Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2018)
As of Jun 30, 2018, 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 Q2 2018, the filing reported:
New Buys - BlackRock, Inc., Invesco BuyBack Achievers ETF, Invesco QQQ Trust, Series 1, Invesco S&P 500 Equal Weight Fi
Increases - AbbVie Inc., Accenture plc, Amazon.com, Inc., American Water Works Company, I, Bank of America Corporation, and 21 more
Reductions - Apple Inc., Schwab US Dividend Equity ETF, Schwab U.S. Large-Cap Growth ET, Block, Inc.
Complete Exits - Amgen Inc., Citigroup, Inc.
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 |
|---|---|---|---|
|
Q2 2018
|
AAPL
Apple Inc.
|
Sell |
-713
|
|
Q2 2018
|
ABBV
AbbVie Inc.
|
Buy |
+429
|
|
Q2 2018
|
ACN
Accenture plc
|
Buy |
+162
|
|
Q2 2018
|
AMGN
Amgen Inc.
|
Sell - Position Exit |
-16,578
|
|
Q2 2018
|
AMZN
Amazon.com, Inc.
|
Buy |
+10
|
|
Q2 2018
|
AWK
American Water Works Company, I
|
Buy |
+423
|
|
Q2 2018
|
BAC
Bank of America Corporation
|
Buy |
+1,362
|
|
Q2 2018
|
BLK
BlackRock, Inc.
|
Buy - Position Entry |
+5,762
|
|
Q2 2018
|
C
Citigroup, Inc.
|
Sell - Position Exit |
-44,693
|
|
Q2 2018
|
CVX
Chevron Corporation
|
Buy |
+263
|
|
Q2 2018
|
DIA
SPDR Dow Jones Industrial Avera
|
Buy |
+350
|
|
Q2 2018
|
DIS
Walt Disney Company (The)
|
Buy |
+440
|
|
Q2 2018
|
ECL
Ecolab Inc.
|
Buy |
+180
|
|
Q2 2018
|
FLRN
SPDR Bloomberg Investment Grade
|
Buy |
+1,037
|
|
Q2 2018
|
GOOGL
Alphabet Inc.
|
Buy |
+24
|
|
Q2 2018
|
HD
Home Depot, Inc. (The)
|
Buy |
+133
|
|
Q2 2018
|
HON
Honeywell International Inc.
|
Buy |
+276
|
|
Q2 2018
|
IBM
International Business Machines
|
Buy |
+300
|
|
Q2 2018
|
INTU
Intuit Inc.
|
Buy |
+122
|
|
Q2 2018
|
JPM
JP Morgan Chase & Co.
|
Buy |
+230
|
|
Q2 2018
|
MSFT
Microsoft Corporation
|
Buy |
+226
|
|
Q2 2018
|
PFE
Pfizer, Inc.
|
Buy |
+334
|
|
Q2 2018
|
PKW
Invesco BuyBack Achievers ETF
|
Buy - Position Entry |
+121,820
|
|
Q2 2018
|
QQQ
Invesco QQQ Trust, Series 1
|
Buy - Position Entry |
+1,195
|
|
Q2 2018
|
RSPF
Invesco S&P 500 Equal Weight Fi
|
Buy - Position Entry |
+24,804
|
|
Q2 2018
|
SCHD
Schwab US Dividend Equity ETF
|
Sell |
-442
|
|
Q2 2018
|
SCHG
Schwab U.S. Large-Cap Growth ET
|
Sell |
-83
|
|
Q2 2018
|
SCHM
Schwab U.S. Mid Cap ETF
|
Buy |
+141,732
|
|
Q2 2018
|
SCHX
Schwab U.S. Large-Cap ETF
|
Buy |
+7,340
|
|
Q2 2018
|
SOXX
iShares Semiconductor ETF
|
Buy |
+156
|
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