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 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
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$560M
Lifetime buys
$46.95B
Lifetime sells
$53.79B
Quarter activity
What changed in 2023Q4 — net new, added, trimmed, exited.
New positions47 names
- AMZNAMAZON COM INC+13,628,322$2.07B
- MSFTMICROSOFT CORP+5,162,101$1.94B
- GOOGALPHABET INC+11,458,042$1.61B
- COPCONOCOPHILLIPS+13,293,979$1.54B
- METAMETA PLATFORMS INC+4,312,585$1.53B
- GEGENERAL ELECTRIC CO+8,715,748$1.11B
- NFLXNETFLIX INC+2,198,264$1.07B
- WFCWELLS FARGO CO NEW+21,343,579$1.05B
- GSGOLDMAN SACHS GROUP INC+2,580,971$995.7M
- UNHUNITEDHEALTH GROUP INC+1,786,527$940.6M
- N00985AERCAP HOLDINGS NV+12,628,278$938.5M
- CMCSACOMCAST CORP NEW+17,587,472$771.2M
- + 35 more…
Added to1 name
- SAPSAP SE+785,812$121.5M
Trimmed1 name
- SHELSHELL PLC−484,336$31.9M
Exited0 names
—
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
