Ravenel Boykin Curry

Net selling

Eagle Capital Management Llc — managed by Ravenel Boykin Curry; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$29.82B (−7%)

Holdings60 (+4)

Top holdingConocophillips

Below band6

New

Added

Exited

13F × valuation

Valuation posture

Of 28 valued US positions, 6 trade below a conservative value band (3 in the strike zone) (as of 2026-07-20):

Liberty Broadband CorpLBRDA61% · strike
Liberty Broadband CorpLBRDK61% · strike
Charter Communications IncCHTR55% · strike
IntuitINTU34% · below
Pulte Group IncPHM15% · below
Aercap Holdings NvAER8% · below

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
ConocophillipsCOP	$2.50B	—	9	18,910,677	8.4%	Core 8q
Amazon Com IncAMZN	$2.45B	—	39	11,753,916	8.2%	Core 8q
Taiwan Semiconductor ManufacTSM	$1.65B	—	27	4,878,275	5.5%	Core 8q
Unitedhealth Group IncUNH	$1.59B	—	19	5,859,325	5.3%	Adding 6q
Microsoft CorpMSFT	$1.48B	—	45	4,005,305	5.0%	Big new
Mercadolibre IncMELI	$1.36B	—	13	785,937	4.6%	Big new
Sap SeSAP	$1.34B	—	7	7,848,603	4.5%	Adding 3q
Alphabet IncGOOG	$1.32B	—	37	4,596,553	4.4%	—
Danaher CorpDHR	$1.25B	—	11	6,575,159	4.2%	Big new
Capital One Finl CorpCOF	$1.20B	—	18	6,566,595	4.0%	—
Workday IncWDAY	$1.13B	—	5	8,707,006	3.8%	Big new
Comcast CorpCMCSA	$1.08B	—	16	37,575,087	3.6%	—
IntuitINTU	$1.00B	Below value	13	2,321,165	3.4%	Big new
Aercap Holdings NvAER	$1.00B	Below value	5	7,315,306	3.4%	—
Lennar CorpLEN	$944.9M	—	6	10,880,455	3.2%	—
Alcoa CorpAA	$935.1M	—	5	14,097,362	3.1%	—
Woodward IncWWD	$882.0M	—	4	2,464,338	3.0%	—
Meta Platforms IncMETA	$752.7M	—	32	1,315,597	2.5%	—
S&P Global IncSPGI	$606.2M	—	15	1,425,311	2.0%	—
Gallagher Arthur J & CoAJG	$577.3M	—	5	2,665,572	1.9%	—
Asml Hldg NvASML	$572.5M	—	12	433,446	1.9%	—
Lauder Estee Cos IncEL	$569.3M	—	4	7,932,601	1.9%	—
Humana IncHUM	$514.5M	—	5	2,967,074	1.7%	—
Netflix IncNFLX	$514.4M	—	11	5,350,422	1.7%	—
Shell PlcSHEL	$493.7M	—	7	5,308,706	1.7%	—

ConocophillipsCOPCore 8q
Value$2.50BValuation—Holders9Weight8.4%
Amazon Com IncAMZNCore 8q
Value$2.45BValuation—Holders39Weight8.2%
Taiwan Semiconductor ManufacTSMCore 8q
Value$1.65BValuation—Holders27Weight5.5%
Unitedhealth Group IncUNHAdding 6q
Value$1.59BValuation—Holders19Weight5.3%
Microsoft CorpMSFTBig new
Value$1.48BValuation—Holders45Weight5.0%
Mercadolibre IncMELIBig new
Value$1.36BValuation—Holders13Weight4.6%
Sap SeSAPAdding 3q
Value$1.34BValuation—Holders7Weight4.5%
Alphabet IncGOOG—
Value$1.32BValuation—Holders37Weight4.4%
Danaher CorpDHRBig new
Value$1.25BValuation—Holders11Weight4.2%
Capital One Finl CorpCOF—
Value$1.20BValuation—Holders18Weight4.0%
Workday IncWDAYBig new
Value$1.13BValuation—Holders5Weight3.8%
Comcast CorpCMCSA—
Value$1.08BValuation—Holders16Weight3.6%
IntuitINTUBig new
Value$1.00BValuationBelow valueHolders13Weight3.4%
Aercap Holdings NvAER—
Value$1.00BValuationBelow valueHolders5Weight3.4%
Lennar CorpLEN—
Value$944.9MValuation—Holders6Weight3.2%
Alcoa CorpAA—
Value$935.1MValuation—Holders5Weight3.1%
Woodward IncWWD—
Value$882.0MValuation—Holders4Weight3.0%
Meta Platforms IncMETA—
Value$752.7MValuation—Holders32Weight2.5%
S&P Global IncSPGI—
Value$606.2MValuation—Holders15Weight2.0%
Gallagher Arthur J & CoAJG—
Value$577.3MValuation—Holders5Weight1.9%
Asml Hldg NvASML—
Value$572.5MValuation—Holders12Weight1.9%
Lauder Estee Cos IncEL—
Value$569.3MValuation—Holders4Weight1.9%
Humana IncHUM—
Value$514.5MValuation—Holders5Weight1.7%
Netflix IncNFLX—
Value$514.4MValuation—Holders11Weight1.7%
Shell PlcSHEL—
Value$493.7MValuation—Holders7Weight1.7%

Showing top 25 of 60 positions

Exited this quarter (1)Vanguard Index Fds

What is a superinvestor

About this investor

Portfolio overview

Eagle Capital Management Llc's most recent 13F filing, for the quarter ended 2026-03-31, reports 60 positions worth $29.82B. The top 5 holdings represent 32% of that value, a broadly diversified portfolio.

The single largest position is Conocophillips at 8.4% of the portfolio, followed by Amazon Com Inc at 8.2% and Taiwan Semiconductor Manufac at 5.5%.

Against the prior quarter, Ravenel Boykin Curry opened 5 new positions, exited 1, added to 13, and trimmed 29. The largest new buy was S&P Global Inc. The most notable sale was the full exit from Vanguard Index Fds.

Across all 8 quarters on file, Conocophillips has appeared in every filing, as has Amazon Com Inc. Conocophillips currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Ravenel Boykin Curry holds 3 positions now in the strike zone. See the full strike-zone list

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

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