Ravenel Boykin Curry IV - Eagle Capital Management Investment Strategy & Portfolio Analysis

As of Mar 31, 2026, Ravenel Boykin Curry IV's Eagle Capital Management portfolio reflects a quant / systematic investor approach across 60 reported 13F positions. Portfolio returns are led by ConocoPhillips (~8% of total exposure), with the top five holdings representing approximately 32% of reported value. The portfolio maintains structural breadth across 60 positions, with economic weighting tilted toward large-cap technology and growth-oriented names. Exposure to high-growth and technology-oriented segments is elevated relative to peers, with performance anchored in growth-oriented names across technology, consumer discretionary, and communication services. The portfolio exhibits low turnover, consistent with a buy-and-hold posture held through multiple reporting cycles. Distinctive traits include Long-Term Holder, Broadly Diversified, Structurally Diversified.