Ravenel Boykin Curry IV – Eagle Capital Management Portfolio Activity & Recent Trades (Mar 31, 2026)
As of Mar 31, 2026, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 20, 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 Q1 2026, the filing reported:
New Buys – iShares Core S&P 500 ETF, Johnson & Johnson, Targa Resources, Inc., Vanguard Industrials ETF
Increases – Fortinet, Inc., SPDR Gold Trust, JP Morgan Chase & Co., NVIDIA Corporation, Pepsico, Inc., and 6 more
Reductions – Apple Inc., Applied Materials, Inc., Amazon.com, Inc., Broadcom Inc., American Express Company, and 16 more
Complete Exits – Accenture plc, International Business Machines, Intuit Inc., Vanguard Growth ETF
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 |
|---|---|---|---|---|---|---|---|
Q1 2026 | AAPL Apple Inc. | Apple Inc. | Sell | -1,209 | -2.4% | $12.72K | 50,128 |
Q1 2026 | ACN Accenture plc | Accenture plc | Sell - Position Exit | -18,730 | -100.0% | $0.00 | - |
Q1 2026 | AMAT Applied Materials, Inc. | Applied Materials, Inc. | Sell | -118 | -0.6% | $7.03K | 20,561 |
Q1 2026 | AMZN Amazon.com, Inc. | Amazon.com, Inc. | Sell | -634 | -1.5% | $8.54K | 41,020 |
Q1 2026 | AVGO Broadcom Inc. | Broadcom Inc. | Sell | -2,547 | -4.5% | $16.89K | 54,583 |
Q1 2026 | AXP American Express Company | American Express Company | Sell | -7 | -0.1% | $2.02K | 6,692 |
Q1 2026 | BG Bunge Global | Bunge Global | Sell | -68 | -2.7% | $308.00 | 2,422 |
Q1 2026 | BRK-B Berkshire Hathaway Inc. New | Berkshire Hathaway Inc. New | Sell | -20 | -0.2% | $5.32K | 11,105 |
Q1 2026 | CVX Chevron Corporation | Chevron Corporation | Sell | -223 | -0.7% | $6.86K | 33,137 |
Q1 2026 | FHLC Fidelity MSCI Health Care Index | Fidelity MSCI Health Care Index | Sell | -1,230 | -22.0% | $307.00 | 4,370 |
Q1 2026 | FTNT Fortinet, Inc. | Fortinet, Inc. | Buy | +148 | +0.6% | $2.17K | 26,501 |
Q1 2026 | GLD SPDR Gold Trust | SPDR Gold Trust | Buy | +50 | +2.5% | $871.00 | 2,024 |
Q1 2026 | GOOGL Alphabet Inc. | Alphabet Inc. | Sell | -2,266 | -5.0% | $12.51K | 43,502 |
Q1 2026 | HD Home Depot, Inc. (The) | Home Depot, Inc. (The) | Sell | -141 | -0.8% | $5.65K | 17,180 |
Q1 2026 | IBM International Business Machines | International Business Machines | Sell - Position Exit | -8,055 | -100.0% | $0.00 | - |
Q1 2026 | INTU Intuit Inc. | Intuit Inc. | Sell - Position Exit | -12,097 | -100.0% | $0.00 | - |
Q1 2026 | IVV iShares Core S&P 500 ETF | iShares Core S&P 500 ETF | Buy - Position Entry | +538 | - | $351.00 | 538 |
Q1 2026 | JNJ Johnson & Johnson | Johnson & Johnson | Buy - Position Entry | +1,025 | - | $251.00 | 1,025 |
Q1 2026 | JPM JP Morgan Chase & Co. | JP Morgan Chase & Co. | Buy | +10 | +0.0% | $6.36K | 21,609 |
Q1 2026 | LMT Lockheed Martin Corporation | Lockheed Martin Corporation | Sell | -251 | -2.4% | $6.28K | 10,385 |
Q1 2026 | MSFT Microsoft Corporation | Microsoft Corporation | Sell | -473 | -2.2% | $7.92K | 21,386 |
Q1 2026 | NVDA NVIDIA Corporation | NVIDIA Corporation | Buy | +11,252 | +486.9% | $2.37K | 13,563 |
Q1 2026 | PEP Pepsico, Inc. | Pepsico, Inc. | Buy | +61 | +0.3% | $3.15K | 20,275 |
Q1 2026 | PFE Pfizer, Inc. | Pfizer, Inc. | Buy | +390 | +0.3% | $3.55K | 126,573 |
Q1 2026 | PRU Prudential Financial, Inc. | Prudential Financial, Inc. | Buy | +323 | +0.9% | $3.51K | 35,909 |
Q1 2026 | QQQ Invesco QQQ Trust, Series 1 | Invesco QQQ Trust, Series 1 | Buy | +30 | +0.1% | $20.23K | 35,057 |
Q1 2026 | SCHD Schwab US Dividend Equity ETF | Schwab US Dividend Equity ETF | Buy | +2,355 | +0.3% | $28.51K | 929,233 |
Q1 2026 | SCHG Schwab U.S. Large-Cap Growth ET | Schwab U.S. Large-Cap Growth ET | Sell | -25,375 | -14.1% | $4.49K | 154,159 |
Q1 2026 | SCHX Schwab U.S. Large-Cap ETF | Schwab U.S. Large-Cap ETF | Sell | -2,218 | -1.0% | $5.63K | 219,367 |
Q1 2026 | SMH VanEck Semiconductor ETF | VanEck Semiconductor ETF | Sell | -66 | -1.9% | $1.27K | 3,324 |