Asset Manager · CIK 0000945631

Boykin Curry

Eagle Capital

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 filings View holdings

Portfolio

$32.11B

Positions

Quarter

2025Q4

Filings tracked

1Y+19.2%3Y+125.3%5Y+57.1%10Y+206.5%Full performance →

Quarter

2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1

Holdings

Sorted by value · 2025Q4

Sector56 positions

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

8.61%

of portfolio

Number of shares

11,973,905 sh

Holdings current value

$2.76B

Avg closing price

$157.24

+59.4%

Last action

Added 1.7%

2025Q4

Current $250.56

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

5.86%

of portfolio

Number of shares

3,893,229 sh

Holdings current value

$1.88B

Avg closing price

$113.25

+273.3%

Last action

Trimmed 1.5%

2025Q4

Current $422.79

UNHUNITEDHEALTH GROUP INC

Healthcare·Healthcare Plans

5.86%

of portfolio

Number of shares

5,700,446 sh

Holdings current value

$1.88B

Avg closing price

$303.35

+7.0%

Last action

Added 5.3%

2025Q4

Current $324.63

COPCONOCOPHILLIPS

Energy·Oil & Gas E&P

5.78%

of portfolio

Number of shares

19,840,430 sh

Holdings current value

$1.86B

Avg closing price

$102.35

+13.4%

Last action

Trimmed 1.4%

2025Q4

Current $116.04

COFCAPITAL ONE FINL CORP

Financial Services·Credit Services

5.07%

of portfolio

Number of shares

6,716,093 sh

Holdings current value

$1.63B

Avg closing price

$112.92

+82.8%

Last action

Trimmed 1.4%

2025Q4

Current $206.47

WDAYWORKDAY INC

Technology·Software - Application

5.07%

of portfolio

Number of shares

7,575,368 sh

Holdings current value

$1.63B

Avg closing price

$238.16

-48.0%

Last action

Trimmed 1.2%

2025Q4

Current $123.83

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

4.69%

of portfolio

Number of shares

4,960,306 sh

Holdings current value

$1.51B

Avg closing price

$106.41

+248.2%

Last action

Trimmed 1.5%

2025Q4

Current $370.50

GOOGALPHABET INC

Communication Services·Internet Content & Information

4.65%

of portfolio

Number of shares

4,762,992 sh

Holdings current value

$1.49B

Avg closing price

$132.14

+156.8%

Last action

Trimmed 22.3%

2025Q4

Current $339.40

N00985106AERCAP HOLDINGS NV

4.55%

of portfolio

Number of shares

10,169,902 sh

Holdings current value

$1.46B

Avg closing price

$63.02

Last action

Trimmed 12.6%

2025Q4

Current —

DHRDANAHER CORPORATION

Healthcare·Diagnostics & Research

4.39%

of portfolio

Number of shares

6,160,531 sh

Holdings current value

$1.41B

Avg closing price

$197.93

-1.6%

Last action

Trimmed 0.4%

2025Q4

Current $194.75

WWDWOODWARD INC

Industrials·Aerospace & Defense

4.06%

of portfolio

Number of shares

4,312,395 sh

Holdings current value

$1.30B

Avg closing price

$115.31

+242.4%

Last action

Trimmed 1.4%

2025Q4

Current $394.83

CMCSACOMCAST CORP NEW

Communication Services·Telecom Services

3.72%

of portfolio

Number of shares

39,910,299 sh

Holdings current value

$1.19B

Avg closing price

$36.35

-18.5%

Last action

Trimmed 6.2%

2025Q4

Current $29.63

LENLENNAR CORP

Consumer Cyclical·Residential Construction

3.52%

of portfolio

Number of shares

10,986,212 sh

Holdings current value

$1.13B

Avg closing price

$112.88

-17.8%

Last action

Added 16.2%

2025Q4

Current $92.79

SAPSAP SEADR

Technology·Software - Application

