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

As of Mar 31, 2017, 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 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., iShares Biotechnology ETF, iShares U.S. Medical Devices ET, iShares U.S. Aerospace & Defens, and 4 more

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

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2017	AAPL Apple Inc.	Apple Inc.	Sell	-15,369	-37.6%	$3.67K	25,522
Q1 2017	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+512	+1.2%	$2.81K	43,192
Q1 2017	ACN Accenture plc	Accenture plc	Sell	-11,316	-32.8%	$2.78K	23,178
Q1 2017	AMGN Amgen Inc.	Amgen Inc.	Sell	-5,492	-24.0%	$2.86K	17,427
Q1 2017	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-888	-20.3%	$3.09K	3,486
Q1 2017	AWK American Water Works Company, I	American Water Works Company, I	Sell	-3,124	-7.7%	$2.92K	37,594
Q1 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-15,515	-11.5%	$2.81K	119,208
Q1 2017	C Citigroup, Inc.	Citigroup, Inc.	Buy - Position Entry	+47,090	-	$2.82K	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%	$2.64K	24,558
Q1 2017	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+27,321	+66.0%	$14.18K	68,700
Q1 2017	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-10,601	-29.6%	$2.86K	25,230
Q1 2017	ECL Ecolab Inc.	Ecolab Inc.	Sell	-4,646	-17.0%	$2.84K	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%	$2.68K	3,163
Q1 2017	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-14,005	-40.6%	$3.00K	20,453
Q1 2017	HON Honeywell International Inc.	Honeywell International Inc.	Buy - Position Entry	+21,507	-	$2.69K	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%	$2.71K	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%	$2.82K	32,069
Q1 2017	KHC The Kraft Heinz Company	The Kraft Heinz Company	Buy	+1,809	+6.3%	$2.79K	30,716
Q1 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-4,091	-15.1%	$3.28K	23,089
Q1 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-29,666	-40.3%	$2.90K	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	-	$2.92K	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%	$1.96K	43,891
Q1 2017	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+19,324	+197.8%	$1.76K	29,091

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