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 2025Q1 — net new, added, trimmed, exited.
New positions7 names
Added to17 names
- ELLAUDER ESTEE COS INC+7,408,608$489.0M
- CMCSACOMCAST CORP NEW+11,890,801$438.8M
- MSFTMICROSOFT CORP+678,818$254.8M
- UNHUNITEDHEALTH GROUP INC+398,515$208.7M
- N00985AERCAP HOLDINGS NV+1,642,996$167.9M
- SHELSHELL PLC+926,194$67.9M
- COPCONOCOPHILLIPS+552,745$58.0M
- WWDWOODWARD INC+303,811$55.4M
- DFSEURDISCOVER FINL SVCS+88,283$15.1M
- ELVANTHEM INC+20,732$9.0M
- LBRDKLIBERTY BROADBAND CORP+69,446$5.9M
- AAALCOA CORP+108,655$3.3M
- + 5 more…
Trimmed26 names
- VVISA INC−2,384,938$835.8M
- G0403HAON PLC−1,360,067$542.8M
- METAMETA PLATFORMS INC−873,864$503.7M
- SAPSAP SE−1,283,910$344.7M
- CHTRCHARTER COMMUNICATIONS INC N−930,540$342.9M
- HLTHILTON WORLDWIDE HLDGS INC−654,093$148.8M
- WFCWELLS FARGO CO NEW−1,370,946$98.4M
- GEVGE VERNOVA LLC−303,817$92.7M
- SPYSPDR S&P 500 ETF TR−133,655$74.8M
- GOOGALPHABET INC−470,097$73.4M
- IWDISHARES TR−131,418$24.7M
- BILSPDR SER TR−250,283$23.0M
- + 14 more…
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
