Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2015)
As of Mar 31, 2015, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 20, 2026. 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 - Chevron Corporation, iShares Select Dividend ETF, Kinder Morgan, Inc., Schwab U.S. Broad Market ETF, SPDR S&P 500, and 2 more
Reductions - Accenture plc, Biogen Inc., Check Point, SPDR Dow Jones Industrial Avera, Walt Disney Company (The), and 26 more
Complete Exits - Entergy Corporation, iShares Floating Rate Bond ETF, Garmin, 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.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2015
|
ACN
Accenture plc
|
Sell |
-305
|
|
Q1 2015
|
BIIB
Biogen Inc.
|
Sell |
-42
|
|
Q1 2015
|
CHKP
Check Point
|
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
|
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
|
QCOM
QUALCOMM Incorporated
|
Sell - Position Exit |
-37,086
|
|
Q1 2015
|
SBUX
Starbucks Corporation
|
Sell |
-255
|
|
Q1 2015
|
SCHB
Schwab U.S. Broad Market ETF
|
Buy |
+902
|
|
Q1 2015
|
SCHD
Schwab US Dividend Equity ETF
|
Sell |
-3,526
|
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