Ravenel Boykin Curry IV's Top Holdings: Eagle Capital Management Portfolio Analysis
Ravenel Boykin Curry IV's portfolio at Eagle Capital Management as of March 31, 2026, is dominated by strategic ETFs and tech giants like SCHD, SPY, and AVGO.
As of March 31, 2026, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management totals $253,681. His investment strategy heavily favors exchange-traded funds and prominent technology companies, with the top holdings accounting for over 50% of the total portfolio value.
Leading the portfolio is the SCHWAB STRATEGIC TR (SCHD), a tactical ETF holding 11.24% of the portfolio. Mr. Curry increased his stake by 0.25% from the previous period, adding 2,355 shares, suggesting confidence in tactical asset allocation strategies.
Close behind is the SPDR S&P 500 ETF Trust (SPY), a cornerstone of many institutional portfolios, representing 9.8% of the assets. His position saw a slight reduction of 0.64%, with a decrease of 245 shares, though it remains a significant component.
The INVESCO QQQ Trust (QQQ), tracking the Nasdaq-100, holds another 7.98% allocation. His position in this growth-focused ETF grew minimally by 0.09%, adding just 30 shares, indicating continued exposure to US technology innovation.
VANGUARD BD INDEX FDS (VUSB) makes up 7.65% of the portfolio, but Mr. Curry reduced his position by 4.37%, selling 17,805 shares. This significant decrease might reflect a tactical shift or valuation concerns.
Broadcom Inc. (AVGO) and Apple Inc. (AAPL) each represent over 6% of the portfolio, highlighting a substantial allocation to the Technology sector. Both positions saw reductions: AVGO decreased by 4.46% (2,547 shares) and AAPL by 2.36% (1,209 shares).
Google parent company Alphabet Inc. (GOOGL) and Amazon.com Inc. (AMZN) round out the top seven holdings, representing 4.93% and 3.37% respectively. Both saw share reductions of -4.95% and -1.52%, adding context to his Technology sector selections.
Further diversification comes from INVESCO EXCH TRADED FD TR II (SPMO) and Microsoft Corp. (MSFT), holding 3.32% and 3.12% of the portfolio. SPMO saw a modest increase of 1.38% in his position, while Microsoft experienced a 2.16% reduction.
For more insights into Ravenel Boykin Curry IV's investment activities, visit his profile on Insiderset: https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management-0746. Detailed information on each stock can be found at: SCHD, SPY, QQQ, VUSB, AVGO, AAPL, GOOGL, AMZN, SPMO, and MSFT.