StockDriftsStockDriftsTop 50 Eagle Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | 8.37% | 18.91M | $2.50B | -4.69%(-929.75K) | $103.63(+1.06%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 8.21% | 11.75M | $2.45B | -1.84%(-219.99K) | $66.68(+263.93%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.53% | 4.88M | $1.65B | -1.65%(-82.03K) | $97.30(+346.21%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 5.32% | 5.86M | $1.59B | +2.79%(+158.88K) | $329.55(+29.07%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.97% | 4.01M | $1.48B | +2.88%(+112.08K) | $104.28(+274.47%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 4.56% | 785.9K | $1.36B | +90.97%(+374.39K) | $2030.81(-13.17%) | 2026-03-31 | |
| SAP | SAP SE | 4.51% | 7.85M | $1.34B | +89.42%(+3.71M) | $188.19(-13.60%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4.42% | 4.60M | $1.32B | -3.49%(-166.44K) | $33.45(+964.90%) | 2026-03-31 | |
| DHR | DANAHER CORP DEL | 4.18% | 6.58M | $1.25B | +6.73%(+414.63K) | $200.26(-1.16%) | 2026-03-31 | |
| COF | CAPITAL ONE FINL CORP | 4.02% | 6.57M | $1.20B | -2.23%(-149.50K) | $124.01(+65.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.86% | +63.73% |
| Top 20 Holdings Unweighted | +19.15% | +69.14% |
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