Eagle Capital Management's Portfolio Activity: Q1 2026 Insights
Ravenel Boykin Curry IV's portfolio at Eagle Capital Management, as of March 31, 2026, shows strategic adjustments in ETFs and tech stocks.
As of March 31, 2026, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management totaled $253,681. This analysis details observable changes in holdings during the most recent quarter.
The portfolio's top holdings include exchange-traded funds (ETFs) and prominent technology stocks. Among these, SCHD and VUSB saw an increase in shares held during the quarter, indicating potential confidence in these funds' performance or strategies. Conversely, several positions experienced reductions, including AVGO, AAPL, GOOGL, AMZN, and MSFT, which all saw a decrease in the number of shares held.
Specifically, the investor increased their stake in SCHWAB STRATEGIC TR (SCHD) by 0.25%, adding 2,355 shares. Similarly, they boosted INVESCO QQQ TR (QQQ) by 0.09%, acquiring an additional 30 shares. On the other hand, holdings in BROADCOM INC (AVGO) decreased by 4.46%, BROADCOM INC (AVGO) shares fell by 2,547. APPLE INC (AAPL) shares also decreased by 2.36%, losing 1,209 shares. Other notable decreases include ALPHABET INC (GOOGL) (-4.95%), AMAZON COM INC (AMZN) (-1.52%), and MICROSOFT CORP (MSFT) (-2.16%).
Additionally, the investor reduced their position in VANGUARD BD INDEX FDS (VUSB) by 4.37%, selling off 17,805 shares. This contrasts with the slight increase seen in INVESCO EXCH TRADED FD TR II (SPMO) (+1.38%).
No new positions were disclosed in this filing, and no holdings appear to have been fully exited during this period.
For a complete view of Ravenel Boykin Curry IV's investment activity, visit InsiderSet. Detailed information on the individual stocks discussed can be found at SCHD, SPY, QQQ, VUSB, AVGO, AAPL, GOOGL, AMZN, SPMO, and MSFT.