Ravenel Boykin Curry IV Portfolio Changes in Q2 2026
Eagle Capital Management's Ravenel Boykin Curry IV saw his portfolio value increase slightly to $292,907 as of June 30th. This quarter featured notable shifts including a significant purchase and several reductions.
As of June 30th, 2026, investor Ravenel Boykin Curry IV's portfolio managed by Eagle Capital Management stands at $292,907.
The most prominent change during this quarter was the significant increase in holdings for stock symbol ETN. This investment saw a 100% jump in shares from the prior period, adding substantial weight to Curry's position and suggesting strong confidence or newly aligned interests with Eaton Corporation PLC.
On the other side of the portfolio spectrum, several holdings experienced notable reductions. The Vanguard Small Cap Index Fund ETF Shares (VUSB) saw its share count decrease by nearly 3.68%, while Apple Inc. (AAPL), Broadcom Inc. (AVGO), and Alphabet Inc. (GOOGL) all reported over a 1% reduction in their respective shares, indicating potential profit-taking or strategic rebalancing.
Additionally, the Schwab Strategic Allocation Trust (SCHD) faced a decrease of approximately 0.56%, while other SCHWAB trusts like SCHG and SCHX also saw reductions during this period. These changes reflect adjustments within specific tactical allocation categories that Curry manages through Eagle Capital.
Overall, the portfolio shows activity focused on established positions with some targeted buying in select sectors. The significant purchase of ETN highlights a potential area of focus or new conviction for Ravenel Boykin Curry IV this quarter.