Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2020)
According to the SEC 13F filed on Jul 13, 2026, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2020. 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 2020, the filing reported:
New Buys - SPDR Dow Jones Industrial Avera, iShares U.S. Financial ETF, PIMCO Enhanced Short Maturity A, NVIDIA Corporation, Invesco QQQ Trust, Series 1, and 5 more
Increases - Atmos Energy Corporation, Ecolab Inc., Fidelity MSCI Health Care Index, SPDR Bloomberg Investment Grade, Alphabet Inc., and 5 more
Reductions - Apple Inc., Accenture plc, Amazon.com, Inc., American Water Works Company, I, SPDR Gold Trust, and 5 more
Complete Exits - Tesla, 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 2020
|
AAPL
Apple Inc.
|
Sell |
-185
|
|
Q2 2020
|
ACN
Accenture plc
|
Sell |
-930
|
|
Q2 2020
|
AMZN
Amazon.com, Inc.
|
Sell |
-57
|
|
Q2 2020
|
ATO
Atmos Energy Corporation
|
Buy |
+1,470
|
|
Q2 2020
|
AWK
American Water Works Company, I
|
Sell |
-333
|
|
Q2 2020
|
DIA
SPDR Dow Jones Industrial Avera
|
Buy - Position Entry |
+51,698
|
|
Q2 2020
|
ECL
Ecolab Inc.
|
Buy |
+40
|
|
Q2 2020
|
FHLC
Fidelity MSCI Health Care Index
|
Buy |
+13,183
|
|
Q2 2020
|
FLRN
SPDR Bloomberg Investment Grade
|
Buy |
+12,739
|
|
Q2 2020
|
GLD
SPDR Gold Trust
|
Sell |
-280
|
|
Q2 2020
|
GOOGL
Alphabet Inc.
|
Buy |
+43
|
|
Q2 2020
|
HD
Home Depot, Inc. (The)
|
Sell |
-67
|
|
Q2 2020
|
INTU
Intuit Inc.
|
Sell |
-804
|
|
Q2 2020
|
IYF
iShares U.S. Financial ETF
|
Buy - Position Entry |
+5,097
|
|
Q2 2020
|
LMT
Lockheed Martin Corporation
|
Buy |
+796
|
|
Q2 2020
|
MINT
PIMCO Enhanced Short Maturity A
|
Buy - Position Entry |
+164,494
|
|
Q2 2020
|
MSFT
Microsoft Corporation
|
Sell |
-865
|
|
Q2 2020
|
NVDA
NVIDIA Corporation
|
Buy - Position Entry |
+9,936
|
|
Q2 2020
|
QQQ
Invesco QQQ Trust, Series 1
|
Buy - Position Entry |
+72,720
|
|
Q2 2020
|
RSPH
Invesco S&P 500 Equal Weight He
|
Buy |
+95
|
|
Q2 2020
|
SCHB
Schwab U.S. Broad Market ETF
|
Buy - Position Entry |
+231,034
|
|
Q2 2020
|
SCHD
Schwab US Dividend Equity ETF
|
Buy |
+3,143
|
|
Q2 2020
|
SCHG
Schwab U.S. Large-Cap Growth ET
|
Buy - Position Entry |
+12,812
|
|
Q2 2020
|
SCHX
Schwab U.S. Large-Cap ETF
|
Buy |
+13,075
|
|
Q2 2020
|
SPY
SPDR S&P 500
|
Buy - Position Entry |
+54,131
|
|
Q2 2020
|
TSLA
Tesla, Inc.
|
Sell - Position Exit |
-395
|
|
Q2 2020
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-160
|
|
Q2 2020
|
USMV
iShares MSCI USA Min Vol Factor
|
Buy - Position Entry |
+7,567
|
|
Q2 2020
|
V
Visa Inc.
|
Sell |
-1,029
|
|
Q2 2020
|
WMT
Walmart Inc.
|
Buy |
+1,027
|
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