Ravenel Boykin Curry IV – Eagle Capital Management Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Eagle Capital Management portfolio balances reported a total equity value of $30.34B across 55 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight AMAZON COM INC (AMZN) as the single largest position, accounting for 8.5% of total equity value, followed by CONOCOPHILLIPS (COP), MICROSOFT CORP (MSFT), UNITEDHEALTH GROUP INC (UNH), and others. Collectively, the top five holdings represent 32.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.