What Boykin Curry Bought in Q2 2026
Eagle Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$32.75B
Total Value
56
Holdings
0
New Buys
36
Reduced
In Q2 2026, Boykin Curry reported 56 long equity positions worth $32.75B in their Eagle Capital Management 13F filing and 12 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 11369869 | $2.71B | 8.28% | -3.3% |
| 2 | UNH | UNITEDHEALTH GROUP INC | 5773026 | $2.40B | 7.33% | -1.5% |
| 3 | MELI | MERCADOLIBRE INC | 1406953 | $2.39B | 7.29% | 79.0% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4423550 | $2.11B | 6.45% | -9.3% |
| 5 | COP | CONOCOPHILLIPS | 17477615 | $1.82B | 5.55% | -7.6% |
| 6 | DHR | DANAHER CORP DEL | 9361490 | $1.78B | 5.45% | +42.4% |
| 7 | SPGI | S&P GLOBAL INC | 4067628 | $1.66B | 5.06% | +185.4% |
| 8 | HUM | HUMANA INC | 3846762 | $1.53B | 4.67% | +29.6% |
| 9 | GOOG | ALPHABET INC | 4033340 | $1.43B | 4.35% | -12.3% |
| 10 | MSFT | MICROSOFT CORP | 3717490 | $1.39B | 4.23% | -7.2% |
| 11 | WDAY | WORKDAY INC | 11323681 | $1.39B | 4.23% | 30.1% |
| 12 | MA | MASTERCARD INCORPORATED | 2682370 | $1.38B | 4.21% | 329.5% |
| 13 | SAP | SAP SE | 8640615 | $1.33B | 4.07% | +10.1% |
| 14 | COF | Capital One Financial | 6397170 | $1.28B | 3.92% | -2.6% |
| 15 | AJG | GALLAGHER ARTHUR J & CO | 4890612 | $1.12B | 3.43% | +83.5% |
| 16 | LEN | LENNAR CORP | 10686983 | $967.1M | 2.95% | -1.8% |
| 17 | EQT | EQT CORP | 15356952 | $816.5M | 2.49% | 319.6% |
| 18 | INTU | INTUIT | 2973884 | $776.2M | 2.37% | +28.1% |
| 19 | ASML | ASML HLDG NV | 373914 | $743.9M | 2.27% | -13.7% |
| 20 | META | META PLATFORMS INC | 1289767 | $726.5M | 2.22% | -2.0% |
| 21 | EL | LAUDER ESTEE COS INC | 9010180 | $711.4M | 2.17% | +13.6% |
| 22 | AA | ALCOA CORP | 11879807 | $619.4M | 1.89% | -15.7% |
| 23 | ELV | ELEVANCE HEALTH INC FORMERLY | 1491409 | $576.8M | 1.76% | -3.7% |
| 24 | GOOGL | ALPHABET INC | 838532 | $299.7M | 0.92% | -12.5% |
| 25 | CHTR | Charter Communications | 1739813 | $247.4M | 0.76% | +1064.1% |
| 26 | LBRDK | LIBERTY BROADBAND CORP | 6584398 | $219.0M | 0.67% | -1.7% |
| 27 | AER | AERCAP HOLDINGS NV | 645370 | $94.1M | 0.29% | -91.2% |
| 28 | SPY | SPDR S&P 500 ETF | 65042 | $48.6M | 0.15% | +130.0% |
| 29 | GEV | GE VERNOVA INC | 19116 | $22.5M | 0.07% | -21.7% |
| 30 | BRK.B | Berkshire Hathaway Inc. Class B | 33220 | $16.6M | 0.05% | -34.6% |
| 31 | MS | MORGAN STANLEY | 76500 | $16.0M | 0.05% | -3.9% |
| 32 | WWD | WOODWARD INC | 35547 | $15.1M | 0.05% | +-98.6% |
| 33 | AON | AON PLC | 44973 | $14.9M | 0.05% | -90.3% |
| 34 | GE | GE AEROSPACE | 33816 | $12.6M | 0.04% | -17.3% |
| 35 | SHEL | SHELL PLC | 131024 | $10.2M | 0.03% | -97.5% |
| 36 | LBRDA | LIBERTY BROADBAND CORP | 267693 | $8.9M | 0.03% | -1.1% |
| 37 | WRB | BERKLEY W R CORP | 123547 | $8.7M | 0.03% | — |
| 38 | HLT | HILTON WORLDWIDE HLDGS INC | 24591 | $8.1M | 0.02% | -34.3% |
| 39 | CMCSA | Comcast Corporation | 268122 | $6.6M | 0.02% | -99.3% |
| 40 | IWD | ISHARES TR | 26571 | $6.4M | 0.02% | 242.5% |
| 41 | ECL | ECOLAB INC | 22436 | $6.3M | 0.02% | — |
| 42 | MAR | MARRIOTT INTL INC NEW | 16091 | $6.0M | 0.02% | -14.5% |
| 43 | BIL | SPDR SERIES TRUST | 63163 | $5.8M | 0.02% | +-75.9% |
| 44 | C | CITIGROUP INC | 41076 | $5.7M | 0.02% | — |
| 45 | WFC | WELLS FARGO & CO | 68144 | $5.6M | 0.02% | -21.6% |
| 46 | NFLX | NETFLIX INC. | 60230 | $4.3M | 0.01% | +-98.9% |
| 47 | ORCL | ORACLE CORP | 20000 | $2.9M | 0.01% | — |
| 48 | ECHO | ECHOSTAR CORP | 24887 | $2.5M | 0.01% | — |
| 49 | TRV | TRAVELERS COMPANIES INC | 6900 | $2.3M | 0.01% | — |
| 50 | PTC | PTC INC | 10626 | $1.2M | 0.00% | -98.5% |
| 51 | VOO | Vanguard S&P 500 ETF | 1708 | $1.2M | 0.00% | 124.1% |
| 52 | IBM | INTERNATIONAL BUSINESS MACHS | 2700 | $759K | 0.00% | — |
| 53 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 10970 | $702K | 0.00% | -9.0% |
| 54 | GS | GOLDMAN SACHS GROUP INC | 418 | $423K | 0.00% | -94.0% |
| 55 | V | VISA INC | 1160 | $398K | 0.00% | -68.4% |
| 56 | JPM | JPMORGAN CHASE & CO | 1109 | $363K | 0.00% | — |