Asset Manager · CIK 0000945631

Boykin Curry

Eagle Capital
Share

Boykin Curry runs Eagle Capital, an asset manager overseeing $32.11B in disclosed equity holdings (SEC CIK 0000945631). The latest 13F filing (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 24.7% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.

Portfolio
$32.11B
Positions
56
Quarter
2025Q4
Filings tracked
40
1Y+24.7%3Y+128.9%5Y+55.3%Full performance →
Capital flow per quarter
BuysSellsNet
+$21.90B+$10.95B$0-$10.95B-$21.90B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$560M
Lifetime buys
$46.95B
Lifetime sells
$53.79B

Quarter activity

What changed in 2023Q2 — net new, added, trimmed, exited.
New positions2 names
  • BILSPDR SER TR
    +169,754
    $15.6M
  • IWDISHARES TR
    +5,653
    $892K
Added to7 names
  • COPCONOCOPHILLIPS
    +3,077,748
    $318.9M
  • SHELSHELL PLC
    +3,090,284
    $186.6M
  • ECLECOLAB INC
    +5,136
    $959K
  • WRBBERKLEY W R CORP
    +15,000
    $893K
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    +1,623
    $553K
  • BACBK OF AMERICA CORP
    +10,550
    $303K
  • JPMJPMORGAN CHASE & CO
    +284
    $41K
Trimmed29 names
  • NFLXNETFLIX INC
    883,032
    $389.0M
  • MSFTMICROSOFT CORP
    1,121,088
    $381.8M
  • MSMORGAN STANLEY
    4,351,347
    $371.6M
  • METAMETA PLATFORMS INC
    1,241,959
    $356.4M
  • DISDISNEY WALT CO
    2,978,163
    $265.9M
  • GOOGALPHABET INC
    1,816,647
    $219.8M
  • AMZNAMAZON COM INC
    1,097,856
    $143.1M
  • HLTHILTON WORLDWIDE HLDGS INC
    777,995
    $113.2M
  • GEGENERAL ELECTRIC CO
    918,543
    $100.9M
  • 25470MDISH NETWORK CORPORATION
    14,581,237
    $96.1M
  • GSGOLDMAN SACHS GROUP INC
    210,181
    $67.8M
  • WFCWELLS FARGO CO NEW
    1,540,932
    $65.8M
  • + 17 more…
Exited1 name
  • SPYSPDR S&P 500 ETF TR
    4,841
    $2.0M

Recent transactions

Last 20 moves
TRIM
GOLDMAN SACHS GROUP INC
204
~$879.00 · 2025Q4
2026-02-17
ADD
LENNAR CORP
+1,531,169
~$102.80 · 2025Q4
2026-02-17
TRIM
27,698
~$174.21 · 2025Q4
2026-02-17
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
444,938
~$53.14 · 2025Q4
2026-02-17
TRIM
1,366,135
~$313.80 · 2025Q4
2026-02-17
TRIM
234,324
~$313.00 · 2025Q4
2026-02-17
ADD
AMAZON COM INC
+199,465
~$230.82 · 2025Q4
2026-02-17
TRIM
AON PLC
14,737
~$352.88 · 2025Q4
2026-02-17
TRIM
ASML HOLDING N V
711,488
~$1069.86 · 2025Q4
2026-02-17
TRIM
BERKSHIRE HATHAWAY INC DEL
53
~$502.65 · 2025Q4
2026-02-17
TRIM
CAPITAL ONE FINL CORP
96,049
~$242.36 · 2025Q4
2026-02-17
TRIM
CHARTER COMMUNICATIONS INC N
37,662
~$208.75 · 2025Q4
2026-02-17
TRIM
COMCAST CORP NEW
2,626,319
~$29.89 · 2025Q4
2026-02-17
TRIM
CONOCOPHILLIPS
280,620
~$93.61 · 2025Q4
2026-02-17
TRIM
DANAHER CORPORATION
21,676
~$228.92 · 2025Q4
2026-02-17
SOLD
DISNEY WALT CO
3,337
~$114.50 · 2025Q4
2026-02-17
TRIM
67,640
~$350.55 · 2025Q4
2026-02-17
TRIM
GENERAL ELECTRIC CO
239
~$308.03 · 2025Q4
2026-02-17