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

As of Jun 30, 2026, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 13, 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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