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 |
|---|---|---|---|
Q1 2017Mar 31, 2017 | XLF SPDR Select Sector Fund - Finan | Buy | +95,385+49.2% |
Q1 2017Mar 31, 2017 | PFE Pfizer, Inc. | Buy - Position Entry | +85,330 |
Q1 2017Mar 31, 2017 | T AT&T Inc. | Buy - Position Entry | +64,952 |
Q1 2017Mar 31, 2017 | XLE SPDR Select Sector Fund - Energ | Buy | +63,445+244.7% |
Q1 2017Mar 31, 2017 | C Citigroup, Inc. | Buy - Position Entry | +47,090 |
Q1 2017Mar 31, 2017 | DIA SPDR Dow Jones Industrial Avera | Buy | +27,321+66.0% |
Q1 2017Mar 31, 2017 | SCHM Schwab U.S. Mid Cap ETF | Buy | +24,872+15.5% |
Q1 2017Mar 31, 2017 | SPY SPDR S&P 500 | Buy | +22,868+61.3% |
Q1 2017Mar 31, 2017 | CVX Chevron Corporation | Buy | +22,702+1223.2% |
Q1 2017Mar 31, 2017 | HON Honeywell International Inc. | Buy - Position Entry | +21,507 |
Q1 2017Mar 31, 2017 | SCHG Schwab U.S. Large-Cap Growth ET | Buy | +19,324+197.8% |
Q1 2017Mar 31, 2017 | SOXX iShares Semiconductor ETF | Buy | +18,480+53.2% |
Q1 2017Mar 31, 2017 | SCHO Schwab Short-Term U.S. Treasury | Buy | +13,948+10.9% |
Q1 2017Mar 31, 2017 | SLB Schlumberger N.V. | Buy | +13,727+78.3% |
Q1 2017Mar 31, 2017 | SCHD Schwab US Dividend Equity ETF | Buy | +3,157+7.8% |
Q1 2017Mar 31, 2017 | SCHX Schwab U.S. Large-Cap ETF | Buy | +2,452+7.6% |
Q1 2017Mar 31, 2017 | KHC The Kraft Heinz Company | Buy | +1,809+6.3% |
Q1 2017Mar 31, 2017 | ABBV AbbVie Inc. | Buy | +512+1.2% |
Q1 2017Mar 31, 2017 | GOOGL Alphabet Inc. | Buy | +473+17.6% |
Q1 2017Mar 31, 2017 | AMZN Amazon.com, Inc. | Sell | -888-20.3% |
Q1 2017Mar 31, 2017 | GOOG Alphabet Inc. | Sell - Position Exit | -2,118-100.0% |
Q1 2017Mar 31, 2017 | AWK American Water Works Company, I | Sell | -3,124-7.7% |
Q1 2017Mar 31, 2017 | JPM JP Morgan Chase & Co. | Sell | -3,749-10.5% |
Q1 2017Mar 31, 2017 | XOM Exxon Mobil Corporation | Sell - Position Exit | -3,817-100.0% |
Q1 2017Mar 31, 2017 | META Meta Platforms, Inc. | Sell | -4,091-15.1% |
Q1 2017Mar 31, 2017 | ECL Ecolab Inc. | Sell | -4,646-17.0% |
Q1 2017Mar 31, 2017 | UNH UnitedHealth Group Incorporated | Sell | -5,119-23.1% |
Q1 2017Mar 31, 2017 | AMGN Amgen Inc. | Sell | -5,492-24.0% |
Q1 2017Mar 31, 2017 | INTU Intuit Inc. | Sell | -7,575-24.5% |
Q1 2017Mar 31, 2017 | DIS Walt Disney Company (The) | Sell | -10,601-29.6% |