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Eagle Capital Management Holdings Activity
Eagle Capital Management Portfolio 13F
Eagle Capital Management has disclosed a total of 48 changes to the portfolio in the latest (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 is Eagle Capital Management buying now?
In the recent quarter Eagle Capital Management has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (INTU) INTUIT INC (added shares +330.74%), (MELI) MERCADOLIBRE INC (added shares +90.97%), (SAP) SAP SE-SPONSORED ADR (added shares +89.42%), (SPGI) S&P GLOBAL INC (new buy) and (AJG) ARTHUR J GALLAGHER & CO (new buy).
What does Eagle Capital Management invest in?
Eagle Capital Management's top 5 holdings (by % of portfolio) are (COP) CONOCOPHILLIPS (8.37%), (AMZN) AMAZONCOM INC (8.21%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (5.53%), (UNH) UNITEDHEALTH GROUP INC (5.32%) and (MSFT) MICROSOFT CORP (4.97%).
In the latest report(s) the following changes have been made to the top investments: (COP) CONOCOPHILLIPS (reduced shares -4.69%), (AMZN) AMAZONCOM INC (reduced shares -1.84%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (reduced shares -1.65%), (UNH) UNITEDHEALTH GROUP INC (added shares +2.79%) and (MSFT) MICROSOFT CORP (added shares +2.88%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.