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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Boykin Curry (Eagle Capital)
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  • Portfolio56
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Asset Manager · CIK 0000945631

Boykin Curry

Eagle Capital
Share
  • Large Fund

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.

Track Boykin's filingsView holdings↓
Portfolio
$32.11B
Positions
56
Quarter
2025Q4
Filings tracked
40
1Y+19.2%Since filing+203.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
1-YearTWR
+19.23%
since 2024Q4
3-Yearactual
+125.29%
since 2022Q4
5-Yearactual
+57.09%
since 2020Q4
10-Yearbacktest
+205.91%
since 2016-04-21

Methodology: TWR tiles chain-link quarterly mark-to-market across consecutive filings (GIPS-compliant) · actual tiles use a real 13F snapshot marked to today · backtest tiles re-price the current book to historical prices.

Performance overview

We mark Boykin Curry (Eagle Capital)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Boykin’s portfolio is 19.2% over the last 12 months · 203.6% since 2016Q1.

Portfolio growth vs SPY
Rebased to 100 at 2021Q2 · through 2025Q4
Boykin Curry
+75.2%
SPY
+69.5%
Alpha
+5.7pp
69981271551842021Q22023Q32025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$21.90B+$10.95B$0-$10.95B-$21.90B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$560M
Lifetime buys
$49.58B
Lifetime sells
$54.42B
Portfolio over time
AUMPositions
$0$10.60B$21.19B$32.11B572'22Q1'23Q4'25Q4
QoQ AUM
+2.2%
16Q lifetime AUM
+8.4%
QoQ positions
+1
16Q lifetime positions
+14
Position concentration
50 positions
Top 1
10%
of book
  • Top 110%$2.80BAMZN
  • Top 2-525%$6.74BCOP, META, GOOG
  • Top 6-1023%$6.28BWDAY, MSFT, UNH
  • Top 11-2031%$8.39BSAP, TSM, COF
  • Rest12%$3.22BAA, ELV, CHTR