Ravenel Boykin Curry IV - Eagle Capital Management Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: December 2013 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.00B
+26.26%
Winning Positions
+53.12%
85 wins / 160 positions
Average Gain (Winners)
$2.58K
+223.33% avg per position
Active Positions
49
46 losing positions
Portfolio Value Over Time
Total Positions Tracked
160
All holdings over time
Win/Loss Ratio
1.85
85 gains / 46 losses
Active vs. Exited
49 / 111
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| SCHD | Schwab US Dividend Equity ETF | N/A | Dec 2013 | ACTIVE | $4.55K | $28.51K | $23.96K | +526.71% |
| QQQ | Invesco QQQ Trust, Series 1 | N/A | Jun 2018 | ACTIVE | $205.00 | $20.23K | $20.03K | +9770.24% |
| SPY | SPDR S&P 500 | N/A | Dec 2013 | ACTIVE | $6.34K | $24.87K | $18.52K | +291.96% |
| AVGO | Broadcom Inc. | Technology | Sep 2020 | ACTIVE | $3.75K | $16.89K | $13.15K | +350.87% |
| GOOGL | Alphabet Inc. | Communication Services | Dec 2015 | ACTIVE | $2.06K | $12.51K | $10.45K | +508.41% |
| AAPL | Apple Inc. | Technology | Dec 2016 | ACTIVE | $4.74K | $12.72K | $7.99K | +168.62% |
| SCHM | Schwab U.S. Mid Cap ETF | N/A | Dec 2013 | EXITED | $3.92K | $9.71K | $5.79K | +147.45% |
| MSFT | Microsoft Corporation | Technology | Dec 2013 | ACTIVE | $2.44K | $7.92K | $5.47K | +223.90% |
| INTU | Intuit Inc. | Technology | Sep 2014 | EXITED | $2.64K | $8.01K | $5.37K | +203.64% |
| SOXX | iShares Semiconductor ETF | N/A | Mar 2014 | EXITED | $3.18K | $8.51K | $5.33K | +167.38% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.