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

As of Dec 31, 2013, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 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 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