Ravenel Boykin Curry IV's Portfolio Snapshot: Top Holdings Analysis for Eagle Capital Management
A detailed snapshot of Ravenel Boykin Curry IV's top holdings as of March 31, 2026, highlighting significant changes in share positions and portfolio allocations.
As of March 31, 2026, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management totals $253,681. The top holdings include a mix of exchange-traded funds and individual stocks, with notable changes in share positions.
Among the top holdings, SCHD (SCHWAB STRATEGIC TR) saw an increase of 2,355 shares, representing a 0.25% change from the prior period. Similarly, SPMO (INVESCO EXCH TRADED FD TR II) added 1,022 shares, a 1.38% increase. These adjustments reflect strategic shifts in the portfolio.
On the other hand, SPY (STATE STR SPDR S&P 500 ETF T) experienced a decrease of 245 shares, a -0.64% change, while VUSB (VANGUARD BD INDEX FDS) saw a significant reduction of 17,805 shares, a -4.37% change. These reductions may indicate a rebalancing of the portfolio.
Technology-focused stocks like AVGO (BROADCOM INC) and AAPL (APPLE INC) also saw share reductions, with AVGO down by 2,547 shares (-4.46%) and AAPL by 1,209 shares (-2.36%). GOOGL (ALPHABET INC) and AMZN (AMAZON COM INC) similarly decreased their allocations, reflecting a cautious approach to growth stocks.
For more insights into Ravenel Boykin Curry IV's investment strategy, visit their investor profile. Detailed analysis of each stock, including SCHD, SPY, QQQ, VUSB, AVGO, AAPL, GOOGL, AMZN, and SPMO, can be found at InsiderSet.