Ravenel Boykin Curry IV - Eagle Capital Management Investment Strategy & Portfolio Analysis
How Eagle Capital Management allocates capital, manages risk, and constructs its portfolio — based on SEC 13F filings.
As of Mar 31, 2026, Ravenel Boykin Curry IV's Eagle Capital Management portfolio reflects a balanced investor approach across 49 reported 13F positions. Portfolio returns are led by Schwab US Dividend Equity ETF (~11% of total exposure), with the top five holdings representing approximately 43% of reported value. The portfolio maintains structural breadth across 49 positions, with economic weighting tilted toward technology and financials names. Exposure to high-growth and technology-oriented segments is elevated relative to peers, with performance weighted across unknown and financials. The portfolio exhibits extremely low turnover, reinforcing a patient, conviction-led investment approach. Distinctive traits include Long-Term Holder, Structurally Diversified, Sector-Tilted.
Investment Style
Value, growth, quality, and behavioral classification from latest 13F holdings.
Primary type: Balanced Investor
Traits: Long-Term Holder, Structurally Diversified, Sector-Tilted
Turnover profile
Buy & Hold
Holding horizon
Long-Term
Portfolio Construction
Concentration and position sizing in the latest filing.
Portfolio construction is moderately concentrated: top three names represent 29.0% of assets, top five 43.3%, and the largest single position is 11.2%.
Top 3 weight
29.0%
Top 5 weight
43.3%
Top 10 weight
63.1%
Largest position
11.2%
Top holdings: Schwab US Dividend Equity ETF, SPDR S&P 500, Invesco QQQ Trust, Series 1, Vanguard Ultra-Short Bond ETF, Broadcom Inc. — view full holdings
Sector Preferences
Where capital is allocated by sector.
Capital is tilted toward Unknown and Technology, with 10 sectors represented in the latest filing.
Leading sectors: Unknown, Technology, Financial Services
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts moderate single-name risk (largest position 11.2%, top ten 63.1%) and moderate economic diversification (HHI 0.03). Turnover tolerance maps to a buy & hold profile.
Largest position
11.2%
Top 10 weight
63.1%
Max sector
49.5%
Diversification
Moderate
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Dec 31, 2025 → Mar 31, 2026
- Top-five concentration rose from 41.2% to 43.3%.
- Largest holding changed from SPDR S&P 500 to Schwab US Dividend Equity ETF.
- Quarter-over-quarter portfolio weight turnover: 8.3%.
For trade-level changes, see the Activity page. View activity.
Similar Investors
Peer group with comparable portfolio behavior.
Similar-investor comparisons are coming soon.