Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2019)

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, 2019. 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 2019, the filing reported:

New Buys - Cisco Systems, Inc., Schwab U.S. Broad Market ETF

Increases - Chevron Corporation, SPDR Dow Jones Industrial Avera, Walt Disney Company (The), Fidelity MSCI Health Care Index, SPDR Bloomberg Investment Grade, and 7 more

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

Complete Exits - CVS Health Corporation

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

Showing 30 of 31 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	AAPL Apple Inc.	Apple Inc.	Sell	-228	-1.0%	$4.34M	22,849
Q1 2019	ACN Accenture plc	Accenture plc	Sell	-6	-0.0%	$3.94M	22,385
Q1 2019	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-101	-3.0%	$5.83M	3,271
Q1 2019	AWK American Water Works Company, I	American Water Works Company, I	Sell	-203	-0.5%	$3.87M	37,158
Q1 2019	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy - Position Entry	+53,215	-	$2.87M	53,215
Q1 2019	CVS CVS Health Corporation	CVS Health Corporation	Sell - Position Exit	-38,546	-100.0%	$0.00	-
Q1 2019	CVX Chevron Corporation	Chevron Corporation	Buy	+39	+0.2%	$3.06M	24,858
Q1 2019	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+9,703	+19.8%	$15.19M	58,622
Q1 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+267	+1.0%	$2.92M	26,332
Q1 2019	ECL Ecolab Inc.	Ecolab Inc.	Sell	-94	-0.4%	$3.97M	22,498
Q1 2019	FHLC Fidelity MSCI Health Care Index	Fidelity MSCI Health Care Index	Buy	+997	+0.7%	$6.39M	143,638
Q1 2019	FLRN SPDR Bloomberg Investment Grade	SPDR Bloomberg Investment Grade	Buy	+9,267	+1.7%	$16.74M	545,211
Q1 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-4	-0.1%	$3.57M	3,033
Q1 2019	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-64	-0.3%	$3.77M	19,638
Q1 2019	HON Honeywell International Inc.	Honeywell International Inc.	Sell	-43	-0.2%	$3.35M	21,094
Q1 2019	INTU Intuit Inc.	Intuit Inc.	Sell	-110	-0.5%	$5.74M	21,947
Q1 2019	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+4	+0.0%	$3.12M	30,853
Q1 2019	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-167	-0.4%	$4.91M	41,598
Q1 2019	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-455	-0.5%	$3.55M	83,552
Q1 2019	RSPH Invesco S&P 500 Equal Weight He	Invesco S&P 500 Equal Weight He	Sell	-25	-1.2%	$396.00K	2,005
Q1 2019	SCHB Schwab U.S. Broad Market ETF	Schwab U.S. Broad Market ETF	Buy - Position Entry	+238,980	-	$16.26M	238,980
Q1 2019	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+4,447	+11.2%	$2.32M	44,312
Q1 2019	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+2,831	+12.5%	$2.02M	25,441
Q1 2019	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Sell	-1,597	-1.1%	$7.64M	139,609
Q1 2019	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Sell	-5,287	-13.4%	$2.31M	34,163
Q1 2019	SPY SPDR S&P 500	SPDR S&P 500	Buy	+12,286	+28.1%	$15.81M	55,976
Q1 2019	SQ Block, Inc.	Block, Inc.	Buy	+173	+0.4%	$2.98M	39,825
Q1 2019	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-104	-0.6%	$3.97M	16,066
Q1 2019	USMV iShares MSCI USA Min Vol Factor	iShares MSCI USA Min Vol Factor	Buy	+341	+0.3%	$6.66M	113,240
Q1 2019	V Visa Inc.	Visa Inc.	Sell	-231	-0.7%	$4.83M	30,938