Boykin Curry — Recent Buys
Eagle Capital Management · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Boykin Curry opened 0 new positions and increased 12 existing holdings in the Q2 '26 filing — a combined buy footprint of $9.23B.
Increased positions (12)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | 9361490 | $1.78B | 5.45% | +42.4% |
| SPGI | S&P GLOBAL INC | 4067628 | $1.66B | 5.06% | +185.4% |
| HUM | HUMANA INC | 3846762 | $1.53B | 4.67% | +29.6% |
| SAP | SAP SE | 8640615 | $1.33B | 4.07% | +10.1% |
| AJG | GALLAGHER ARTHUR J & CO | 4890612 | $1.12B | 3.43% | +83.5% |
| INTU | INTUIT | 2973884 | $776.2M | 2.37% | +28.1% |
| EL | LAUDER ESTEE COS INC | 9010180 | $711.4M | 2.17% | +13.6% |
| CHTR | Charter Communications | 1739813 | $247.4M | 0.76% | +1064.1% |
| SPY | SPDR S&P 500 ETF | 65042 | $48.6M | 0.15% | +130.0% |
| WWD | WOODWARD INC | 35547 | $15.1M | 0.05% | +-98.6% |
| BIL | SPDR SERIES TRUST | 63163 | $5.8M | 0.02% | +-75.9% |
| NFLX | NETFLIX INC. | 60230 | $4.3M | 0.01% | +-98.9% |