Ravenel Boykin Curry Eagle Capital Management Portfolio Update: March 2026
Ravenel Boykin Curry's Eagle Capital Management portfolio as of March 31, 2026, shows significant shifts in holdings, with major increases in SAP, MELI, and DHR, while positions like COP and AMZN decreased.
Ravenel Boykin Curry IV, through Eagle Capital Management, saw their portfolio holdings change as of March 31, 2026.
SAP (SAP SE), in the Technology sector, saw a significant increase of 89.42% in shares and an 89.42% increase in value, now comprising 4.51% of the portfolio.
MELI (MercadoLibre Inc.), in the Consumer Cyclical sector, experienced a massive 90.97% increase in shares and value, now representing 4.56% of the assets.
DHR (Danaher Corp.), in the Healthcare sector, increased by 6.73% in shares and 6.73% in value, now holding 4.18% of the portfolio.
MSFT (Microsoft Corp.), in the Technology sector, increased by 2.88% in shares and value, now comprising 4.97% of the assets.
UNH (UnitedHealth Group Inc.), in the Healthcare sector, increased by 2.79% in shares and value, now representing 5.32% of the portfolio.
TSM (Taiwan Semiconductor Manufacturing Co.), in the Technology sector, decreased by 1.65% in shares and value, now holding 5.53% of the assets.
COF (Capital One Financial Corp.), in the Financial Services sector, decreased by 2.23% in shares and value, now comprising 4.02% of the portfolio.
GOOG (Alphabet Inc.), in the Communication Services sector, decreased by 3.49% in shares and value, now representing 4.42% of the assets.
COP (ConocoPhillips), in the Energy sector, decreased by 4.69% in shares and value, now holding 8.37% of the portfolio.
AMZN (Amazon.com Inc.), in the Consumer Cyclical sector, decreased by 1.84% in shares and value, now comprising 8.21% of the portfolio.