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

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, 2016. 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:

New Buys - iShares 5-10 Year Investment Gr, SPDR Select Sector Fund - Consu

Increases - Accenture plc, Check Point Software Technologi, SPDR Dow Jones Industrial Avera, Walt Disney Company (The), Ecolab Inc., and 11 more

Reductions - Home Depot, Inc. (The), Nike, Inc., Schwab US Dividend Equity ETF, Schwab Short-Term U.S. Treasury, Schwab U.S. Large-Cap ETF, and 1 more

Complete Exits - SPDR S&P 500, Under Armour, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Showing 26 of 26 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2016	ACN Accenture plc	Accenture plc	Buy	+199	+0.6%	$4.02M	34,802
Q1 2016	CHKP Check Point Software Technologi	Check Point Software Technologi	Buy	+105	+0.3%	$2.85M	32,588
Q1 2016	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+52	+3.1%	$306.00K	1,735
Q1 2016	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+305	+0.9%	$3.54M	35,656
Q1 2016	ECL Ecolab Inc.	Ecolab Inc.	Buy	+162	+0.6%	$2.99M	26,797
Q1 2016	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+18	+0.9%	$1.57M	2,103
Q1 2016	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+73	+2.8%	$2.07M	2,715
Q1 2016	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-642	-1.8%	$4.72M	35,348
Q1 2016	IGIB iShares 5-10 Year Investment Gr	iShares 5-10 Year Investment Gr	Buy - Position Entry	+3,101	-	$340.00K	3,101
Q1 2016	INTU Intuit Inc.	Intuit Inc.	Buy	+275	+0.9%	$3.17M	30,497
Q1 2016	KHC The Kraft Heinz Company	The Kraft Heinz Company	Buy	+242	+0.9%	$2.10M	26,727
Q1 2016	MAA Mid-America Apartment Communiti	Mid-America Apartment Communiti	Buy	+282	+1.0%	$2.85M	27,870
Q1 2016	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+259	+0.6%	$5.14M	45,030
Q1 2016	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+753	+1.0%	$4.00M	72,481
Q1 2016	NKE Nike, Inc.	Nike, Inc.	Sell	-557	-0.8%	$4.28M	69,653
Q1 2016	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+14	+0.0%	$4.46M	74,797
Q1 2016	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Sell	-487	-1.2%	$1.63M	40,568
Q1 2016	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Sell	-513	-0.2%	$12.78M	251,623
Q1 2016	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Sell	-1,121	-3.3%	$1.61M	32,962
Q1 2016	SPY SPDR S&P 500	SPDR S&P 500	Sell - Position Exit	-32,259	-100.0%	$0.00	-
Q1 2016	UAA Under Armour, Inc.	Under Armour, Inc.	Sell - Position Exit	-27,902	-100.0%	$0.00	-
Q1 2016	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+12	+0.0%	$4.78M	37,068
Q1 2016	V Visa Inc.	Visa Inc.	Buy	+133	+0.3%	$3.94M	51,535
Q1 2016	WBA Walgreens Boots Alliance, Inc.	Walgreens Boots Alliance, Inc.	Sell	-198	-0.4%	$3.74M	44,394
Q1 2016	XLP SPDR Select Sector Fund - Consu	SPDR Select Sector Fund - Consu	Buy - Position Entry	+80,162	-	$4.25M	80,162
Q1 2016	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+9	+0.2%	$386.00K	4,617