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 |
|---|---|---|---|
Q1 2014Mar 31, 2014 | SCHO Schwab Short-Term U.S. Treasury | Buy | +195,612+83.4% |
Q1 2014Mar 31, 2014 | VZ Verizon Communications Inc. | Buy - Position Entry | +62,754 |
Q1 2014Mar 31, 2014 | GRMN Garmin | Buy - Position Entry | +53,747 |
Q1 2014Mar 31, 2014 | RYN Rayonier Inc. REIT | Buy | +41,128+176.2% |
Q1 2014Mar 31, 2014 | SOXX iShares Semiconductor ETF | Buy - Position Entry | +39,930 |
Q1 2014Mar 31, 2014 | UNH UnitedHealth Group Incorporated | Buy - Position Entry | +37,766 |
Q1 2014Mar 31, 2014 | TXN Texas Instruments Incorporated | Buy | +35,192+129.5% |
Q1 2014Mar 31, 2014 | ACN Accenture plc | Buy - Position Entry | +34,183 |
Q1 2014Mar 31, 2014 | HAL Halliburton Company | Buy | +34,015+204.0% |
Q1 2014Mar 31, 2014 | MINT PIMCO Enhanced Short Maturity A | Buy | +30,590+17.4% |
Q1 2014Mar 31, 2014 | QCOM QUALCOMM Incorporated | Buy | +21,060+130.5% |
Q1 2014Mar 31, 2014 | DIS Walt Disney Company (The) | Buy | +19,835+129.9% |
Q1 2014Mar 31, 2014 | WSO Watsco, Inc. | Buy | +19,690+227.2% |
Q1 2014Mar 31, 2014 | SBUX Starbucks Corporation | Buy | +18,543+91.2% |
Q1 2014Mar 31, 2014 | NKE Nike, Inc. | Buy | +18,465+106.3% |
Q1 2014Mar 31, 2014 | SLB Schlumberger N.V. | Buy | +17,710+138.4% |
Q1 2014Mar 31, 2014 | SRE DBA Sempra | Buy | +17,688+139.8% |
Q1 2014Mar 31, 2014 | GILD Gilead Sciences, Inc. | Buy | +17,641+96.0% |
Q1 2014Mar 31, 2014 | IGSB iShares 1-5 Year Investment Gra | Buy | +16,810+9.3% |
Q1 2014Mar 31, 2014 | DDD 3D Systems Corporation | Buy | +14,887+51.7% |
Q1 2014Mar 31, 2014 | KMB Kimberly-Clark Corporation | Buy | +12,731+94.3% |
Q1 2014Mar 31, 2014 | V Visa Inc. | Buy - Position Entry | +12,536 |
Q1 2014Mar 31, 2014 | YELP Yelp Inc. | Buy | +12,280+69.1% |
Q1 2014Mar 31, 2014 | MSFT Microsoft Corporation | Buy | +11,637+17.8% |
Q1 2014Mar 31, 2014 | UNP Union Pacific Corporation | Buy | +11,383+307.6% |
Q1 2014Mar 31, 2014 | MMM 3M Company | Buy | +10,054+89.6% |
Q1 2014Mar 31, 2014 | MCD McDonald's Corporation | Buy | +9,213+43.4% |
Q1 2014Mar 31, 2014 | HSY The Hershey Company | Buy | +5,831+26.7% |
Q1 2014Mar 31, 2014 | ECL Ecolab Inc. | Buy | +5,628+27.2% |
Q1 2014Mar 31, 2014 | MAN ManpowerGroup | Buy | +5,340+41.0% |