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

As of Dec 31, 2019, 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 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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