Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2018)

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, 2018. 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 2018, the filing reported:

New Buys - International Business Machines, INVESCO BUYBACK ACHIEVERS ET

Increases - American Water Works Company, I, Chevron Corporation, Walt Disney Company (The), Ecolab Inc., SPDR Bloomberg Investment Grade, and 1 more

Reductions - Apple Inc., AbbVie Inc., Accenture plc, Amgen Inc., Amazon.com, Inc., and 20 more

Complete Exits - iShares Select Dividend ETF, Lennar Corporation, Meta Platforms, Inc., Schwab Short-Term U.S. Treasury, AT&T Inc., and 1 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 39 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2018	AAPL Apple Inc.	Apple Inc.	Sell	-1,158	-4.7%	$3.95M	23,568
Q1 2018	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-8,984	-21.4%	$3.11M	32,904
Q1 2018	ACN Accenture plc	Accenture plc	Sell	-583	-2.6%	$3.38M	22,012
Q1 2018	AMGN Amgen Inc.	Amgen Inc.	Sell	-417	-2.5%	$2.83M	16,578
Q1 2018	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-108	-3.2%	$4.78M	3,304
Q1 2018	AWK American Water Works Company, I	American Water Works Company, I	Buy	+261	+0.7%	$2.99M	36,403
Q1 2018	BAC Bank of America Corporation	Bank of America Corporation	Sell	-2,759	-2.4%	$3.43M	114,351
Q1 2018	C Citigroup, Inc.	Citigroup, Inc.	Sell	-1,259	-2.7%	$3.02M	44,693
Q1 2018	CVX Chevron Corporation	Chevron Corporation	Buy	+40	+0.2%	$2.74M	24,065
Q1 2018	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-32,016	-48.2%	$8.31M	34,437
Q1 2018	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+613	+2.5%	$2.53M	25,164
Q1 2018	DVY iShares Select Dividend ETF	iShares Select Dividend ETF	Sell - Position Exit	-2,095	-100.0%	$0.00	-
Q1 2018	ECL Ecolab Inc.	Ecolab Inc.	Buy	+259	+1.2%	$3.03M	22,107
Q1 2018	FLRN SPDR Bloomberg Investment Grade	SPDR Bloomberg Investment Grade	Buy	+458,315	+5217.0%	$14.35M	467,100
Q1 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-68	-2.2%	$3.10M	2,994
Q1 2018	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-466	-2.3%	$3.46M	19,441
Q1 2018	HON Honeywell International Inc.	Honeywell International Inc.	Sell	-464	-2.2%	$2.97M	20,565
Q1 2018	IBM International Business Machines	International Business Machines	Buy - Position Entry	+13,451	-	$2.06M	13,451
Q1 2018	INTU Intuit Inc.	Intuit Inc.	Sell	-472	-2.1%	$3.82M	22,021
Q1 2018	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-737	-2.4%	$3.33M	30,280
Q1 2018	LEN Lennar Corporation	Lennar Corporation	Sell - Position Exit	-46,258	-100.0%	$0.00	-
Q1 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell - Position Exit	-22,318	-100.0%	$0.00	-
Q1 2018	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-1,060	-2.5%	$3.78M	41,459
Q1 2018	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-778	-0.9%	$2.94M	82,946
Q1 2018	PKWUSD INVESCO BUYBACK ACHIEVERS ET	INVESCO BUYBACK ACHIEVERS ET	Buy - Position Entry	+120,534	-	$6.86M	120,534
Q1 2018	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Sell	-10,642	-23.4%	$1.71M	34,815
Q1 2018	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Sell	-7,887	-25.9%	$1.62M	22,535
Q1 2018	SCHM Schwab U.S. Mid Cap ETF	Schwab U.S. Mid Cap ETF	Sell	-165,991	-88.4%	$1.15M	21,806
Q1 2018	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Sell - Position Exit	-133,672	-100.0%	$0.00	-
Q1 2018	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Sell	-8,865	-22.0%	$1.98M	31,418