Ravenel Boykin Curry IV's Portfolio Activity: Q4 2025 Insights

For the quarter ending December 31, 2025, Ravenel Boykin Curry IV, managing the Eagle Capital Management portfolio, made several notable adjustments to his holdings. The total portfolio value stood at $274,958 as of this date.

Among the most significant changes was the increase in holdings of SCHWAB STRATEGIC TR (SCHD), with a net increase of 4,735 shares, representing a 0.51% change from the previous quarter. This action aligns with a continued interest in strategic income strategies. Similarly, VANGUARD BD INDEX FDS (VUSB) saw substantial growth, with 36,736 more shares added, marking a 9.9% increase, further diversifying the fixed income portion of the portfolio.

Conversely, the investor reduced exposure in several large-cap technology stocks. BROADCOM INC (AVGO) experienced a significant decrease of 3,359 shares (-5.55%), MICROSOFT CORP (MSFT) saw a reduction of 292 shares (-1.32%), and APPLE INC (AAPL) lost 624 shares (-1.2%). AMAZON COM INC (AMZN) also saw a decline of 494 shares (-1.17%). These reductions might indicate a strategic rebalancing or a shift in focus away from these specific large technology names.

The investor also trimmed holdings in SPDR S&P 500 ETF TR (SPY) by 222 shares (-0.57%) and INVESCO QQQ TR (QQQ) by just 2 shares (+0.01%).

Notably, the portfolio gained a new position in INVESCO EXCH TRADED FD TR II (SPMO), adding 1,866 shares (+2.58%) and allocating 3.22% to this exchange-traded fund. This suggests an interest in exchange-traded fund strategies.

Across all sectors, the portfolio maintains a significant allocation to Technology and Communication Services, including major players like AVGO, AAPL, MSFT, and GOOGL, alongside ETFs tracking broader indices and strategic income.

For a complete view of Ravenel Boykin Curry IV's investment activity, please refer to the full filing.