Ravenel Boykin Curry IV Portfolio Update: Eagle Capital Management Holdings Shifts in March 2026
Ravenel Boykin Curry IV's Eagle Capital Management portfolio, valued at over $29.8 billion as of March 31, 2026, saw significant changes in major holdings, including notable increases in Technology and Healthcare stocks.
On March 31, 2026, Ravenel Boykin Curry IV's portfolio managed by Eagle Capital Management held assets worth over $29.8 billion. The top holdings included significant positions in Energy (COP), Consumer Cyclical (AMZN, MELI), Technology (TSM, MSFT, SAP, GOOG), Healthcare (UNH, DHR), and Financial Services (COF).
Notable changes included a decrease in holdings of COP and AMZN, while positions in TSM, UNH, MSFT, MELI, SAP, GOOG, DHR, and COF increased. The largest percentage increase in shares held was seen in SAP, with an 89.42% rise, followed by MELI with a 90.97% increase.
For detailed information on Ravenel Boykin Curry IV's investment activities, visit https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management. For specific stock information, such as CONOCOPHILLIPS (COP) at https://www.insiderset.com/investors/stocks/cop, AMAZON COM INC (AMZN) at https://www.insiderset.com/investors/stocks/amzn, TAIWAN SEMICONDUCTOR MANUFAC (TSM) at https://www.insiderset.com/investors/stocks/tsm, UNITEDHEALTH GROUP INC (UNH) at https://www.insiderset.com/investors/stocks/unh, MICROSOFT CORP (MSFT) at https://www.insiderset.com/investors/stocks/msft, MERCADOLIBRE INC (MELI) at https://www.insiderset.com/investors/stocks/meli, SAP SE (SAP) at https://www.insiderset.com/investors/stocks/sap, ALPHABET INC (GOOG) at https://www.insiderset.com/investors/stocks/goog, DANAHER CORP DEL (DHR) at https://www.insiderset.com/investors/stocks/dhr, and CAPITAL ONE FINL CORP (COF) at https://www.insiderset.com/investors/stocks/cof, please refer to the respective company pages on Insiderset.