Eagle Capital Management recent buys & sells (2026 Q1)
Ravenel Boykin Curry IV
Eagle Capital Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $29.82B (-$2B)
- Previous value:
- $32.11B
- # of changes:
- 48
- New positions:
- 5
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
Eagle Capital Management has disclosed a total of 48 changes to the portfolio in the (2026 Q1) SEC report(s): increased the number of shares of 13, bought 5 totally new, decreased the number of shares of 29 and completely sold out 1 position(s).
What stocks did Eagle Capital Management buy in 2026 Q1?
During 2026 Q1 Eagle Capital Management has bought 18 securities out of which top 5 purchases (by % change to portfolio) were (UNH) UnitedHealth Group Incorporated (added shares +2.79%), (MSFT) Microsoft Corp (added shares +2.88%), (MELI) MercadoLibre Inc (added shares +90.97%), (SAP) SAP SE-SPONSORED ADR (added shares +89.42%) and (DHR) Danaher Corp (added shares +6.73%).
What did Eagle Capital Management invest in during 2026 Q1?
In the 2026 Q1 report(s) the following changes have been made to the top investments: (COP) ConocoPhillips (reduced shares -4.69%), (AMZN) Amazon.com Inc (reduced shares -1.84%), (TSM) Taiwan Semiconductor Manufacturing (reduced shares -1.65%), (UNH) UnitedHealth Group Incorporated (added shares +2.79%) and (MSFT) Microsoft Corp (added shares +2.88%).
48 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
EQT Corp
|
new
|
+3,659,954
|
3,659,954
|
+0.78%
|
$63.64
|
-14.30%($54.54)
|
0.78%
|
2026 Q1
|
~0.25 years
|
|
|
|
Arthur J Gallagher & Co
|
new
|
+2,665,572
|
2,665,572
|
+1.94%
|
$216.58
|
+22.10%($264.44)
|
1.94%
|
2026 Q1
|
~0.25 years
|
|
|
|
LyondellBasell Industries NV
|
new
|
+4,395
|
4,395
|
+0%
|
$80.56
|
-16.05%($67.63)
|
0.00%
|
2026 Q1
|
~0.25 years
|
|
|
|
Mastercard Inc
|
new
|
+624,540
|
624,540
|
+1.05%
|
$499.66
|
+22.77%($613.45)
|
1.05%
|
2026 Q1
|
~0.25 years
|
|
|
|
S&P Global Inc
|
new
|
+1,425,311
|
1,425,311
|
+2.03%
|
$425.34
|
+5.42%($448.41)
|
2.03%
|
2026 Q1
|
~0.25 years
|
|
|
|
Netflix Inc
|
+8,423.31%
|
+5,287,648
|
5,350,422
|
+1.7%
|
$96.15
|
-34.32%($63.16)
|
1.73%
|
2019 Q4
|
~6.50 years
|
|
|
|
Intuit Inc
|
+330.74%
|
+1,782,288
|
2,321,165
|
+2.58%
|
$432.38
|
-22.63%($334.53)
|
3.37%
|
2025 Q1
|
~1.25 years
|
|
|
|
MercadoLibre Inc
|
+90.97%
|
+374,388
|
785,937
|
+2.17%
|
$1,729.02
|
-5.03%($1,642.00)
|
4.56%
|
2025 Q4
|
~0.50 years
|
|
|
|
SAP SE-SPONSORED ADR
|
+89.42%
|
+3,705,173
|
7,848,603
|
+2.13%
|
$171.21
|
+38.30%($236.78)
|
4.51%
|
2023 Q3
|
~2.75 years
|
|
|
|
PulteGroup Inc
|
+15.87%
|
+21,168
|
154,556
|
+0.01%
|
$117.61
|
+2.76%($120.86)
|
0.06%
|
2025 Q1
|
~1.25 years
|
|
Insights | News
Insight
—
Consensus shift · 2026 Q1
Insight
—
Consensus shift · 2026 Q1
Insight
—
Consensus shift · 2026 Q1
Insight
—
Consensus shift · 2026 Q1
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".