Eagle Capital Select Equity ETF

2023 ETF Series Trust · 1 share class

Actively managed U.S. equity ETF
One fund, 1 share class:EAGL
$4.26B NAV
28 positions · as of 2026-06-30 · filed 2026-08-28

Fund classification

Classified from what the fund holds · as of 2026 Q2

Eagle Capital Select Equity ETF is an actively managed U.S. equity ETF. 25% of EAGL’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 80% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
ETF
Features
Non-diversified

Fund profile

As filed in the prospectus · 2026 Q1

The Eagle Capital Select Equity ETF (the Fund) seeks to generate investment returns superior to U.S. equity markets.

Strategy · summarised

The fund is an actively managed, non-diversified equity fund that seeks to identify undervalued companies through fundamental analysis, targeting a five- to seven-year holding period and aiming to detect change ahead of the market. The Adviser builds positions around companies with strong asset bases and cash-generation capacity, combined with unrecognized catalysts, and typically holds 20–35 securities representing its best opportunities. Because the fund is non-diversified, it may concentrate a larger percentage of assets in fewer issuers than a diversified fund, amplifying the impact of individual security performance on overall results.

Expenses
0.80%one share class
Share classGrossNet
EAGL0.81%0.80%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 17.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.63%
of net assets
Stocks99.50%
Cash & short-term0.13%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
International19.6%
Health Care17.7%
Consumer Discretionary17.4%
Financials15.5%
6 smaller29.8%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
25%of stock holdings in top-quartile growers
covering 80% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 2 new7 exited

New: EQT, CHTR

Exited: CMCSA, WWD, Shell PLC, Bayer AG, NFLX, Aon PLC, PHM

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+20.16%
3-year
26 of 36 months
5-year
26 of 60 months
Volatility
11.99%
Worst 3-yr fall
Cumulative return· Mar 2024 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
AMAZON.COM INCAMZN7.64%$325.52M
MERCADOLIBRE INCMELI6.91%$294.46M
UNITEDHEALTH GROUP INCUNH6.89%$293.66M
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTDTSM6.64%$283.22M
LONDON STOCK EXCHANGE GROUP PLCLSEGY6.42%$273.48M
CONOCOPHILLIPSCOP5.23%$223.07M
DANAHER CORPDHR5.18%$220.68M
ALPHABET INCGOOGL4.70%$200.14M
S&P GLOBAL INCSPGI4.68%$199.60M
HUMANA INCHUM4.04%$172.04M
Showing 10 of 28Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 58.33% of net assets, top 25 98.18%, across 28 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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