Ravenel Boykin Curry IV Portfolio Analysis: Q1 2026 Investment Activity

In this detailed analysis of Ravenel Boykin Curry IV's portfolio at Eagle Capital Management as of March 31, 2026, we examine the investor's recent activity across key holdings. The portfolio, valued at $253,681, shows nuanced shifts in allocation, reflecting strategic adjustments in the current quarter.

Among the most significant changes observed in this quarter are the reductions in holdings of SCHWAB STRATEGIC TR (SCHD) and VANGUARD BD INDEX FDS (VUSB). SCHD saw a decrease of 2355 shares, representing a 0.25% reduction from the previous period, while VUSB experienced a more substantial decline of 17,805 shares, marking a 4.37% decrease. These adjustments suggest a strategic shift away from these specific ETFs during the quarter.

Conversely, the investor demonstrated a preference for established equity positions, maintaining and slightly adjusting holdings in major technology and communication services companies. APPLE INC (AAPL) saw a minor reduction of 1,209 shares (-2.36%), MICROSOFT CORP (MSFT) decreased by 473 shares (-2.16%), and ALPHABET INC (GOOGL) also experienced a decline of 2,266 shares (-4.95%). Notably, the investor maintained positions in AVGO (BROADCOM INC) despite a 4.46% reduction in shares.

The investor also adjusted exposure to SPDR S&P 500 ETF (SPY) and INVESCO QQQ TR (QQQ), albeit with smaller changes. SPY saw a slight reduction of 245 shares (-0.64%), while QQQ increased by just 30 shares (+0.09%). The Vanguard ETF VUSB, despite the significant reduction, still holds a substantial 7.65% allocation.

For a comprehensive view of Ravenel Boykin Curry IV's investment strategy and performance, please visit his profile on Insiderset: Ravenel Boykin Curry IV. Detailed information on each stock holding, including company profiles, can be found at Insiderset's stock database.