3.13%

of portfolio

Number of shares

4,143,430 sh

Holdings current value

$1.01B

Avg closing price

$167.60

+8.1%

Last action

Added 37.5%

2025Q4

Current $181.22

ELLAUDER ESTEE COS INC

Consumer Defensive·Household & Personal Products

2.85%

of portfolio

Number of shares

8,729,535 sh

Holdings current value

$914.16M

Avg closing price

$68.11

+11.9%

Last action

Trimmed 2.7%

2025Q4

Current $76.20

ASMLASML HOLDING N V

Technology·Semiconductor Equipment & Materials

2.78%

of portfolio

Number of shares

835,083 sh

Holdings current value

$893.42M

Avg closing price

$835.96

+74.6%

Last action

Trimmed 46.0%

2025Q4

Current $1460

AAALCOA CORP

Basic Materials·Aluminum

2.64%

of portfolio

Number of shares

15,949,384 sh

Holdings current value

$847.55M

Avg closing price

$39.56

+65.9%

Last action

Trimmed 2.7%

2025Q4

Current $65.62

HUMHUMANA INC

Healthcare·Healthcare Plans

2.60%

of portfolio

Number of shares

3,254,398 sh

Holdings current value

$833.55M

Avg closing price

$342.15

-40.0%

Last action

Trimmed 17.9%

2025Q4

Current $205.14

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

2.58%

of portfolio

Number of shares

411,549 sh

Holdings current value

$828.97M

Avg closing price

$2014

-7.9%

Last action

New holding

2025Q4

Current $1856

G0403H108AON PLC

2.49%

of portfolio

Number of shares

2,269,414 sh

Holdings current value

$800.83M

Avg closing price

$247.43

Last action

Trimmed 0.6%

2025Q4

Current —

METAMETA PLATFORMS INC

Communication Services·Internet Content & Information

2.49%

of portfolio

Number of shares

1,210,372 sh

Holdings current value

$798.95M

Avg closing price

$188.38

+265.5%

Last action

Trimmed 15.1%

2025Q4

Current $688.55

SHELSHELL PLCADR

Energy·Oil & Gas Integrated

1.78%

of portfolio

Number of shares

7,777,595 sh

Holdings current value

$571.50M

Avg closing price

$59.36

+47.9%

Last action

Trimmed 24.0%

2025Q4

Current $87.81

ELVANTHEM INC

Healthcare·Healthcare Plans

1.64%

of portfolio

Number of shares

1,504,051 sh

Holdings current value

$527.24M

Avg closing price

$381.29

-15.3%

Last action

Trimmed 4.3%

2025Q4

Current $323.05

HLTHILTON WORLDWIDE HLDGS INC

Consumer Cyclical·Lodging

1.63%

of portfolio

Number of shares

1,823,181 sh

Holdings current value

$523.71M

Avg closing price

$74.80

+356.0%

Last action

Trimmed 1.6%

2025Q4

Current $341.03

PTCPTC INC

Technology·Software - Application

1.34%

of portfolio

Number of shares

2,469,928 sh

Holdings current value

$430.29M

Avg closing price

$159.20

-12.2%

Last action

Trimmed 1.1%

2025Q4

Current $139.74

INTUINTUIT

Technology·Software - Application

1.11%

of portfolio

Number of shares

538,877 sh

Holdings current value

$356.96M

Avg closing price

$623.33

-36.9%

Last action

Trimmed 0.9%

2025Q4

Current $393.25

LBRDKLIBERTY BROADBAND CORP

Communication Services·Telecom Services

0.96%

of portfolio

Number of shares

6,355,692 sh

Holdings current value

$308.89M

Avg closing price

$104.56

-47.2%

Last action

Trimmed 3.2%

2025Q4

Current $55.23

GOOGLALPHABET INC

Communication Services·Internet Content & Information

0.88%

of portfolio

Number of shares

898,964 sh

Holdings current value

$281.38M

Avg closing price

$145.05

+135.6%

Last action

Trimmed 20.7%

2025Q4

Current $341.68

