Ravenel Boykin Curry IV's Portfolio Snapshot: Top Holdings Analysis for Q1 2026

As of March 31, 2026, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management totals $253,681.0, with a focus on diversified ETFs and tech stocks. The top holdings include SCHD, SPY, QQQ, and VUSB, each representing significant portions of the portfolio.

SCHD, the Schwab Strategic Trust ETF, saw an increase of 2355 shares, representing a 0.25% change from the prior period. This ETF holds a 11.24% allocation in the portfolio. For more details on SCHD, visit InsiderSet.

SPY, the SPDR S&P 500 ETF Trust, experienced a slight decrease of 245 shares (-0.64% change). It maintains a 9.8% allocation. Learn more about SPY at InsiderSet.

QQQ, the Invesco QQQ Trust, saw a modest increase of 30 shares (+0.09% change) and holds a 7.98% allocation. Find more information on QQQ here: InsiderSet.

VUSB, the Vanguard Boglehead Index Fund ETF, decreased by 17805 shares (-4.37% change) and accounts for 7.65% of the portfolio. Details on VUSB are available at InsiderSet.

AVGO, Broadcom Inc., decreased by 2547 shares (-4.46% change) and represents 6.66% of the portfolio. Company information can be found at InsiderSet.

AAPL, Apple Inc., saw a reduction of 1209 shares (-2.36% change) and holds a 5.01% allocation. Visit InsiderSet for more details.

GOOGL, Alphabet Inc., decreased by 2266 shares (-4.95% change) and maintains a 4.93% allocation. More information on GOOGL is available at InsiderSet.

AMZN, Amazon.com Inc., decreased by 634 shares (-1.52% change) and accounts for 3.37% of the portfolio. Details on AMZN can be found at InsiderSet.

SPMO, the iShares Core S&P Small-Cap Growth ETF, increased by 1022 shares (+1.38% change) and holds a 3.32% allocation. Learn more about SPMO at InsiderSet.

MSFT, Microsoft Corporation, decreased by 473 shares (-2.16% change) and represents 3.12% of the portfolio. Company details are available at InsiderSet.

For a complete profile of Ravenel Boykin Curry IV's investment activities, visit InsiderSet.