EAGLE CAPITAL MANAGEMENT LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$31.4B
Holdings
55
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 11,774,440 | $2.6T | 8226.93% | |
| 2 | MSFTMICROSOFT CORP | 3,953,701 | $2.0T | 6516.53% | |
| 3 | COPCONOCOPHILLIPS | 20,121,050 | $1.9T | 6056.48% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 5,414,512 | $1.9T | 5949.50% | |
| 5 | WDAYWORKDAY INC | 7,664,302 | $1.8T | 5871.21% | |
| 6 | ASMLASML HOLDING N V | 1,546,571 | $1.5T | 4764.42% | |
| 7 | GOOGALPHABET INC | 6,129,127 | $1.5T | 4750.19% | |
| 8 | COFCAPITAL ONE FINL CORP | 6,812,142 | $1.4T | 4608.19% | |
| 9 | AERAERCAP HOLDINGS NV | 11,637,399 | $1.4T | 4480.91% | |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,037,908 | $1.4T | 4477.44% | |
| 11 | CMCSACOMCAST CORP NEW | 42,536,618 | $1.3T | 4252.98% | |
| 12 | DHRDANAHER CORPORATION | 6,182,207 | $1.2T | 3900.35% | |
| 13 | LENLENNAR CORP | 9,455,043 | $1.2T | 3792.24% | |
| 14 | WWDWOODWARD INC | 4,372,345 | $1.1T | 3516.10% | |
| 15 | METAMETA PLATFORMS INC | 1,426,246 | $1.0T | 3333.04% | |
| 16 | HUMHUMANA INC | 3,965,492 | $1.0T | 3283.06% | |
| 17 | AONAON PLC | 2,284,151 | $814.5B | 2591.83% | |
| 18 | SAPSAP SE | 3,012,552 | $805.0B | 2561.60% | |
| 19 | ELLAUDER ESTEE COS INC | 8,968,738 | $790.3B | 2514.96% | |
| 20 | SHELSHELL PLC | 10,238,239 | $732.3B | 2330.44% | |
| 21 | AAALCOA CORP | 16,394,322 | $539.2B | 1715.86% | |
| 22 | ELVELEVANCE HEALTH INC FORMERLY | 1,571,691 | $507.8B | 1616.05% | |
| 23 | PTCPTC INC | 2,497,626 | $507.1B | 1613.58% | |
| 24 | HLTHILTON WORLDWIDE HLDGS INC | 1,852,065 | $480.5B | 1529.04% | |
| 25 | LBRDKLIBERTY BROADBAND CORP | 6,564,102 | $417.1B | 1327.23% | |
| 26 | INTUINTUIT | 543,968 | $371.5B | 1182.12% | |
| 27 | GOOGLALPHABET INC | 1,133,288 | $275.5B | 876.70% | |
| 28 | VMCVULCAN MATLS CO | 715,770 | $220.2B | 700.67% | |
| 29 | MLMMARTIN MARIETTA MATLS INC | 328,647 | $207.1B | 659.15% | |
| 30 | BILSPDR SERIES TRUST | 874,392 | $80.2B | 255.29% | |
| 31 | CHTRCHARTER COMMUNICATIONS INC N | 204,164 | $56.2B | 178.73% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 50,873 | $25.6B | 81.39% | |
| 33 | LBRDALIBERTY BROADBAND CORP | 336,881 | $21.3B | 67.89% | |
| 34 | GEVGE VERNOVA INC | 28,487 | $17.5B | 55.74% | |
| 35 | PHMPULTE GROUP INC | 125,144 | $16.5B | 52.62% | |
| 36 | DWDMORGAN STANLEY | 79,588 | $12.7B | 40.26% | |
| 37 | GEGE AEROSPACE | 41,137 | $12.4B | 39.38% | |
| 38 | WRBBERKLEY W R CORP | 123,547 | $9.5B | 30.12% | |
| 39 | IWDISHARES TR | 39,837 | $8.1B | 25.81% | |
| 40 | WFCWELLS FARGO CO NEW | 96,318 | $8.1B | 25.69% | |
| 41 | NFLXNETFLIX INC | 6,312 | $7.6B | 24.08% | |
| 42 | ECLECOLAB INC | 22,471 | $6.2B | 19.58% | |
| 43 | GSGOLDMAN SACHS GROUP INC | 7,193 | $5.7B | 18.23% | |
| 44 | ORCLORACLE CORP | 20,000 | $5.6B | 17.90% | |
| 45 | MARMARRIOTT INTL INC NEW | 18,811 | $4.9B | 15.59% | |
| 46 | SPYSPDR S&P 500 ETF TR | 7,010 | $4.7B | 14.86% | |
| 47 | TRVCCITIGROUP INC | 41,076 | $4.2B | 13.27% | |
| 48 | TRVTRAVELERS COMPANIES INC | 6,900 | $1.9B | 6.13% | |
| 49 | SATSECHOSTAR CORP | 24,887 | $1.9B | 6.05% | |
| 50 | VVISA INC | 3,777 | $1.3B | 4.10% | |
| 51 | GEHCGE HEALTHCARE TECHNOLOGIES I | 12,135 | $911.3M | 2.90% | |
| 52 | IBMINTERNATIONAL BUSINESS MACHS | 2,700 | $761.8M | 2.42% | |
| 53 | JPMJPMORGAN CHASE & CO. | 1,273 | $401.5M | 1.28% | |
| 54 | DISDISNEY WALT CO | 3,337 | $382.1M | 1.22% | |
| 55 | LYBLYONDELLBASELL INDUSTRIES N | 4,395 | $215.5M | 0.69% |