Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2026, the filing reported:

New Buys - None reported

Increases - Arthur J. Gallagher & Co., Charter Communications, Inc., Danaher Corporation, Estee Lauder Companies, Inc. (T, EQT Corporation, and 10 more

Reductions - Alcoa Corporation, AerCap, Amazon.com, Inc., Aon Plc, ASML, and 28 more

Complete Exits - LyondellBasell, Martin Marietta Materials, Inc., PulteGroup, Inc., Vulcan Materials Company (Holdi

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
Q2 2026	AA Alcoa Corporation	Alcoa Corporation	Sell	-2,217,555	-15.7%	$619.41M	11,879,807
Q2 2026	AER AerCap	AerCap	Sell	-6,669,936	-91.2%	$94.08M	645,370
Q2 2026	AJG Arthur J. Gallagher & Co.	Arthur J. Gallagher & Co.	Buy	+2,225,040	+83.5%	$1.12B	4,890,612
Q2 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-384,047	-3.3%	$2.71B	11,369,869
Q2 2026	AON Aon Plc	Aon Plc	Sell	-418,377	-90.3%	$14.92M	44,973
Q2 2026	ASML ASML	ASML	Sell	-59,532	-13.7%	$743.88M	373,914
Q2 2026	BIL SPDR Bloomberg 1-3 Month T-Bill	SPDR Bloomberg 1-3 Month T-Bill	Sell	-199,449	-75.9%	$5.79M	63,163
Q2 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-17,600	-34.6%	$16.62M	33,220
Q2 2026	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+1,590,353	+1064.1%	$247.42M	1,739,813
Q2 2026	CMCSA Comcast Corporation	Comcast Corporation	Sell	-37,306,965	-99.3%	$6.58M	268,122
Q2 2026	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-169,425	-2.6%	$1.28B	6,397,170
Q2 2026	COP ConocoPhillips	ConocoPhillips	Sell	-1,433,062	-7.6%	$1.82B	17,477,615
Q2 2026	DHR Danaher Corporation	Danaher Corporation	Buy	+2,786,331	+42.4%	$1.78B	9,361,490
Q2 2026	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Buy	+1,077,579	+13.6%	$711.35M	9,010,180
Q2 2026	ELV Elevance Health, Inc.	Elevance Health, Inc.	Sell	-57,201	-3.7%	$576.77M	1,491,409
Q2 2026	EQT EQT Corporation	EQT Corporation	Buy	+11,696,998	+319.6%	$816.53M	15,356,952
Q2 2026	GE GE Aerospace	GE Aerospace	Sell	-7,082	-17.3%	$12.64M	33,816
Q2 2026	GEHC GE HealthCare Technologies Inc.	GE HealthCare Technologies Inc.	Sell	-1,086	-9.0%	$702.19K	10,970
Q2 2026	GEV GE Vernova Inc.	GE Vernova Inc.	Sell	-5,285	-21.7%	$22.46M	19,116
Q2 2026	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-563,213	-12.3%	$1.43B	4,033,340
Q2 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-119,732	-12.5%	$299.67M	838,532
Q2 2026	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-6,571	-94.0%	$422.75K	418
Q2 2026	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Sell	-12,856	-34.3%	$8.13M	24,591
Q2 2026	HUM Humana Inc.	Humana Inc.	Buy	+879,688	+29.6%	$1.53B	3,846,762
Q2 2026	INTU Intuit Inc.	Intuit Inc.	Buy	+652,719	+28.1%	$776.18M	2,973,884
Q2 2026	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Buy	+18,812	+242.5%	$6.44M	26,571
Q2 2026	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-3,089	-1.1%	$8.91M	267,693
Q2 2026	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-115,148	-1.7%	$219.00M	6,584,398
Q2 2026	LEN Lennar Corporation	Lennar Corporation	Sell	-193,472	-1.8%	$967.07M	10,686,983
Q2 2026	LYB LyondellBasell	LyondellBasell	Sell - Position Exit	-4,395	-100.0%	$0.00	-

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