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 portfolio (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 19.2% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots 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
$49.58B
Lifetime sells
$54.42B
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
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
