13F HOLDINGS REPORT
EAGLE CAPITAL MANAGEMENT LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001083
Total Value
$32.11B
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 11,973,905 | $2.76B | 8.61% |
| 2 | MICROSOFT CORP | MSFT | 3,893,229 | $1.88B | 5.86% |
| 3 | UNITEDHEALTH GROUP INC | UNH | 5,700,446 | $1.88B | 5.86% |
| 4 | CONOCOPHILLIPS | COP | 19,840,430 | $1.86B | 5.78% |
| 5 | CAPITAL ONE FINL CORP | 14040H105 | 6,716,093 | $1.63B | 5.07% |
| 6 | WORKDAY INC | WDAY | 7,575,368 | $1.63B | 5.07% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,960,306 | $1.51B | 4.69% |
| 8 | ALPHABET INC | GOOG | 4,762,992 | $1.49B | 4.65% |
| 9 | AERCAP HOLDINGS NV | AER | 10,169,902 | $1.46B | 4.55% |
| 10 | DANAHER CORPORATION | 235851102 | 6,160,531 | $1.41B | 4.39% |
| 11 | WOODWARD INC | WWD | 4,312,395 | $1.30B | 4.06% |
| 12 | COMCAST CORP NEW | CCZ | 39,910,299 | $1.19B | 3.72% |
| 13 | LENNAR CORP | LEN-B | 10,986,212 | $1.13B | 3.52% |
| 14 | SAP SE | SAPGF | 4,143,430 | $1.01B | 3.13% |
| 15 | LAUDER ESTEE COS INC | 518439104 | 8,729,535 | $914.2M | 2.85% |
| 16 | ASML HOLDING N V | ASMLF | 835,083 | $893.4M | 2.78% |
| 17 | ALCOA CORP | AA | 15,949,384 | $847.6M | 2.64% |
| 18 | HUMANA INC | HUM | 3,254,398 | $833.5M | 2.60% |
| 19 | MERCADOLIBRE INC | MELI | 411,549 | $829.0M | 2.58% |
| 20 | AON PLC | AON | 2,269,414 | $800.8M | 2.49% |
| 21 | META PLATFORMS INC | META | 1,210,372 | $799.0M | 2.49% |
| 22 | SHELL PLC | RYDAF | 7,777,595 | $571.5M | 1.78% |
| 23 | ELEVANCE HEALTH INC FORMERLY | ELV | 1,504,051 | $527.2M | 1.64% |
| 24 | HILTON WORLDWIDE HLDGS INC | HLT | 1,823,181 | $523.7M | 1.63% |
| 25 | PTC INC | PTC | 2,469,928 | $430.3M | 1.34% |
| 26 | INTUIT | INTU | 538,877 | $357.0M | 1.11% |
| 27 | LIBERTY BROADBAND CORP | LBRDP | 6,355,692 | $308.9M | 0.96% |
| 28 | ALPHABET INC | GOOG | 898,964 | $281.4M | 0.88% |
| 29 | VULCAN MATLS CO | 929160109 | 705,914 | $201.3M | 0.63% |
| 30 | MARTIN MARIETTA MATLS INC | 573284106 | 320,754 | $199.7M | 0.62% |
| 31 | SPDR S&P 500 ETF TR | SPY | 262,279 | $178.9M | 0.56% |
| 32 | VANGUARD INDEX FDS | 922908769 | 300,316 | $100.7M | 0.31% |
| 33 | ISHARES TR | 464287598 | 419,660 | $88.3M | 0.27% |
| 34 | SPDR SERIES TRUST | 78468R663 | 880,977 | $80.5M | 0.25% |
| 35 | CHARTER COMMUNICATIONS INC N | 16119P108 | 166,502 | $34.8M | 0.11% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 50,820 | $25.5M | 0.08% |
| 37 | GE VERNOVA INC | GEV | 27,917 | $18.2M | 0.06% |
| 38 | PULTE GROUP INC | 745867101 | 133,388 | $15.6M | 0.05% |
| 39 | MORGAN STANLEY | MS-PQ | 79,588 | $14.1M | 0.04% |
| 40 | LIBERTY BROADBAND CORP | LBRDP | 273,682 | $13.2M | 0.04% |
| 41 | GE AEROSPACE | 369604301 | 40,898 | $12.6M | 0.04% |
| 42 | WELLS FARGO CO NEW | 949746101 | 96,277 | $9.0M | 0.03% |
| 43 | BERKLEY W R CORP | WRB-PH | 123,547 | $8.7M | 0.03% |
| 44 | GOLDMAN SACHS GROUP INC | GSCE | 6,989 | $6.1M | 0.02% |
| 45 | ECOLAB INC | ECL | 22,471 | $5.9M | 0.02% |
| 46 | NETFLIX INC | NFLX | 62,774 | $5.9M | 0.02% |
| 47 | MARRIOTT INTL INC NEW | 571903202 | 18,811 | $5.8M | 0.02% |
| 48 | CITIGROUP INC | C-PR | 41,076 | $4.8M | 0.01% |
| 49 | ORACLE CORP | ORCL-PD | 20,000 | $3.9M | 0.01% |
| 50 | VANGUARD INDEX FDS | 922908363 | 5,875 | $3.7M | 0.01% |
| 51 | ECHOSTAR CORP | SATS | 24,887 | $2.7M | 0.01% |
| 52 | TRAVELERS COMPANIES INC | TRV | 6,900 | $2.0M | 0.01% |
| 53 | VISA INC | V | 3,777 | $1.3M | 0.00% |
| 54 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 12,056 | $988,833 | 0.00% |
| 55 | INTERNATIONAL BUSINESS MACHS | INTR | 2,700 | $799,767 | 0.00% |
| 56 | JPMORGAN CHASE & CO. | VYLD | 1,109 | $357,342 | 0.00% |