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:

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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