VMCVULCAN MATLS CO

Basic Materials·Building Materials

0.63%

of portfolio

Number of shares

705,914 sh

Holdings current value

$201.34M

Avg closing price

$234.37

+24.5%

Last action

Trimmed 1.4%

2025Q4

Current $291.71

MLMMARTIN MARIETTA MATLS INC

Basic Materials·Building Materials

0.62%

of portfolio

Number of shares

320,754 sh

Holdings current value

$199.72M

Avg closing price

$478.13

+30.1%

Last action

Trimmed 2.4%

2025Q4

Current $622.02

SPYSPDR S&P 500 ETF TRETF

0.56%

of portfolio

Number of shares

262,279 sh

Holdings current value

$178.85M

Avg closing price

$679.67

+4.5%

Last action

Added 3641.5%

2025Q4

Current $710.14

VTIVANGUARD INDEX FDSETF

0.31%

of portfolio

Number of shares

300,316 sh

Holdings current value

$100.69M

Avg closing price

$335.27

+4.6%

Last action

New holding

2025Q4

Current $350.53

IWDISHARES TRETF

0.27%

of portfolio

Number of shares

419,660 sh

Holdings current value

$88.27M

Avg closing price

$209.55

+8.4%

Last action

Added 953.4%

2025Q4

Current $227.15

BILSPDR SER TRETF

0.25%

of portfolio

Number of shares

880,977 sh

Holdings current value

$80.50M

Avg closing price

$91.57

-0.0%

Last action

Added 0.8%

2025Q4

Current $91.55

CHTRCHARTER COMMUNICATIONS INC N

Communication Services·Telecom Services

0.11%

of portfolio

Number of shares

166,502 sh

Holdings current value

$34.76M

Avg closing price

$306.19

-22.7%

Last action

Trimmed 18.4%

2025Q4

Current $236.62

BRK.BBERKSHIRE HATHAWAY INC DEL

0.08%

of portfolio

Number of shares

50,820 sh

Holdings current value

$25.54M

Avg closing price

$156.27

+203.7%

Last action

Trimmed 0.1%

2025Q4

Current $474.58

GEVGE VERNOVA LLC

Industrials·Specialty Industrial Machinery

0.06%

of portfolio

Number of shares

27,917 sh

Holdings current value

$18.25M

Avg closing price

$171.51

+484.7%

Last action

Trimmed 2.0%

2025Q4

Current $1003

PHMPULTE GROUP INC

Consumer Cyclical·Residential Construction

0.05%

of portfolio

Number of shares

133,388 sh

Holdings current value

$15.64M

Avg closing price

$105.69

+19.7%

Last action

Added 6.6%

2025Q4

Current $126.53

MSMORGAN STANLEY

Financial Services·Capital Markets

0.04%

of portfolio

Number of shares

79,588 sh

Holdings current value

$14.13M

Avg closing price

$49.44

+281.9%

Last action

Trimmed 11.0%

2025Q1

Current $188.82

LBRDALIBERTY BROADBAND CORP

Communication Services·Telecom Services

0.04%

of portfolio

Number of shares

273,682 sh

Holdings current value

$13.21M

Avg closing price

$75.79

-27.3%

Last action

Trimmed 18.8%

2025Q4

Current $55.13

GEGENERAL ELECTRIC CO

Industrials·Aerospace & Defense

0.04%

of portfolio

Number of shares

40,898 sh

Holdings current value

$12.60M

Avg closing price

$23.73

+1181.9%

Last action

Trimmed 0.6%

2025Q4

Current $304.13

WFCWELLS FARGO CO NEW

Financial Services·Banks - Diversified

0.03%

of portfolio

Number of shares

96,277 sh

Holdings current value

$8.97M

Avg closing price

$40.54

+100.8%

Last action

Trimmed 0.0%

2025Q4

Current $81.41

WRBBERKLEY W R CORP

Financial Services·Insurance - Property & Casualty

0.03%

of portfolio

Number of shares

123,547 sh

Holdings current value

$8.66M

Avg closing price

$59.85

+11.7%

Last action

Trimmed 0.1%

2025Q3

Current $66.83

GSGOLDMAN SACHS GROUP INC

