Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2016)

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 Jun 30, 2016. 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 Q2 2016, the filing reported:

New Buys - None reported

Increases - SPDR Dow Jones Industrial Avera, Microsoft Corporation, SPDR Select Sector Fund - Consu

Reductions - Accenture plc, Check Point Software Technologi, Walt Disney Company (The), Ecolab Inc., Alphabet Inc., and 16 more

Complete Exits - None reported

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

Showing 24 of 24 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2016	ACN Accenture plc	Accenture plc	Sell	-797	-2.3%	$3.85M	34,005
Q2 2016	CHKP Check Point Software Technologi	Check Point Software Technologi	Sell	-576	-1.8%	$2.55M	32,012
Q2 2016	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+370	+21.3%	$377.00K	2,105
Q2 2016	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-921	-2.6%	$3.40M	34,735
Q2 2016	ECL Ecolab Inc.	Ecolab Inc.	Sell	-408	-1.5%	$3.13M	26,389
Q2 2016	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-5	-0.2%	$1.45M	2,098
Q2 2016	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-66	-2.4%	$1.86M	2,649
Q2 2016	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-798	-2.3%	$4.41M	34,550
Q2 2016	IGIB iShares 5-10 Year Investment Gr	iShares 5-10 Year Investment Gr	Sell	-637	-20.5%	$210.00K	2,464
Q2 2016	INTU Intuit Inc.	Intuit Inc.	Sell	-748	-2.5%	$3.32M	29,749
Q2 2016	KHC The Kraft Heinz Company	The Kraft Heinz Company	Sell	-143	-0.5%	$2.35M	26,584
Q2 2016	MAA Mid-America Apartment Communiti	Mid-America Apartment Communiti	Sell	-592	-2.1%	$2.90M	27,278
Q2 2016	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-18,284	-40.6%	$3.06M	26,746
Q2 2016	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+308	+0.4%	$3.73M	72,789
Q2 2016	NKE Nike, Inc.	Nike, Inc.	Sell	-1,747	-2.5%	$3.75M	67,906
Q2 2016	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-1,816	-2.4%	$4.17M	72,981
Q2 2016	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Sell	-904	-2.2%	$1.64M	39,664
Q2 2016	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Sell	-4,664	-1.9%	$12.59M	246,959
Q2 2016	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Sell	-835	-2.5%	$1.60M	32,127
Q2 2016	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-14,745	-39.8%	$3.15M	22,323
Q2 2016	V Visa Inc.	Visa Inc.	Sell	-1,288	-2.5%	$3.73M	50,247
Q2 2016	WBA Walgreens Boots Alliance, Inc.	Walgreens Boots Alliance, Inc.	Sell	-864	-1.9%	$3.62M	43,530
Q2 2016	XLP SPDR Select Sector Fund - Consu	SPDR Select Sector Fund - Consu	Buy	+1,655	+2.1%	$4.51M	81,817
Q2 2016	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-17	-0.4%	$431.00K	4,600