Ravenel Boykin Curry IV - Eagle Capital Management Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Eagle Capital Management portfolio balances reported a total equity value of $264,575 across 49 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Oct 16, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight SPDR S&P 500 ETF TR (SPY) as the single largest position, accounting for 9.7% of total equity value, followed by SCHWAB STRATEGIC TR (SCHD), INVESCO QQQ TR (QQQ), BROADCOM INC (AVGO), and others. Collectively, the top five holdings represent 41.8% of the portfolio, showing how capital is distributed among core positions and long-term investments.