Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q4 2013)

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 Dec 31, 2013. 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 2013, the filing reported:

New Buys - iShares Russell 1000 Value ETF, EchoStar Corporation, SPDR S&P 500

Increases - Berkshire Hathaway Inc. New, BorgWarner Inc., Ecolab Inc., Coca-Cola Company (The), Loews Corporation, and 8 more

Reductions - Comcast Corporation, McDonald's Corporation, Morgan Stanley, Thermo Fisher Scientific Inc

Complete Exits - Teva Pharmaceutical Industries

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 2013	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+607,471	+5.1%	$1.50M	12,625,886
Q4 2013	BWA BorgWarner Inc.	BorgWarner Inc.	Buy	+32,000	+100.0%	$3.58K	64,000
Q4 2013	CMCSA Comcast Corporation	Comcast Corporation	Sell	-11,530	-1.8%	$32.65K	628,368
Q4 2013	ECL Ecolab Inc.	Ecolab Inc.	Buy	+3,697	+0.0%	$1.06M	10,198,843
Q4 2013	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Buy - Position Entry	+10,400	-	$979.00	10,400
Q4 2013	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Buy	+1,229,482	+5.9%	$915.29K	22,156,606
Q4 2013	L Loews Corporation	Loews Corporation	Buy	+704,185	+5.4%	$660.96K	13,701,552
Q4 2013	MCD McDonald's Corporation	McDonald's Corporation	Sell	-671,821	-99.6%	$259.00	2,674
Q4 2013	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Buy	+550,595	+2.7%	$736.45K	20,862,573
Q4 2013	MS Morgan Stanley	Morgan Stanley	Sell	-125,881	-0.4%	$941.93K	30,036,171
Q4 2013	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+561,024	+1.8%	$1.21M	32,362,081
Q4 2013	NSRGY Nestle S.A.	Nestle S.A.	Buy	+397,718	+5.4%	$573.55K	7,793,930
Q4 2013	ORCL Oracle Corporation	Oracle Corporation	Buy	+3,834,516	+9.5%	$1.69M	44,127,531
Q4 2013	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+321,562	+4.1%	$685.11K	8,260,291
Q4 2013	SATS EchoStar Corporation	EchoStar Corporation	Buy - Position Entry	+4,100	-	$204.00	4,100
Q4 2013	SPY SPDR S&P 500	SPDR S&P 500	Buy - Position Entry	+2,800	-	$517.00	2,800
Q4 2013	TEVA Teva Pharmaceutical Industries	Teva Pharmaceutical Industries	Sell - Position Exit	-22,400	-100.0%	$0.00	-
Q4 2013	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-26,910	-0.5%	$636.82K	5,719,086
Q4 2013	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+335,543	+3.0%	$871.91K	11,579,194
Q4 2013	WMT Walmart Inc.	Walmart Inc.	Buy	+477,186	+4.4%	$888.62K	11,292,665
Q4 2013	WRB W.R. Berkley Corporation	W.R. Berkley Corporation	Buy	+306,852	+2.8%	$491.56K	11,328,803