Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2019)
As of Jun 30, 2019, 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 2019, the filing reported:
New Buys - Lockheed Martin Corporation
Increases - Apple Inc., Accenture plc, American Water Works Company, I, Cisco Systems, Inc., Chevron Corporation, and 20 more
Reductions - Amazon.com, Inc., SPDR Bloomberg Investment Grade, Schwab US Dividend Equity ETF, Schwab U.S. Large-Cap Growth ET, Schwab U.S. Large-Cap ETF
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.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2019
|
AAPL
Apple Inc.
|
Buy |
+104
|
|
Q2 2019
|
ACN
Accenture plc
|
Buy |
+115
|
|
Q2 2019
|
AMZN
Amazon.com, Inc.
|
Sell |
-32
|
|
Q2 2019
|
AWK
American Water Works Company, I
|
Buy |
+238
|
|
Q2 2019
|
CSCO
Cisco Systems, Inc.
|
Buy |
+612
|
|
Q2 2019
|
CVX
Chevron Corporation
|
Buy |
+515
|
|
Q2 2019
|
DIA
SPDR Dow Jones Industrial Avera
|
Buy |
+290
|
|
Q2 2019
|
DIS
Walt Disney Company (The)
|
Buy |
+327
|
|
Q2 2019
|
ECL
Ecolab Inc.
|
Buy |
+73
|
|
Q2 2019
|
FHLC
Fidelity MSCI Health Care Index
|
Buy |
+6,301
|
|
Q2 2019
|
FLRN
SPDR Bloomberg Investment Grade
|
Sell |
-48,313
|
|
Q2 2019
|
GOOGL
Alphabet Inc.
|
Buy |
+17
|
|
Q2 2019
|
HD
Home Depot, Inc. (The)
|
Buy |
+112
|
|
Q2 2019
|
HON
Honeywell International Inc.
|
Buy |
+209
|
|
Q2 2019
|
INTU
Intuit Inc.
|
Buy |
+128
|
|
Q2 2019
|
JPM
JP Morgan Chase & Co.
|
Buy |
+247
|
|
Q2 2019
|
LMT
Lockheed Martin Corporation
|
Buy - Position Entry |
+8,309
|
|
Q2 2019
|
MSFT
Microsoft Corporation
|
Buy |
+155
|
|
Q2 2019
|
PFE
Pfizer, Inc.
|
Buy |
+1,125
|
|
Q2 2019
|
RSPH
Invesco S&P 500 Equal Weight He
|
Buy |
+50
|
|
Q2 2019
|
SCHB
Schwab U.S. Broad Market ETF
|
Buy |
+2,217
|
|
Q2 2019
|
SCHD
Schwab US Dividend Equity ETF
|
Sell |
-1,100
|
|
Q2 2019
|
SCHG
Schwab U.S. Large-Cap Growth ET
|
Sell |
-1,458
|
|
Q2 2019
|
SCHV
Schwab U.S. Large-Cap Value ETF
|
Buy |
+38,580
|
|
Q2 2019
|
SCHX
Schwab U.S. Large-Cap ETF
|
Sell |
-990
|
|
Q2 2019
|
SPY
SPDR S&P 500
|
Buy |
+204
|
|
Q2 2019
|
SQ
Block, Inc.
|
Buy |
+268
|
|
Q2 2019
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+147
|
|
Q2 2019
|
USMV
iShares MSCI USA Min Vol Factor
|
Buy |
+45,132
|
|
Q2 2019
|
V
Visa Inc.
|
Buy |
+239
|
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