Asset Manager · CIK 0000945631
Boykin Curry
Eagle Capital
Boykin Curry runs Eagle Capital, an asset manager overseeing $32.11B in disclosed equity holdings (SEC CIK 0000945631). The latest portfolio (2025Q4) discloses 56 positions across 9 sectors, with the largest positions in AMZN, MSFT and UNH. On a mark-to-market basis the tracked portfolio has returned 19.2% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$32.11B
Positions
56
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$560M
Lifetime buys
$46.95B
Lifetime sells
$53.79B
Quarter activity
What changed in 2023Q1 — net new, added, trimmed, exited.
Added to5 names
Trimmed27 names
- MSFTMICROSOFT CORP−1,548,641$446.5M
- NFLXNETFLIX INC−882,800$305.0M
- METAMETA PLATFORMS INC−1,407,914$298.4M
- HLTHILTON WORLDWIDE HLDGS INC−1,219,977$171.9M
- MSMORGAN STANLEY−1,828,871$160.6M
- SPYSPDR S&P 500 ETF TR−371,177$152.0M
- GOOGALPHABET INC−1,411,321$146.8M
- MARMARRIOTT INTL INC NEW−837,836$139.1M
- G0403HAON PLC−404,639$127.6M
- UNHUNITEDHEALTH GROUP INC−180,603$85.4M
- GSGOLDMAN SACHS GROUP INC−254,621$83.3M
- CMCSACOMCAST CORP NEW−2,013,184$76.3M
- + 15 more…
Recent transactions
Last 20 moves
TRIM
LIBERTY BROADBAND CORP
−208,410
~$48.60 · 2025Q4
2026-02-17
TRIM
AERCAP HOLDINGS NV
−1,467,497
~$143.76 · 2025Q4
2026-02-17
TRIM
BERKSHIRE HATHAWAY INC DEL
−53
~$502.65 · 2025Q4
2026-02-17
TRIM
CHARTER COMMUNICATIONS INC N
−37,662
~$208.75 · 2025Q4
2026-02-17
