The Story
News Summary
- Eagle Capital's Q2 2026 letter warns of elevated valuations and crowded AI trades in the S&P 500.
- The fund is rotating capital toward high-quality, derated compounders with strong moats and stable growth like Danaher Corporation, while selectively maintaining AI exposure.
Explore US500 price history & advisor snapshot
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Stored market data
US500 price history
7637.76
+12.11% over the displayed period
Advisor Snapshot
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