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Kenneth N. Ross

@Eagle Capital Management, Llc

Latest period2024 - Q4ReportedManaged Assets$247.927MTotal holdings40
Assets growth rate3.3%Assets growth rate (2-Q avg)4.53%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Eagle Capital Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 40 positions.

Assets under management

The assets under management (AUM) of Eagle Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 247.927M in assets, with a quarterly growth rate of 3.3% and a 2-quarter average growth rate of 4.53%. The portfolio is managed by Kenneth N. Ross, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TSLATesla Inc
Recent Activity
New Position
0.14%
$331,000
820 shares@ $403.66 avg price