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

Ravenel Boykin Curry IV, managing a portfolio valued at $253,681 as of March 31, 2026, has positioned Eagle Capital Management's holdings with a focus on both ETFs and individual stocks. The portfolio's top allocations highlight a blend of broad market exposure, technology stocks, and sector-specific investments.

Leading the portfolio is SCHD, Schwab Strategic Technology ETF, holding 929,233 shares valued at $28,509, representing 11.24% of the total. This ETF allocation suggests a strategic interest in technology-focused investments. The position saw an increase of 2,355 shares, indicating a slight uptick in confidence in this segment.

Close behind is SPY, the SPDR S&P 500 ETF Trust, with 38,235 shares worth $24,866 (9.8% allocation). This core holding underscores a belief in broad market stability. The position decreased by 245 shares (-0.64%), reflecting a minor adjustment in the overall portfolio balance.

QQQ, the Invesco QQQ Trust, follows with 35,057 shares valued at $20,234 (7.98% allocation). This growth-oriented ETF allocation highlights an appetite for technology sector gains. The position increased by just 30 shares (0.09%), showing minimal change.

Vanguard Short-Term Corporate Bond ETF (VUSB) holds 389,904 shares valued at $19,411 (7.65% allocation). This fixed-income component adds stability. However, the position decreased significantly by 17,805 shares (-4.37%), signaling a notable reduction in bond exposure.

Broadcom Inc. (AVGO) is the next largest holding with 54,583 shares valued at $16,894 (6.66% allocation). As a major technology player, this position underscores a focus on high-growth companies. The stake decreased by 2,547 shares (-4.46%), a moderate reduction.

Apple Inc. (AAPL) follows with 50,128 shares worth $12,722 (5.01% allocation). The tech giant remains a core holding despite a slight decrease of 1,209 shares (-2.36%).

Alphabet Inc. (GOOGL) holds 43,502 shares valued at $12,509 (4.93% allocation). This position in a leading tech company saw a decline of 2,266 shares (-4.95%), one of the more significant reductions.

Amazon.com Inc. (AMZN) allocation includes 41,020 shares valued at $8,543 (3.37% allocation). This consumer cyclical stock experienced a small decrease of 634 shares (-1.52%).

SPMO, SPDR MSCI Emerging Markets ETF, holds 75,110 shares valued at $8,421 (3.32% allocation). This international allocation saw an increase of 1,022 shares (1.38%), suggesting a continued interest in emerging market opportunities.

Micrsoft Corp. (MSFT) completes the top ten with 21,386 shares valued at $7,916 (3.12% allocation). This tech holding decreased by 473 shares (-2.16%), maintaining its position but with a slight reduction.

For a complete view of Ravenel Boykin Curry IV's investment strategy, explore the full Eagle Capital Management profile here: https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management-0746. Detailed analysis of each stock, including SCHD, SPY, QQQ, VUSB, AVGO, AAPL, GOOGL, AMZN, SPMO, and MSFT, is available at their respective pages: SCHD, SPY, QQQ, VUSB, AVGO, AAPL, GOOGL, AMZN, SPMO, and MSFT.