Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2015)
According to the SEC 13F filed on Oct 19, 2026, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2015. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2015, the filing reported:
New Buys - ProShares S&P 500 Dividend Aris
Increases - Ambarella, Inc., Chevron Corporation, iShares Select Dividend ETF, Kinder Morgan, Inc., INVESCO BUYBACK ACHIEVERS ET, and 4 more
Reductions - Accenture plc, Biogen Inc., Check Point Software Technologi, SPDR Dow Jones Industrial Avera, Walt Disney Company (The), and 26 more
Complete Exits - Entergy Corporation, iShares Floating Rate Bond ETF, Garmin Ltd., iShares 1-5 Year Investment Gra, PIMCO Enhanced Short Maturity A, and 1 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 30 of 47 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2015
|
ACN
Accenture plc
|
Sell |
-305
|
|
Q1 2015
|
AMBA
Ambarella, Inc.
|
Buy |
+821
|
|
Q1 2015
|
BIIB
Biogen Inc.
|
Sell |
-42
|
|
Q1 2015
|
CHKP
Check Point Software Technologi
|
Sell |
-278
|
|
Q1 2015
|
CVX
Chevron Corporation
|
Buy |
+204
|
|
Q1 2015
|
DIA
SPDR Dow Jones Industrial Avera
|
Sell |
-531
|
|
Q1 2015
|
DIS
Walt Disney Company (The)
|
Sell |
-259
|
|
Q1 2015
|
DVY
iShares Select Dividend ETF
|
Buy |
+18,873
|
|
Q1 2015
|
ECL
Ecolab Inc.
|
Sell |
-202
|
|
Q1 2015
|
ETR
Entergy Corporation
|
Sell - Position Exit |
-22,308
|
|
Q1 2015
|
FLOT
iShares Floating Rate Bond ETF
|
Sell - Position Exit |
-421,085
|
|
Q1 2015
|
GILD
Gilead Sciences, Inc.
|
Sell |
-456
|
|
Q1 2015
|
GPC
Genuine Parts Company
|
Sell |
-763
|
|
Q1 2015
|
GRMN
Garmin Ltd.
|
Sell - Position Exit |
-53,268
|
|
Q1 2015
|
HD
Home Depot, Inc. (The)
|
Sell |
-384
|
|
Q1 2015
|
IGSB
iShares 1-5 Year Investment Gra
|
Sell - Position Exit |
-205,888
|
|
Q1 2015
|
INTC
Intel Corporation
|
Sell |
-2,760
|
|
Q1 2015
|
INTU
Intuit Inc.
|
Sell |
-187
|
|
Q1 2015
|
KMB
Kimberly-Clark Corporation
|
Sell |
-245
|
|
Q1 2015
|
KMI
Kinder Morgan, Inc.
|
Buy |
+2,056
|
|
Q1 2015
|
LUV
Southwest Airlines Company
|
Sell |
-1,298
|
|
Q1 2015
|
META
Meta Platforms, Inc.
|
Sell |
-344
|
|
Q1 2015
|
MINT
PIMCO Enhanced Short Maturity A
|
Sell - Position Exit |
-210,633
|
|
Q1 2015
|
MMM
3M Company
|
Sell |
-264
|
|
Q1 2015
|
MSFT
Microsoft Corporation
|
Sell |
-1,024
|
|
Q1 2015
|
NKE
Nike, Inc.
|
Sell |
-260
|
|
Q1 2015
|
NOBL
ProShares S&P 500 Dividend Aris
|
Buy - Position Entry |
+119,702
|
|
Q1 2015
|
PKWUSD
INVESCO BUYBACK ACHIEVERS ET
|
Buy |
+735
|
|
Q1 2015
|
QCOM
QUALCOMM Incorporated
|
Sell - Position Exit |
-37,086
|
|
Q1 2015
|
SBUX
Starbucks Corporation
|
Sell |
-255
|