Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2019)

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, 2019. 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.

Showing 30 of 31 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2019	AAPL Apple Inc.	Apple Inc.	Buy	+104	+0.5%	$4.54M	22,953
Q2 2019	ACN Accenture plc	Accenture plc	Buy	+115	+0.5%	$4.16M	22,500
Q2 2019	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-32	-1.0%	$6.13M	3,239
Q2 2019	AWK American Water Works Company, I	American Water Works Company, I	Buy	+238	+0.6%	$4.34M	37,396
Q2 2019	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+612	+1.2%	$2.95M	53,827
Q2 2019	CVX Chevron Corporation	Chevron Corporation	Buy	+515	+2.1%	$3.16M	25,373
Q2 2019	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+290	+0.5%	$15.66M	58,912
Q2 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+327	+1.2%	$3.72M	26,659
Q2 2019	ECL Ecolab Inc.	Ecolab Inc.	Buy	+73	+0.3%	$4.46M	22,571
Q2 2019	FHLC Fidelity MSCI Health Care Index	Fidelity MSCI Health Care Index	Buy	+6,301	+4.4%	$6.75M	149,939
Q2 2019	FLRN SPDR Bloomberg Investment Grade	SPDR Bloomberg Investment Grade	Sell	-48,313	-8.9%	$15.27M	496,898
Q2 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+17	+0.6%	$3.30M	3,050
Q2 2019	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy	+112	+0.6%	$4.11M	19,750
Q2 2019	HON Honeywell International Inc.	Honeywell International Inc.	Buy	+209	+1.0%	$3.72M	21,303
Q2 2019	INTU Intuit Inc.	Intuit Inc.	Buy	+128	+0.6%	$5.77M	22,075
Q2 2019	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+247	+0.8%	$3.48M	31,100
Q2 2019	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy - Position Entry	+8,309	-	$3.02M	8,309
Q2 2019	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+155	+0.4%	$5.59M	41,753
Q2 2019	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+1,125	+1.3%	$3.67M	84,677
Q2 2019	RSPH Invesco S&P 500 Equal Weight He	Invesco S&P 500 Equal Weight He	Buy	+50	+2.5%	$416.00K	2,055
Q2 2019	SCHB Schwab U.S. Broad Market ETF	Schwab U.S. Broad Market ETF	Buy	+2,217	+0.9%	$17.01M	241,197
Q2 2019	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Sell	-1,100	-2.5%	$2.29M	43,212
Q2 2019	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Sell	-1,458	-5.7%	$2.00M	23,983
Q2 2019	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Buy	+38,580	+27.6%	$10.00M	178,189
Q2 2019	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Sell	-990	-2.9%	$2.33M	33,173
Q2 2019	SPY SPDR S&P 500	SPDR S&P 500	Buy	+204	+0.4%	$16.46M	56,180
Q2 2019	SQ Block, Inc.	Block, Inc.	Buy	+268	+0.7%	$2.91M	40,093
Q2 2019	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+147	+0.9%	$3.96M	16,213
Q2 2019	USMV iShares MSCI USA Min Vol Factor	iShares MSCI USA Min Vol Factor	Buy	+45,132	+39.9%	$9.78M	158,372
Q2 2019	V Visa Inc.	Visa Inc.	Buy	+239	+0.8%	$5.41M	31,177