Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 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%	$5.62K	219,367
Q1 2026	SMH VanEck Semiconductor ETF	VanEck Semiconductor ETF	Sell	-66	-1.9%	$1.27K	3,324

Page 1 of 3