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

Ravenel Boykin Curry IV, managing assets through Eagle Capital Management, has built a portfolio worth $274,958 as of December 31, 2025. This portfolio is characterized by a significant allocation to exchange-traded funds (ETFs) and prominent technology and tech-related companies, reflecting a strategic focus on growth and stability in these sectors.

ETFs form a cornerstone of Curry's investment strategy, with SPY, SCHD, QQQ, VUSB, and SPMO collectively accounting for a substantial portion of the portfolio. SPY, the SPDR S&P 500 ETF Trust, maintains a steady position, though its share count decreased slightly by 0.57% from the previous period. SCHD, Schwab Strategic Trust, saw an increase in holdings, with a 0.51% rise in shares, indicating confidence in this specific bond strategy. QQQ, tracking the Nasdaq-100, experienced minimal change, with only a 0.01% increase in shares, suggesting a stable core holding. VUSB, the Vanguard Boglehead's Bond Index Fund, also saw a significant increase of nearly 9.9% in shares, highlighting a tactical shift towards fixed income or a rebalancing effort. Finally, SPMO, the iShares Core S&P Small Cap Growth Factor ETF, increased by 2.58%, adding to the ETF diversification within the portfolio.

Turning to individual stocks, the portfolio is heavily weighted towards technology and tech giants. Broadcom Inc. (AVGO) is the largest individual holding, representing 7.19% of the portfolio. However, Curry recently reduced his stake, decreasing the share count by 5.55% and the share amount by 222 shares. Alphabet Inc. (GOOGL) and Apple Inc. (AAPL) follow, both strong technology players with allocations of 5.21% and 5.08%, respectively. Microsoft Corp. (MSFT) rounds out the top four tech holdings with a 3.84% allocation, also seeing a slight reduction of 1.32% in shares. Amazon.com Inc. (AMZN), a key player in e-commerce and cloud computing, holds a 3.5% allocation, also experiencing a minor decrease of 1.17% in shares.

The remaining top holdings include further diversification into other ETFs and a continuation of exposure to large-cap tech. The analysis of Ravenel Boykin Curry IV's portfolio reveals a clear preference for established tech companies and ETFs that track broad market indices or specific strategies like small-cap growth and bonds, suggesting a balanced yet concentrated approach focused on large-cap growth and tactical adjustments.

For more detailed information on Ravenel Boykin Curry's investment profile, you can visit the investor profile on Insiderset: https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management-0746. To explore the holdings of specific companies like Broadcom (AVGO), Alphabet (GOOGL), Apple (AAPL), Microsoft (MSFT), or Amazon (AMZN), and ETFs like SPY, SCHD, QQQ, VUSB, and SPMO, please check their respective pages on Insiderset: AVGO, GOOGL, AAPL, MSFT, AMZN, SPY, SCHD, QQQ, VUSB, SPMO.