# Boykin Curry — Eagle Capital Management

Source: SEC EDGAR 13F filings (CIK 0000945631).
Page URL: https://superinvestorclub.com/manager/3282
Last updated: 2026-07-26T10:45:52.226Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Boykin Curry reported 60 long equity positions in their Eagle Capital Management 13F filing, with a total reported value of $29.82B.

### About

Quality growth, concentrated large-cap

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | COP | CONOCOPHILLIPS | 18910677 | $2.50B | 8.37% | -4.7% |
| 2 | AMZN | AMAZON COM INC | 11753916 | $2.45B | 8.21% | -1.8% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4878275 | $1.65B | 5.53% | -1.7% |
| 4 | UNH | UNITEDHEALTH GROUP INC | 5859325 | $1.59B | 5.32% | +2.8% |
| 5 | MSFT | MICROSOFT CORP | 4005305 | $1.48B | 4.97% | +2.9% |
| 6 | MELI | MERCADOLIBRE INC | 785937 | $1.36B | 4.56% | +91.0% |
| 7 | SAP | SAP SE | 7848603 | $1.34B | 4.51% | +89.4% |
| 8 | GOOG | ALPHABET INC | 4596553 | $1.32B | 4.42% | -3.5% |
| 9 | DHR | DANAHER CORP DEL | 6575159 | $1.25B | 4.18% | +6.7% |
| 10 | COF | Capital One Financial | 6566595 | $1.20B | 4.02% | -2.2% |
| 11 | WDAY | WORKDAY INC | 8707006 | $1.13B | 3.79% | +14.9% |
| 12 | CMCSA | Comcast Corporation | 37575087 | $1.08B | 3.62% | -5.9% |
| 13 | INTU | INTUIT | 2321165 | $1.00B | 3.37% | 330.7% |
| 14 | AER | AERCAP HOLDINGS NV | 7315306 | $1.00B | 3.36% | +-28.1% |
| 15 | LEN | LENNAR CORP | 10880455 | $944.9M | 3.17% | -1.0% |
| 16 | AA | ALCOA CORP | 14097362 | $935.1M | 3.14% | -11.6% |
| 17 | WWD | WOODWARD INC | 2464338 | $882.0M | 2.96% | -42.9% |
| 18 | META | META PLATFORMS INC | 1315597 | $752.7M | 2.52% | +8.7% |
| 19 | SPGI | S&P GLOBAL INC | 1425311 | $606.2M | 2.03% | NEW |
| 20 | AJG | GALLAGHER ARTHUR J & CO | 2665572 | $577.3M | 1.94% | NEW |
| 21 | ASML | ASML HLDG NV | 433446 | $572.5M | 1.92% | -48.1% |
| 22 | EL | LAUDER ESTEE COS INC | 7932601 | $569.3M | 1.91% | -9.1% |
| 23 | HUM | HUMANA INC | 2967074 | $514.5M | 1.73% | -8.8% |
| 24 | NFLX | NETFLIX INC. | 5350422 | $514.4M | 1.73% | 8423.3% |
| 25 | SHEL | SHELL PLC | 5308706 | $493.7M | 1.66% | -31.7% |

## New positions this quarter (5)

- SPGI (S&P GLOBAL INC): 1425311 shares, $606.2M
- AJG (GALLAGHER ARTHUR J & CO): 2665572 shares, $577.3M
- MA (MASTERCARD INCORPORATED): 624540 shares, $312.1M
- EQT (EQT CORP): 3659954 shares, $232.9M
- LYB (LYONDELLBASELL INDUSTRIES NV): 4395 shares, $354,061

## Increased positions (19)

- UNH: 5859325 shares (+2.8%), $1.59B
- MSFT: 4005305 shares (+2.9%), $1.48B
- MELI: 785937 shares (+91.0%), $1.36B
- SAP: 7848603 shares (+89.4%), $1.34B
- DHR: 6575159 shares (+6.7%), $1.25B
- WDAY: 8707006 shares (+14.9%), $1.13B
- AER: 7315306 shares (-28.1%), $1.00B
- META: 1315597 shares (+8.7%), $752.7M
- ELV: 1548610 shares (+3.0%), $453.4M
- LBRDK: 6699546 shares (+5.4%), $337.0M
- GOOGL: 958264 shares (+6.6%), $275.6M
- AON: 463350 shares (-79.6%), $149.6M
- PTC: 731625 shares (-70.4%), $104.2M
- SPY: 28285 shares (-89.2%), $18.4M
- PHM: 154556 shares (+15.9%), $18.2M
- HLT: 37447 shares (-97.9%), $11.4M
- IWD: 7759 shares (-98.2%), $1.7M
- VOO: 762 shares (-87.0%), $455,143
- MLM: 470 shares (-99.9%), $276,514

## Reduced positions (23)

- COP: 18910677 shares (-4.7%), $2.50B
- AMZN: 11753916 shares (-1.8%), $2.45B
- TSM: 4878275 shares (-1.7%), $1.65B
- GOOG: 4596553 shares (-3.5%), $1.32B
- COF: 6566595 shares (-2.2%), $1.20B
- CMCSA: 37575087 shares (-5.9%), $1.08B
- INTU: 2321165 shares (330.7%), $1.00B
- LEN: 10880455 shares (-1.0%), $944.9M
- AA: 14097362 shares (-11.6%), $935.1M
- WWD: 2464338 shares (-42.9%), $882.0M
- ASML: 433446 shares (-48.1%), $572.5M
- EL: 7932601 shares (-9.1%), $569.3M
- HUM: 2967074 shares (-8.8%), $514.5M
- NFLX: 5350422 shares (8423.3%), $514.4M
- SHEL: 5308706 shares (-31.7%), $493.7M
- CHTR: 149460 shares (-10.2%), $32.3M
- BIL: 262612 shares (-70.2%), $24.1M
- GEV: 24401 shares (-12.6%), $21.3M
- LBRDA: 270782 shares (-1.1%), $13.6M
- VMC: 41681 shares (-94.1%), $11.3M

## Sold positions (1)

- VTI: previously held 300316 shares worth $100.7M

## Filing history (12)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)
- 2023-12-31 (filed 2024-02-14)
- 2023-09-30 (filed 2023-11-16)
- 2023-06-30 (filed 2023-08-14)

## Citation

When citing, use: "Boykin Curry, Eagle Capital Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/3282)".