Ravenel Boykin Curry Portfolio Concentration Analysis
Ravenel Boykin Curry's Eagle Capital Management portfolio as of March 31, 2026, shows significant concentration in broad market ETFs and major tech companies.
Ravenel Boykin Curry IV, through Eagle Capital Management, holds a portfolio valued at approximately $253,681 as of March 31, 2026. This portfolio demonstrates notable concentration in specific sectors and holdings.
The largest position is in SCHD (Schwab Strategic Technology ETF), representing 11.24% of the portfolio. This ETF experienced a slight increase in shares (+0.25%) during the period. The second-largest holding is SPY (SPDR S&P 500 ETF Trust) at 9.8%, though its share count decreased slightly (-0.64%).
QQQ (Invesco QQQ Trust) follows at 7.98% allocation, with a small positive share change (+0.09%). Vanguard Short Term Bond ETF (VUSB) makes up another 7.65% of the portfolio, but saw a significant reduction in shares (-4.37%).
The portfolio includes substantial individual stock positions. Broadcom Inc. (AVGO) accounts for 6.66% of the portfolio, while Apple Inc. (AAPL) and Alphabet Inc. (GOOGL) each hold around 5% and 4.93%, respectively. Amazon.com Inc. (AMZN) represents 3.37%, and Microsoft Corp. (MSFT) 3.12%. These top holdings span Technology and Communication Services sectors.
For more detailed information on Ravenel Boykin Curry's investment profile, visit Eagle Capital Management. Specific stock profiles can be explored at SCHD, SPY, QQQ, VUSB, AVGO, AAPL, GOOGL, AMZN, and MSFT.