Ravenel Boykin Curry IV Portfolio Concentration Analysis - Eagle Capital Management
Analysis of Ravenel Boykin Curry IV's portfolio concentration as of March 31, 2026, highlighting major holdings and share changes.
As of March 31, 2026, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management totals approximately $29.8 billion. This analysis focuses on the investor's portfolio concentration, examining the largest holdings and their recent share changes.
The portfolio's largest position is in CONOCOPHILLIPS (COP), representing 8.37% of the total value. The position saw a decrease in shares from the previous period, with a -4.69% change in allocation.
AMAZON COM INC (AMZN) is the second-largest holding at 8.21% allocation. Similar to COP, this position also experienced a reduction in shares, showing an 18.4% decrease in holdings.
Taiwan Semiconductor Manufacturing (TSM) holds the third-largest allocation at 5.53%. The position saw modest share reduction of 1.65%.
UnitedHealth Group (UNH) and Microsoft (MSFT) both feature in the top five holdings, with allocations of 5.32% and 4.97% respectively. Both positions saw positive share changes, with UNH increasing by 2.79% and MSFT by 2.88%.
Mercadolibre (MELI) and SAP SE (SAP) represent the fourth and fifth largest holdings at 4.56% and 4.51% allocations. Notably, these positions showed substantial share increases of 90.97% and 89.42% respectively during the period.
Additional significant holdings include Alphabet (GOOG) at 4.42% allocation, Danaher (DHR) at 4.18%, and Capital One (COF) at 4.02%.
For detailed insights into Ravenel Boykin Curry IV's investment strategy and holdings, visit Eagle Capital Management's profile. For specific information on CONOCOPHILLIPS, visit CONOCOPHILLIPS. Similarly, detailed information on AMAZON COM INC can be found at AMAZON COM INC.