Ravenel Boykin Curry IV Portfolio Analysis: Q1 2026 Activity at Eagle Capital Management
Detailed analysis of holdings changes for Eagle Capital Management's Ravenel Boykin Curry IV portfolio as of March 31, 2026.
As of March 31, 2026, Ravenel Boykin Curry IV's portfolio managed by Eagle Capital Management showed a total value of $253,681. The analysis of holdings changes reveals specific activity across several positions during the quarter.
Notable increases were observed in holdings of SCHD and VUSB. The investor added shares to the Schwab Strategic Trust ETF (SCHD), increasing the position by 0.25%. Similarly, the Vanguard Bond Index Fund ETF Trust (VUSB) saw a share increase of 4.37%.
Conversely, several holdings experienced reductions. The position in Broadcom Inc. (AVGO) decreased by 4.46%, while Apple Inc. (AAPL) saw a 2.36% reduction. Alphabet Inc. (GOOGL), Amazon.com Inc. (AMZN), Microsoft Corp. (MSFT), and the SPDR S&P 500 ETF Trust (SPY) all showed declines, with the largest being the SPY position which decreased by 0.64%.
No new positions were disclosed in this filing. The portfolio continues to be heavily weighted towards exchange-traded funds, particularly SCHD, SPY, and VUSB, which together account for a significant portion of the holdings. Technology sector stocks including AVGO, AAPL, and MSFT also remain substantial components.
For a complete view of Ravenel Boykin Curry IV's investment activity, visit the investor profile at https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management-0746. Detailed information on each stock, including SCHWAB STRATEGIC TR (SCHD) at https://www.insiderset.com/investors/stocks/SCHD, VANGUARD BD INDEX FDS (VUSB) at https://www.insiderset.com/investors/stocks/VUSB, BROADCOM INC (AVGO) at https://www.insiderset.com/investors/stocks/AVGO, APPLE INC (AAPL) at https://www.insiderset.com/investors/stocks/AAPL, ALPHABET INC (GOOGL) at https://www.insiderset.com/investors/stocks/GOOGL, AMAZON COM INC (AMZN) at https://www.insiderset.com/investors/stocks/AMZN, INVESCO EXCH TRADED FD TR II (SPMO) at https://www.insiderset.com/investors/stocks/SPMO, and MICROSOFT CORP (MSFT) at https://www.insiderset.com/investors/stocks/MSFT, can be explored further.