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 Aug 14, 2026, Ravenel Boykin Curry IV's Eagle Capital Management portfolio reflects a balanced investor approach across 56 reported 13F positions as of quarter-end Jun 30, 2026. Portfolio returns are led by Amazon.com, (~8% of total exposure), with the top five holdings representing approximately 35% of reported value. The portfolio maintains structural breadth across 56 positions, with economic weighting tilted toward technology and healthcare names. Exposure to high-growth and technology-oriented segments is elevated relative to peers, with performance weighted across technology, healthcare, and consumer discretionary. The portfolio exhibits low turnover, consistent with a buy-and-hold posture held through multiple reporting cycles. Distinctive traits include Moderate Turnover, Structurally Diversified.
Investment Style
Value, growth, quality, and behavioral classification from latest 13F holdings.
Primary type: Balanced Investor
Traits: Moderate Turnover, Structurally Diversified
Turnover profile
Moderate
Holding horizon
Moderate
Portfolio Construction
Concentration and position sizing in the latest filing.
Portfolio construction is moderately concentrated: top three names represent 22.9% of assets, top five 34.9%, and the largest single position is 8.3%.
Top 3 weight
22.9%
Top 5 weight
34.9%
Top 10 weight
58.6%
Largest position
8.3%
Top holdings: Amazon.com, Inc., UnitedHealth Group Incorporated, MercadoLibre, Inc., Taiwan Semiconductor Manufactur, ConocoPhillips — view full holdings
Sector Preferences
Where capital is allocated by sector.
Capital is tilted toward Technology and Healthcare, with 11 sectors represented in the latest filing.
Leading sectors: Technology, Healthcare, Consumer Cyclical
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts moderate single-name risk (largest position 8.3%, top ten 58.6%) and moderate economic diversification (HHI 0.03). Turnover tolerance maps to a moderate profile.
Largest position
8.3%
Top 10 weight
58.6%
Max sector
21.4%
Diversification
Moderate
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Mar 31, 2026 → Jun 30, 2026
- Position count decreased from 60 to 56 (-4 names).
- Top-five concentration rose from 32.4% to 34.9%.
- Dominant sector mix shifted from Technology, Consumer Cyclical to Technology, Healthcare.
- Largest holding changed from ConocoPhillips to Amazon.com, Inc..
- Quarter-over-quarter portfolio weight turnover: 21.4%.
For trade-level changes, see the Activity page. View activity.
Similar Investors
Peer group with comparable portfolio behavior.
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