Ravenel Boykin Curry IV's Top Holdings Snapshot: Eagle Capital Management Portfolio as of December 31, 2025
A snapshot of Ravenel Boykin Curry IV's top holdings in his Eagle Capital Management portfolio as of December 31, 2025, highlighting significant changes in share positions.
As of December 31, 2025, Ravenel Boykin Curry IV's portfolio managed by Eagle Capital Management showed notable changes in his top holdings. The investor's portfolio, valued at approximately $32.1 billion, held positions in major corporations across various sectors.
Amazon.com Inc. (AMZN) maintained its position as the largest holding, representing 8.61% of the portfolio. The position saw an increase in shares by 1.69% compared to the previous period.
UnitedHealth Group Inc. (UNH) held at 5.86% allocation, with a significant increase of 5.28% in shares. Microsoft Corp. (MSFT) at 5.86% allocation experienced a slight decrease of 1.53% in shares. ConocoPhillips (COP) at 5.78% allocation saw a reduction of 1.39% in shares.
Capital One Financial Corp. (COF) at 5.07% allocation and Workday Inc. (WDAY) at 5.07% allocation both experienced slight decreases in their respective holdings. Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) at 4.69% allocation also saw a small reduction.
Alphabet Inc. (GOOG) at 4.65% allocation and AerCap Holdings NV (AER) at 4.55% allocation showed substantial decreases in their holdings, while Danaher Corporation (DHR) at 4.39% allocation experienced a minimal reduction.
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