Financial Services·Capital Markets

0.02%

of portfolio

Number of shares

6,989 sh

Holdings current value

$6.14M

Avg closing price

$173.02

+435.2%

Last action

Trimmed 2.8%

2025Q4

Current $925.95

ECLECOLAB INC

Basic Materials·Specialty Chemicals

0.02%

of portfolio

Number of shares

22,471 sh

Holdings current value

$5.90M

Avg closing price

$127.21

+116.0%

Last action

Trimmed 7.3%

2024Q3

Current $274.80

NFLXNETFLIX INC

Communication Services·Entertainment

0.02%

of portfolio

Number of shares

62,774 sh

Holdings current value

$5.89M

Avg closing price

$114.82

-15.3%

Last action

Added 894.5%

2025Q4

Current $97.31

MARMARRIOTT INTL INC NEW

Consumer Cyclical·Lodging

0.02%

of portfolio

Number of shares

18,811 sh

Holdings current value

$5.84M

Avg closing price

$81.49

+363.7%

Last action

Trimmed 4.0%

2025Q2

Current $377.93

CCITIGROUP INC

Financial Services·Banks - Diversified

0.01%

of portfolio

Number of shares

41,076 sh

Holdings current value

$4.79M

Avg closing price

$47.44

+178.6%

Last action

Trimmed 0.8%

2025Q2

Current $132.18

ORCLORACLE CORP

Technology·Software - Infrastructure

0.01%

of portfolio

Number of shares

20,000 sh

Holdings current value

$3.90M

Avg closing price

$41.11

+325.8%

Last action

Trimmed 74.5%

2025Q3

Current $175.06

VOOVANGUARD INDEX FDSETF

0.01%

of portfolio

Number of shares

5,875 sh

Holdings current value

$3.68M

Avg closing price

$229.81

+184.0%

Last action

New holding

2025Q4

Current $652.78

SATSECHOSTAR CORP

Communication Services·Telecom Services

0.01%

of portfolio

Number of shares

24,887 sh

Holdings current value

$2.71M

Avg closing price

$20.38

+553.6%

Last action

New holding

2024Q1

Current $133.21

TRVTRAVELERS COMPANIES INC

Financial Services·Insurance - Property & Casualty

0.01%

of portfolio

Number of shares

6,900 sh

Holdings current value

$2.00M

Avg closing price

$116.67

+157.8%

Last action

New holding

2023Q4

Current $300.81

VVISA INC

Financial Services·Credit Services

0.00%

of portfolio

Number of shares

3,777 sh

Holdings current value

$1.32M

Avg closing price

$243.81

+30.0%

Last action

Trimmed 28.0%

2025Q3

Current $317.02

GEHCGE HEALTHCARE TECHNOLOGIES I

Healthcare·Medical Devices

0.00%

of portfolio

Number of shares

12,056 sh

Holdings current value

$988.8K

Avg closing price

$82.03

-9.0%

Last action

Trimmed 0.7%

2025Q4

Current $74.66

IBMINTERNATIONAL BUSINESS MACHS

Technology·Information Technology Services

0.00%

of portfolio

Number of shares

2,700 sh

Holdings current value

$799.8K

Avg closing price

$151.48

+67.3%

Last action

New holding

2023Q4

Current $253.47

JPMJPMORGAN CHASE & CO

Financial Services·Banks - Diversified

0.00%

of portfolio

Number of shares

1,109 sh

Holdings current value

$357.3K

Avg closing price

$139.93

+121.7%

Last action

Trimmed 12.9%

2025Q4

Current $310.29

Portfolio heatmap

Box size = % of portfolio · color = return since filing

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.

Technology9 pos$7.71B26.2%
Consumer Cyclical6 pos$5.27B17.9%
Healthcare5 pos$4.65B15.8%
Communication Services9 pos$4.13B14.1%
Energy2 pos$2.43B8.3%
Financial Services9 pos$1.67B5.7%
Industrials3 pos$1.33B4.5%
Basic Materials4 pos$1.25B4.3%
Consumer Defensive1 pos$914.2M3.1%

(8.5% unclassified, excluded from %)