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:
Increases - Accenture plc, Check Point, 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.
| 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
|