Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q4 2020)

According to the SEC 13F filed on Jan 21, 2021, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 Q4 2020, the filing reported:

New Buys - Cummins Inc., PayPal Holdings, Inc., Tesla, Inc.

Increases - Accenture plc, Broadcom Inc., American Water Works Company, I, SPDR Dow Jones Industrial Avera, Ecolab Inc., and 19 more

Reductions - Apple Inc., Amazon.com, Inc., SPDR Bloomberg Investment Grade, PIMCO Enhanced Short Maturity A, Invesco S&P 500 Equal Weight He, and 2 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 2020	AAPL Apple Inc.	Apple Inc.	Sell	-6	-0.0%	$10.62K	80,009
Q4 2020	ACN Accenture plc	Accenture plc	Buy	+343	+1.6%	$5.64K	21,590
Q4 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-9	-0.3%	$8.80K	2,703
Q4 2020	AVGO Broadcom Inc.	Broadcom Inc.	Buy	+127	+1.2%	$4.56K	10,412
Q4 2020	AWK American Water Works Company, I	American Water Works Company, I	Buy	+599	+1.7%	$5.61K	36,548
Q4 2020	CMI Cummins Inc.	Cummins Inc.	Buy - Position Entry	+15,111	-	$3.43K	15,111
Q4 2020	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Buy	+1,997	+3.8%	$16.57K	54,185
Q4 2020	ECL Ecolab Inc.	Ecolab Inc.	Buy	+359	+1.6%	$4.93K	22,770
Q4 2020	FHLC Fidelity MSCI Health Care Index	Fidelity MSCI Health Care Index	Buy	+266	+0.2%	$9.37K	162,185
Q4 2020	FLRN SPDR Bloomberg Investment Grade	SPDR Bloomberg Investment Grade	Sell	-321	-0.0%	$22.71K	742,469
Q4 2020	GLD SPDR Gold Trust	SPDR Gold Trust	Buy	+40	+2.1%	$348.00	1,950
Q4 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+52	+1.7%	$5.53K	3,155
Q4 2020	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy	+261	+1.4%	$5.16K	19,425
Q4 2020	INTU Intuit Inc.	Intuit Inc.	Buy	+56	+0.3%	$7.22K	19,007
Q4 2020	IYF iShares U.S. Financial ETF	iShares U.S. Financial ETF	Buy	+5,078	+98.1%	$685.00	10,255
Q4 2020	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy	+193	+2.0%	$3.56K	10,037
Q4 2020	MINT PIMCO Enhanced Short Maturity A	PIMCO Enhanced Short Maturity A	Sell	-304	-0.2%	$20.05K	196,539
Q4 2020	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+254	+0.7%	$7.82K	35,172
Q4 2020	NEE NextEra Energy, Inc.	NextEra Energy, Inc.	Buy	+35,421	+307.6%	$3.62K	46,937
Q4 2020	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+2	+0.0%	$5.18K	9,925
Q4 2020	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy - Position Entry	+17,862	-	$4.18K	17,862
Q4 2020	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Buy	+300	+0.4%	$22.79K	72,646
Q4 2020	RSPH Invesco S&P 500 Equal Weight He	Invesco S&P 500 Equal Weight He	Sell	-67	-2.5%	$671.00	2,563
Q4 2020	SCHB Schwab U.S. Broad Market ETF	Schwab U.S. Broad Market ETF	Sell	-93,306	-40.5%	$12.46K	136,990
Q4 2020	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+29	+0.1%	$2.50K	39,008
Q4 2020	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+249	+1.9%	$1.70K	13,270
Q4 2020	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+554	+1.5%	$3.46K	38,051
Q4 2020	SPY SPDR S&P 500	SPDR S&P 500	Buy	+1,662	+3.1%	$20.67K	55,279
Q4 2020	TSLA Tesla, Inc.	Tesla, Inc.	Buy - Position Entry	+325	-	$229.00	325
Q4 2020	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+152	+1.0%	$5.62K	16,018

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