Ravenel Boykin Curry IV - Eagle Capital Management Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		Apr 15, 2025
Total Stocks		40
Portfolio Value		$225,931

Eagle Capital Management Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q2 2014Jun 30, 2014	HSY The Hershey Company	The Hershey Company	Buy	+747+2.7%	$2.77K	28,394
Q2 2014Jun 30, 2014	ACN Accenture plc	Accenture plc	Buy	+703+2.1%	$2.82K	34,886
Q2 2014Jun 30, 2014	SLB Schlumberger N.V.	Schlumberger N.V.	Buy	+636+2.1%	$3.67K	31,146
Q2 2014Jun 30, 2014	WSO Watsco, Inc.	Watsco, Inc.	Buy	+634+2.2%	$2.98K	28,989
Q2 2014Jun 30, 2014	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Buy	+606+1.7%	$2.96K	36,522
Q2 2014Jun 30, 2014	ECL Ecolab Inc.	Ecolab Inc.	Buy	+581+2.2%	$2.99K	26,879
Q2 2014Jun 30, 2014	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+568+0.7%	$3.23K	77,526
Q2 2014Jun 30, 2014	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+544+1.5%	$2.99K	37,739
Q2 2014Jun 30, 2014	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Buy	+466+2.0%	$2.78K	23,523
Q2 2014Jun 30, 2014	MMM 3M Company	3M Company	Buy	+454+2.1%	$3.11K	21,729
Q2 2014Jun 30, 2014	V Visa Inc.	Visa Inc.	Buy	+425+3.4%	$2.73K	12,961
Q2 2014Jun 30, 2014	MAN ManpowerGroup	ManpowerGroup	Buy	+390+2.1%	$1.59K	18,760
Q2 2014Jun 30, 2014	BIIB Biogen Inc.	Biogen Inc.	Buy	+206+2.4%	$2.75K	8,737
Q2 2014Jun 30, 2014	SCHA Schwab U.S. Small-Cap ETF	Schwab U.S. Small-Cap ETF	Buy	+45+0.4%	$566.00	10,334
Q2 2014Jun 30, 2014	XLF SPDR Select Sector Fund - Finan	SPDR Select Sector Fund - Finan	Sell	-650-5.7%	$243.00	10,690
Q1 2014Mar 31, 2014	SJNK SPDR Bloomberg Short Term High	SPDR Bloomberg Short Term High	Buy - Position Entry	+641,206	$19.86K	641,206
Q1 2014Mar 31, 2014	SCHO Schwab Short-Term U.S. Treasury	Schwab Short-Term U.S. Treasury	Buy	+195,612+83.4%	$21.75K	430,193
Q1 2014Mar 31, 2014	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy - Position Entry	+62,754	$2.98K	62,754
Q1 2014Mar 31, 2014	RYN Rayonier Inc. REIT	Rayonier Inc. REIT	Buy	+41,128+176.2%	$2.96K	64,471
Q1 2014Mar 31, 2014	SOXX iShares Semiconductor ETF	iShares Semiconductor ETF	Buy - Position Entry	+39,930	$3.18K	39,930
Q1 2014Mar 31, 2014	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy - Position Entry	+37,766	$3.10K	37,766
Q1 2014Mar 31, 2014	TXN Texas Instruments Incorporated	Texas Instruments Incorporated	Buy	+35,192+129.5%	$2.94K	62,367
Q1 2014Mar 31, 2014	ACN Accenture plc	Accenture plc	Buy - Position Entry	+34,183	$2.73K	34,183
Q1 2014Mar 31, 2014	HAL Halliburton Company	Halliburton Company	Buy	+34,015+204.0%	$2.98K	50,690
Q1 2014Mar 31, 2014	MINT PIMCO Enhanced Short Maturity A	PIMCO Enhanced Short Maturity A	Buy	+30,590+17.4%	$20.95K	206,677
Q1 2014Mar 31, 2014	QCOM QUALCOMM Incorporated	QUALCOMM Incorporated	Buy	+21,060+130.5%	$2.93K	37,195
Q1 2014Mar 31, 2014	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+19,835+129.9%	$2.81K	35,105
Q1 2014Mar 31, 2014	WSO Watsco, Inc.	Watsco, Inc.	Buy	+19,690+227.2%	$2.83K	28,355
Q1 2014Mar 31, 2014	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+18,543+91.2%	$2.85K	38,878
Q1 2014Mar 31, 2014	NKE Nike, Inc.	Nike, Inc.	Buy	+18,465+106.3%	$2.65K	35,830

Page 55 of 59 • 1753 total trades

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