Ravenel Boykin Curry IV – Eagle Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 18, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Invesco S&P 500 Momentum ETF (SPMO), Archer-Daniels-Midland Company (ADM), Bunge Global (BG), Duke Energy Corporation (Holdin (DUK), International Business Machines (IBM)
Increases – Schwab US Dividend Equity ETF (SCHD), Schwab U.S. Large-Cap ETF (SCHX), SPDR Select Sector Fund - Energ (XLE), Pfizer, Inc. (PFE), SPDR Select Sector Fund - Finan (XLF), and 12 more
Reductions – American Express Company (AXP), Home Depot, Inc. (The) (HD), Lockheed Martin Corporation (LMT), Applied Materials, Inc. (AMAT), Accenture plc (ACN), and 10 more
Complete Exits – Invesco S&P 500 Equal Weight He (RSPH)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Eagle Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2017Dec 31, 2017 | INTU Intuit Inc. | Sell | -400-1.7% |
Q4 2017Dec 31, 2017 | JPM JP Morgan Chase & Co. | Sell | -405-1.3% |
Q4 2017Dec 31, 2017 | LEN Lennar Corporation | Sell | -415-0.9% |
Q4 2017Dec 31, 2017 | C Citigroup, Inc. | Sell | -432-0.9% |
Q4 2017Dec 31, 2017 | ABBV AbbVie Inc. | Sell | -459-1.1% |
Q4 2017Dec 31, 2017 | AWK American Water Works Company, I | Sell | -511-1.4% |
Q4 2017Dec 31, 2017 | MSFT Microsoft Corporation | Sell | -589-1.4% |
Q4 2017Dec 31, 2017 | SOXX iShares Semiconductor ETF | Sell | -734-1.4% |
Q4 2017Dec 31, 2017 | BAC Bank of America Corporation | Sell | -1,093-0.9% |
Q4 2017Dec 31, 2017 | SPY SPDR S&P 500 | Sell | -1,366-2.3% |
Q4 2017Dec 31, 2017 | DIA SPDR Dow Jones Industrial Avera | Sell | -1,589-2.3% |
Q4 2017Dec 31, 2017 | SCHM Schwab U.S. Mid Cap ETF | Sell | -1,646-0.9% |
Q4 2017Dec 31, 2017 | XLF SPDR Select Sector Fund - Finan | Sell | -4,553-1.6% |
Q4 2017Dec 31, 2017 | SCHO Schwab Short-Term U.S. Treasury | Sell | -5,030-3.6% |
Q4 2017Dec 31, 2017 | T AT&T Inc. | Sell | -6,394-10.0% |
Q4 2017Dec 31, 2017 | XLE SPDR Select Sector Fund - Energ | Sell | -7,801-8.8% |
Q4 2017Dec 31, 2017 | WBA Walgreens Boots Alliance, Inc. | Sell - Position Exit | -31,414-100.0% |
Q3 2017Sep 30, 2017 | SQ Block, Inc. | Buy - Position Entry | +74,449 |
Q3 2017Sep 30, 2017 | LEN Lennar Corporation | Buy - Position Entry | +46,673 |
Q3 2017Sep 30, 2017 | SCHD Schwab US Dividend Equity ETF | Buy | +699+1.6% |
Q3 2017Sep 30, 2017 | SCHX Schwab U.S. Large-Cap ETF | Buy | +428+1.1% |
Q3 2017Sep 30, 2017 | SCHG Schwab U.S. Large-Cap Growth ET | Buy | +370+1.2% |
Q3 2017Sep 30, 2017 | WBA Walgreens Boots Alliance, Inc. | Buy | +17+0.1% |
Q3 2017Sep 30, 2017 | HD Home Depot, Inc. (The) | Sell | -13-0.1% |
Q3 2017Sep 30, 2017 | AMZN Amazon.com, Inc. | Sell | -30-0.9% |
Q3 2017Sep 30, 2017 | GOOGL Alphabet Inc. | Sell | -34-1.1% |
Q3 2017Sep 30, 2017 | HON Honeywell International Inc. | Sell | -43-0.2% |
Q3 2017Sep 30, 2017 | ACN Accenture plc | Sell | -124-0.5% |
Q3 2017Sep 30, 2017 | AMGN Amgen Inc. | Sell | -125-0.7% |
Q3 2017Sep 30, 2017 | INTU Intuit Inc. | Sell | -149-0.6% |