Ravenel Boykin Curry IV's Top Holdings: Analysis of Eagle Capital Management Portfolio Focus
Ravenel Boykin Curry IV's portfolio as of March 31, 2026, highlights significant investments in SPY, AVGO, AAPL, and other key holdings with notable share changes.
As of March 31, 2026, Ravenel Boykin Curry IV, managing the Eagle Capital Management portfolio, has demonstrated a strategic focus on large-cap technology and broad market exposure through his top holdings. His portfolio totals $253,681, with significant allocations to established ETFs and leading tech companies.
State Street SPDR S&P 500 ETF Trust (SPY), a cornerstone of the portfolio, represents 9.8% of the total value. Curry's position in this broad-market ETF saw a slight reduction, with a decrease of 0.64% in shares during the prior period.
Among individual stocks, Broadcom Inc. (AVGO) stands out with a 6.66% allocation. However, Curry reduced his stake in AVGO by 4.46% during the prior period, indicating a potential strategic shift or rebalancing.
Apple Inc. (AAPL) and Microsoft Corp. (MSFT), both in the Technology sector, each hold approximately 5% of the portfolio. Curry's position in AAPL decreased by 2.36%, while his stake in MSFT also saw a reduction of 2.16%.
Further diversification is shown through investments in Alphabet Inc. (GOOGL), Amazon.com Inc. (AMZN), and iShares Core S&P Small-Cap 600 ETF (SPMO), each representing around 4-5% of the portfolio. Notably, SPY, AVGO, and AAPL are among the most significant holdings, reflecting a blend of broad market exposure and concentrated technology bets.
For detailed insights into Ravenel Boykin Curry IV's investment patterns, visit his profile on Insiderset: https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management-0746. You can explore each stock's performance and details here: AVGO, AAPL, SPY.