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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Boykin Curry (Eagle Capital)
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Asset Manager · CIK 0000945631

Boykin Curry

Eagle Capital
Share
  • Large Fund

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.

Track Boykin's filingsView holdings↓
Portfolio
$32.11B
Positions
56
Quarter
2025Q4
Filings tracked
40
1Y+19.2%Since filing+203.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q2
45 positions
1
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
8.54%
of portfolio
Number of shares
14,589,521 sh
Holdings current value
$1.90B
Avg closing price
$157.24
+59.4%
Last action
Added 1.4%
2025Q4
Current $250.56
2
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
8.42%
of portfolio
Number of shares
5,504,265 sh
Holdings current value
$1.87B
Avg closing price
$113.25
+273.3%
Last action
Trimmed 1.1%
2025Q4
Current $422.79
3
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
8.34%
of portfolio
Number of shares
6,468,703 sh
Holdings current value
$1.86B
Avg closing price
$188.38
+265.5%
Last action
Trimmed 3.2%
2025Q4
Current $688.55
4
GOOGALPHABET INC
Communication Services·Internet Content & Information
7.38%
of portfolio
Number of shares
13,575,691 sh
Holdings current value
$1.64B
Avg closing price
$132.14
+156.8%
Last action
Trimmed 9.1%
2025Q4
Current $339.40
5
NFLXNETFLIX INC
Communication Services·Entertainment
6.69%
of portfolio
Number of shares
3,383,421 sh
Holdings current value
$1.49B
Avg closing price
$114.82
-15.3%
Last action
Added 1.7%
2025Q4
Current $97.31
6
GEGENERAL ELECTRIC CO
Industrials·Aerospace & Defense
6.61%
of portfolio
Number of shares
13,392,076 sh
Holdings current value
$1.47B
Avg closing price
$23.73
+1181.9%
Last action
Trimmed 0.0%
2025Q4
Current $304.13
7
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
5.12%
of portfolio
Number of shares
11,005,472 sh
Holdings current value
$1.14B
Avg closing price
$102.35
+13.4%
Last action
Trimmed 2.5%
2025Q4
Current $116.04
8
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
4.49%
of portfolio
Number of shares
23,443,093 sh
Holdings current value
$1.00B
Avg closing price
$40.54
+100.8%
Last action
Trimmed 0.0%
2025Q4
Current $81.41
9
SHELSHELL PLCADR
Energy·Oil & Gas Integrated
4.31%
of portfolio
Number of shares
15,904,914 sh
Holdings current value
$960.34M
Avg closing price
$59.36
+47.9%
Last action
Trimmed 13.4%
2025Q4
Current $87.81
10
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
4.06%
of portfolio
Number of shares
2,804,744 sh
Holdings current value
$904.64M
Avg closing price
$173.02
+435.2%
Last action
Trimmed 0.0%
2025Q4
Current $925.95
11
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
4.05%
of portfolio
Number of shares
1,876,650 sh
Holdings current value
$901.99M
Avg closing price
$303.35
+7.0%
Last action
Added 18.0%
2025Q4
Current $324.63
12
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
4.04%
of portfolio
Number of shares
21,624,189 sh
Holdings current value
$898.49M
Avg closing price
$36.35
-18.5%
Last action
Trimmed 10.8%
2025Q4
Current $29.63
13
CCITIGROUP INC
Financial Services·Banks - Diversified
3.61%
of portfolio
Number of shares
17,456,539 sh
Holdings current value
$803.70M
Avg closing price
$47.44
+178.6%
Last action
Trimmed 0.0%
2025Q2
Current $132.18
14
COFCAPITAL ONE FINL CORP
Financial Services·Credit Services
2.97%
of portfolio
Number of shares
6,038,603 sh
Holdings current value
$660.44M
Avg closing price
$112.92
+82.8%
Last action
Trimmed 1.6%
2025Q4
Current $206.47
15
MARMARRIOTT INTL INC NEW
Consumer Cyclical·Lodging
2.95%
of portfolio
Number of shares
3,580,402 sh
Holdings current value
$657.68M
Avg closing price
$81.49
+363.7%
Last action
Trimmed 0.0%
2025Q2
Current $377.93
16
G0403H108AON PLC
2.80%
of portfolio
Number of shares
1,806,709 sh
Holdings current value
$623.68M
Avg closing price
$247.43
Last action
Trimmed 0.8%
2025Q4
Current —
17
LBRDKLIBERTY BROADBAND CORP
Communication Services·Telecom Services
2.44%
of portfolio
Number of shares
6,769,312 sh
Holdings current value
$542.29M
Avg closing price
$104.56
-47.2%
Last action
Trimmed 3.0%
2025Q4
Current $55.23
18
N00985106AERCAP HOLDINGS NV
2.31%
of portfolio
Number of shares
8,095,719 sh
Holdings current value
$514.24M
Avg closing price
$63.02
Last action
Trimmed 15.3%
2025Q4
Current —
19
HLTHILTON WORLDWIDE HLDGS INC
Consumer Cyclical·Lodging
2.24%
of portfolio
Number of shares
3,426,115 sh
Holdings current value
$498.67M
Avg closing price
$74.80
+356.0%
Last action
Trimmed 0.8%
2025Q4
Current $341.03
20
WWDWOODWARD INC
Industrials·Aerospace & Defense
2.19%
of portfolio
Number of shares
4,098,230 sh
Holdings current value
$487.32M
Avg closing price
$115.31
+242.4%
Last action
Trimmed 1.4%
2025Q4
Current $394.83
21
ELVANTHEM INC
Healthcare·Healthcare Plans
1.50%
of portfolio
Number of shares
751,967 sh
Holdings current value
$334.09M
Avg closing price
$381.29
-15.3%
Last action
Trimmed 8.3%
2025Q4
Current $323.05
