13F HOLDINGS REPORT
EAGLE CAPITAL MANAGEMENT LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003457
Total Value
$30.34B
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 11,744,477 | $2.58B | 8.49% |
| 2 | CONOCOPHILLIPS | COP | 22,236,614 | $2.00B | 6.58% |
| 3 | MICROSOFT CORP | MSFT | 3,944,863 | $1.96B | 6.47% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 5,371,620 | $1.68B | 5.52% |
| 5 | COMCAST CORP NEW | CCZ | 42,538,864 | $1.52B | 5.00% |
| 6 | AERCAP HOLDINGS NV | AER | 12,812,346 | $1.50B | 4.94% |
| 7 | CAPITAL ONE FINL CORP | 14040H105 | 6,813,131 | $1.45B | 4.78% |
| 8 | META PLATFORMS INC | META | 1,889,831 | $1.39B | 4.60% |
| 9 | WORKDAY INC | WDAY | 5,749,233 | $1.38B | 4.55% |
| 10 | WOODWARD INC | WWD | 5,020,828 | $1.23B | 4.06% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,040,443 | $1.14B | 3.76% |
| 12 | ALPHABET INC | GOOG | 6,361,852 | $1.13B | 3.72% |
| 13 | LENNAR CORP | LEN-B | 9,036,657 | $999.5M | 3.29% |
| 14 | ASML HOLDING N V | ASMLF | 1,225,871 | $982.4M | 3.24% |
| 15 | HUMANA INC | HUM | 3,949,474 | $965.6M | 3.18% |
| 16 | SAP SE | SAPGF | 3,007,780 | $914.7M | 3.01% |
| 17 | SHELL PLC | RYDAF | 12,913,124 | $909.2M | 3.00% |
| 18 | AON PLC | AON | 2,284,259 | $814.9M | 2.69% |
| 19 | LAUDER ESTEE COS INC | 518439104 | 9,630,929 | $778.2M | 2.56% |
| 20 | LIBERTY BROADBAND CORP | LBRDP | 6,465,652 | $636.1M | 2.10% |
| 21 | ELEVANCE HEALTH INC | ELV | 1,574,950 | $612.6M | 2.02% |
| 22 | DANAHER CORPORATION | 235851102 | 2,859,518 | $564.9M | 1.86% |
| 23 | HILTON WORLDWIDE HLDGS INC | HLT | 1,860,156 | $495.4M | 1.63% |
| 24 | ALCOA CORP | AA | 16,446,791 | $485.3M | 1.60% |
| 25 | PTC INC | PTC | 2,496,745 | $430.3M | 1.42% |
| 26 | WELLS FARGO CO NEW | 949746101 | 5,356,657 | $429.2M | 1.41% |
| 27 | INTUIT | INTU | 522,286 | $411.4M | 1.36% |
| 28 | ALPHABET INC | GOOG | 1,184,562 | $208.8M | 0.69% |
| 29 | VULCAN MATLS CO | 929160109 | 716,556 | $186.9M | 0.62% |
| 30 | MARTIN MARIETTA MATLS INC | 573284106 | 333,196 | $182.9M | 0.60% |
| 31 | CHARTER COMMUNICATIONS INC N | 16119P108 | 241,728 | $98.8M | 0.33% |
| 32 | SPDR SERIES TRUST | 78468R663 | 1,064,413 | $97.6M | 0.32% |
| 33 | LIBERTY BROADBAND CORP | LBRDP | 339,077 | $33.2M | 0.11% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 50,834 | $24.7M | 0.08% |
| 35 | GE VERNOVA INC | GEV | 43,967 | $23.3M | 0.08% |
| 36 | ORACLE CORP | ORCL-PD | 78,494 | $17.2M | 0.06% |
| 37 | PULTE GROUP INC | 745867101 | 117,428 | $12.4M | 0.04% |
| 38 | MORGAN STANLEY | MS-PQ | 79,588 | $11.2M | 0.04% |
| 39 | GE AEROSPACE | 369604301 | 41,137 | $10.6M | 0.03% |
| 40 | BERKLEY W R CORP | WRB-PH | 123,613 | $9.1M | 0.03% |
| 41 | NETFLIX INC | NFLX | 6,425 | $8.6M | 0.03% |
| 42 | ECOLAB INC | ECL | 22,471 | $6.1M | 0.02% |
| 43 | GOLDMAN SACHS GROUP INC | GSCE | 7,439 | $5.3M | 0.02% |
| 44 | MARRIOTT INTL INC NEW | 571903202 | 18,811 | $5.1M | 0.02% |
| 45 | CITIGROUP INC | C-PR | 41,076 | $3.5M | 0.01% |
| 46 | OCCIDENTAL PETE CORP | 674599105 | 82,030 | $3.4M | 0.01% |
| 47 | SPDR S&P 500 ETF TR | SPY | 3,563 | $2.2M | 0.01% |
| 48 | VISA INC | V | 5,244 | $1.9M | 0.01% |
| 49 | TRAVELERS COMPANIES INC | TRV | 6,900 | $1.8M | 0.01% |
| 50 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 12,135 | $898,839 | 0.00% |
| 51 | INTERNATIONAL BUSINESS MACHS | INTR | 2,700 | $795,906 | 0.00% |
| 52 | ECHOSTAR CORP | SATS | 24,887 | $689,370 | 0.00% |
| 53 | DISNEY WALT CO | 254687106 | 3,128 | $387,903 | 0.00% |
| 54 | JPMORGAN CHASE & CO. | VYLD | 1,109 | $321,510 | 0.00% |
| 55 | LYONDELLBASELL INDUSTRIES N | LYB | 4,395 | $254,295 | 0.00% |