Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q3 2025)

According to the SEC 13F filed on Nov 14, 2025, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q3 2025, the filing reported:

New Buys - iShares Russell 1000 Value ETF

Increases - Amazon.com, Inc., ASML, Berkshire Hathaway Inc. New, Danaher Corporation, Walt Disney Company (The), and 12 more

Reductions - Alcoa Corporation, AerCap, Aon Plc, SPDR Bloomberg 1-3 Month T-Bill, Charter Communications, Inc., and 22 more

Complete Exits - Occidental Petroleum Corporatio

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2025	AA Alcoa Corporation	Alcoa Corporation	Sell	-52,469	-0.3%	$539.21M	16,394,322
Q3 2025	AER AerCap	AerCap	Sell	-1,174,947	-9.2%	$1.41B	11,637,399
Q3 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+29,963	+0.3%	$2.59B	11,774,440
Q3 2025	AON Aon Plc	Aon Plc	Sell	-108	-0.0%	$814.48M	2,284,151
Q3 2025	ASML ASML	ASML	Buy	+320,700	+26.2%	$1.50B	1,546,571
Q3 2025	BIL SPDR Bloomberg 1-3 Month T-Bill	SPDR Bloomberg 1-3 Month T-Bill	Sell	-190,021	-17.9%	$80.23M	874,392
Q3 2025	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+39	+0.1%	$25.58M	50,873
Q3 2025	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-37,564	-15.5%	$56.17M	204,164
Q3 2025	CMCSA Comcast Corporation	Comcast Corporation	Sell	-2,246	-0.0%	$1.34B	42,536,618
Q3 2025	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-989	-0.0%	$1.45B	6,812,142
Q3 2025	COP ConocoPhillips	ConocoPhillips	Sell	-2,115,564	-9.5%	$1.90B	20,121,050
Q3 2025	DHR Danaher Corporation	Danaher Corporation	Buy	+3,322,689	+116.2%	$1.23B	6,182,207
Q3 2025	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+209	+6.7%	$382.09K	3,337
Q3 2025	EL Estee Lauder Companies, Inc. (T	Estee Lauder Companies, Inc. (T	Sell	-662,191	-6.9%	$790.33M	8,968,738
Q3 2025	ELV Elevance Health, Inc.	Elevance Health, Inc.	Sell	-3,259	-0.2%	$507.84M	1,571,691
Q3 2025	GEV GE Vernova Inc.	GE Vernova Inc.	Sell	-15,480	-35.2%	$17.52M	28,487
Q3 2025	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-232,725	-3.7%	$1.49B	6,129,127
Q3 2025	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-51,274	-4.3%	$275.50M	1,133,288
Q3 2025	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-246	-3.3%	$5.73M	7,193
Q3 2025	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Sell	-8,091	-0.4%	$480.50M	1,852,065
Q3 2025	HUM Humana Inc.	Humana Inc.	Buy	+16,018	+0.4%	$1.03B	3,965,492
Q3 2025	INTU Intuit Inc.	Intuit Inc.	Buy	+21,682	+4.2%	$371.48M	543,968
Q3 2025	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Buy - Position Entry	+39,837	-	$8.11M	39,837
Q3 2025	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+164	+14.8%	$401.54K	1,273
Q3 2025	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-2,196	-0.6%	$21.33M	336,881
Q3 2025	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Buy	+98,450	+1.5%	$417.08M	6,564,102
Q3 2025	LEN Lennar Corporation	Lennar Corporation	Buy	+418,386	+4.6%	$1.19B	9,455,043
Q3 2025	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-463,585	-24.5%	$1.05B	1,426,246
Q3 2025	MLM Martin Marietta Materials, Inc.	Martin Marietta Materials, Inc.	Sell	-4,549	-1.4%	$207.14M	328,647
Q3 2025	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+8,838	+0.2%	$2.05B	3,953,701

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