Ravenel Boykin Curry IV - Eagle Capital Management Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Eagle Capital Management portfolio managed by Ravenel Boykin Curry IV was diversified across 10 sectors, according to the most recent SEC 13F filing dated Oct 16, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The ETF sector represents the largest share at 46.5% of total portfolio value, followed by ETF and Technology and Financial Services. Together, the top three sectors account for 82.3% of the portfolio, reflecting Ravenel Boykin Curry IV's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| ETF | 46.49% | |
| Technology | 25.96% | |
| Financial Services | 9.84% | |
| Consumer Cyclical | 6.26% | |
| Communication Services | 4.32% | |
| Industrials | 2.20% | |
| Energy | 2.08% | |
| Consumer Defensive | 1.43% | |
| Healthcare | 1.35% | |
| Utilities | 0.08% | |