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 2025Q3 — net new, added, trimmed, exited.
New positions1 name
- IWDISHARES TR+39,837$8.1M
Added to17 names
- DHRDANAHER CORPORATION+3,322,689$658.8M
- WDAYWORKDAY INC+1,915,069$461.0M
- ASMLASML HOLDING N V+320,700$310.5M
- LENLENNAR CORP+418,386$52.7M
- UNHUNITEDHEALTH GROUP INC+42,892$14.8M
- INTUINTUIT+21,682$14.8M
- AMZNAMAZON COM INC+29,963$6.6M
- LBRDKLIBERTY BROADBAND CORP+98,450$6.3M
- MSFTMICROSOFT CORP+8,838$4.6M
- HUMHUMANA INC+16,018$4.2M
- SPYSPDR S&P 500 ETF TR+3,447$2.3M
- SAPSAP SE+4,772$1.3M
- + 5 more…
Trimmed27 names
- WFCWELLS FARGO CO NEW−5,260,339$440.9M
- METAMETA PLATFORMS INC−463,585$340.4M
- COPCONOCOPHILLIPS−2,115,564$200.1M
- SHELSHELL PLC−2,674,885$191.3M
- WWDWOODWARD INC−648,483$163.9M
- N00985AERCAP HOLDINGS NV−1,174,947$142.2M
- ELLAUDER ESTEE COS INC−662,191$58.4M
- GOOGALPHABET INC−232,725$56.7M
- BILSPDR SER TR−190,021$17.4M
- ORCLORACLE CORP−58,494$16.5M
- GOOGLALPHABET INC−51,274$12.5M
- CHTRCHARTER COMMUNICATIONS INC N−37,564$10.3M
- + 15 more…
Exited1 name
- OXYOCCIDENTAL PETE CORP−82,030$3.4M
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
