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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
INTUIntuit
Recent Activity
Increased 0.21%
3.17%
$7.849M
12,489 shares@ $628.48 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.25%
2.8%
$6.919M
13,677 shares@ $505.89 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.22%
2.71%
$6.718M
17,271 shares@ $388.98 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.02%
2.67%
$6.604M
18,773 shares@ $351.79 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 297.87%
2.18%
$5.402M
193,813 shares@ $27.88 avg price
JPMJpmorgan Chase & Co
Recent Activity
Increased 0.06%
2.13%
$5.261M
21,949 shares@ $239.7 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 0.3%
2.13%
$5.261M
10,827 shares@ $485.92 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.61%
2.09%
$5.166M
11,396 shares@ $453.32 avg price
CVXChevron Corp New
Recent Activity
Increased 0.71%
2.03%
$5.011M
34,600 shares@ $144.83 avg price
VXFVanguard Index Fds
Recent Activity
Increased 1.52%
2.01%
$4.965M
26,134 shares@ $189.99 avg price