Eagle Capital Management LLC

EAGLE CAPITAL MANAGEMENT LLC

Eagle Capital Management LLC is an employee owned investment management firm that was founded in 1988 by Ravenel and Beth Curry. The firm’s goal is to “create an environment in which original, thoughtful research and rigorous valuation discipline drive long-term investment decisions” and currently offers only one strategy, the Eagle Equity Portfolio. Eagle Capital Management’s diverse line of clients includes pooled investment vehicles, individuals, high net worth individuals, pension and profit sharing plans, charities, corporations, sovereign entities, endowments, and state and municipal government entities.

Holdings MV

30.00B

Last Updated

2026-01-26

Total Holdings

Tracker Performance

Eagle Capital Management LLC

S&P 500

Total Return

+14.29%

Annualized Return

+25.73%

1 Day Change

-0.32%

Sharpe Ratio

1.54

Trade Updates

2026-01-26

Ticker

Name

01/26

Sell

3.43%

Fill Price --

3.38%

Ticker

Name

01/26

Sell

5.74%

Fill Price --

5.59%

Ticker

Name

01/26

Sell

9.45%

Fill Price --

9.34%

Ticker

Name

01/26

Sell

2.63%

Fill Price --

2.56%

Ticker

Name

01/26

Sell

7.33%

Fill Price --

7.12%

Ticker

Name

01/26

Sell

4.14%

Fill Price --

4.13%

Ticker

Name

01/26

Sell

5.83%

Fill Price --

4.90%

Ticker

Name

01/26

Sell

6.79%

Fill Price --

6.56%

Ticker

Name

01/26

Sell

5.05%

Fill Price --

4.81%

Ticker

Name

01/26

Sell

3.68%

Fill Price --

3.49%

Ticker

Name

01/26

Sell

8.11%

Fill Price --

7.89%

Ticker

Name

01/26

Sell

3.61%

Fill Price --

3.50%

Ticker

Name

01/26

Sell

3.65%

Fill Price --

3.50%

Ticker

Name

01/26

Sell

3.20%

Fill Price --

3.11%

Ticker

Name

01/26

Sell

6.12%

Fill Price --

6.10%

Ticker

Name

01/26

Sell

2.31%

Fill Price --

0.00%

Ticker

Name

01/26

Buy

0.00%

Fill Price --

5.59%

Ticker

Name

01/26

Sell

6.62%

Fill Price --

6.39%

Ticker

Name

01/26

Sell

4.91%

Fill Price --

4.80%

Ticker

Name

01/26

Sell

4.91%

Fill Price --

4.74%

Current Holdings

Medical Biology

14.70%

Electronics

12.71%

Internet & Media

11.00%

Computer

10.90%

Commerce

9.34%

Mining

9.01%

Non-Bank Financials

7.46%

Other

5.59%

Defense

4.74%

Communication Equipment

4.13%

Construction Decoration

3.50%

Manufacturing

3.49%

Non-Ferrous Metals

3.38%

Symbol

P&L %

Position Size

Ticker

Name

+143.13%

7.89%

Ticker

Name

+60.73%

7.12%

Ticker

Name

+48.20%

3.49%

Ticker

Name

+37.41%

4.74%

Ticker

Name

+23.81%

5.59%

Ticker

Name

+23.63%

3.38%

Ticker

Name

+13.74%

6.56%

Ticker

Name

+9.48%

9.34%

Ticker

Name

+7.50%

2.45%

Ticker

Name

+5.08%

4.81%

Ticker

Name

+4.13%

4.90%

Ticker

Name

+3.58%

5.59%

Ticker

Name

+0.63%

3.50%

Ticker

Name

-3.23%

6.10%

Ticker

Name

-5.35%

6.39%

Ticker

Name

-6.56%

2.56%

Ticker

Name

-13.38%

3.11%

Ticker

Name

-16.74%

4.13%

Ticker

Name

-20.45%

4.80%

Ticker

Name

-20.96%

3.50%

Investing Philosophy

Eagle Capital Management holds a long term perspective and seeks to find businesses that are “fairly valued based on their current franchise and where there appears to be limited market recognition of their long-term potential for growth” for their portfolio. The company avoids high expectation stocks where future opportunity has been discounted and there is a high risk factor involved, instead focusing on opportunities that the company determines have the greatest possible return and lowest possible risk. The company’s Eagle Equity strategy is a concentrated portfolio that the company has built up over the years with a long term focus and consists of around 25 to 35 securities. The portfolio focuses its investments in “large cap equity securities and employs a low turnover/long-term investment time horizon.” Eagle Capital Management utilizes fundamental, bottom up research to determine its investment decisions, conducting its research internally.

Disclaimer

This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.