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 |
|---|---|---|---|
Q2 2015Jun 30, 2015 | CVX Chevron Corporation | Buy | +1,125+6.0% |
Q2 2015Jun 30, 2015 | SCHB Schwab U.S. Broad Market ETF | Buy | +998+8.7% |
Q2 2015Jun 30, 2015 | SCHG Schwab U.S. Large-Cap Growth ET | Buy | +759+2.4% |
Q2 2015Jun 30, 2015 | KMI Kinder Morgan, Inc. | Buy | +662+1.5% |
Q2 2015Jun 30, 2015 | SCHD Schwab US Dividend Equity ETF | Buy | +338+0.8% |
Q2 2015Jun 30, 2015 | META Meta Platforms, Inc. | Buy | +215+0.5% |
Q2 2015Jun 30, 2015 | XLE SPDR Select Sector Fund - Energ | Buy | +92+0.3% |
Q2 2015Jun 30, 2015 | DIS Walt Disney Company (The) | Buy | +81+0.2% |
Q2 2015Jun 30, 2015 | CHKP Check Point | Buy | +75+0.2% |
Q2 2015Jun 30, 2015 | KMB Kimberly-Clark Corporation | Sell | -16-0.1% |
Q2 2015Jun 30, 2015 | BIIB Biogen Inc. | Sell | -22-0.3% |
Q2 2015Jun 30, 2015 | TMO Thermo Fisher Scientific Inc | Sell | -24-0.1% |
Q2 2015Jun 30, 2015 | ECL Ecolab Inc. | Sell | -35-0.1% |
Q2 2015Jun 30, 2015 | INTU Intuit Inc. | Sell | -50-0.2% |
Q2 2015Jun 30, 2015 | MMM 3M Company | Sell | -53-0.3% |
Q2 2015Jun 30, 2015 | VZ Verizon Communications Inc. | Sell | -60-0.1% |
Q2 2015Jun 30, 2015 | HD Home Depot, Inc. (The) | Sell | -61-0.2% |
Q2 2015Jun 30, 2015 | SRE DBA Sempra | Sell | -71-0.2% |
Q2 2015Jun 30, 2015 | ACN Accenture plc | Sell | -79-0.2% |
Q2 2015Jun 30, 2015 | NKE Nike, Inc. | Sell | -124-0.3% |
Q2 2015Jun 30, 2015 | V Visa Inc. | Sell | -139-0.3% |
Q2 2015Jun 30, 2015 | WBA Walgreens Boots Alliance, Inc. | Sell | -139-0.3% |
Q2 2015Jun 30, 2015 | TXN Texas Instruments Incorporated | Sell | -151-0.2% |
Q2 2015Jun 30, 2015 | UNH UnitedHealth Group Incorporated | Sell | -252-0.7% |
Q2 2015Jun 30, 2015 | SCHX Schwab U.S. Large-Cap ETF | Sell | -361-1.0% |
Q2 2015Jun 30, 2015 | SPY SPDR S&P 500 | Sell | -1,039-2.9% |
Q2 2015Jun 30, 2015 | UPS United Parcel Service, Inc. | Sell | -1,280-5.7% |
Q2 2015Jun 30, 2015 | UNP Union Pacific Corporation | Sell | -1,489-5.0% |
Q2 2015Jun 30, 2015 | GILD Gilead Sciences, Inc. | Sell | -1,943-5.5% |
Q2 2015Jun 30, 2015 | DIA SPDR Dow Jones Industrial Avera | Sell | -1,989-7.2% |