Ravenel Boykin Curry IV - Eagle Capital Management Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  57
Portfolio Value  $27.41B

Portfolio Overview

Comprehensive analysis of Ravenel Boykin Curry IV's investment portfolio

55
Total Holdings
$27.4B
Portfolio Value
Mar 31, 2025
Latest Filing
8.9%
Largest Position

Top Holdings

1
AMZN
AMAZON COM INC
$2.4B
8.9%
-0.0%
2
COP
CONOCOPHILLIPS
$2.1B
7.7%
+0.0%
3
CMCSA
COMCAST CORP NEW
$1.6B
5.8%
+0.4%
4
MSFT
MICROSOFT CORP
$1.5B
5.5%
+0.2%
5
UNH
UNITEDHEALTH GROUP INC
$1.4B
5.2%
+0.2%

Recent Activity

TMO
Thermo Fisher Scientific Inc
-683
Jun 30, 2025
JPM
JP Morgan Chase & Co.
-1,429
Jun 30, 2025
IWD
iShares Russell 1000 Value ETF
-2,690
Jun 30, 2025