Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q3 2017)

As of Sep 30, 2017, 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 Q3 2017, the filing reported:

New Buys - Lennar Corporation, Block, Inc.

Increases - Schwab US Dividend Equity ETF, Schwab U.S. Large-Cap Growth ET, Schwab U.S. Large-Cap ETF, Walgreens Boots Alliance, Inc.

Reductions - Apple Inc., AbbVie Inc., Accenture plc, Amgen Inc., Amazon.com, Inc., and 24 more

Complete Exits - The Kraft Heinz Company, Schlumberger N.V.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2017	AAPL Apple Inc.	Apple Inc.	Sell	-312	-1.2%	$3.85K	24,962
Q3 2017	ABBV AbbVie Inc.	AbbVie Inc.	Sell	-320	-0.7%	$3.76K	42,347
Q3 2017	ACN Accenture plc	Accenture plc	Sell	-124	-0.5%	$3.08K	22,771
Q3 2017	AMGN Amgen Inc.	Amgen Inc.	Sell	-125	-0.7%	$3.17K	17,016
Q3 2017	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-30	-0.9%	$3.33K	3,469
Q3 2017	AWK American Water Works Company, I	American Water Works Company, I	Sell	-260	-0.7%	$2.97K	36,653
Q3 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-404	-0.3%	$3.00K	118,203
Q3 2017	C Citigroup, Inc.	Citigroup, Inc.	Sell	-477	-1.0%	$3.37K	46,384
Q3 2017	CVX Chevron Corporation	Chevron Corporation	Sell	-185	-0.8%	$2.84K	24,138
Q3 2017	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-444	-0.6%	$15.23K	68,042
Q3 2017	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-264	-1.1%	$2.43K	24,650
Q3 2017	ECL Ecolab Inc.	Ecolab Inc.	Sell	-262	-1.2%	$2.83K	22,022
Q3 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-34	-1.1%	$3.01K	3,093
Q3 2017	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-13	-0.1%	$3.30K	20,150
Q3 2017	HON Honeywell International Inc.	Honeywell International Inc.	Sell	-43	-0.2%	$3.01K	21,255
Q3 2017	INTU Intuit Inc.	Intuit Inc.	Sell	-149	-0.6%	$3.25K	22,893
Q3 2017	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-261	-0.8%	$3.00K	31,422
Q3 2017	KHC The Kraft Heinz Company	The Kraft Heinz Company	Sell - Position Exit	-30,349	-100.0%	$0.00	-
Q3 2017	LEN Lennar Corporation	Lennar Corporation	Buy - Position Entry	+46,673	-	$2.46K	46,673
Q3 2017	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-197	-0.9%	$3.87K	22,659
Q3 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-422	-1.0%	$3.21K	43,108
Q3 2017	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-276	-0.3%	$3.00K	83,989
Q3 2017	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+699	+1.6%	$2.12K	45,193
Q3 2017	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+370	+1.2%	$2.01K	30,454
Q3 2017	SCHM Schwab U.S. Mid Cap ETF	Schwab U.S. Mid Cap ETF	Sell	-1,653	-0.9%	$9.49K	189,443
Q3 2017	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Sell	-13,451	-8.8%	$6.99K	138,702
Q3 2017	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+428	+1.1%	$2.39K	39,849
Q3 2017	SLB Schlumberger N.V.	Schlumberger N.V.	Sell - Position Exit	-28,095	-100.0%	$0.00	-
Q3 2017	SOXX iShares Semiconductor ETF	iShares Semiconductor ETF	Sell	-553	-1.0%	$8.34K	52,617
Q3 2017	SPY SPDR S&P 500	SPDR S&P 500	Sell	-225	-0.4%	$15.21K	60,549

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