Quarterly Portfolio Review: Significant Shifts in Ravenel Boykin Curry IV's Holdings
Ravenel Boykin Curry IV's Eagle Capital Management portfolio saw notable changes in Q4 2025, with substantial increases in SCHD and VUSB shares, decreases in several tech stocks, and minor adjustments elsewhere.
On December 31, 2025, Ravenel Boykin Curry IV's portfolio at Eagle Capital Management totaled $274,958, with the following top holdings:
Significant share increases were observed in SCHWAB STRATEGIC TR (SCHD), where shares rose by 4,735 (0.51%), and VANGUARD BD INDEX FDS (VUSB), with a 36,736 share increase (9.9%).
Conversely, shares of BROADCOM INC (AVGO) decreased by 3,359 (-5.55%), ALPHABET INC (GOOGL) by 1,281 (-2.72%), APPLE INC (AAPL) by 624 (-1.2%), AMAZON COM INC (AMZN) by 494 (-1.17%), and MICROSOFT CORP (MSFT) by 292 (-1.32%).
Other notable changes included a slight increase in INVESCO EXCH TRADED FD TR II (SPMO) by 1,866 shares (2.58%) and a small decrease in SPDR S&P 500 ETF TR (SPY) by 222 shares (-0.57%).
For detailed analysis, visit Ravenel Boykin Curry IV's profile at https://www.insiderset.com/investor/ravenel-boykin-curry-eagle-capital-management-0746 and explore individual stock profiles at https://www.insiderset.com/investors/stocks/.