Ravenel Boykin Curry IV - Eagle Capital Management Portfolio Performance Analysis (Q3 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: December 2013 to September 2026 • Initial Portfolio Value: $0.20B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
-0.20B
-99.86%
Winning Positions
+33.33%
56 wins / 168 positions
Average Gain (Winners)
$1.40M
+85.46% avg per position
Active Positions
50
85 losing positions
Portfolio Value Over Time
Total Positions Tracked
168
All holdings over time
Win/Loss Ratio
0.66
56 gains / 85 losses
Active vs. Exited
50 / 118
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 % |
|---|---|---|---|---|---|---|---|---|
| SCHM | Schwab U.S. Mid Cap ETF | N/A | Dec 2013 | EXITED | $3.92M | $9.71M | $5.79M | +147.45% |
| INTU | Intuit Inc. | Technology | Sep 2014 | EXITED | $2.64M | $8.01M | $5.37M | +203.64% |
| SOXX | iShares Semiconductor ETF | N/A | Mar 2014 | EXITED | $3.18M | $8.51M | $5.33M | +167.38% |
| MINT | PIMCO Enhanced Short Maturity A | N/A | Dec 2013 | EXITED | $17.84M | $22.27M | $4.43M | +24.82% |
| ECL | Ecolab Inc. | Basic Materials | Dec 2013 | EXITED | $2.15M | $5.58M | $3.43M | +158.98% |
| PKWUSD | INVESCO BUYBACK ACHIEVERS ET | N/A | Dec 2014 | EXITED | $4.08M | $6.86M | $2.78M | +67.98% |
| DIS | Walt Disney Company (The) | Communication Services | Dec 2013 | EXITED | $1.17M | $3.85M | $2.68M | +229.48% |
| IGSB | iShares 1-5 Year Investment Gra | N/A | Dec 2013 | EXITED | $19.08M | $21.66M | $2.57M | +13.47% |
| GILD | Gilead Sciences, Inc. | Healthcare | Dec 2013 | EXITED | $1.38M | $3.94M | $2.56M | +185.22% |
| SBUX | Starbucks Corporation | Consumer Cyclical | Dec 2013 | EXITED | $1.59M | $4.07M | $2.47M | +155.21% |
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.