Ravenel Boykin Curry IV Portfolio Trends: Q1 2026 Share Changes Revealed
Ravenel Boykin Curry IV's Eagle Capital Management portfolio saw significant share reductions in VANGUARD BD INDEX FDS and SCHWAB STRATEGIC TR, while INVESCO EXCH TRADED FD TR II increased slightly.
Ravenel Boykin Curry IV's portfolio at Eagle Capital Management, as of March 31, 2026, showed notable quarterly changes in top holdings. The portfolio, valued at approximately $253.7k, featured Technology and Consumer Cyclical stocks among its largest allocations.
Among the significant quarterly movements, VANGUARD BD INDEX FDS (VUSB) experienced the most substantial decrease, with a 4.37% reduction in shares held during the quarter. SCHWAB STRATEGIC TR (SCHD) also saw a notable decline, albeit smaller at 0.25%.
Conversely, INVESCO EXCH TRADED FD TR II (SPMO) registered a modest increase, with a 1.38% rise in shares. Other notable changes included reductions in AVGO (-4.46%), AAPL (-2.36%), GOOGL (-4.95%), and AMZN (-1.52%), alongside minor adjustments in SPY (-0.64%) and MSFT (-2.16%).
For detailed insights into Mr. Curry's investment activities, including comprehensive ownership data, visit the investor profile at https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management-0746. Specific stock information can be explored at each company's page, such as https://www.insiderset.com/investors/stocks/VUSB for VANGUARD BD INDEX FDS.