Ravenel Boykin Curry Eagle Capital Management Portfolio Update: December 2025

Ravenel Boykin Curry IV's Eagle Capital Management portfolio, valued at approximately $32.1 billion as of December 31, 2025, includes major holdings in technology, healthcare, and consumer cyclical sectors.

Notably, the position in Amazon (AMZN) increased by 1.69% in shares, while the investment in UnitedHealth (UNH) saw a 5.28% rise in shares. Conversely, holdings in Microsoft (MSFT) decreased by 1.53% in shares, and UnitedHealth (UNH) also experienced a slight decrease in portfolio allocation percentage due to share price movements.

Other significant movements include a decrease in shares of Capital One (COF) by 1.41%, Workday (WDAY) by 1.16%, and DanaHER (DHR) by 0.35%. The position in Alphabet (GOOG) saw a substantial decrease of 22.29% in shares, impacting its portfolio allocation. Additionally, shares of AerCap (AER) decreased significantly by 12.61%.

For detailed analysis of each stock, visit the respective investor stock pages: AMZN, MSFT, UNH, COP, COF, WDAY, TSM, GOOG, AER, DHR.