What Boykin Curry Bought in Q2 2023
Eagle Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2023-06-30 · Filed · Historical
$22.26B
Total Value
45
Holdings
0
New Buys
0
Reduced
In Q2 2023, Boykin Curry reported 45 long equity positions worth $22.26B in their Eagle Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 14589521 | $1.90B | 8.54% | — |
| 2 | MSFT | MICROSOFT CORP | 5504265 | $1.87B | 8.42% | — |
| 3 | META | META PLATFORMS INC | 6468703 | $1.86B | 8.34% | — |
| 4 | GOOG | ALPHABET INC | 13575691 | $1.64B | 7.38% | — |
| 5 | NFLX | NETFLIX INC | 3383421 | $1.49B | 6.69% | — |
| 6 | GE | GENERAL ELECTRIC CO | 13392076 | $1.47B | 6.61% | — |
| 7 | COP | CONOCOPHILLIPS | 11005472 | $1.14B | 5.12% | — |
| 8 | WFC | WELLS FARGO CO NEW | 23443093 | $1.00B | 4.49% | — |
| 9 | SHEL | SHELL PLC | 15904914 | $960.3M | 4.31% | — |
| 10 | GS | GOLDMAN SACHS GROUP INC | 2804744 | $904.6M | 4.06% | — |
| 11 | UNH | UNITEDHEALTH GROUP INC | 1876650 | $902.0M | 4.05% | — |
| 12 | CMCSA | Comcast Corporation | 21624189 | $898.5M | 4.04% | — |
| 13 | C | CITIGROUP INC | 17456539 | $803.7M | 3.61% | — |
| 14 | COF | Capital One Financial | 6038603 | $660.4M | 2.97% | — |
| 15 | MAR | MARRIOTT INTL INC NEW | 3580402 | $657.7M | 2.95% | — |
| 16 | AON | AON PLC | 1806709 | $623.7M | 2.80% | — |
| 17 | LBRDK | LIBERTY BROADBAND CORP | 6769312 | $542.3M | 2.44% | — |
| 18 | AER | AERCAP HOLDINGS NV | 8095719 | $514.2M | 2.31% | — |
| 19 | HLT | HILTON WORLDWIDE HLDGS INC | 3426115 | $498.7M | 2.24% | — |
| 20 | WWD | WOODWARD INC | 4098230 | $487.3M | 2.19% | — |
| 21 | ELV | ELEVANCE HEALTH INC | 751967 | $334.1M | 1.50% | — |
| 22 | V | VISA INC | 1400729 | $332.6M | 1.49% | — |
| 23 | CHTR | Charter Communications | 716763 | $263.3M | 1.18% | — |
| 24 | GOOGL | ALPHABET INC | 1413920 | $169.2M | 0.76% | — |
| 25 | PPLI | IAC INC | 1941683 | $121.9M | 0.55% | — |
| 26 | MS | MORGAN STANLEY | 1087450 | $92.9M | 0.42% | — |
| 27 | LBRDA | LIBERTY BROADBAND CORP | 603727 | $48.1M | 0.22% | — |
| 28 | BRK.B | Berkshire Hathaway Inc. Class B | 58378 | $19.9M | 0.09% | — |
| 29 | BIL | SPDR SER TR | 169754 | $15.6M | 0.07% | — |
| 30 | ORCL | ORACLE CORP | 78494 | $9.3M | 0.04% | — |
| 31 | WRB | BERKLEY W R CORP | 82365 | $4.9M | 0.02% | — |
| 32 | ECL | ECOLAB INC | 24732 | $4.6M | 0.02% | — |
| 33 | DISH | DISH NETWORK CORPORATION | 384366 | $2.5M | 0.01% | — |
| 34 | BAC | BANK AMERICA CORP | 77700 | $2.2M | 0.01% | — |
| 35 | GM | GENERAL MTRS CO | 50000 | $1.9M | 0.01% | — |
| 36 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 21288 | $1.7M | 0.01% | — |
| 37 | JPM | JPMORGAN CHASE & CO | 8808 | $1.3M | 0.01% | — |
| 38 | LBTYK | LIBERTY GLOBAL PLC | 68558 | $1.2M | 0.01% | — |
| 39 | TRV | TRAVELERS COMPANIES INC | 6900 | $1.2M | 0.01% | — |
| 40 | IWD | ISHARES TR | 5653 | $892K | 0.00% | — |
| 41 | AIG | AMERICAN INTL GROUP INC | 13200 | $760K | 0.00% | — |
| 42 | DIS | DISNEY WALT CO | 7619 | $680K | 0.00% | — |
| 43 | TMO | THERMO FISHER SCIENTIFIC INC | 1202 | $627K | 0.00% | — |
| 44 | LYB | LYONDELLBASELL INDUSTRIES N | 4395 | $404K | 0.00% | — |
| 45 | IBM | INTERNATIONAL BUSINESS MACHS | 2700 | $361K | 0.00% | — |