Ravenel Boykin Curry IV – Eagle Capital Management Portfolio Activity & Recent Trades (Dec 31, 2025)
As of Dec 31, 2025, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jan 12, 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 Q4 2025, the filing reported:
New Buys – iShares U.S. Aerospace & Defens, Vanguard Growth ETF
Increases – Accenture plc, American Express Company, SPDR Gold Trust, Home Depot, Inc. (The), International Business Machines, and 11 more
Reductions – Apple Inc., Applied Materials, Inc., Amazon.com, Inc., Broadcom Inc., Bunge Global, and 14 more
Complete Exits – AbbVie Inc., Global X Millennial Consumer ET
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 |
|---|---|---|---|---|---|---|---|
Q4 2025 | AAPL Apple Inc. | Apple Inc. | Sell | -624 | -1.2% | $13.96K | 51,337 |
Q4 2025 | ABBV AbbVie Inc. | AbbVie Inc. | Sell - Position Exit | -870 | -100.0% | $0.00 | - |
Q4 2025 | ACN Accenture plc | Accenture plc | Buy | +126 | +0.7% | $5.03K | 18,730 |
Q4 2025 | AMAT Applied Materials, Inc. | Applied Materials, Inc. | Sell | -235 | -1.1% | $5.31K | 20,679 |
Q4 2025 | AMZN Amazon.com, Inc. | Amazon.com, Inc. | Sell | -494 | -1.2% | $9.62K | 41,654 |
Q4 2025 | AVGO Broadcom Inc. | Broadcom Inc. | Sell | -3,359 | -5.6% | $19.77K | 57,130 |
Q4 2025 | AXP American Express Company | American Express Company | Buy | +147 | +2.2% | $2.48K | 6,699 |
Q4 2025 | BG Bunge Global | Bunge Global | Sell | -110 | -4.2% | $222.00 | 2,490 |
Q4 2025 | BRK-B Berkshire Hathaway Inc. New | Berkshire Hathaway Inc. New | Sell | -81 | -0.7% | $5.59K | 11,125 |
Q4 2025 | CVX Chevron Corporation | Chevron Corporation | Sell | -172 | -0.5% | $5.08K | 33,360 |
Q4 2025 | FTNT Fortinet, Inc. | Fortinet, Inc. | Sell | -380 | -1.4% | $2.09K | 26,353 |
Q4 2025 | GLD SPDR Gold Trust | SPDR Gold Trust | Buy | +102 | +5.4% | $782.00 | 1,974 |
Q4 2025 | GOOGL Alphabet Inc. | Alphabet Inc. | Sell | -1,281 | -2.7% | $14.32K | 45,768 |
Q4 2025 | HD Home Depot, Inc. (The) | Home Depot, Inc. (The) | Buy | +383 | +2.3% | $5.96K | 17,321 |
Q4 2025 | IBM International Business Machines | International Business Machines | Buy | +7,194 | +835.5% | $2.39K | 8,055 |
Q4 2025 | INTU Intuit Inc. | Intuit Inc. | Sell | -11 | -0.1% | $8.01K | 12,097 |
Q4 2025 | ITA iShares U.S. Aerospace & Defens | iShares U.S. Aerospace & Defens | Buy - Position Entry | +945 | - | $203.00 | 945 |
Q4 2025 | JPM JP Morgan Chase & Co. | JP Morgan Chase & Co. | Sell | -183 | -0.8% | $6.96K | 21,599 |
Q4 2025 | LMT Lockheed Martin Corporation | Lockheed Martin Corporation | Sell | -179 | -1.7% | $5.14K | 10,636 |
Q4 2025 | MILN Global X Millennial Consumer ET | Global X Millennial Consumer ET | Sell - Position Exit | -4,225 | -100.0% | $0.00 | - |
Q4 2025 | MSFT Microsoft Corporation | Microsoft Corporation | Sell | -292 | -1.3% | $10.57K | 21,859 |
Q4 2025 | NVDA NVIDIA Corporation | NVIDIA Corporation | Sell | -75 | -3.1% | $431.00 | 2,311 |
Q4 2025 | PEP Pepsico, Inc. | Pepsico, Inc. | Sell | -457 | -2.2% | $2.90K | 20,214 |
Q4 2025 | PFE Pfizer, Inc. | Pfizer, Inc. | Sell | -5,208 | -4.0% | $3.14K | 126,183 |
Q4 2025 | PRU Prudential Financial, Inc. | Prudential Financial, Inc. | Sell | -468 | -1.3% | $4.02K | 35,586 |
Q4 2025 | QQQ Invesco QQQ Trust, Series 1 | Invesco QQQ Trust, Series 1 | Buy | +2 | +0.0% | $21.52K | 35,027 |
Q4 2025 | SCHD Schwab US Dividend Equity ETF | Schwab US Dividend Equity ETF | Buy | +4,735 | +0.5% | $25.42K | 926,878 |
Q4 2025 | SCHG Schwab U.S. Large-Cap Growth ET | Schwab U.S. Large-Cap Growth ET | Buy | +2,306 | +1.3% | $5.86K | 179,534 |
Q4 2025 | SCHX Schwab U.S. Large-Cap ETF | Schwab U.S. Large-Cap ETF | Buy | +3,949 | +1.8% | $5.96K | 221,585 |
Q4 2025 | SMH VanEck Semiconductor ETF | VanEck Semiconductor ETF | Buy | +50 | +1.5% | $1.22K | 3,390 |