Eagle Capital's Top Holdings Show Mixed Share Changes
Ravenel Boykin Curry IV's portfolio as of March 31, 2026, features significant increases in MELI and SAP, while showing decreases in COP and AMZN.
As of March 31, 2026, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management totals approximately $29.8 billion. The top holdings span Energy, Consumer Cyclical, Technology, and Healthcare sectors, with allocations ranging from 4.02% to 8.37%.
Energy sector holding COP (ConocoPhillips) saw a decrease of 4.69% in shares, while Consumer Cyclical holding AMZN (Amazon.com Inc) also experienced a slight reduction of 1.84%.
In contrast, Technology holdings MELI (MercadoLibre Inc) and SAP (SAP SE) showed substantial increases, with share growth of 90.97% and 89.42% respectively, indicating strong confidence in these sectors.
Healthcare holdings UNH (UnitedHealth Group Inc) and DHR (Danaher Corp) also saw positive changes, with increases of 2.79% and 6.73% in shares.
For detailed analysis of each holding, including performance metrics, readers can explore the investor profile at https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management and individual stock pages at https://www.insiderset.com/investors/stocks/