What stocks does Boykin Curry own?

As of the Q2 '26 reporting period, Boykin Curry held 56 long equity positions in their Eagle Capital Management 13F filing, with a total reported value of $32.75B. Top positions: AMZN, UNH, MELI.

When did Boykin Curry last file a 13F?

Boykin Curry last filed a 13F report for the Q2 '26 period (filed 2026-08-14). 13F filings are required by the SEC within 45 days of quarter-end.

What is Boykin Curry's portfolio size?

Boykin Curry reported $32.75B in long equity positions across 56 holdings in their most recent SEC 13F filing. Note that 13F filings only cover long U.S. equity positions and exclude shorts, options, bonds, cash, and international holdings.

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Boykin Curry

Name: Boykin Curry 13F Holdings
Creator: Boykin Curry
License: https://www.sec.gov/about/website-policies

Eagle Capital Management

Quality growth, concentrated large-cap

$32.75B

Portfolio Value

Holdings

Q2 '26

Period

2026-08-14

Filed

📈 Recent Activity

Changes from previous quarter

AMZNREDUCED

8.3% of portfolio

-3% shares+0.1pp

UNHREDUCED

7.3% of portfolio

-1% shares+2.0pp

MELIREDUCED

7.3% of portfolio

+79% shares+2.7pp

TSMREDUCED

6.5% of portfolio

-9% shares+0.9pp

COPREDUCED

5.5% of portfolio

-8% shares-2.8pp

DHRINCREASED

5.4% of portfolio

+42% shares+1.3pp

SPGIINCREASED

5.1% of portfolio

+185% shares+3.0pp

HUMINCREASED

4.7% of portfolio

+30% shares+2.9pp

GOOGREDUCED

4.4% of portfolio

-12% shares-0.1pp

MSFTREDUCED

4.2% of portfolio

-7% shares-0.7pp

WDAYREDUCED

4.2% of portfolio

+30% shares+0.4pp

MAREDUCED

4.2% of portfolio

+329% shares+3.2pp

SAPINCREASED

4.1% of portfolio

+10% shares-0.4pp

COFREDUCED

3.9% of portfolio

-3% shares-0.1pp

AJGINCREASED

3.4% of portfolio

+83% shares+1.5pp

LENREDUCED

3.0% of portfolio

-2% shares-0.2pp

EQTREDUCED

2.5% of portfolio

+320% shares+1.7pp

INTUINCREASED

2.4% of portfolio

+28% shares-1.0pp

ASMLREDUCED

2.3% of portfolio

-14% shares+0.4pp

METAREDUCED

2.2% of portfolio

-2% shares-0.3pp

ELINCREASED

2.2% of portfolio

+14% shares+0.3pp

AAREDUCED

1.9% of portfolio

-16% shares-1.2pp

ELVREDUCED

1.8% of portfolio

-4% shares+0.2pp

GOOGLREDUCED

0.9% of portfolio

-12% shares

CHTRINCREASED

0.8% of portfolio

+11x shares+0.6pp

LBRDKREDUCED

0.7% of portfolio

-2% shares-0.5pp

AERREDUCED

0.3% of portfolio

-91% shares-3.1pp

SPYINCREASED

0.1% of portfolio

+130% shares+0.1pp

GEVREDUCED

0.1% of portfolio

-22% shares

BRK.BREDUCED

0.1% of portfolio

-35% shares-0.0pp

MSREDUCED

<0.1% of portfolio

-4% shares

WWDINCREASED

<0.1% of portfolio

-99% shares-2.9pp

AONREDUCED

<0.1% of portfolio

-90% shares-0.5pp

GEREDUCED

<0.1% of portfolio

-17% shares

SHELREDUCED

<0.1% of portfolio

-98% shares-1.6pp

LBRDAREDUCED

<0.1% of portfolio

-1% shares-0.0pp

HLTREDUCED

<0.1% of portfolio

-34% shares-0.0pp

CMCSAREDUCED

<0.1% of portfolio

-99% shares-3.6pp

IWDREDUCED

<0.1% of portfolio

+242% shares+0.0pp

MARREDUCED

<0.1% of portfolio

-14% shares

BILINCREASED

<0.1% of portfolio

-76% shares-0.1pp

WFCREDUCED

<0.1% of portfolio

-22% shares

NFLXINCREASED

<0.1% of portfolio

-99% shares-1.7pp

PTCREDUCED

<0.1% of portfolio

-99% shares-0.3pp

VOOREDUCED

<0.1% of portfolio

+124% shares

GEHCREDUCED

<0.1% of portfolio

-9% shares

GSREDUCED

<0.1% of portfolio

-94% shares-0.0pp

VREDUCED

<0.1% of portfolio

-68% shares

PHMSOLD

was 0.1%

Sold out position

Filing price: $117.61

VMCSOLD

was <0.1%

Sold out position

Filing price: $272.30

LYBSOLD

was <0.1%

Sold out position

Filing price: $80.56

MLMSOLD

was <0.1%

Sold out position

Filing price: $588.33

Sold Out (4)

