Ravenel Boykin Curry IV – Eagle Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 18, 2025. 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 Q2 2025, the filing reported:
New Buys – Invesco S&P 500 Momentum ETF (SPMO), Archer-Daniels-Midland Company (ADM), Bunge Global (BG), Duke Energy Corporation (Holdin (DUK), International Business Machines (IBM)
Increases – Schwab US Dividend Equity ETF (SCHD), Schwab U.S. Large-Cap ETF (SCHX), SPDR Select Sector Fund - Energ (XLE), Pfizer, Inc. (PFE), SPDR Select Sector Fund - Finan (XLF), and 12 more
Reductions – American Express Company (AXP), Home Depot, Inc. (The) (HD), Lockheed Martin Corporation (LMT), Applied Materials, Inc. (AMAT), Accenture plc (ACN), and 10 more
Complete Exits – Invesco S&P 500 Equal Weight He (RSPH)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Eagle Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2019Jun 30, 2019 | INTU Intuit Inc. | Buy | +128+0.6% |
Q2 2019Jun 30, 2019 | ACN Accenture plc | Buy | +115+0.5% |
Q2 2019Jun 30, 2019 | HD Home Depot, Inc. (The) | Buy | +112+0.6% |
Q2 2019Jun 30, 2019 | AAPL Apple Inc. | Buy | +104+0.5% |
Q2 2019Jun 30, 2019 | ECL Ecolab Inc. | Buy | +73+0.3% |
Q2 2019Jun 30, 2019 | RSPH Invesco S&P 500 Equal Weight He | Buy | +50+2.5% |
Q2 2019Jun 30, 2019 | GOOGL Alphabet Inc. | Buy | +17+0.6% |
Q2 2019Jun 30, 2019 | AMZN Amazon.com, Inc. | Sell | -32-1.0% |
Q2 2019Jun 30, 2019 | SCHX Schwab U.S. Large-Cap ETF | Sell | -990-2.9% |
Q2 2019Jun 30, 2019 | SCHD Schwab US Dividend Equity ETF | Sell | -1,100-2.5% |
Q2 2019Jun 30, 2019 | SCHG Schwab U.S. Large-Cap Growth ET | Sell | -1,458-5.7% |
Q2 2019Jun 30, 2019 | FLRN SPDR Bloomberg Investment Grade | Sell | -48,313-8.9% |
Q1 2019Mar 31, 2019 | SCHB Schwab U.S. Broad Market ETF | Buy - Position Entry | +238,980 |
Q1 2019Mar 31, 2019 | CSCO Cisco Systems, Inc. | Buy - Position Entry | +53,215 |
Q1 2019Mar 31, 2019 | SPY SPDR S&P 500 | Buy | +12,286+28.1% |
Q1 2019Mar 31, 2019 | DIA SPDR Dow Jones Industrial Avera | Buy | +9,703+19.8% |
Q1 2019Mar 31, 2019 | FLRN SPDR Bloomberg Investment Grade | Buy | +9,267+1.7% |
Q1 2019Mar 31, 2019 | SCHD Schwab US Dividend Equity ETF | Buy | +4,447+11.2% |
Q1 2019Mar 31, 2019 | SCHG Schwab U.S. Large-Cap Growth ET | Buy | +2,831+12.5% |
Q1 2019Mar 31, 2019 | FHLC Fidelity MSCI Health Care Index | Buy | +997+0.7% |
Q1 2019Mar 31, 2019 | USMV iShares MSCI USA Min Vol Factor | Buy | +341+0.3% |
Q1 2019Mar 31, 2019 | DIS Walt Disney Company (The) | Buy | +267+1.0% |
Q1 2019Mar 31, 2019 | SQ Block, Inc. | Buy | +173+0.4% |
Q1 2019Mar 31, 2019 | WMT Walmart Inc. | Buy | +110+0.4% |
Q1 2019Mar 31, 2019 | CVX Chevron Corporation | Buy | +39+0.2% |
Q1 2019Mar 31, 2019 | JPM JP Morgan Chase & Co. | Buy | +4+0.0% |
Q1 2019Mar 31, 2019 | GOOGL Alphabet Inc. | Sell | -4-0.1% |
Q1 2019Mar 31, 2019 | ACN Accenture plc | Sell | -6-0.0% |
Q1 2019Mar 31, 2019 | RSPH Invesco S&P 500 Equal Weight He | Sell | -25-1.2% |
Q1 2019Mar 31, 2019 | HON Honeywell International Inc. | Sell | -43-0.2% |