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

As of Sep 30, 2025, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 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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