Asset Manager · CIK 0000945631

Boykin Curry

Eagle Capital
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Boykin Curry runs Eagle Capital, an asset manager overseeing $32.11B in disclosed equity holdings (SEC CIK 0000945631). The latest portfolio (2025Q4) discloses 56 positions across 9 sectors, with the largest positions in AMZN, MSFT and UNH. On a mark-to-market basis the tracked portfolio has returned 19.2% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Portfolio
$32.11B
Positions
56
Quarter
2025Q4
Filings tracked
40
1Y+19.2%3Y+128.9%5Y+55.3%Full performance →
1-YearTWR
+19.23%
since 2024Q4
3-Yearactual
+128.89%
since 2022Q4
5-Yearactual
+55.31%
since 2020Q4
10-Year
insufficient history

Methodology: TWR tiles chain-link quarterly mark-to-market across consecutive filings (GIPS-compliant) · actual tiles use a real 13F snapshot marked to today · backtest tiles re-price the current book to historical prices.

Performance overview

We mark Boykin Curry (Eagle Capital)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Boykin's portfolio is 19.2% over the last 12 months · 191.4% since 2016Q1.

Portfolio growth vs SPY
Rebased to 100 at 2016Q1 · through 2025Q4
Boykin Curry
+419.8%
SPY
661883104325542016Q12020Q42025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$21.90B+$10.95B$0-$10.95B-$21.90B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$560M
Lifetime buys
$49.58B
Lifetime sells
$54.42B
Portfolio over time
AUMPositions
$0$10.60B$21.19B$32.11B572'22Q1'23Q4'25Q4
QoQ AUM
+2.2%
16Q lifetime AUM
+8.4%
QoQ positions
+1
16Q lifetime positions
+14
Position concentration
56 positions
Top 1
9%
of book