22
VVISA INC
Financial Services·Credit Services
1.49%
of portfolio
Number of shares
1,400,729 sh
Holdings current value
$332.65M
Avg closing price
$243.81
+30.0%
Last action
Trimmed 0.1%
2025Q3
Current $317.02
23
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
1.18%
of portfolio
Number of shares
716,763 sh
Holdings current value
$263.32M
Avg closing price
$306.19
-22.7%
Last action
Trimmed 5.0%
2025Q4
Current $236.62
24
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.76%
of portfolio
Number of shares
1,413,920 sh
Holdings current value
$169.25M
Avg closing price
$145.05
+135.6%
Last action
Trimmed 14.2%
2025Q4
Current $341.68
25
IACIAC INTERACTIVECORP NEW
Communication Services·Internet Content & Information
0.55%
of portfolio
Number of shares
1,941,683 sh
Holdings current value
$121.94M
Avg closing price
$114.77
-61.3%
Last action
Exited
2023Q3
Current $44.36
26
MSMORGAN STANLEY
Financial Services·Capital Markets
0.42%
of portfolio
Number of shares
1,087,450 sh
Holdings current value
$92.87M
Avg closing price
$49.44
+281.9%
Last action
Trimmed 0.9%
2025Q1
Current $188.82
27
LBRDALIBERTY BROADBAND CORP
Communication Services·Telecom Services
0.22%
of portfolio
Number of shares
603,727 sh
Holdings current value
$48.14M
Avg closing price
$75.79
-27.3%
Last action
Trimmed 9.5%
2025Q4
Current $55.13
28
BRK.BBERKSHIRE HATHAWAY INC DEL
0.09%
of portfolio
Number of shares
58,378 sh
Holdings current value
$19.91M
Avg closing price
$156.27
+203.7%
Last action
Trimmed 0.1%
2025Q4
Current $474.58
29
BILSPDR SER TRETF
0.07%
of portfolio
Number of shares
169,754 sh
Holdings current value
$15.59M
Avg closing price
$91.57
-0.0%
Last action
Added 4.0%
2025Q4
Current $91.55
30
ORCLORACLE CORP
Technology·Software - Infrastructure
0.04%
of portfolio
Number of shares
78,494 sh
Holdings current value
$9.35M
Avg closing price
$41.11
+325.8%
Last action
Trimmed 42.7%
2025Q3
Current $175.06
31
WRBBERKLEY W R CORP
Financial Services·Insurance - Property & Casualty
0.02%
of portfolio
Number of shares
82,365 sh
Holdings current value
$4.91M
Avg closing price
$59.85
+11.7%
Last action
Trimmed 0.1%
2025Q3
Current $66.83
32
ECLECOLAB INC
Basic Materials·Specialty Chemicals
0.02%
of portfolio
Number of shares
24,732 sh
Holdings current value
$4.62M
Avg closing price
$127.21
+116.0%
Last action
Trimmed 6.7%
2024Q3
Current $274.80
33
25470M109DISH NETWORK CORPORATION
0.01%
of portfolio
Number of shares
384,366 sh
Holdings current value
$2.53M
Avg closing price
$34.31
Last action
Exited
2024Q1
Current —
34
BACBK OF AMERICA CORP
Financial Services·Banks - Diversified
0.01%
of portfolio
Number of shares
77,700 sh
Holdings current value
$2.23M
Avg closing price
$16.82
+220.5%
Last action
Exited
2023Q3
Current $53.91
35
GMGENERAL MTRS CO
Consumer Cyclical·Auto Manufacturers
0.01%
of portfolio
Number of shares
50,000 sh
Holdings current value
$1.93M
Avg closing price
$36.01
+125.8%
Last action
Exited
2024Q3
Current $81.32
36
GEHCGE HEALTHCARE TECHNOLOGIES I
Healthcare·Medical Devices
0.01%
of portfolio
Number of shares
21,288 sh
Holdings current value
$1.73M
Avg closing price
$82.03
-9.0%
Last action
Trimmed 0.4%
2025Q4
Current $74.66
37
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
0.01%
of portfolio
Number of shares
8,808 sh
Holdings current value
$1.28M
Avg closing price
$139.93
+121.7%
Last action
Trimmed 1.8%
2025Q4
Current $310.29
38
G5480U120LIBERTY GLOBAL PLC
0.01%
of portfolio
Number of shares
68,558 sh
Holdings current value
$1.22M
Avg closing price
$35.69
Last action
Exited
2023Q3
Current —
39
TRVTRAVELERS COMPANIES INC
Financial Services·Insurance - Property & Casualty
0.01%
of portfolio
Number of shares
6,900 sh
Holdings current value
$1.20M
Avg closing price
$116.67
+157.8%
Last action
New holding
2023Q4
Current $300.81
40
IWDISHARES TRETF
0.00%
of portfolio
Number of shares
5,653 sh
Holdings current value
$892.2K
Avg closing price
$209.55
+8.4%
Last action
Added
2025Q4
Current $227.15
41
AIGAMERICAN INTL GROUP INC
Financial Services·Insurance - Diversified
0.00%
of portfolio
Number of shares
13,200 sh
Holdings current value
$759.5K
Avg closing price
$54.02
+45.7%
Last action
Exited
2024Q3
Current $78.68
42
DISDISNEY WALT CO
Communication Services·Entertainment
0.00%
of portfolio
Number of shares
7,619 sh
Holdings current value
$680.2K
Avg closing price
$98.93
+7.4%
Last action
Exited
2025Q4
Current $106.29
43
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
0.00%
of portfolio
Number of shares
1,202 sh
Holdings current value
$627.1K
Avg closing price
$142.20
+270.3%
Last action
Exited
2025Q2
Current $526.60
44
N53745100LYONDELLBASELL INDUSTRIES N
0.00%
of portfolio
Number of shares
4,395 sh
Holdings current value
$403.6K
Avg closing price
$63.68
Last action
Exited
2025Q4
Current —
45
IBMINTERNATIONAL BUSINESS MACHS
Technology·Information Technology Services
0.00%
of portfolio
Number of shares
2,700 sh
Holdings current value
$361.3K
Avg closing price
$151.48
+67.3%
Last action
New holding
2023Q4
Current $253.47

