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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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  1. Home/
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  3. Boykin Curry (Eagle Capital)
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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

Holdings

Sorted by value · 2023Q1
44 positions
1
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
8.71%
of portfolio
Number of shares
6,625,353 sh
Holdings current value
$1.91B
Avg closing price
$113.25
+273.3%
Last action
Trimmed 0.9%
2025Q4
Current $422.79
2
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
7.45%
of portfolio
Number of shares
7,710,662 sh
Holdings current value
$1.63B
Avg closing price
$188.38
+265.5%
Last action
Trimmed 2.7%
2025Q4
Current $688.55
3
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
7.39%
of portfolio
Number of shares
15,687,377 sh
Holdings current value
$1.62B
Avg closing price
$157.24
+59.4%
Last action
Added 1.3%
2025Q4
Current $250.56
4
GOOGALPHABET INC
Communication Services·Internet Content & Information
7.30%
of portfolio
Number of shares
15,392,338 sh
Holdings current value
$1.60B
Avg closing price
$132.14
+156.8%
Last action
Trimmed 8.2%
2025Q4
Current $339.40
5
NFLXNETFLIX INC
Communication Services·Entertainment
6.72%
of portfolio
Number of shares
4,266,453 sh
Holdings current value
$1.47B
Avg closing price
$114.82
-15.3%
Last action
Added 1.3%
2025Q4
Current $97.31
6
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
6.24%
of portfolio
Number of shares
14,310,619 sh
Holdings current value
$1.37B
Avg closing price
$23.73
+1181.9%
Last action
Trimmed 0.0%
2025Q4
Current $304.13
7
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
4.50%
of portfolio
Number of shares
3,014,925 sh
Holdings current value
$986.21M
Avg closing price
$173.02
+435.2%
Last action
Trimmed 0.0%
2025Q4
Current $925.95
8
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
4.32%
of portfolio
Number of shares
2,005,163 sh
Holdings current value
$947.62M
Avg closing price
$303.35
+7.0%
Last action
Added 16.6%
2025Q4
Current $324.63
9
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
4.26%
of portfolio
Number of shares
24,984,025 sh
Holdings current value
$933.90M
Avg closing price
$40.54
+100.8%
Last action
Trimmed 0.0%
2025Q4
Current $81.41
10
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
4.01%
of portfolio
Number of shares
23,205,225 sh
Holdings current value
$879.71M
Avg closing price
$36.35
-18.5%
Last action
Trimmed 10.2%
2025Q4
Current $29.63
11
CCITIGROUP INC
Financial Services·Banks - Diversified
3.98%
of portfolio
Number of shares
18,625,493 sh
Holdings current value
$873.35M
Avg closing price
$47.44
+178.6%
Last action
Trimmed 0.0%
2025Q2
Current $132.18
12
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
3.59%
of portfolio
Number of shares
7,927,724 sh
Holdings current value
$786.51M
Avg closing price
$102.35
+13.4%
Last action
Trimmed 3.4%
2025Q4
Current $116.04
13
SHELSHELL PLCADR
Energy·Oil & Gas Integrated
3.36%
of portfolio
Number of shares
12,814,630 sh
Holdings current value
$737.35M
Avg closing price
$59.36
+47.9%
Last action
Trimmed 16.1%
2025Q4
Current $87.81
14
MARMARRIOTT INTL INC NEW
Consumer Cyclical·Lodging
2.90%
of portfolio
Number of shares
3,835,069 sh
Holdings current value
$636.77M
Avg closing price
$81.49
+363.7%
Last action
Trimmed 0.0%
2025Q2
Current $377.93
15
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
2.80%
