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:
New Buys - Archer-Daniels-Midland Company, Bunge Global, Duke Energy Corporation (Holdin, International Business Machines, Invesco S&P 500 Momentum ETF
Increases - Berkshire Hathaway Inc. New, Chevron Corporation, Fortinet, Inc., JP Morgan Chase & Co., Pepsico, Inc., and 12 more
Reductions - Apple Inc., Accenture plc, Applied Materials, Inc., Amazon.com, Inc., Broadcom Inc., and 10 more
Complete Exits - Invesco S&P 500 Equal Weight He
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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