Eagle Capital Management Portfolio - Dec 31, 2025

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Eagle Capital Management, Ravenel Boykin Curry IV, has built a diversified portfolio of 49 publicly traded holdings with a total market value of $275.0K as of Dec 31, 2025. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a diversified approach to stock selection, with the top holding representing 9.5% of the total portfolio value. The top 5 holdings account for 41.2% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

49
Total Holdings
$275.0K
Portfolio Value
Dec 31, 2025
Latest Filing
9.5%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in SPDR S&P 500 ETF TR (SPY) represents 9.5% of the total portfolio, valued at $26.2K.

Rank Symbol Company Value Portfolio % Change
1 SPY SPDR S&P 500 ETF TR $26.2K 9.5% -0.6%
2 SCHD SCHWAB STRATEGIC TR $25.4K 9.2% +0.5%
3 QQQ INVESCO QQQ TR $21.5K 7.8% +0.0%
4 VUSB VANGUARD BD INDEX FDS $20.3K 7.4% +9.9%
5 AVGO BROADCOM INC $19.8K 7.2% -5.6%

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 162 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
VUSB Vanguard Ultra-Short Bond ETF +36,736 Dec 31, 2025 BUY
IBM International Business Machines +7,194 Dec 31, 2025 BUY
PFE Pfizer, Inc. -5,208 Dec 31, 2025 SELL
SCHD Schwab US Dividend Equity ETF +4,735 Dec 31, 2025 BUY
MILN Global X Millennial Consumer ET -4,225 Dec 31, 2025 SELL
SCHX Schwab U.S. Large-Cap ETF +3,949 Dec 31, 2025 BUY
AVGO Broadcom Inc. -3,359 Dec 31, 2025 SELL
XLE SPDR Select Sector Fund - Energ +3,053 Dec 31, 2025 BUY
SCHG Schwab U.S. Large-Cap Growth ET +2,306 Dec 31, 2025 BUY
TSM Taiwan Semiconductor Manufactur +2,077 Dec 31, 2025 BUY

Investment Strategy Insights

Eagle Capital Management's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a diversified investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in SPDR S&P 500 ETF TR (SPY) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a decrease of 0.6% in this position, indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 162 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Complete Holdings

View all 49 holdings with detailed analysis

Trading Activity

Track all portfolio transactions and position changes

Performance Metrics

Analyze profit, winning trades, and investment returns

Sector Allocation

Analyze portfolio breakdown by sector and industry

Eagle Capital Management's portfolio as of Dec 31, 2025 reflects a strategic approach to equity investing with 49 holdings valued at $275.0K. The concentrated position in SPDR S&P 500 ETF TR and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

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