Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q4 2019)

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 Dec 31, 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 Q4 2019, the filing reported:

New Buys - Atmos Energy Corporation, SPDR Gold Trust, Nokia Corporation Sponsored, QUALCOMM Incorporated, Invesco QQQ Trust, Series 1, and 1 more

Increases - Accenture plc, American Water Works Company, I, Cisco Systems, Inc., SPDR Dow Jones Industrial Avera, Fidelity MSCI Health Care Index, and 6 more

Reductions - Apple Inc., Amazon.com, Inc., Chevron Corporation, Walt Disney Company (The), Ecolab Inc., and 15 more

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.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2019	AAPL Apple Inc.	Apple Inc.	Sell	-179	-0.8%	$6.62K	22,560
Q4 2019	ACN Accenture plc	Accenture plc	Buy	+17	+0.1%	$4.74K	22,527
Q4 2019	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-12	-0.4%	$5.95K	3,220
Q4 2019	ATO Atmos Energy Corporation	Atmos Energy Corporation	Buy - Position Entry	+28,014	-	$3.13K	28,014
Q4 2019	AWK American Water Works Company, I	American Water Works Company, I	Buy	+145	+0.4%	$4.61K	37,496
Q4 2019	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+702	+1.3%	$2.65K	55,329
Q4 2019	CVX Chevron Corporation	Chevron Corporation	Sell	-117	-0.5%	$3.00K	24,912
Q4 2019	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+297	+0.5%	$16.81K	58,962
Q4 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-89	-0.3%	$3.85K	26,585
Q4 2019	ECL Ecolab Inc.	Ecolab Inc.	Sell	-89	-0.4%	$4.34K	22,498
Q4 2019	FHLC Fidelity MSCI Health Care Index	Fidelity MSCI Health Care Index	Buy	+949	+0.6%	$7.45K	149,782
Q4 2019	FLRN SPDR Bloomberg Investment Grade	SPDR Bloomberg Investment Grade	Sell	-39,318	-7.5%	$14.81K	482,037
Q4 2019	GLD SPDR Gold Trust	SPDR Gold Trust	Buy - Position Entry	+2,130	-	$304.00	2,130
Q4 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+5	+0.2%	$4.09K	3,052
Q4 2019	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-234	-1.2%	$4.25K	19,454
Q4 2019	HON Honeywell International Inc.	Honeywell International Inc.	Buy	+33	+0.2%	$3.78K	21,352
Q4 2019	INTU Intuit Inc.	Intuit Inc.	Sell	-483	-2.2%	$5.63K	21,504
Q4 2019	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-9	-0.0%	$4.34K	31,113
Q4 2019	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy	+64	+0.8%	$3.26K	8,380
Q4 2019	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-1,624	-3.9%	$6.29K	39,880
Q4 2019	NOK Nokia Corporation Sponsored	Nokia Corporation Sponsored	Buy - Position Entry	+30,000	-	$111.00	30,000
Q4 2019	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy - Position Entry	+34,808	-	$3.07K	34,808
Q4 2019	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Buy - Position Entry	+1,310	-	$279.00	1,310
Q4 2019	RSPH Invesco S&P 500 Equal Weight He	Invesco S&P 500 Equal Weight He	Buy	+35	+1.6%	$478.00	2,160
Q4 2019	RSPT Invesco S&P 500 Equal Weight Te	Invesco S&P 500 Equal Weight Te	Sell	-71	-2.6%	$530.00	2,678
Q4 2019	SCHB Schwab U.S. Broad Market ETF	Schwab U.S. Broad Market ETF	Sell	-928	-0.6%	$12.08K	157,156
Q4 2019	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Sell	-361	-0.8%	$2.50K	43,211
Q4 2019	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Sell	-453	-1.9%	$2.18K	23,439
Q4 2019	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Sell	-31,195	-17.4%	$8.91K	148,230
Q4 2019	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Sell	-680	-2.1%	$2.46K	32,019

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