Ravenel Boykin Curry IV Portfolio Concentration Analysis for 2025
Analysis of portfolio concentration for Ravenel Boykin Curry IV as of December 31, 2025, highlighting major holdings and share changes.
As of December 31, 2025, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management shows significant concentration in specific sectors and holdings. The total portfolio value stands at $32.11 billion, with a notable allocation to large-cap technology and healthcare stocks.
The largest position is Amazon.com Inc. (AMZN), representing 8.61% of the portfolio. The holding increased by 1.69% in shares from the prior period. Microsoft Corp. (MSFT) follows with a 5.86% allocation, while UnitedHealth Group Inc. (UNH) and ExxonMobil (XOM) each hold 5.86% and 5.78% respectively. Capital One Financial Corp. (COF) and Workday Inc. (WDAY) round out the top five holdings with allocations of 5.07% each.
Notable changes include a significant increase in UnitedHealth shares (+5.28%) and a decrease in ExxonMobil shares (-1.39%). Other stocks like Alphabet Inc. (GOOG) and AerCap Holdings NV (AER) saw substantial reductions in their portfolio weightings.
For a detailed view of Ravenel Boykin Curry IV's investment profile, visit InsiderSet. For specific stock analysis, explore the profiles on AMZN, MSFT, UNH, and other relevant company pages.