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 2024Q1 — net new, added, trimmed, exited.
New positions8 names
Added to8 names
Trimmed26 names
- GEGENERAL ELECTRIC CO−3,274,477$574.8M
- NFLXNETFLIX INC−742,391$450.9M
- METAMETA PLATFORMS INC−757,848$368.0M
- MARMARRIOTT INTL INC NEW−1,189,569$300.1M
- MSFTMICROSOFT CORP−454,954$191.4M
- GOOGALPHABET INC−1,148,801$174.9M
- UNHUNITEDHEALTH GROUP INC−180,898$89.5M
- HLTHILTON WORLDWIDE HLDGS INC−353,704$75.4M
- AMZNAMAZON COM INC−351,550$63.4M
- SHELSHELL PLC−606,851$40.7M
- WFCWELLS FARGO CO NEW−636,671$36.9M
- GSGOLDMAN SACHS GROUP INC−76,722$32.0M
- + 14 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