Ravenel Boykin Curry IV Portfolio Concentration Analysis March 2026
Analysis of portfolio concentration for Eagle Capital Management investor Ravenel Boykin Curry IV as of March 31, 2026, highlighting key holdings and share changes.
As of March 31, 2026, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management totals approximately $253,681. This analysis focuses on the investor's portfolio concentration, examining holdings and changes in share counts.
The portfolio is dominated by exchange-traded funds (ETFs), with SCHD and SPY representing the largest allocations at 11.24% and 9.8%, respectively. SCHD, tracking the Schwab Strategic U.S. Total Stock Market ETF, saw an increase in shares held by 0.25% compared to the previous period. SPY, the SPDR S&P 500 ETF Trust, experienced a slight decrease of 0.64% in shares.
QQQ, the Invesco QQQ Trust tracking the Nasdaq-100, holds approximately 7.98% of the portfolio and saw a minimal increase of 0.09% in shares. Vanguard ETF VUSB, holding 7.65% allocation, experienced a notable decrease of 4.37% in shares.
Significant individual stock positions include AVGO (Broadcom Inc.) at 6.66% allocation, followed by AAPL (Apple Inc.) at 5.01% and GOOGL (Alphabet Inc.) at 4.93%. Notably, shares of AVGO decreased by 4.46%, while AAPL and GOOGL also saw reductions of 2.36% and 4.95%, respectively.
Other substantial holdings include AMZN (Amazon.com Inc.) at 3.37%, SPMO (iShares Core S&P Small-Cap ETF) at 3.32%, and MSFT (Microsoft Corporation) at 3.12%. AMZN saw a small decrease of 1.52% in shares, while SPMO increased slightly by 1.38% and MSFT decreased by 2.16%.
For a detailed view of Ravenel Boykin Curry IV's holdings, visit the investor profile on Insiderset: https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management-0746. For more information on any specific stock holding, such as SCHD, SPY, QQQ, AVGO, AAPL, or GOOGL, explore the stock profiles on Insiderset: SCHD, SPY, QQQ, AVGO, AAPL, GOOGL.