Asset Manager · CIK 0000945631

Boykin Curry

Eagle Capital
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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 2023Q3 — net new, added, trimmed, exited.
New positions1 name
  • SAPSAP SE
    +3,650,912
    $472.1M
Added to1 name
  • SHELSHELL PLC
    +1,068,446
    $68.8M
Trimmed0 names
Exited44 names
  • AMZNAMAZON COM INC
    14,589,521
    $1.90B
  • MSFTMICROSOFT CORP
    5,504,265
    $1.87B
  • METAMETA PLATFORMS INC
    6,468,703
    $1.86B
  • GOOGALPHABET INC
    13,575,691
    $1.64B
  • NFLXNETFLIX INC
    3,383,421
    $1.49B
  • GEGENERAL ELECTRIC CO
    13,392,076
    $1.47B
  • COPCONOCOPHILLIPS
    11,005,472
    $1.14B
  • WFCWELLS FARGO CO NEW
    23,443,093
    $1.00B
  • GSGOLDMAN SACHS GROUP INC
    2,804,744
    $904.6M
  • UNHUNITEDHEALTH GROUP INC
    1,876,650
    $902.0M
  • CMCSACOMCAST CORP NEW
    21,624,189
    $898.5M
  • CCITIGROUP INC
    17,456,539
    $803.7M
  • + 32 more…

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