SOLDLYBLYONDELLBASELL INDUSTRIES NVwas 0.00%@$80.56

SOLDMLMMARTIN MARIETTA MATLS INCwas 0.00%@$588.33

SOLDPHMPULTE GROUP INCwas 0.06%@$117.61

SOLDVMCVULCAN MATLS COwas 0.04%@$272.30

📊 Sector Breakdown

Portfolio allocation by sector

Technology 38.4%Healthcare 19.2%Unknown 18.0%Financials 13.3%Energy 8.0%+4 more (3.1%)

💼 Holdings

🔍

56 of 56 positions · $32.75B

This quarter: increased 12, reduced 36, sold 4. Net seller.

#	Stock	% Portfolio▼	Activity	Shares	Reported Price	Value	Current Price	+/- Reported	52w Low	52w High	SEC
1	AMZNAMAZON COM INC	8.3%	Reduce 3.27%	11369869	$238.34	$2.71B	—	—	—	—	📄
2	UNHUNITEDHEALTH GROUP INC	7.3%	Reduce 1.47%	5773026	$415.63	$2.40B	—	—	—	—	📄
3	MELIMERCADOLIBRE INC	7.3%	Reduce 79.02%	1406953	$1697.39	$2.39B	—	—	—	—	📄
4	TSMTAIWAN SEMICONDUCTOR MANUFAC	6.5%	Reduce 9.32%	4423550	$477.57	$2.11B	—	—	—	—	📄
5	COPCONOCOPHILLIPS	5.5%	Reduce 7.58%	17477615	$103.96	$1.82B	—	—	—	—	📄
6	DHRDANAHER CORP DEL	5.4%	Add 42.38%	9361490	$190.48	$1.78B	—	—	—	—	📄
7	SPGIS&P GLOBAL INC	5.1%	Add 185.39%	4067628	$407.26	$1.66B	—	—	—	—	📄
8	HUMHUMANA INC	4.7%	Add 29.65%	3846762	$397.22	$1.53B	—	—	—	—	📄
9	GOOGALPHABET INC	4.4%	Reduce 12.25%	4033340	$353.33	$1.43B	—	—	—	—	📄
10	MSFTMICROSOFT CORP	4.2%	Reduce 7.19%	3717490	$373.02	$1.39B	—	—	—	—	📄
11	WDAYWORKDAY INC	4.2%	Reduce 30.05%	11323681	$122.42	$1.39B	—	—	—	—	📄
12	MAMASTERCARD INCORPORATED	4.2%	Reduce 329.50%	2682370	$513.60	$1.38B	—	—	—	—	📄
13	SAPSAP SE	4.1%	Add 10.09%	8640615	$154.11	$1.33B	—	—	—	—	📄
14	COFCapital One Financial	3.9%	Reduce 2.58%	6397170	$200.62	$1.28B	—	—	—	—	📄
15	AJGGALLAGHER ARTHUR J & CO	3.4%	Add 83.47%	4890612	$229.57	$1.12B	—	—	—	—	📄
16	LENLENNAR CORP	3.0%	Reduce 1.78%	10686983	$90.49	$967.1M	—	—	—	—	📄
17	EQTEQT CORP	2.5%	Reduce 319.59%	15356952	$53.17	$816.5M	—	—	—	—	📄
18	INTUINTUIT	2.4%	Add 28.12%	2973884	$261.00	$776.2M	—	—	—	—	📄
19	ASMLASML HLDG NV	2.3%	Reduce 13.73%	373914	$1989.44	$743.9M	—	—	—	—	📄
20	METAMETA PLATFORMS INC	2.2%	Reduce 1.96%	1289767	$563.29	$726.5M	—	—	—	—	📄
21	ELLAUDER ESTEE COS INC	2.2%	Add 13.58%	9010180	$78.95	$711.4M	—	—	—	—	📄
22	AAALCOA CORP	1.9%	Reduce 15.73%	11879807	$52.14	$619.4M	—	—	—	—	📄
23	ELVELEVANCE HEALTH INC FORMERLY	1.8%	Reduce 3.69%	1491409	$386.73	$576.8M	—	—	—	—	📄
24	GOOGLALPHABET INC	0.9%	Reduce 12.49%	838532	$357.37	$299.7M	—	—	—	—	📄
25	CHTRCharter Communications	0.8%	Add 1064.07%	1739813	$142.21	$247.4M	—	—	—	—	📄