Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q3 2025)
According to the SEC 13F filed on Oct 16, 2025, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 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 Q3 2025, the filing reported:
New Buys - AbbVie Inc., Home Bancorp, Inc., Global X Millennial Consumer ET, VanEck Semiconductor ETF, Taiwan Semiconductor Manufactur, and 1 more
Increases - Accenture plc, Applied Materials, Inc., American Express Company, Fortinet, Inc., Pepsico, Inc., and 10 more
Reductions - Apple Inc., Amazon.com, Inc., Broadcom Inc., Berkshire Hathaway Inc. New, Caterpillar, Inc., and 12 more
Complete Exits - UnitedHealth Group Incorporated
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 |
|---|---|---|---|
|
Q3 2025
|
AAPL
Apple Inc.
|
Sell |
-473
|
|
Q3 2025
|
ABBV
AbbVie Inc.
|
Buy - Position Entry |
+870
|
|
Q3 2025
|
ACN
Accenture plc
|
Buy |
+14
|
|
Q3 2025
|
AMAT
Applied Materials, Inc.
|
Buy |
+5,317
|
|
Q3 2025
|
AMZN
Amazon.com, Inc.
|
Sell |
-1,389
|
|
Q3 2025
|
AVGO
Broadcom Inc.
|
Sell |
-10,784
|
|
Q3 2025
|
AXP
American Express Company
|
Buy |
+34
|
|
Q3 2025
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-148
|
|
Q3 2025
|
CAT
Caterpillar, Inc.
|
Sell |
-69
|
|
Q3 2025
|
CVX
Chevron Corporation
|
Sell |
-827
|
|
Q3 2025
|
FTNT
Fortinet, Inc.
|
Buy |
+312
|
|
Q3 2025
|
GOOGL
Alphabet Inc.
|
Sell |
-2,053
|
|
Q3 2025
|
HBCP
Home Bancorp, Inc.
|
Buy - Position Entry |
+8,300
|
|
Q3 2025
|
HD
Home Depot, Inc. (The)
|
Sell |
-199
|
|
Q3 2025
|
INTU
Intuit Inc.
|
Sell |
-91
|
|
Q3 2025
|
JPM
JP Morgan Chase & Co.
|
Sell |
-75
|
|
Q3 2025
|
LMT
Lockheed Martin Corporation
|
Sell |
-140
|
|
Q3 2025
|
MILN
Global X Millennial Consumer ET
|
Buy - Position Entry |
+4,225
|
|
Q3 2025
|
MSFT
Microsoft Corporation
|
Sell |
-306
|
|
Q3 2025
|
NVDA
NVIDIA Corporation
|
Sell |
-76
|
|
Q3 2025
|
PEP
Pepsico, Inc.
|
Buy |
+292
|
|
Q3 2025
|
PFE
Pfizer, Inc.
|
Buy |
+4,990
|
|
Q3 2025
|
PRU
Prudential Financial, Inc.
|
Buy |
+248
|
|
Q3 2025
|
QQQ
Invesco QQQ Trust, Series 1
|
Buy |
+529
|
|
Q3 2025
|
SCHD
Schwab US Dividend Equity ETF
|
Buy |
+27,224
|
|
Q3 2025
|
SCHG
Schwab U.S. Large-Cap Growth ET
|
Buy |
+3,469
|
|
Q3 2025
|
SCHX
Schwab U.S. Large-Cap ETF
|
Buy |
+4,509
|
|
Q3 2025
|
SMH
VanEck Semiconductor ETF
|
Buy - Position Entry |
+3,340
|
|
Q3 2025
|
SPMO
Invesco S&P 500 Momentum ETF
|
Buy |
+36,097
|
|
Q3 2025
|
SPY
SPDR S&P 500
|
Sell |
-10
|
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