EAGLE CAPITAL MANAGEMENT LLC
Top Portfolio Positions
55 positions ·
$29,022,495,690 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| COP |
Conocophillips
Energy
|
18,910,677 | $2,496,209,364 | 8.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,753,916 | $2,447,988,085 | 8.43% | |
| WWD |
Woodward, Inc.
Industrials
|
4,928,676 | $1,764,071,712 | 6.08% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
4,878,275 | $1,648,613,036 | 5.68% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
5,859,325 | $1,585,474,751 | 5.46% | |
| MSFT |
Microsoft Corp
Technology
|
4,005,305 | $1,482,643,751 | 5.11% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
785,937 | $1,358,900,791 | 4.68% | |
| SAP |
Sap SE
Technology
|
7,848,603 | $1,343,759,319 | 4.63% | |
| DHR |
Danaher Corp /De/
Healthcare
|
6,575,159 | $1,246,650,146 | 4.30% | |
| COF |
Capital One Financial Corp
Financial Services
|
6,566,595 | $1,197,943,925 | 4.13% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AON
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $149,560,113 | 463,350 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $800,830,812 | 2,269,414 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $814,482,563 | 2,284,151 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $814,932,240 | 2,284,259 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,047,008,225 | 2,623,489 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,430,733,972 | 3,983,556 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,379,201,945 | 3,986,248 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,174,652,332 | 4,001,132 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $930,923,286 | 2,789,534 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $576,682,030 | 1,981,589 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $623,675,946 | 1,806,709 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $606,164,888 | 1,922,563 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $698,486,408 | 2,327,202 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $902,908,873 | 3,370,698 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,017,290,671 | 3,772,214 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,461,587,324 | 4,488,491 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,406,631,920 | 4,680,037 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,813,701,031 | 6,346,716 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,566,361,104 | 6,560,400 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,518,605,422 | 6,599,476 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,511,175,013 | 7,152,814 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,583,828,434 | 7,677,307 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,241,436,042 | 6,445,670 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $971,319,484 | 5,885,358 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||