Ravenel Boykin Curry's Top Holdings: A Strategic Portfolio Analysis
Ravenel Boykin Curry, managing $253k at Eagle Capital Management, holds top positions in SCHD, SPY, QQQ, and more as of March 31, 2026, with allocations ranging from 11.24% to 3.12%.
Ravenel Boykin Curry, managing $253k at Eagle Capital Management, has strategically positioned their portfolio with a mix of exchange-traded funds and individual stocks as of March 31, 2026. Their holdings reflect a focus on broad market exposure, technology stocks, and growth sectors, with allocations ranging from 11.24% to 3.12% for individual positions.
Starting with SCHD, a strategic ETF holding at 11.24% allocation, Mr. Curry's position saw an increase of 0.25% in shares during the prior period, indicating confidence in broad market exposure. This Schwab Strategic Trust fund is accessible via InsiderSet.
The S&P 500 ETF SPY maintains a strong 9.8% allocation despite a slight reduction of 0.64% in shares. This core holding demonstrates a balanced approach to market exposure, available at InsiderSet.
QQQ, the tech-focused ETF, holds a 7.98% allocation with a modest increase of 0.09% in shares. This position underscores an affinity for technology sector exposure, detailed at InsiderSet.
Vanguard Bond ETF VUSB, at 7.65% allocation, experienced a notable 4.37% reduction in shares. This adjustment may signal a strategic rebalancing in fixed income exposure, explored further at Insiderset.
Technology sector leadership is evident in AVGO, holding a 6.66% allocation despite a 4.46% decrease in shares. Broadcom Inc.'s position highlights targeted tech exposure, available at InsiderSet.
Apple Inc. (AAPL) maintains a solid 5.01% allocation, though shares decreased by 2.36%. This core tech holding suggests ongoing confidence in the company, discussed at InsiderSet.
Google parent company ALPHABET INC (GOOGL) holds a 4.93% allocation, experiencing a significant 4.95% reduction in shares. This adjustment warrants further analysis, detailed at InsiderSet.
Consumer-focused holdings include AMAZON COM INC (AMZN) at 3.37% allocation, with a moderate 1.52% decrease in shares. This position balances growth with diversification, examined at InsiderSet.
SPMO, at 3.32% allocation, saw a slight increase of 1.38% in shares. This ETF warrants attention for its specific exposure, available at InsiderSet.
Microsoft Corp. (MSFT) completes the top holdings with a 3.12% allocation, experiencing a minor 2.16% reduction in shares. This tech stalwart remains a key component, discussed at InsiderSet.