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 2024Q2 — net new, added, trimmed, exited.
New positions4 names
Added to11 names
- HUMHUMANA INC+2,539,794$949.0M
- G0403HAON PLC+1,211,598$355.7M
- UNHUNITEDHEALTH GROUP INC+687,328$350.0M
- GOOGLALPHABET INC+442,643$80.6M
- SAPSAP SE+363,978$73.4M
- DFSEURDISCOVER FINL SVCS+508,296$66.5M
- WWDWOODWARD INC+264,495$46.1M
- OXYOCCIDENTAL PETE CORP+676,268$42.6M
- ELVANTHEM INC+42,280$22.9M
- CHTRCHARTER COMMUNICATIONS INC N+46,510$13.9M
- VVISA INC+30,124$7.9M
Trimmed23 names
- GEGENERAL ELECTRIC CO−5,358,535$851.8M
- GSGOLDMAN SACHS GROUP INC−1,449,601$655.7M
- MSFTMICROSOFT CORP−1,183,651$529.0M
- WFCWELLS FARGO CO NEW−8,873,937$527.0M
- GOOGALPHABET INC−1,709,669$313.6M
- MARMARRIOTT INTL INC NEW−1,260,087$304.7M
- NFLXNETFLIX INC−400,095$270.0M
- BILSPDR SER TR−1,809,527$166.1M
- METAMETA PLATFORMS INC−282,171$142.3M
- AMZNAMAZON COM INC−296,160$57.2M
- SHELSHELL PLC−741,296$53.5M
- N00985AERCAP HOLDINGS NV−249,355$23.2M
- + 11 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
