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 Aug 14, 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:
Increases – UnitedHealth Group Incorporated (UNH), ConocoPhillips (COP), Lennar Corporation (LEN), Capital One Financial Corporati (COF), Humana Inc. (HUM), and 7 more
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 |
|---|---|---|---|
Q3 2023Sep 30, 2023 | AMZN Amazon.com, Inc. | Sell | -419,945-2.9% |
Q3 2023Sep 30, 2023 | NFLX Netflix, Inc. | Sell | -814,101-24.1% |
Q3 2023Sep 30, 2023 | WFC Wells Fargo & Company | Sell | -889,810-3.8% |
Q3 2023Sep 30, 2023 | MS Morgan Stanley | Sell | -895,491-82.3% |
Q3 2023Sep 30, 2023 | MAR Marriott International | Sell | -968,744-27.1% |
Q3 2023Sep 30, 2023 | META Meta Platforms, Inc. | Sell | -1,476,512-22.8% |
Q3 2023Sep 30, 2023 | IAC IAC Inc. | Sell | -1,599,197-82.4% |
Q3 2023Sep 30, 2023 | GE GE Aerospace | Sell | -3,036,188-22.7% |
Q3 2023Sep 30, 2023 | CMCSA Comcast Corporation | Sell | -3,432,986-15.9% |
Q3 2023Sep 30, 2023 | C Citigroup, Inc. | Sell | -12,639,101-72.4% |
Q3 2023Sep 30, 2023 | SHEL Shell PLC | Sell - Position Exit | -15,904,914-100.0% |
Q2 2023Jun 30, 2023 | SHEL Shell PLC | Buy | +3,090,284+24.1% |
Q2 2023Jun 30, 2023 | COP ConocoPhillips | Buy | +3,077,748+38.8% |
Q2 2023Jun 30, 2023 | BIL SPDR Bloomberg 1-3 Month T-Bill | Buy - Position Entry | +169,754 |
Q2 2023Jun 30, 2023 | WRB W.R. Berkley Corporation | Buy | +15,000+22.3% |
Q2 2023Jun 30, 2023 | BAC Bank of America Corporation | Buy | +10,550+15.7% |
Q2 2023Jun 30, 2023 | IWD iShares Russell 1000 Value ETF | Buy - Position Entry | +5,653 |
Q2 2023Jun 30, 2023 | ECL Ecolab Inc. | Buy | +5,136+26.2% |
Q2 2023Jun 30, 2023 | BRK-B Berkshire Hathaway Inc. New | Buy | +1,623+2.9% |
Q2 2023Jun 30, 2023 | JPM JP Morgan Chase & Co. | Buy | +284+3.3% |
Q2 2023Jun 30, 2023 | GM General Motors Company | Sell | -396-0.8% |
Q2 2023Jun 30, 2023 | GEHC GE HealthCare Technologies Inc. | Sell | -1,627-7.1% |
Q2 2023Jun 30, 2023 | SPY SPDR S&P 500 | Sell - Position Exit | -4,841-100.0% |
Q2 2023Jun 30, 2023 | CHTR Charter Communications, Inc. | Sell | -38,873-5.1% |
Q2 2023Jun 30, 2023 | LBRDA Liberty Broadband Corporation | Sell | -39,846-6.2% |
Q2 2023Jun 30, 2023 | ELV Elevance Health, Inc. | Sell | -47,826-6.0% |
Q2 2023Jun 30, 2023 | WWD Woodward, Inc. | Sell | -54,616-1.3% |
Q2 2023Jun 30, 2023 | V Visa Inc. | Sell | -102,150-6.8% |
Q2 2023Jun 30, 2023 | AON Aon Plc | Sell | -115,854-6.0% |
Q2 2023Jun 30, 2023 | UNH UnitedHealth Group Incorporated | Sell | -128,513-6.4% |