Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2017)

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, 2017. 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 2017, the filing reported:

New Buys - Citigroup, Inc., Honeywell International Inc., Pfizer, Inc., AT&T Inc.

Increases - AbbVie Inc., Chevron Corporation, SPDR Dow Jones Industrial Avera, Alphabet Inc., The Kraft Heinz Company, and 10 more

Reductions - Apple Inc., Accenture plc, Amgen Inc., Amazon.com, Inc., American Water Works Company, I, and 11 more

Complete Exits - Cisco Systems, Inc., Alphabet Inc., ETFMG PRIME CYBER SECURITY E, iShares Biotechnology ETF, iShares U.S. Medical Devices ET, and 5 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 45 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2017	AAPL Apple Inc.	Apple Inc.	Sell	-15,369	-37.6%	$3.67M	25,522
Q1 2017	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+512	+1.2%	$2.81M	43,192
Q1 2017	ACN Accenture plc	Accenture plc	Sell	-11,316	-32.8%	$2.78M	23,178
Q1 2017	AMGN Amgen Inc.	Amgen Inc.	Sell	-5,492	-24.0%	$2.86M	17,427
Q1 2017	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-888	-20.3%	$3.09M	3,486
Q1 2017	AWK American Water Works Company, I	American Water Works Company, I	Sell	-3,124	-7.7%	$2.92M	37,594
Q1 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-15,515	-11.5%	$2.81M	119,208
Q1 2017	C Citigroup, Inc.	Citigroup, Inc.	Buy - Position Entry	+47,090	-	$2.82M	47,090
Q1 2017	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell - Position Exit	-85,651	-100.0%	$0.00	-
Q1 2017	CVX Chevron Corporation	Chevron Corporation	Buy	+22,702	+1223.2%	$2.64M	24,558
Q1 2017	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+27,321	+66.0%	$14.18M	68,700
Q1 2017	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-10,601	-29.6%	$2.86M	25,230
Q1 2017	ECL Ecolab Inc.	Ecolab Inc.	Sell	-4,646	-17.0%	$2.84M	22,665
Q1 2017	GOOG Alphabet Inc.	Alphabet Inc.	Sell - Position Exit	-2,118	-100.0%	$0.00	-
Q1 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+473	+17.6%	$2.68M	3,163
Q1 2017	HACKGBX ETFMG PRIME CYBER SECURITY E	ETFMG PRIME CYBER SECURITY E	Sell - Position Exit	-99,394	-100.0%	$0.00	-
Q1 2017	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-14,005	-40.6%	$3.00M	20,453
Q1 2017	HON Honeywell International Inc.	Honeywell International Inc.	Buy - Position Entry	+21,507	-	$2.69M	21,507
Q1 2017	IBB iShares Biotechnology ETF	iShares Biotechnology ETF	Sell - Position Exit	-10,694	-100.0%	$0.00	-
Q1 2017	IHI iShares U.S. Medical Devices ET	iShares U.S. Medical Devices ET	Sell - Position Exit	-20,848	-100.0%	$0.00	-
Q1 2017	INTU Intuit Inc.	Intuit Inc.	Sell	-7,575	-24.5%	$2.71M	23,321
Q1 2017	ITA iShares U.S. Aerospace & Defens	iShares U.S. Aerospace & Defens	Sell - Position Exit	-29,631	-100.0%	$0.00	-
Q1 2017	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-3,749	-10.5%	$2.82M	32,069
Q1 2017	KHC The Kraft Heinz Company	The Kraft Heinz Company	Buy	+1,809	+6.3%	$2.79M	30,716
Q1 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-4,091	-15.1%	$3.28M	23,089
Q1 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-29,666	-40.3%	$2.90M	44,005
Q1 2017	NOBL ProShares S&P 500 Dividend Aris	ProShares S&P 500 Dividend Aris	Sell - Position Exit	-76,675	-100.0%	$0.00	-
Q1 2017	PFE Pfizer, Inc.	Pfizer, Inc.	Buy - Position Entry	+85,330	-	$2.92M	85,330
Q1 2017	SBUX Starbucks Corporation	Starbucks Corporation	Sell - Position Exit	-73,266	-100.0%	$0.00	-
Q1 2017	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+3,157	+7.8%	$1.96M	43,891