,474 |
| Unclassified | 26.9% | $47,321,052 |
| Financial Services | 13.6% | $23,852,984 |
| Consumer Cyclical | 8.3% | $14,560,110 |
| Communication Services | 7.1% | $12,509,435 |
| Energy | 4.3% | $7,528,247 |
| Industrials | 3.9% | $6,892,950 |
| Consumer Defensive | 2.6% | $4,506,328 |
| Healthcare | 2.2% | $3,804,720 |
| Utilities | 0.1% | $233,204 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +11,252 | 13,563 | $2,365,387 | |
| PFE | Pfizer Inc | +390 | 126,573 | $3,554,169 | |
| PRU | Prudential Financial Inc | +323 | 35,909 | $3,507,950 | |
| FTNT | Fortinet, Inc. | +148 | 26,501 | $2,165,661 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +88 | 15,159 | $5,122,984 | |
| PEP | Pepsico Inc | +61 | 20,275 | $3,148,504 | |
| GLD | Spdr Gold Trust | +50 | 2,024 | $870,906 | |
| QQQ | Invesco Qqq Trust, Series 1 | +30 | 35,057 | $20,234,199 | |
| JPM | Jpmorgan Chase & Co | +10 | 21,609 | $6,356,503 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | −2,547 | 54,583 | $16,893,984 | |
| GOOGL | Alphabet Inc. | −2,266 | 43,502 | $12,509,435 | |
| AAPL | Apple Inc. | −1,209 | 50,128 | $12,721,985 | |
| AMZN | Amazon Com Inc | −634 | 41,020 | $8,543,235 | |
| V | Visa Inc. | −554 | 20,315 | $6,140,005 | |
| MSFT | Microsoft Corp | −473 | 21,386 | $7,916,455 | |
| LMT | Lockheed Martin Corp | −251 | 10,385 | $6,276,590 | |
| SPY | Spdr S&P 500 ETF Trust | −245 | 38,235 | $24,865,749 | |
| CVX | Chevron Corp | −223 | 33,137 | $6,856,045 | |
| HD | Home Depot, Inc. | −141 | 17,180 | $5,650,330 | |
| AMAT | Applied Materials Inc /De | −118 | 20,561 | $7,027,544 | |
| BG | Bunge Global SA | −68 | 2,422 | $308,078 | |
| BRK-B | Berkshire Hathaway Inc | −20 | 11,105 | $5,321,516 | |
| AXP | American Express Co | −7 | 6,692 | $2,024,196 | |
| No positions match the current search. | |||||
4 positions ·
$4,506,328 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 20,275 | $3,148,504 | 69.87% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Held | 7,317 | $531,872 | 11.80% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 4,167 | $517,874 | 11.49% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Reduced | 2,422 | $308,078 | 6.84% |