Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Jul 13, 2026, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - Eaton

Increases - American Express Company, Berkshire Hathaway Inc. New, SPDR Gold Trust, Home Depot, Inc. (The), NVIDIA Corporation, and 9 more

Reductions - Apple Inc., Applied Materials, Inc., Amazon.com, Inc., Broadcom Inc., Bunge Global, and 15 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	AAPL Apple Inc.	Apple Inc.	Sell	-702	-1.4%	$14.30K	49,426
Q2 2026	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-629	-3.1%	$14.41K	19,932
Q2 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-1,408	-3.4%	$9.44K	39,612
Q2 2026	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-1,719	-3.1%	$19.97K	52,864
Q2 2026	AXP American Express Company	American Express Company	Buy	+53	+0.8%	$2.28K	6,745
Q2 2026	BG Bunge Global	Bunge Global	Sell	-122	-5.0%	$245.00	2,300
Q2 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+17	+0.2%	$5.57K	11,122
Q2 2026	CAT Caterpillar, Inc.	Caterpillar, Inc.	Sell	-140	-16.1%	$777.00	730
Q2 2026	CVX Chevron Corporation	Chevron Corporation	Sell	-260	-0.8%	$5.45K	32,877
Q2 2026	ETN Eaton	Eaton	Buy - Position Entry	+5,399	-	$2.30K	5,399
Q2 2026	FTNT Fortinet, Inc.	Fortinet, Inc.	Sell	-179	-0.7%	$4.04K	26,322
Q2 2026	GLD SPDR Gold Trust	SPDR Gold Trust	Buy	+80	+4.0%	$775.00	2,104
Q2 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-1,042	-2.4%	$15.17K	42,460
Q2 2026	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy	+7	+0.0%	$6.06K	17,187
Q2 2026	IVV iShares Core S&P 500 ETF	iShares Core S&P 500 ETF	Sell	-54	-10.0%	$362.00	484
Q2 2026	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-297	-1.4%	$6.98K	21,312
Q2 2026	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Sell	-79	-0.8%	$5.25K	10,306
Q2 2026	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-82	-0.4%	$7.95K	21,304
Q2 2026	NVDA NVIDIA Corporation	NVIDIA Corporation	Buy	+159	+1.2%	$2.75K	13,722
Q2 2026	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-322	-1.6%	$2.70K	19,953
Q2 2026	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+8	+0.0%	$3.05K	126,581
Q2 2026	PRU Prudential Financial, Inc.	Prudential Financial, Inc.	Sell	-2,738	-7.6%	$3.58K	33,171
Q2 2026	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Sell	-29	-0.1%	$25.80K	35,028
Q2 2026	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+5,177	+0.6%	$29.63K	934,410
Q2 2026	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+4,617	+3.0%	$5.37K	158,776
Q2 2026	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+1,888	+0.9%	$6.51K	221,255
Q2 2026	SMH VanEck Semiconductor ETF	VanEck Semiconductor ETF	Sell	-25	-0.8%	$2.16K	3,299
Q2 2026	SPMO Invesco S&P 500 Momentum ETF	Invesco S&P 500 Momentum ETF	Buy	+462	+0.6%	$12.21K	75,572
Q2 2026	SPY SPDR S&P 500	SPDR S&P 500	Sell	-97	-0.3%	$28.48K	38,138
Q2 2026	TSM Taiwan Semiconductor Manufactur	Taiwan Semiconductor Manufactur	Sell	-115	-0.8%	$7.18K	15,044

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