Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q3 2026)

According to the SEC 13F filed on Oct 19, 2026, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 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 Q3 2026, the filing reported:

New Buys - Accenture plc, CME Group Inc., Schwab Fundamental Internationa, Vanguard Growth ETF

Increases - Eaton Corporation, PLC, SPDR Gold Trust, Invesco QQQ Trust, Series 1, Schwab US Dividend Equity ETF, Schwab U.S. Large-Cap Growth ET, and 4 more

Reductions - Apple Inc., Applied Materials, Inc., Amazon.com, Inc., Broadcom Inc., American Express Company, and 21 more

Complete Exits - Duke Energy Corporation (Holdin, iShares U.S. Aerospace & Defens, Pepsico, Inc., SPDR Select Sector Fund - Finan

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

Showing 30 of 78 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2026	AAPL Apple Inc.	Apple Inc.	Sell	-2,066	-4.2%	$15.77K	47,360
Q3 2026	ACN Accenture plc	Accenture plc	Buy - Position Entry	+19,425	-	$3.56K	19,425
Q3 2026	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-253	-1.3%	$10.06K	19,679
Q3 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-797	-2.0%	$9.67K	38,815
Q3 2026	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-1,425	-2.7%	$18.07K	51,439
Q3 2026	AXP American Express Company	American Express Company	Sell	-32	-0.5%	$2.04K	6,713
Q3 2026	BG Bunge Limited	Bunge Limited	Sell	-75	-3.3%	$238.00	2,225
Q3 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-15	-0.1%	$5.53K	11,107
Q3 2026	CAT Caterpillar, Inc.	Caterpillar, Inc.	Sell	-30	-4.1%	$568.00	700
Q3 2026	CME CME Group Inc.	CME Group Inc.	Buy - Position Entry	+9,319	-	$2.44K	9,319
Q3 2026	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-1,083	-24.0%	$370.00	3,434
Q3 2026	CVX Chevron Corporation	Chevron Corporation	Sell	-1,108	-3.4%	$6.49K	31,769
Q3 2026	DUK Duke Energy Corporation (Holdin	Duke Energy Corporation (Holdin	Sell - Position Exit	-1,781	-100.0%	$0.00	-
Q3 2026	ETN Eaton Corporation, PLC	Eaton Corporation, PLC	Buy	+13	+0.2%	$2.33K	5,412
Q3 2026	FNDF Schwab Fundamental Internationa	Schwab Fundamental Internationa	Buy - Position Entry	+22,265	-	$1.20K	22,265
Q3 2026	FTNT Fortinet, Inc.	Fortinet, Inc.	Sell	-202	-0.8%	$4.67K	26,120
Q3 2026	GLD SPDR Gold Trust	SPDR Gold Trust	Buy	+20	+1.0%	$809.00	2,124
Q3 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-5,064	-11.9%	$12.87K	37,396
Q3 2026	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-446	-2.6%	$4.76K	16,741
Q3 2026	ITA iShares U.S. Aerospace & Defens	iShares U.S. Aerospace & Defens	Sell - Position Exit	-945	-100.0%	$0.00	-
Q3 2026	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-88	-0.4%	$7.02K	21,224
Q3 2026	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Sell	-247	-2.4%	$5.12K	10,059
Q3 2026	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-489	-2.3%	$10.68K	20,815
Q3 2026	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell	-253	-1.8%	$3.08K	13,469
Q3 2026	PEP Pepsico, Inc.	Pepsico, Inc.	Sell - Position Exit	-19,953	-100.0%	$0.00	-
Q3 2026	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-35	-0.0%	$3.61K	126,546
Q3 2026	PRU Prudential Financial, Inc.	Prudential Financial, Inc.	Sell	-189	-0.6%	$3.75K	32,982
Q3 2026	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Buy	+14	+0.0%	$25.92K	35,042
Q3 2026	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+1,316	+0.1%	$30.44K	935,726
Q3 2026	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+4,362	+2.7%	$5.86K	163,138