Eagle Capital Management, LLC

data from 31/12/2025

Capitalization

$ 274.958 M 3.92 %

Average holding period

19 ans

Performance

$ 258.414 M 150.85 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Eagle Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 SPDR S&P 500 ETF TR 9.54% 26.240 M $ 38480 2016/09/30 608.782 K $ 2.36 %
2025/12/31 SCHWAB STRATEGIC TR 9.25% 25.424 M $ 926878 2013/12/31 119.878 K $ 0.48 %
2025/12/31 INVESCO QQQ TR 7.83% 21.517 M $ 35027 2019/12/31 487.898 K $ 2.32 %
2025/12/31 VANGUARD BD INDEX FDS 7.39% 20.320 M $ 407709 2025/09/30 -59.355 K $ -0.32 %
2025/12/31 BROADCOM INC 7.19% 19.773 M $ 57130 2020/09/30 979.921 K $ 4.91 %
2025/12/31 ALPHABET INC 5.21% 14.325 M $ 45768 2015/12/31 3.288 M $ 28.75 %
2025/12/31 APPLE INC 5.08% 13.956 M $ 51337 2013/12/31 894.768 K $ 6.76 %
2025/12/31 MICROSOFT CORP 3.84% 10.571 M $ 21859 2013/12/31 -760.886 K $ -6.63 %
2025/12/31 AMAZON COM INC 3.50% 9.615 M $ 41654 2013/12/31 474.586 K $ 5.13 %
2025/12/31 INVESCO EXCH TRADED FD TR II 3.22% 8.840 M $ 74088 2025/06/30 -125.666 K $ -1.44 %
2025/12/31 INTUIT 2.91% 8.013 M $ 12097 2014/09/30 -248.335 K $ -3.00 %
2025/12/31 VISA INC 2.66% 7.319 M $ 20869 2014/03/31 196.069 K $ 2.73 %
2025/12/31 JPMORGAN CHASE & CO 2.53% 6.960 M $ 21599 2023/06/30 148.335 K $ 2.16 %
2025/12/31 SCHWAB STRATEGIC TR 2.17% 5.963 M $ 221585 2013/12/31 124.052 K $ 2.16 %
2025/12/31 HOME DEPOT INC 2.17% 5.960 M $ 17321 2013/12/31 -1.035 M $ -15.08 %
2025/12/31 SCHWAB STRATEGIC TR 2.13% 5.856 M $ 179534 2016/09/30 125.831 K $ 2.23 %
2025/12/31 VANGUARD INDEX FDS 2.11% 5.798 M $ 27727 2024/06/30 -6.355 K $ -0.11 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 2.03% 5.592 M $ 11125 2023/12/31 -1.008 K $ -0.02 %
2025/12/31 APPLIED MATLS INC 1.93% 5.314 M $ 20679 2021/06/30 1.093 M $ 25.51 %
2025/12/31 LOCKHEED MARTIN CORP 1.87% 5.144 M $ 10636 2019/06/30 -168.389 K $ -3.12 %
2025/12/31 CHEVRON CORP NEW 1.85% 5.084 M $ 33360 2021/03/31 -96.907 K $ -1.86 %
2025/12/31 ACCENTURE PLC IRELAND 1.83% 5.025 M $ 18730 2014/03/31 403.520 K $ 8.80 %
2025/12/31 TAIWAN SEMICONDUCTOR MFG LTD 1.67% 4.580 M $ 15071 2025/09/30 319.652 K $ 8.81 %
2025/12/31 PRUDENTIAL FINL INC 1.46% 4.017 M $ 35586 2021/06/30 329.533 K $ 8.81 %
2025/12/31 PFIZER INC 1.14% 3.142 M $ 126183 2023/12/31 -76.206 K $ -2.28 %
2025/12/31 PEPSICO INC 1.06% 2.901 M $ 20214 2023/09/30 63.459 K $ 2.19 %
2025/12/31 AMERICAN EXPRESS CO 0.90% 2.478 M $ 6699 2025/03/31 247.338 K $ 11.37 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 0.87% 2.386 M $ 8055 2025/06/30 12.097 K $ 4.98 %
2025/12/31 FORTINET INC 0.76% 2.093 M $ 26353 2024/03/31 -124.575 K $ -5.54 %
2025/12/31 SPDR DOW JONES INDL AVERAGE 0.51% 1.401 M $ 2915 2013/12/31 49.205 K $ 3.64 %
2025/12/31 SELECT SECTOR SPDR TR 0.47% 1.282 M $ 23406 2023/03/31 20.773 K $ 1.67 %
2025/12/31 VANECK ETF TRUST 0.44% 1.221 M $ 3390 2025/09/30 112.958 K $ 10.36 %
2025/12/31 SPDR GOLD TR 0.28% 782.000 K $ 1974 2019/12/31 76.152 K $ 11.45 %
2025/12/31 SPDR SER TR 0.27% 746.000 K $ 24278 2017/12/31 -3.156 K $ -0.42 %
2025/12/31 CATERPILLAR INC 0.18% 498.000 K $ 870 2024/03/31 82.876 K $ 19.97 %
2025/12/31 HOME BANCORP INC 0.17% 480.000 K $ 8300 2025/09/30 29.050 K $ 6.44 %
2025/12/31 WALMART INC 0.17% 464.000 K $ 4167 2024/03/31 34.544 K $ 8.05 %
2025/12/31 TESLA INC 0.16% 443.000 K $ 986 2024/12/31 4.506 K $ 1.03 %
2025/12/31 NVIDIA CORPORATION 0.16% 431.000 K $ 2311 2025/03/31 -190.000 $ -0.04 %
2025/12/31 ARCHER DANIELS MIDLAND CO 0.15% 421.000 K $ 7317 2025/06/30 -16.097 K $ -3.68 %
2025/12/31 FIDELITY COVINGTON TRUST 0.15% 416.000 K $ 5600 2018/12/31 41.552 K $ 11.11 %
2025/12/31 ISHARES TR 0.14% 390.000 K $ 3812 2021/03/31 -4.002 K $ -1.02 %
2025/12/31 CISCO SYS INC 0.13% 348.000 K $ 4517 2024/03/31 38.936 K $ 12.60 %
2025/12/31 EXXON MOBIL CORP 0.12% 317.000 K $ 2632 2024/03/31 20.240 K $ 6.81 %
2025/12/31 SELECT SECTOR SPDR TR 0.10% 273.000 K $ 6106 2021/03/31 -136.255 K $ -49.91 %
2025/12/31 BUNGE GLOBAL SA 0.08% 222.000 K $ 2490 2024/03/31 20.565 K $ 9.75 %
2025/12/31 DUKE ENERGY CORP NEW 0.08% 209.000 K $ 1781 2025/06/30 -11.398 K $ -5.18 %
2025/12/31 VANGUARD INDEX FDS 0.07% 205.000 K $ 420 2025/12/31 0.000 $ 0.00 %
2025/12/31 ISHARES TR 0.07% 203.000 K $ 945 2025/12/31 0.000 $ 0.00 %
2025/12/31 ABBV ABBVIE INC 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2025/12/31 MILN GLOBAL X FDS MILLENNIAL CO 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %