Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q3 2018)

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 Sep 30, 2018. 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 2018, the filing reported:

New Buys - None reported

Increases - Apple Inc., AbbVie Inc., Accenture plc, Amazon.com, Inc., American Water Works Company, I, and 28 more

Reductions - None reported

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 33 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2018	AAPL Apple Inc.	Apple Inc.	Buy	+315	+1.4%	$5.23M	23,170
Q3 2018	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+769	+2.3%	$3.23M	34,102
Q3 2018	ACN Accenture plc	Accenture plc	Buy	+342	+1.5%	$3.83M	22,516
Q3 2018	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+26	+0.8%	$6.69M	3,340
Q3 2018	AWK American Water Works Company, I	American Water Works Company, I	Buy	+755	+2.1%	$3.31M	37,581
Q3 2018	BAC Bank of America Corporation	Bank of America Corporation	Buy	+1,507	+1.3%	$3.45M	117,220
Q3 2018	BLK BlackRock, Inc.	BlackRock, Inc.	Buy	+164	+2.8%	$2.79M	5,926
Q3 2018	CVX Chevron Corporation	Chevron Corporation	Buy	+697	+2.9%	$3.06M	25,025
Q3 2018	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+1,137	+3.3%	$9.50M	35,924
Q3 2018	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+589	+2.3%	$3.06M	26,193
Q3 2018	ECL Ecolab Inc.	Ecolab Inc.	Buy	+381	+1.7%	$3.55M	22,668
Q3 2018	FLRN SPDR Bloomberg Investment Grade	SPDR Bloomberg Investment Grade	Buy	+61,153	+13.1%	$16.30M	529,290
Q3 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+48	+1.6%	$3.70M	3,066
Q3 2018	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy	+265	+1.4%	$4.11M	19,839
Q3 2018	HON Honeywell International Inc.	Honeywell International Inc.	Buy	+406	+1.9%	$3.54M	21,247
Q3 2018	IBM International Business Machines	International Business Machines	Buy	+534	+3.9%	$2.16M	14,285
Q3 2018	INTU Intuit Inc.	Intuit Inc.	Buy	+145	+0.7%	$5.07M	22,288
Q3 2018	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+507	+1.7%	$3.50M	31,017
Q3 2018	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+319	+0.8%	$4.80M	42,004
Q3 2018	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+1,173	+1.4%	$3.72M	84,453
Q3 2018	PKW Invesco BuyBack Achievers ETF	Invesco BuyBack Achievers ETF	Buy	+1,950	+1.6%	$7.55M	123,770
Q3 2018	RSPF Invesco S&P 500 Equal Weight Fi	Invesco S&P 500 Equal Weight Fi	Buy	+719	+2.9%	$1.10M	25,523
Q3 2018	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+5,075	+14.8%	$2.09M	39,448
Q3 2018	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+688	+3.1%	$1.90M	23,140
Q3 2018	SCHM Schwab U.S. Mid Cap ETF	Schwab U.S. Mid Cap ETF	Buy	+4,340	+2.7%	$9.71M	167,878
Q3 2018	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+852	+2.2%	$2.75M	39,610
Q3 2018	SOXX iShares Semiconductor ETF	iShares Semiconductor ETF	Buy	+696	+1.5%	$8.51M	45,975
Q3 2018	SPY SPDR S&P 500	SPDR S&P 500	Buy	+1,339	+2.4%	$16.44M	56,549
Q3 2018	SQ Block, Inc.	Block, Inc.	Buy	+270	+0.3%	$7.81M	78,870
Q3 2018	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+164	+1.0%	$4.33M	16,266