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 2025Q2 — net new, added, trimmed, exited.
Added to12 names
- UNHUNITEDHEALTH GROUP INC+2,673,994$834.2M
- COFCAPITAL ONE FINL CORP+1,581,527$336.5M
- HUMHUMANA INC+806,187$197.1M
- LENLENNAR CORP+1,738,667$192.3M
- COPCONOCOPHILLIPS+2,026,431$181.9M
- PTCPTC INC+607,374$104.7M
- LBRDKLIBERTY BROADBAND CORP+652,107$64.2M
- WDAYWORKDAY INC+251,294$60.3M
- INTUINTUIT+20,644$16.3M
- VMCVULCAN MATLS CO+27,942$7.3M
- PHMPULTE GROUP INC+15,264$1.6M
- WRBBERKLEY W R CORP+66$5K
Trimmed33 names
- GEVGE VERNOVA LLC−1,723,294$911.9M
- METAMETA PLATFORMS INC−338,999$250.2M
- WFCWELLS FARGO CO NEW−3,122,247$250.2M
- GOOGALPHABET INC−1,272,286$225.7M
- AMZNAMAZON COM INC−1,014,512$222.6M
- SHELSHELL PLC−2,757,761$194.2M
- G0403HAON PLC−339,230$121.0M
- SAPSAP SE−294,592$89.6M
- N00985AERCAP HOLDINGS NV−702,368$82.2M
- CHTRCHARTER COMMUNICATIONS INC N−172,970$70.7M
- GOOGLALPHABET INC−236,058$41.6M
- TSMTAIWAN SEMICONDUCTOR MFG LTD−109,974$24.9M
- + 21 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
