Ravenel Boykin Curry IV's Top Holdings: Eagle Capital Management Portfolio Analysis

Ravenel Boykin Curry IV, managing investments through Eagle Capital Management, has a portfolio worth $253,681 as of March 31, 2026. His top holdings reflect a mix of broad market exposure and significant allocations to technology and growth-oriented stocks.

Leading the portfolio is SCHD, Schwab Strategic Trust, with a substantial allocation of 11.24%. The fund holds 929,233 shares, valued at $28,509. There was a slight increase of 2,355 shares (0.25%) from the previous period.

SPY, the SPDR S&P 500 ETF Trust, follows with an 9.8% allocation. Holding 38,235 shares valued at $24,866, the position saw a decrease of 245 shares (-0.64%) recently.

QQQ, the Invesco QQQ Trust, makes up 7.98% of the portfolio. With 35,057 shares worth $20,234, the position increased by 30 shares (0.09%) over the prior period.

Vanguard Short-Term Bond Index Fund (VUSB) holds 7.65% of the portfolio. The fund holds 389,904 shares valued at $19,411. There was a significant reduction of 17,805 shares (-4.37%) during the period.

Technology sector leadership is evident with AVGO (6.66%) and AAPL (5.01%). AVGO, Broadcom Inc., holds 54,583 shares valued at $16,894. The position decreased by 2,547 shares (-4.46%) recently. Apple Inc. (AAPL) holds 50,128 shares valued at $12,722, with a slight decrease of 1,209 shares (-2.36%) from the prior period.

Google parent company (GOOGL) at 4.93% allocation shows continued interest in big tech. Holding 43,502 shares valued at $12,509, the position decreased by 2,266 shares (-4.95%) recently.

Amazon (AMZN) represents 3.37% of the portfolio with 41,020 shares valued at $8,543. The position saw a small decrease of 634 shares (-1.52%) during the period.

SPMO, iShares Core S&P Small-Cap Growth ETF, holds 3.32% of the portfolio. The fund holds 75,110 shares valued at $8,421, with a modest increase of 1,022 shares (1.38%) recently.

Microsoft Corp. (MSFT) completes the top ten with a 3.12% allocation. Holding 21,386 shares valued at $7,916, the position decreased by 473 shares (-2.16%) from the prior period.

For more detailed information on Ravenel Boykin Curry IV's investment activities, visit https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management-0746. You can explore each stock's performance and details at https://www.insiderset.com/investors/stocks.