13F HOLDINGS REPORT
EAGLE CAPITAL MANAGEMENT LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005027
Total Value
$31.43B
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 11,774,440 | $2.59B | 8.23% |
| 2 | MICROSOFT CORP | MSFT | 3,953,701 | $2.05B | 6.52% |
| 3 | CONOCOPHILLIPS | COP | 20,121,050 | $1.90B | 6.06% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 5,414,512 | $1.87B | 5.95% |
| 5 | WORKDAY INC | WDAY | 7,664,302 | $1.85B | 5.87% |
| 6 | ASML HOLDING N V | ASMLF | 1,546,571 | $1.50B | 4.76% |
| 7 | ALPHABET INC | GOOG | 6,129,127 | $1.49B | 4.75% |
| 8 | CAPITAL ONE FINL CORP | 14040H105 | 6,812,142 | $1.45B | 4.61% |
| 9 | AERCAP HOLDINGS NV | AER | 11,637,399 | $1.41B | 4.48% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,037,908 | $1.41B | 4.48% |
| 11 | COMCAST CORP NEW | CCZ | 42,536,618 | $1.34B | 4.25% |
| 12 | DANAHER CORPORATION | 235851102 | 6,182,207 | $1.23B | 3.90% |
| 13 | LENNAR CORP | LEN-B | 9,455,043 | $1.19B | 3.79% |
| 14 | WOODWARD INC | WWD | 4,372,345 | $1.10B | 3.52% |
| 15 | META PLATFORMS INC | META | 1,426,246 | $1.05B | 3.33% |
| 16 | HUMANA INC | HUM | 3,965,492 | $1.03B | 3.28% |
| 17 | AON PLC | AON | 2,284,151 | $814.5M | 2.59% |
| 18 | SAP SE | SAPGF | 3,012,552 | $805.0M | 2.56% |
| 19 | LAUDER ESTEE COS INC | 518439104 | 8,968,738 | $790.3M | 2.51% |
| 20 | SHELL PLC | RYDAF | 10,238,239 | $732.3M | 2.33% |
| 21 | ALCOA CORP | AA | 16,394,322 | $539.2M | 1.72% |
| 22 | ELEVANCE HEALTH INC FORMERLY | ELV | 1,571,691 | $507.8M | 1.62% |
| 23 | PTC INC | PTC | 2,497,626 | $507.1M | 1.61% |
| 24 | HILTON WORLDWIDE HLDGS INC | HLT | 1,852,065 | $480.5M | 1.53% |
| 25 | LIBERTY BROADBAND CORP | LBRDP | 6,564,102 | $417.1M | 1.33% |
| 26 | INTUIT | INTU | 543,968 | $371.5M | 1.18% |
| 27 | ALPHABET INC | GOOG | 1,133,288 | $275.5M | 0.88% |
| 28 | VULCAN MATLS CO | 929160109 | 715,770 | $220.2M | 0.70% |
| 29 | MARTIN MARIETTA MATLS INC | 573284106 | 328,647 | $207.1M | 0.66% |
| 30 | SPDR SERIES TRUST | 78468R663 | 874,392 | $80.2M | 0.26% |
| 31 | CHARTER COMMUNICATIONS INC N | 16119P108 | 204,164 | $56.2M | 0.18% |
| 32 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 50,873 | $25.6M | 0.08% |
| 33 | LIBERTY BROADBAND CORP | LBRDP | 336,881 | $21.3M | 0.07% |
| 34 | GE VERNOVA INC | GEV | 28,487 | $17.5M | 0.06% |
| 35 | PULTE GROUP INC | 745867101 | 125,144 | $16.5M | 0.05% |
| 36 | MORGAN STANLEY | MS-PQ | 79,588 | $12.7M | 0.04% |
| 37 | GE AEROSPACE | 369604301 | 41,137 | $12.4M | 0.04% |
| 38 | BERKLEY W R CORP | WRB-PH | 123,547 | $9.5M | 0.03% |
| 39 | ISHARES TR | 464287598 | 39,837 | $8.1M | 0.03% |
| 40 | WELLS FARGO CO NEW | 949746101 | 96,318 | $8.1M | 0.03% |
| 41 | NETFLIX INC | NFLX | 6,312 | $7.6M | 0.02% |
| 42 | ECOLAB INC | ECL | 22,471 | $6.2M | 0.02% |
| 43 | GOLDMAN SACHS GROUP INC | GSCE | 7,193 | $5.7M | 0.02% |
| 44 | ORACLE CORP | ORCL-PD | 20,000 | $5.6M | 0.02% |
| 45 | MARRIOTT INTL INC NEW | 571903202 | 18,811 | $4.9M | 0.02% |
| 46 | SPDR S&P 500 ETF TR | SPY | 7,010 | $4.7M | 0.01% |
| 47 | CITIGROUP INC | C-PR | 41,076 | $4.2M | 0.01% |
| 48 | TRAVELERS COMPANIES INC | TRV | 6,900 | $1.9M | 0.01% |
| 49 | ECHOSTAR CORP | SATS | 24,887 | $1.9M | 0.01% |
| 50 | VISA INC | V | 3,777 | $1.3M | 0.00% |
| 51 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 12,135 | $911,338 | 0.00% |
| 52 | INTERNATIONAL BUSINESS MACHS | INTR | 2,700 | $761,832 | 0.00% |
| 53 | JPMORGAN CHASE & CO. | VYLD | 1,273 | $401,542 | 0.00% |
| 54 | DISNEY WALT CO | 254687106 | 3,337 | $382,086 | 0.00% |
| 55 | LYONDELLBASELL INDUSTRIES N | LYB | 4,395 | $215,531 | 0.00% |