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.
According to the SEC 13F filed on Oct 19, 2026, Ravenel Boykin Curry IV's Eagle Capital Management portfolio reflects a balanced investor approach across 50 reported 13F positions as of quarter-end Sep 30, 2026. Portfolio returns are led by Schwab US Dividend Equity ETF (~10% of total exposure), with the top five holdings representing approximately 42% of reported value. The portfolio maintains structural breadth across 50 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, technology, 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 29.1% of assets, top five 41.6%, and the largest single position is 10.4%.
Top 3 weight
29.1%
Top 5 weight
41.6%
Top 10 weight
62.8%
Largest position
10.4%
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 9 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 10.4%, top ten 62.8%) and moderate economic diversification (HHI 0.03). Turnover tolerance maps to a buy & hold profile.
Largest position
10.4%
Top 10 weight
62.8%
Max sector
48.9%
Diversification
Moderate
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Jun 30, 2026 → Sep 30, 2026
- Quarter-over-quarter portfolio weight turnover: 6.0%.
For trade-level changes, see the Activity page. View activity.
Similar Investors
Peer group with comparable portfolio behavior.
Similar-investor comparisons are coming soon.