Ravenel Boykin Curry IV - Eagle Capital Management Portfolio (Q3 2026)

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Eagle Capital Management, Ravenel Boykin Curry IV, has built a concentrated portfolio of 50 publicly traded holdings with a total market value of $291.92K, according to the SEC 13F filed on Oct 19, 2026 (holdings as of quarter-end Sep 30, 2026). This analysis examines that filing to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a concentrated approach to stock selection, with the top holding representing 10.4% of the total portfolio value. The top 5 holdings account for 41.6% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

50
Total Holdings
$291.9K
Portfolio Value
Sep 30, 2026
Latest Filing
10.4%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in SCHWAB STRATEGIC TR (SCHD) represents 10.4% of the total portfolio, valued at $30.4K.

Rank Symbol Company Value Portfolio % Change
1 SCHD SCHWAB STRATEGIC TR $30.4K 10.4% +0.1%
2 SPY STATE STR SPDR S&P 500 ETF T $28.7K 9.8% -1.3%
3 QQQ INVESCO QQQ TR $25.9K 8.9% +0.0%
4 VUSB VANGUARD BD INDEX FDS $18.4K 6.3% -1.4%
5 AVGO BROADCOM INC $18.1K 6.2% -2.7%

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 151 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
SCHX Schwab U.S. Large-Cap ETF -43,390 Sep 30, 2026 SELL
XLF SPDR Select Sector Fund - Finan -23,990 Sep 30, 2026 SELL
FNDF Schwab Fundamental Internationa +22,265 Sep 30, 2026 BUY
PEP Pepsico, Inc. -19,953 Sep 30, 2026 SELL
ACN Accenture plc +19,425 Sep 30, 2026 BUY
CME CME Group Inc. +9,319 Sep 30, 2026 BUY
SPMO Invesco S&P 500 Momentum ETF +7,019 Sep 30, 2026 BUY
VUSB Vanguard Ultra-Short Bond ETF -5,213 Sep 30, 2026 SELL
GOOGL Alphabet Inc. -5,064 Sep 30, 2026 SELL
SCHG Schwab U.S. Large-Cap Growth ET +4,362 Sep 30, 2026 BUY

Investment Strategy Insights

Eagle Capital Management's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a high-conviction investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in SCHWAB STRATEGIC TR (SCHD) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a increase of 0.1% in this position, indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 151 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Complete Holdings

View all 50 holdings with detailed analysis

Trading Activity

Track all portfolio transactions and position changes

Performance Metrics

Analyze profit, winning trades, and investment returns

Sector Allocation

Analyze portfolio breakdown by sector and industry

Eagle Capital Management's portfolio as of Sep 30, 2026 reflects a strategic approach to equity investing with 50 holdings valued at $291.9K. The concentrated position in SCHWAB STRATEGIC TR and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

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