Holdings

Sorted by value · 2023Q3

Sector2 positions

1

SHELSHELL PLCADR

Energy·Oil & Gas Integrated

69.83%

of portfolio

Number of shares

16,973,360 sh

Holdings current value

$1.09B

Avg closing price

$59.36

+47.9%

Last action

Trimmed 12.7%

2025Q4

Current $87.81

2

SAPSAP SEADR

Technology·Software - Application

30.17%

of portfolio

Number of shares

3,650,912 sh

Holdings current value

$472.14M

Avg closing price

$167.60

+8.1%

Last action

Added 44.9%

2025Q4

Current $181.22

Portfolio heatmap

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

Sector exposure

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

Energy1 pos$1.09B69.8%
Technology1 pos$472.1M30.2%

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 filings View holdings

Portfolio

$32.11B

Positions

56

Quarter

2025Q4

Filings tracked

40

1Y+19.2%Since filing+203.6%Full performance →

Quarter

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

Holdings

Sorted by value · 2023Q3

Sector2 positions

1

SHELSHELL PLCADR

Energy·Oil & Gas Integrated

69.83%

of portfolio

Number of shares

16,973,360 sh

Holdings current value

$1.09B

Avg closing price

$59.36

+47.9%

Last action

Trimmed 12.7%

2025Q4

Current $87.81

2

SAPSAP SEADR

Technology·Software - Application

30.17%

of portfolio

Number of shares

3,650,912 sh

Holdings current value

$472.14M

Avg closing price

$167.60

+8.1%

Last action

Added 44.9%

2025Q4

Current $181.22

Portfolio heatmap

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

Sector exposure

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

Energy1 pos$1.09B69.8%
Technology1 pos$472.1M30.2%