of portfolio
Number of shares
6,383,413 sh
Holdings current value
$613.83M
Avg closing price
$112.92
+82.8%
Last action
Trimmed 1.5%
2025Q4
Current $206.47
16
G0403H108AON PLC
2.76%
of portfolio
Number of shares
1,922,563 sh
Holdings current value
$606.16M
Avg closing price
$247.43
Last action
Trimmed 0.8%
2025Q4
Current —
17
HLTHILTON WORLDWIDE HLDGS INC
Consumer Cyclical·Lodging
2.70%
of portfolio
Number of shares
4,204,110 sh
Holdings current value
$592.23M
Avg closing price
$74.80
+356.0%
Last action
Trimmed 0.7%
2025Q4
Current $341.03
18
LBRDKLIBERTY BROADBAND CORP
Communication Services·Telecom Services
2.69%
of portfolio
Number of shares
7,223,863 sh
Holdings current value
$590.19M
Avg closing price
$104.56
-47.2%
Last action
Trimmed 2.8%
2025Q4
Current $55.23
19
N00985106AERCAP HOLDINGS NV
2.18%
of portfolio
Number of shares
8,504,245 sh
Holdings current value
$478.19M
Avg closing price
$63.02
Last action
Trimmed 14.7%
2025Q4
Current —
20
MSMORGAN STANLEY
Financial Services·Capital Markets
2.18%
of portfolio
Number of shares
5,438,797 sh
Holdings current value
$477.53M
Avg closing price
$49.44
+281.9%
Last action
Trimmed 0.2%
2025Q1
Current $188.82
21
WWDWOODWARD INC
Industrials·Aerospace & Defense
1.84%
of portfolio
Number of shares
4,152,846 sh
Holdings current value
$404.36M
Avg closing price
$115.31
+242.4%
Last action
Trimmed 1.4%
2025Q4
Current $394.83
22
ELVANTHEM INC
Healthcare·Healthcare Plans
1.68%
of portfolio
Number of shares
799,793 sh
Holdings current value
$367.75M
Avg closing price
$381.29
-15.3%
Last action
Trimmed 7.8%
2025Q4
Current $323.05
23
VVISA INC
Financial Services·Credit Services
1.54%
of portfolio
Number of shares
1,502,879 sh
Holdings current value
$338.84M
Avg closing price
$243.81
+30.0%
Last action
Trimmed 0.1%
2025Q3
Current $317.02
24
DISDISNEY WALT CO
Communication Services·Entertainment
1.36%
of portfolio
Number of shares
2,985,782 sh
Holdings current value
$298.97M
Avg closing price
$98.93
+7.4%
Last action
Exited
2025Q4
Current $106.29
25
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
1.23%
of portfolio
Number of shares
755,636 sh
Holdings current value
$270.22M
Avg closing price
$306.19
-22.7%
Last action
Trimmed 4.7%
2025Q4
Current $236.62
26
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.73%
of portfolio
Number of shares
1,544,736 sh
Holdings current value
$160.24M
Avg closing price
$145.05
+135.6%
Last action
Trimmed 13.2%
2025Q4
Current $341.68
27
25470M109DISH NETWORK CORPORATION
0.64%
of portfolio
Number of shares
14,965,603 sh
Holdings current value
$139.63M
Avg closing price
$34.31
Last action
Exited
2024Q1
Current —
28
IACIAC INTERACTIVECORP NEW
Communication Services·Internet Content & Information
0.49%
of portfolio
Number of shares
2,074,808 sh
Holdings current value
$107.06M
Avg closing price
$114.77
-61.3%
Last action
Exited
2023Q3
Current $44.36
29
LBRDALIBERTY BROADBAND CORP
Communication Services·Telecom Services
0.24%
of portfolio
Number of shares
643,573 sh
Holdings current value
$52.85M
Avg closing price
$75.79
-27.3%
Last action
Trimmed 8.9%
2025Q4
Current $55.13
30
BRK.BBERKSHIRE HATHAWAY INC DEL
0.08%
of portfolio
Number of shares
56,755 sh
Holdings current value
$17.52M
Avg closing price
$156.27
+203.7%
Last action
Trimmed 0.1%
2025Q4
Current $474.58
31
ORCLORACLE CORP
Technology·Software - Infrastructure
0.03%
of portfolio
Number of shares
78,494 sh
Holdings current value
$7.29M
Avg closing price
$41.11
+325.8%
Last action
Trimmed 42.7%
2025Q3
Current $175.06
32
WRBBERKLEY W R CORP
