Ravenel Boykin Curry IV – Eagle Capital Management Portfolio Activity & Recent Trades (Sep 30, 2025)

As of Sep 30, 2025, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Oct 16, 2025. 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 Q3 2025, the filing reported:

New Buys – AbbVie Inc., Home Bancorp, Inc., Global X Millennial Consumer ET, VanEck Semiconductor ETF, Taiwan Semiconductor Manufactur, and 1 more

Increases – Accenture plc, Applied Materials, Inc., American Express Company, Fortinet, Inc., Pepsico, Inc., and 10 more

Reductions – Apple Inc., Amazon.com, Inc., Broadcom Inc., Berkshire Hathaway Inc. New, Caterpillar, Inc., and 12 more

Complete Exits – UnitedHealth Group Incorporated

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
Q3 2025	AAPL Apple Inc.	Apple Inc.	Sell	-473	-0.9%	$13.23K	51,961
Q3 2025	ABBV AbbVie Inc.	AbbVie Inc.	Buy - Position Entry	+870	-	$201.00	870
Q3 2025	ACN Accenture plc	Accenture plc	Buy	+14	+0.1%	$4.59K	18,604
Q3 2025	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+5,317	+34.1%	$4.28K	20,914
Q3 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-1,389	-3.2%	$9.25K	42,148
Q3 2025	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-10,784	-15.1%	$19.96K	60,489
Q3 2025	AXP American Express Company	American Express Company	Buy	+34	+0.5%	$2.18K	6,552
Q3 2025	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-148	-1.3%	$5.63K	11,206
Q3 2025	CAT Caterpillar, Inc.	Caterpillar, Inc.	Sell	-69	-7.3%	$415.00	870
Q3 2025	CVX Chevron Corporation	Chevron Corporation	Sell	-827	-2.4%	$5.21K	33,532
Q3 2025	FTNT Fortinet, Inc.	Fortinet, Inc.	Buy	+312	+1.2%	$2.25K	26,733
Q3 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-2,053	-4.2%	$11.44K	47,049
Q3 2025	HBCP Home Bancorp, Inc.	Home Bancorp, Inc.	Buy - Position Entry	+8,300	-	$451.00	8,300
Q3 2025	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-199	-1.2%	$6.86K	16,938
Q3 2025	INTU Intuit Inc.	Intuit Inc.	Sell	-91	-0.7%	$8.27K	12,108
Q3 2025	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-75	-0.3%	$6.87K	21,782
Q3 2025	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Sell	-140	-1.3%	$5.40K	10,815
Q3 2025	MILN Global X Millennial Consumer ET	Global X Millennial Consumer ET	Buy - Position Entry	+4,225	-	$209.00	4,225
Q3 2025	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-306	-1.4%	$11.47K	22,151
Q3 2025	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell	-76	-3.1%	$445.00	2,386
Q3 2025	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+292	+1.4%	$2.90K	20,671
Q3 2025	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+4,990	+3.9%	$3.35K	131,391
Q3 2025	PRU Prudential Financial, Inc.	Prudential Financial, Inc.	Buy	+248	+0.7%	$3.74K	36,054
Q3 2025	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Buy	+529	+1.5%	$21.03K	35,025
Q3 2025	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+27,224	+3.0%	$25.18K	922,143
Q3 2025	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+3,469	+2.0%	$5.66K	177,228
Q3 2025	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+4,509	+2.1%	$5.73K	217,636
Q3 2025	SMH VanEck Semiconductor ETF	VanEck Semiconductor ETF	Buy - Position Entry	+3,340	-	$1.09K	3,340
Q3 2025	SPMO Invesco S&P 500 Momentum ETF	Invesco S&P 500 Momentum ETF	Buy	+36,097	+99.9%	$8.74K	72,222
Q3 2025	SPY SPDR S&P 500	SPDR S&P 500	Sell	-10	-0.0%	$25.78K	38,702