Portfolio Concentration Analysis: Ravenel Boykin Curry IV's Investments as of March 31, 2026
An analysis of Ravenel Boykin Curry IV's portfolio concentration as of March 31, 2026, highlighting key holdings and share changes.
As of March 31, 2026, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management totals approximately $253,681. This analysis focuses on the investor's portfolio concentration, examining the largest holdings and notable share changes.
The largest position in the portfolio is SCHD, Schwab Strategic Trust, holding 11.24% of the total value. The position saw an increase of 0.25% in shares from the prior period. Another significant holding is SPY, the SPDR S&P 500 ETF Trust, which accounts for 9.8% of the portfolio and experienced a slight decrease of 0.64% in shares.
QQQ, the Invesco QQQ Trust, follows with a 7.98% allocation. This position also saw a small increase in shares (+0.09%). VUSB, the Vanguard FTSE Emerging Markets Index Fund ETF, holds 7.65% of the portfolio but experienced a notable decrease of 4.37% in shares.
The top ten holdings include several large-cap technology stocks. AVGO (Broadcom Inc.) holds a 6.66% allocation, while AAPL (Apple Inc.) and GOOGL (Alphabet Inc.) each represent around 5% and 4.93% of the portfolio, respectively. These positions saw share decreases of 4.46% and 4.95% in the most recent period.
Other significant holdings include AMZN (Amazon.com Inc.) at 3.37%, SPMO (SPDR Portfolio S&P 500 Equal Weight ETF) at 3.32%, and MSFT (Microsoft Corporation) at 3.12%. AMZN saw a small decrease in shares (-1.52%), while SPMO experienced a modest increase (+1.38%).
For a complete view of Ravenel Boykin Curry IV's holdings, please visit the investor profile at https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management-0746. Detailed information on each stock, including SCHD, SPY, QQQ, VUSB, AVGO, AAPL, GOOGL, AMZN, SPMO, and MSFT, can be found at their respective pages: SCHD, SPY, QQQ, VUSB, AVGO, AAPL, GOOGL, AMZN, SPMO, and MSFT.