Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2020)
As of Mar 31, 2020, 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 2020, the filing reported:
New Buys - None reported
Increases - Atmos Energy Corporation, Alphabet Inc., Lockheed Martin Corporation, Invesco S&P 500 Equal Weight He, Walmart Inc.
Reductions - Apple Inc., Accenture plc, Amazon.com, Inc., American Water Works Company, I, Ecolab Inc., and 10 more
Complete Exits - Archer-Daniels-Midland Company, Cisco Systems, Inc., Chevron Corporation, SPDR Dow Jones Industrial Avera, Walt Disney Company (The), and 12 more
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 2020
|
AAPL
Apple Inc.
|
Sell |
-1,582
|
|
Q1 2020
|
ACN
Accenture plc
|
Sell |
-311
|
|
Q1 2020
|
ADM
Archer-Daniels-Midland Company
|
Sell - Position Exit |
-5,650
|
|
Q1 2020
|
AMZN
Amazon.com, Inc.
|
Sell |
-219
|
|
Q1 2020
|
ATO
Atmos Energy Corporation
|
Buy |
+192
|
|
Q1 2020
|
AWK
American Water Works Company, I
|
Sell |
-803
|
|
Q1 2020
|
CSCO
Cisco Systems, Inc.
|
Sell - Position Exit |
-55,329
|
|
Q1 2020
|
CVX
Chevron Corporation
|
Sell - Position Exit |
-24,912
|
|
Q1 2020
|
DIA
SPDR Dow Jones Industrial Avera
|
Sell - Position Exit |
-58,962
|
|
Q1 2020
|
DIS
Walt Disney Company (The)
|
Sell - Position Exit |
-26,585
|
|
Q1 2020
|
ECL
Ecolab Inc.
|
Sell |
-114
|
|
Q1 2020
|
FHLC
Fidelity MSCI Health Care Index
|
Sell |
-7
|
|
Q1 2020
|
FLRN
SPDR Bloomberg Investment Grade
|
Sell |
-8,407
|
|
Q1 2020
|
GOOGL
Alphabet Inc.
|
Buy |
+3
|
|
Q1 2020
|
HD
Home Depot, Inc. (The)
|
Sell |
-120
|
|
Q1 2020
|
HON
Honeywell International Inc.
|
Sell - Position Exit |
-21,352
|
|
Q1 2020
|
INTU
Intuit Inc.
|
Sell |
-1,438
|
|
Q1 2020
|
JPM
JP Morgan Chase & Co.
|
Sell - Position Exit |
-31,113
|
|
Q1 2020
|
LMT
Lockheed Martin Corporation
|
Buy |
+596
|
|
Q1 2020
|
MSFT
Microsoft Corporation
|
Sell |
-3,476
|
|
Q1 2020
|
NOK
Nokia Corporation Sponsored
|
Sell - Position Exit |
-30,000
|
|
Q1 2020
|
QCOM
QUALCOMM Incorporated
|
Sell - Position Exit |
-34,808
|
|
Q1 2020
|
QQQ
Invesco QQQ Trust, Series 1
|
Sell - Position Exit |
-1,310
|
|
Q1 2020
|
RSPH
Invesco S&P 500 Equal Weight He
|
Buy |
+341
|
|
Q1 2020
|
RSPT
Invesco S&P 500 Equal Weight Te
|
Sell - Position Exit |
-2,678
|
|
Q1 2020
|
SCHB
Schwab U.S. Broad Market ETF
|
Sell - Position Exit |
-157,156
|
|
Q1 2020
|
SCHD
Schwab US Dividend Equity ETF
|
Sell |
-7,306
|
|
Q1 2020
|
SCHG
Schwab U.S. Large-Cap Growth ET
|
Sell - Position Exit |
-23,439
|
|
Q1 2020
|
SCHV
Schwab U.S. Large-Cap Value ETF
|
Sell - Position Exit |
-148,230
|
|
Q1 2020
|
SCHX
Schwab U.S. Large-Cap ETF
|
Sell |
-7,381
|
Page 1 of 2