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 ELV
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $453,355,577 | 1,548,610 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $527,245,078 | 1,504,051 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $507,844,795 | 1,571,691 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $612,592,552 | 1,574,950 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $689,562,966 | 1,585,348 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $577,186,842 | 1,564,616 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $832,119,600 | 1,600,230 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $871,590,479 | 1,608,516 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $812,156,015 | 1,566,236 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $759,432,761 | 1,610,469 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $334,091,418 | 751,967 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $367,752,819 | 799,793 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $447,674,048 | 872,710 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $593,638,533 | 1,306,883 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $646,774,466 | 1,340,243 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,168,359,892 | 2,378,486 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,139,585,277 | 2,458,440 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $949,482,456 | 2,546,895 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,002,533,494 | 2,625,808 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $797,226,873 | 2,220,997 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $787,633,448 | 2,452,999 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $694,027,159 | 2,583,965 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $567,715,175 | 2,158,777 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $283,541,174 | 1,248,860 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||