Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2025)

As of Jun 30, 2025, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 18, 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 Q2 2025, the filing reported:

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

Date Symbol Type Change Qty
Q2 2025
AAPL
Apple Inc.
Sell
-523
Q2 2025
ACN
Accenture plc
Sell
-108
Q2 2025
ADM
Archer-Daniels-Midland Company
Buy - Position Entry
+7,317
Q2 2025
AMAT
Applied Materials, Inc.
Sell
-99
Q2 2025
AMZN
Amazon.com, Inc.
Sell
-346
Q2 2025
AVGO
Broadcom Inc.
Sell
-1,178
Q2 2025
AXP
American Express Company
Sell
-34
Q2 2025
BG
Bunge Global
Buy - Position Entry
+2,600
Q2 2025
BRK-B
Berkshire Hathaway Inc. New
Buy
+13
Q2 2025
CVX
Chevron Corporation
Buy
+19
Q2 2025
DUK
Duke Energy Corporation (Holdin
Buy - Position Entry
+1,781
Q2 2025
FHLC
Fidelity MSCI Health Care Index
Sell
-163,882
Q2 2025
FTNT
Fortinet, Inc.
Buy
+136
Q2 2025
GOOGL
Alphabet Inc.
Sell
-695
Q2 2025
HD
Home Depot, Inc. (The)
Sell
-40
Q2 2025
IBM
International Business Machines
Buy - Position Entry
+861
Q2 2025
INTU
Intuit Inc.
Sell
-271
Q2 2025
JPM
JP Morgan Chase & Co.
Buy
+1
Q2 2025
LMT
Lockheed Martin Corporation
Sell
-80
Q2 2025
MSFT
Microsoft Corporation
Sell
-401
Q2 2025
NVDA
NVIDIA Corporation
Sell
-270
Q2 2025
PEP
Pepsico, Inc.
Buy
+57
Q2 2025
PFE
Pfizer, Inc.
Buy
+1,257
Q2 2025
PRU
Prudential Financial, Inc.
Buy
+108
Q2 2025
QQQ
Invesco QQQ Trust, Series 1
Sell
-19,903
Q2 2025
RSPH
Invesco S&P 500 Equal Weight He
Sell - Position Exit
-28,376
Q2 2025
SCHD
Schwab US Dividend Equity ETF
Buy
+30,320
Q2 2025
SCHG
Schwab U.S. Large-Cap Growth ET
Sell
-24,060
Q2 2025
SCHX
Schwab U.S. Large-Cap ETF
Buy
+26,798
Q2 2025
SPMO
Invesco S&P 500 Momentum ETF
Buy - Position Entry
+36,125
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