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

According to the SEC 13F filed on Jul 18, 2025, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2025	AAPL Apple Inc.	Apple Inc.	Sell	-523	-1.0%	$10.76K	52,434
Q2 2025	ACN Accenture plc	Accenture plc	Sell	-108	-0.6%	$5.56K	18,590
Q2 2025	ADM Archer-Daniels-Midland Company	Archer-Daniels-Midland Company	Buy - Position Entry	+7,317	-	$386.00	7,317
Q2 2025	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-99	-0.6%	$2.85K	15,597
Q2 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-346	-0.8%	$9.55K	43,537
Q2 2025	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-1,178	-1.6%	$19.65K	71,273
Q2 2025	AXP American Express Company	American Express Company	Sell	-34	-0.5%	$2.08K	6,518
Q2 2025	BG Bunge Global	Bunge Global	Buy - Position Entry	+2,600	-	$209.00	2,600
Q2 2025	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+13	+0.1%	$5.51K	11,354
Q2 2025	CVX Chevron Corporation	Chevron Corporation	Buy	+19	+0.1%	$4.92K	34,359
Q2 2025	DUK Duke Energy Corporation (Holdin	Duke Energy Corporation (Holdin	Buy - Position Entry	+1,781	-	$210.00	1,781
Q2 2025	FHLC Fidelity MSCI Health Care Index	Fidelity MSCI Health Care Index	Sell	-163,882	-96.7%	$358.00	5,600
Q2 2025	FTNT Fortinet, Inc.	Fortinet, Inc.	Buy	+136	+0.5%	$2.79K	26,421
Q2 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-695	-1.4%	$8.65K	49,102
Q2 2025	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-40	-0.2%	$6.28K	17,137
Q2 2025	IBM International Business Machines	International Business Machines	Buy - Position Entry	+861	-	$254.00	861
Q2 2025	INTU Intuit Inc.	Intuit Inc.	Sell	-271	-2.2%	$9.61K	12,199
Q2 2025	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+1	+0.0%	$6.34K	21,857
Q2 2025	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Sell	-80	-0.7%	$5.07K	10,955
Q2 2025	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-401	-1.8%	$11.17K	22,457
Q2 2025	NVDA NVIDIA Corporation	NVIDIA Corporation	Sell	-270	-9.9%	$389.00	2,462
Q2 2025	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+57	+0.3%	$2.69K	20,379
Q2 2025	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+1,257	+1.0%	$3.06K	126,401
Q2 2025	PRU Prudential Financial, Inc.	Prudential Financial, Inc.	Buy	+108	+0.3%	$3.85K	35,806
Q2 2025	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Sell	-19,903	-36.6%	$19.03K	34,496
Q2 2025	RSPH Invesco S&P 500 Equal Weight He	Invesco S&P 500 Equal Weight He	Sell - Position Exit	-28,376	-100.0%	$0.00	-
Q2 2025	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+30,320	+3.5%	$23.71K	894,919
Q2 2025	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Sell	-24,060	-12.2%	$5.08K	173,759
Q2 2025	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+26,798	+14.4%	$5.21K	213,127
Q2 2025	SPMO Invesco S&P 500 Momentum ETF	Invesco S&P 500 Momentum ETF	Buy - Position Entry	+36,125	-	$4.06K	36,125

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