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 |
|---|---|---|---|
Q2 2014Jun 30, 2014 | TMO Thermo Fisher Scientific Inc | Sell | -277,416-5.0% |
Q2 2014Jun 30, 2014 | WMT Walmart Inc. | Sell | -588,916-4.9% |
Q2 2014Jun 30, 2014 | WRB W.R. Berkley Corporation | Sell | -735,253-6.2% |
Q2 2014Jun 30, 2014 | MS Morgan Stanley | Sell | -2,111,055-7.0% |
Q2 2014Jun 30, 2014 | L Loews Corporation | Sell | -5,689,586-38.3% |
Q1 2014Mar 31, 2014 | C Citigroup, Inc. | Buy | +15,217,114+97545.6% |
Q1 2014Mar 31, 2014 | KO Coca-Cola Company (The) | Buy | +1,565,468+7.1% |
Q1 2014Mar 31, 2014 | ORCL Oracle Corporation | Buy | +1,339,756+3.0% |
Q1 2014Mar 31, 2014 | L Loews Corporation | Buy | +1,160,443+8.5% |
Q1 2014Mar 31, 2014 | MSFT Microsoft Corporation | Buy | +849,434+2.6% |
Q1 2014Mar 31, 2014 | MDLZ Mondelez International, Inc. | Buy | +817,210+3.9% |
Q1 2014Mar 31, 2014 | BRK-B Berkshire Hathaway Inc. New | Buy | +805,597+6.4% |
Q1 2014Mar 31, 2014 | WMT Walmart Inc. | Buy | +695,461+6.2% |
Q1 2014Mar 31, 2014 | WRB W.R. Berkley Corporation | Buy | +600,115+5.3% |
Q1 2014Mar 31, 2014 | NSRGY Nestle S.A. | Buy | +489,275+6.3% |
Q1 2014Mar 31, 2014 | PEP Pepsico, Inc. | Buy | +483,421+5.9% |
Q1 2014Mar 31, 2014 | MS Morgan Stanley | Buy | +315,708+1.1% |
Q1 2014Mar 31, 2014 | UNH UnitedHealth Group Incorporated | Buy | +134,889+1.2% |
Q1 2014Mar 31, 2014 | MCD McDonald's Corporation | Sell | -174-6.5% |
Q1 2014Mar 31, 2014 | SPY SPDR S&P 500 | Sell - Position Exit | -2,800-100.0% |
Q1 2014Mar 31, 2014 | SATS EchoStar Corporation | Sell - Position Exit | -4,100-100.0% |
Q1 2014Mar 31, 2014 | IWD iShares Russell 1000 Value ETF | Sell - Position Exit | -10,400-100.0% |
Q1 2014Mar 31, 2014 | CMCSA Comcast Corporation | Sell | -53,448-8.5% |
Q1 2014Mar 31, 2014 | TMO Thermo Fisher Scientific Inc | Sell | -193,588-3.4% |
Q1 2014Mar 31, 2014 | ECL Ecolab Inc. | Sell | -362,913-3.6% |
Q4 2013Dec 31, 2013 | ORCL Oracle Corporation | Buy | +3,834,516+9.5% |
Q4 2013Dec 31, 2013 | KO Coca-Cola Company (The) | Buy | +1,229,482+5.9% |
Q4 2013Dec 31, 2013 | L Loews Corporation | Buy | +704,185+5.4% |
Q4 2013Dec 31, 2013 | BRK-B Berkshire Hathaway Inc. New | Buy | +607,471+5.1% |
Q4 2013Dec 31, 2013 | MSFT Microsoft Corporation | Buy | +561,024+1.8% |