Ravenel Boykin Curry IV Portfolio Trends: Q1 2026 Share Changes
Ravenel Boykin Curry IV's portfolio saw significant share decreases in SCHD and VUSB while SPMO increased, reflecting quarterly adjustments.
As of March 31, 2026, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management showed notable quarterly adjustments. The portfolio, valued at approximately $253.7k, featured significant changes in several top holdings.
Among the most pronounced changes was a decrease in shares of SCHD (SCHWAB STRATEGIC TR), which saw a reduction of 0.25% compared to the previous quarter. Similarly, Vanguard ETF (VUSB) experienced a substantial decline of 4.37% in share count. On the positive side, shares of SPMO (INVESCO EXCH TRADED FD TR II) increased by 1.38% during the period.
Other significant adjustments included reductions in AVGO (-4.46%), AAPL (-2.36%), GOOGL (-4.95%), AMZN (-1.52%), and MSFT (-2.16%).
For detailed insights into Ravenel Boykin Curry IV's investment strategy and holdings, visit his profile at https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management-0746. You can explore each stock's performance and details here: SCHD https://www.insiderset.com/investors/stocks/SCHD, SPY https://www.insiderset.com/investors/stocks/SPY, QQQ https://www.insiderset.com/investors/stocks/QQQ, VUSB https://www.insiderset.com/investors/stocks/VUSB, AVGO https://www.insiderset.com/investors/stocks/AVGO, AAPL https://www.insiderset.com/investors/stocks/AAPL, GOOGL https://www.insiderset.com/investors/stocks/GOOGL, AMZN https://www.insiderset.com/investors/stocks/AMZN, SPMO https://www.insiderset.com/investors/stocks/SPMO, MSFT https://www.insiderset.com/investors/stocks/MSFT.