Eagle Capital Management's Portfolio Activity: Q1 2026 Analysis
Ravenel Boykin Curry IV's portfolio at Eagle Capital Management as of March 31, 2026, shows strategic adjustments in Technology and ETF holdings.
As of March 31, 2026, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management totaled $253,681. This analysis details observable purchases and sales during the most recent quarter based on disclosed data.
Curry's portfolio demonstrates activity primarily focused on established positions within the Technology sector and exchange-traded funds (ETFs).
Increases in Holdings: The investor increased their position in SCHD (Schwab Strategic Trust) by 0.25%, adding 2,355 shares. Similarly, VUSB (Vanguard Balanced Index Fund) saw a slight increase of 0.09% in shares, adding 30 shares. Additionally, SPMO (SPDR Portfolio S&P 500 Equal Weight ETF) was boosted by 1.38%, adding 1,022 shares.
Decreases in Holdings: Several holdings experienced reductions during the quarter. AVGO (Broadcom Inc.) saw a significant decrease of 4.46%, resulting in the sale of 2,547 shares. GOOGL (Alphabet Inc.) was reduced by 4.95%, selling 2,266 shares. AMZN (Amazon.com Inc.) saw a 1.52% decrease, selling 634 shares. Other stocks sold during the quarter include AAPL (Apple Inc.) (-2.36%, sold 1,209 shares), MSFT (Microsoft Corp.) (-2.16%, sold 473 shares), and QQQ (Invesco QQQ Trust) (-0.64%, sold 245 shares). SCHD also saw a small decrease of 0.25% (sold 2,355 shares), and VUSB was reduced by 4.37% (sold 17,805 shares).
New Positions and Exits: Analysis of the provided data indicates that no new positions were established during this period, and no holdings were fully exited by Ravenel Boykin Curry IV at Eagle Capital Management as of the March 31, 2026, filing date.
Key sectors represented in the portfolio include Technology (AVGO, AAPL, GOOGL, MSFT), Communication Services (GOOGL), Consumer Cyclical (AMZN), and broad market ETFs (SCHD, SPY, VUSB, SPMO). For more detailed information on Ravenel Boykin Curry IV's investment activities, please visit Eagle Capital Management's profile. For specific stock information, explore profiles at InsiderSet, such as for AVGO (Broadcom Inc.), AAPL (Apple Inc.), and SCHD (Schwab Strategic Trust).