Financial Services·Insurance - Property & Casualty
0.02%
of portfolio
Number of shares
67,365 sh
Holdings current value
$4.19M
Avg closing price
$59.85
+11.7%
Last action
Trimmed 0.1%
2025Q3
Current $66.83
33
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.01%
of portfolio
Number of shares
19,596 sh
Holdings current value
$3.24M
Avg closing price
$127.21
+116.0%
Last action
Trimmed 8.3%
2024Q3
Current $274.80
34
SPYSPDR S&P 500 ETF TRETF
0.01%
of portfolio
Number of shares
4,841 sh
Holdings current value
$1.98M
Avg closing price
$679.67
+4.5%
Last action
Added
2025Q4
Current $710.14
35
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.01%
of portfolio
Number of shares
67,150 sh
Holdings current value
$1.92M
Avg closing price
$16.82
+220.5%
Last action
Exited
2023Q3
Current $53.91
36
GEHCGE HEALTHCARE TECHNOLOGIES I
Healthcare·Medical Devices
0.01%
of portfolio
Number of shares
22,915 sh
Holdings current value
$1.88M
Avg closing price
$82.03
-9.0%
Last action
Trimmed 0.3%
2025Q4
Current $74.66
37
GMGENERAL MTRS CO
Consumer Cyclical·Auto Manufacturers
0.01%
of portfolio
Number of shares
50,396 sh
Holdings current value
$1.85M
Avg closing price
$36.01
+125.8%
Last action
Exited
2024Q3
Current $81.32
38
G5480U120LIBERTY GLOBAL PLC
0.01%
of portfolio
Number of shares
68,558 sh
Holdings current value
$1.40M
Avg closing price
$35.69
Last action
Exited
2023Q3
Current —
39
TRVTRAVELERS COMPANIES INC
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
6,900 sh
Holdings current value
$1.18M
Avg closing price
$116.67
+157.8%
Last action
New holding
2023Q4
Current $300.81
40
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.01%
of portfolio
Number of shares
8,524 sh
Holdings current value
$1.11M
Avg closing price
$139.93
+121.7%
Last action
Trimmed 1.9%
2025Q4
Current $310.29
41
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
0.00%
of portfolio
Number of shares
1,202 sh
Holdings current value
$692.8K
Avg closing price
$142.20
+270.3%
Last action
Exited
2025Q2
Current $526.60
42
AIGAMERICAN INTL GROUP INC
Financial Services·Insurance - Diversified
0.00%
of portfolio
Number of shares
13,200 sh
Holdings current value
$664.8K
Avg closing price
$54.02
+45.7%
Last action
Exited
2024Q3
Current $78.68
43
N53745100LYONDELLBASELL INDUSTRIES N
0.00%
of portfolio
Number of shares
4,395 sh
Holdings current value
$412.6K
Avg closing price
$63.68
Last action
Exited
2025Q4
Current —
44
IBMINTERNATIONAL BUSINESS MACHS
Technology·Information Technology Services
0.00%
of portfolio
Number of shares
2,700 sh
Holdings current value
$353.9K
Avg closing price
$151.48
+67.3%
Last action
New holding
2023Q4
Current $253.47

Portfolio heatmap

Box size = % of portfolio · color = return since filing
MSFT
8.71% · +46.6%
META
7.45% · +224.9%
AMZN
7.39% · +142.6%
GOOG
7.30% · +226.3%
NFLX
6.72% · -71.8%
GE
6.24% · +218.1%
GS
4.50% · +183.1%
UNH
4.32% · -31.3%
WFC
4.26% · +117.8%
CMCSA
4.01% · -21.8%
C
3.98% · +181.9%
COP
3.59% · +17.0%
SHEL
3.36% · +52.6%
MAR
2.90% · +127.6%
COF
2.80% · +114.7%
AON PLC
2.76%
HLT
2.70% · +142.1%
LBRDK
2.69% · -32.4%
AERCAP HOLDINGS NV
2.18%
MS
2.18% · +115.1%
WWD
1.84% · +305.5%
ELV
1.68% · -29.7%
V
1.54% · +40.6%
DIS
1.36% · +6.2%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services10 pos$7.07B34.2%
  • Financial Services11 pos$4.23B20.5%
  • Consumer Cyclical4 pos$2.85B13.8%
  • Technology3 pos$1.92B9.3%
  • Industrials2 pos$1.77B8.6%
  • Energy2 pos$1.52B7.4%
  • Healthcare4 pos$1.32B6.4%
  • Basic Materials1 pos$3.2M0.0%
(5.7% unclassified, excluded from %)