Ravenel Boykin Curry IV – Eagle Capital Management Portfolio Activity & Recent Trades (Dec 31, 2025)
As of Dec 31, 2025, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jan 12, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q4 2025, the filing reported:
New Buys – iShares U.S. Aerospace & Defens, Vanguard Growth ETF
Increases – Accenture plc, American Express Company, SPDR Gold Trust, Home Depot, Inc. (The), International Business Machines, and 11 more
Reductions – Apple Inc., Applied Materials, Inc., Amazon.com, Inc., Broadcom Inc., Bunge Global, and 14 more
Complete Exits – AbbVie Inc., Global X Millennial Consumer ET
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
Q4 2025 | AAPL Apple Inc. | Sell | -624 |
Q4 2025 | ABBV AbbVie Inc. | Sell - Position Exit | -870 |
Q4 2025 | ACN Accenture plc | Buy | +126 |
Q4 2025 | AMAT Applied Materials, Inc. | Sell | -235 |
Q4 2025 | AMZN Amazon.com, Inc. | Sell | -494 |
Q4 2025 | AVGO Broadcom Inc. | Sell | -3,359 |
Q4 2025 | AXP American Express Company | Buy | +147 |
Q4 2025 | BG Bunge Global | Sell | -110 |
Q4 2025 | BRK-B Berkshire Hathaway Inc. New | Sell | -81 |
Q4 2025 | CVX Chevron Corporation | Sell | -172 |
Q4 2025 | FTNT Fortinet, Inc. | Sell | -380 |
Q4 2025 | GLD SPDR Gold Trust | Buy | +102 |
Q4 2025 | GOOGL Alphabet Inc. | Sell | -1,281 |
Q4 2025 | HD Home Depot, Inc. (The) | Buy | +383 |
Q4 2025 | IBM International Business Machines | Buy | +7,194 |
Q4 2025 | INTU Intuit Inc. | Sell | -11 |
Q4 2025 | ITA iShares U.S. Aerospace & Defens | Buy - Position Entry | +945 |
Q4 2025 | JPM JP Morgan Chase & Co. | Sell | -183 |
Q4 2025 | LMT Lockheed Martin Corporation | Sell | -179 |
Q4 2025 | MILN Global X Millennial Consumer ET | Sell - Position Exit | -4,225 |
Q4 2025 | MSFT Microsoft Corporation | Sell | -292 |
Q4 2025 | NVDA NVIDIA Corporation | Sell | -75 |
Q4 2025 | PEP Pepsico, Inc. | Sell | -457 |
Q4 2025 | PFE Pfizer, Inc. | Sell | -5,208 |
Q4 2025 | PRU Prudential Financial, Inc. | Sell | -468 |
Q4 2025 | QQQ Invesco QQQ Trust, Series 1 | Buy | +2 |
Q4 2025 | SCHD Schwab US Dividend Equity ETF | Buy | +4,735 |
Q4 2025 | SCHG Schwab U.S. Large-Cap Growth ET | Buy | +2,306 |
Q4 2025 | SCHX Schwab U.S. Large-Cap ETF | Buy | +3,949 |
Q4 2025 | SMH VanEck Semiconductor ETF | Buy | +50 |