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
$26.0B
Portfolio Value
Technology
Top Sector
11
Sectors
Investment Strategy Insights
- • Ravenel Boykin Curry IV maintains a diversified portfolio across 11 sectors
- • Top 5 holdings represent 33.0% of the portfolio
- • Largest position: AMAZON COM INC (AMZN) at 8.9%
Trends by sector
Investment Adjustments from Previous Filing
Eagle Capital Management Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| AMZN AMAZON COM INC | 8.86% | $2,427,525,247 |
| COP CONOCOPHILLIPS | 7.74% | $2,122,473,419 |
| CMCSA COMCAST CORP NEW | 5.76% | $1,578,302,113 |
| MSFT MICROSOFT CORP | 5.46% | $1,497,976,527 |
| UNH UNITEDHEALTH GROUP INC | 5.15% | $1,412,881,617 |
| META META PLATFORMS INC | 4.69% | $1,284,608,459 |
| WDAY WORKDAY INC | 4.68% | $1,283,933,695 |
| GOOG ALPHABET INC | 4.35% | $1,192,681,380 |
| SHEL SHELL PLC | 4.19% | $1,148,362,453 |
| AON AON PLC | 3.82% | $1,047,008,225 |
| COF CAPITAL ONE FINL CORP | 3.42% | $938,026,597 |
| WWD WOODWARD INC | 3.37% | $924,771,542 |
| SAP SAP SE | 3.23% | $886,488,740 |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 3.12% | $854,969,222 |
| LEN LENNAR CORP | 3.06% | $837,663,292 |
| HUM HUMANA INC | 3.03% | $831,713,740 |
| ELV ELEVANCE HEALTH INC | 2.52% | $689,562,966 |
| EL LAUDER ESTEE COS INC | 2.33% | $638,778,360 |
| WFC WELLS FARGO CO NEW | 2.22% | $608,700,518 |
| GEV GE VERNOVA INC | 1.97% | $539,509,438 |
| AA ALCOA CORP | 1.85% | $505,779,944 |
| LBRDK LIBERTY BROADBAND CORP | 1.80% | $494,442,002 |
| HLT HILTON WORLDWIDE HLDGS INC | 1.58% | $432,381,408 |
| INTU INTUIT | 1.12% | $308,003,172 |
| PTC PTC INC | 1.07% | $292,758,036 |
| DFS DISCOVER FINL SVCS | 1.02% | $279,215,185 |
| GOOGL ALPHABET INC | 0.80% | $219,684,677 |
| VMC VULCAN MATLS CO | 0.59% | $160,653,646 |
| MLM MARTIN MARIETTA MATLS INC | 0.58% | $159,368,379 |
| CHTR CHARTER COMMUNICATIONS INC N | 0.56% | $152,828,654 |
| BIL SPDR SER TR | 0.39% | $107,522,053 |
| LBRDA LIBERTY BROADBAND CORP | 0.11% | $29,934,620 |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 0.10% | $27,132,821 |
| DHI D R HORTON INC | 0.07% | $18,964,109 |
| OXY OCCIDENTAL PETE CORP | 0.05% | $12,774,862 |
| ORCL ORACLE CORP | 0.04% | $10,994,658 |
| PHM PULTE GROUP INC | 0.04% | $10,502,459 |
| MS MORGAN STANLEY | 0.03% | $9,285,532 |
| WRB BERKLEY W R CORP | 0.03% | $8,791,605 |
| GE GE AEROSPACE | 0.03% | $8,233,571 |
| NFLX NETFLIX INC | 0.02% | $6,524,912 |
| ECL ECOLAB INC | 0.02% | $5,696,848 |
| MAR MARRIOTT INTL INC NEW | 0.02% | $4,667,291 |
| GS GOLDMAN SACHS GROUP INC | 0.02% | $4,464,282 |
| V VISA INC | 0.01% | $3,779,010 |
| SPY SPDR S&P 500 ETF TR | 0.01% | $2,974,836 |
| C CITIGROUP INC | 0.01% | $2,939,270 |
| TRV TRAVELERS COMPANIES INC | 0.01% | $1,824,774 |
| GEHC GE HEALTHCARE TECHNOLOGIES I | 0.00% | $979,416 |
| IBM INTERNATIONAL BUSINESS MACHS | 0.00% | $671,382 |
| SATS ECHOSTAR CORP | 0.00% | $636,609 |
| IWD ISHARES TR | 0.00% | $506,150 |
| DIS DISNEY WALT CO | 0.00% | $365,091 |
| JPM JPMORGAN CHASE & CO. | 0.00% | $350,534 |
| TMO THERMO FISHER SCIENTIFIC INC | 0.00% | $339,861 |