Ravenel Boykin Curry IV - Eagle Capital Management Portfolio Position Sizes (Q3 2026)

According to the SEC 13F filed on Oct 19, 2026, the Eagle Capital Management portfolio balances reported a total equity value of $291.92K across 50 publicly traded holdings as of quarter-end Sep 30, 2026.

The portfolio balances highlight SCHWAB STRATEGIC TR (SCHD) as the single largest position, accounting for 10.4% of total equity value, followed by STATE STR SPDR S&P 500 ETF T (SPY), INVESCO QQQ TR (QQQ), VANGUARD BD INDEX FDS (VUSB), and others. Collectively, the top five holdings represent 41.6% of the portfolio, showing how capital is distributed among core positions and long-term investments.