Ravenel Boykin Curry IV Portfolio Concentration Analysis: Top Holdings & Share Changes

As of December 31, 2025, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management shows significant concentration in large-cap technology and healthcare stocks, with substantial changes in holdings during the prior period.

The largest position is in Amazon.com Inc. (AMZN), representing approximately 8.61% of the total portfolio value. The position saw an increase in shares during the prior period.

Microsoft Corporation (MSFT) is the second-largest holding, accounting for about 5.86% of the portfolio. This position saw a decrease in shares during the prior period.

UnitedHealth Group Inc. (UNH) holds the third position with a 5.86% allocation. This healthcare stock saw a significant increase in shares during the prior period.

ConocoPhillips (COP) is the fourth-largest holding at 5.78% allocation. This energy stock experienced a decrease in shares during the prior period.

Capital One Financial Corp. (COF) is the fifth-largest holding, representing 5.07% of the portfolio. This financial services stock also saw a decrease in shares during the prior period.

The investor's portfolio includes exposure to several other significant companies, including TSM Corporation (TSM), Alphabet Inc. (GOOG), AerCap Holdings NV (AER), and Danaher Corporation (DHR), each holding allocations between 4.39% and 5.07%.

Overall, Ravenel Boykin Curry IV's portfolio demonstrates a heavy concentration in large-cap US technology and healthcare companies, with notable changes in share counts for several major holdings during the prior period.