Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2016)

As of Mar 31, 2016, 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 2016, the filing reported:

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 2016
ACN
Accenture plc
Buy
+199
Q1 2016
CHKP
Check Point
Buy
+105
Q1 2016
DIA
SPDR Dow Jones Industrial Avera
Buy
+52
Q1 2016
DIS
Walt Disney Company (The)
Buy
+305
Q1 2016
ECL
Ecolab Inc.
Buy
+162
Q1 2016
GOOG
Alphabet Inc.
Buy
+18
Q1 2016
GOOGL
Alphabet Inc.
Buy
+73
Q1 2016
HD
Home Depot, Inc. (The)
Sell
-642
Q1 2016
IGIB
iShares 5-10 Year Investment Gr
Buy - Position Entry
+3,101
Q1 2016
INTU
Intuit Inc.
Buy
+275
Q1 2016
KHC
The Kraft Heinz Company
Buy
+242
Q1 2016
MAA
Mid-America Apartment Communiti
Buy
+282
Q1 2016
META
Meta Platforms, Inc.
Buy
+259
Q1 2016
MSFT
Microsoft Corporation
Buy
+753
Q1 2016
NKE
Nike, Inc.
Sell
-557
Q1 2016
SBUX
Starbucks Corporation
Buy
+14
Q1 2016
SCHD
Schwab US Dividend Equity ETF
Sell
-487
Q1 2016
SCHO
Schwab Short-Term U.S. Treasury
Sell
-513
Q1 2016
SCHX
Schwab U.S. Large-Cap ETF
Sell
-1,121
Q1 2016
SPY
SPDR S&P 500
Sell - Position Exit
-32,259
Q1 2016
UAA
Under Armour, Inc.
Sell - Position Exit
-27,902
Q1 2016
UNH
UnitedHealth Group Incorporated
Buy
+12
Q1 2016
V
Visa Inc.
Buy
+133
Q1 2016
WBA
Walgreens Boots Alliance, Inc.
Sell
-198
Q1 2016
XLP
SPDR Select Sector Fund - Consu
Buy - Position Entry
+80,162
Q1 2016
XOM
Exxon Mobil Corporation
Buy
+9