Ravenel Boykin Curry IV Portfolio Snapshot: Top Holdings & Recent Changes
A snapshot of Ravenel Boykin Curry IV's portfolio as of March 31, 2026, highlighting top holdings and observable changes in shares.
As of March 31, 2026, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management totals $253,681.0. The top holdings include a mix of ETFs and individual stocks, with allocations ranging from 11.24% to 9.8%.
Among the notable holdings, SCHD (SCHWAB STRATEGIC TR) saw an increase in shares by 2355 (0.25%), while SPY (STATE STR SPDR S&P 500 ETF T) experienced a decrease of 245 shares (-0.64%). For more details on these holdings, visit SCHD and SPY.
QQQ (INVESCO QQQ TR) showed a slight increase in shares by 30 (0.09%), and VUSB (VANGUARD BD INDEX FDS) saw a significant decrease of 17805 shares (-4.37%). You can explore these holdings at QQQ and VUSB.
Among individual stocks, AVGO (BROADCOM INC) and AAPL (APPLE INC) both saw decreases in shares, while GOOGL (ALPHABET INC) and AMZN (AMAZON COM INC) also showed reductions. For more information, check out AVGO, AAPL, GOOGL, and AMZN.
MSFT (MICROSOFT CORP) also saw a decrease in shares, while SPMO (INVESCO EXCH TRADED FD TR II) showed an increase. Learn more about these holdings at MSFT and SPMO.
For a complete view of Ravenel Boykin Curry IV's portfolio, including all holdings and performance, visit Eagle Capital Management's profile.