Portfolio heatmap

Box size = % of portfolio · color = return since filing
AMZN
8.54% · +92.2%
MSFT
8.42% · +24.2%
META
8.34% · +139.9%
GOOG
7.38% · +180.6%
NFLX
6.69% · -77.9%
GE
6.61% · +176.9%
COP
5.12% · +12.0%
WFC
4.49% · +90.7%
SHEL
4.31% · +45.4%
GS
4.06% · +187.1%
UNH
4.05% · -32.5%
CMCSA
4.04% · -28.7%
C
3.61% · +187.1%
COF
2.97% · +88.8%
MAR
2.95% · +105.7%
AON PLC
2.80%
LBRDK
2.44% · -31.1%
AERCAP HOLDINGS NV
2.31%
HLT
2.24% · +134.3%
WWD
2.19% · +232.0%
ELV
1.50% · -27.3%
V
1.49% · +33.5%
CHTR
1.18% · -35.6%
GOOGL
0.76% · +185.4%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services10 pos$7.03B33.4%
  • Financial Services11 pos$3.81B18.0%
  • Consumer Cyclical4 pos$3.06B14.5%
  • Energy2 pos$2.10B10.0%
  • Industrials2 pos$1.96B9.3%
  • Technology3 pos$1.88B8.9%
  • Healthcare4 pos$1.24B5.9%
  • Basic Materials1 pos$4.6M0.0%
(5.3% unclassified, excluded from %)