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 |
|---|---|---|---|
Q4 2014Dec 31, 2014 | XTN SPDR S&P Transportation ETF | Buy - Position Entry | +27,584 |
Q4 2014Dec 31, 2014 | UPS United Parcel Service, Inc. | Buy - Position Entry | +23,132 |
Q4 2014Dec 31, 2014 | ETR Entergy Corporation | Buy - Position Entry | +22,308 |
Q4 2014Dec 31, 2014 | CVX Chevron Corporation | Buy - Position Entry | +18,439 |
Q4 2014Dec 31, 2014 | SCHB Schwab U.S. Broad Market ETF | Buy - Position Entry | +10,606 |
Q4 2014Dec 31, 2014 | IGSB iShares 1-5 Year Investment Gra | Buy | +5,304+2.6% |
Q4 2014Dec 31, 2014 | FLOT iShares Floating Rate Bond ETF | Buy | +2,900+0.7% |
Q4 2014Dec 31, 2014 | SCHX Schwab U.S. Large-Cap ETF | Buy | +2,143+5.5% |
Q4 2014Dec 31, 2014 | MINT PIMCO Enhanced Short Maturity A | Buy | +2,043+1.0% |
Q4 2014Dec 31, 2014 | SCHD Schwab US Dividend Equity ETF | Buy | +1,760+4.0% |
Q4 2014Dec 31, 2014 | SCHG Schwab U.S. Large-Cap Growth ET | Buy | +1,120+3.4% |
Q4 2014Dec 31, 2014 | TXN Texas Instruments Incorporated | Buy | +980+1.6% |
Q4 2014Dec 31, 2014 | XLE SPDR Select Sector Fund - Energ | Buy | +860+3.0% |
Q4 2014Dec 31, 2014 | MSFT Microsoft Corporation | Buy | +777+1.0% |
Q4 2014Dec 31, 2014 | VZ Verizon Communications Inc. | Buy | +771+1.2% |
Q4 2014Dec 31, 2014 | DVY iShares Select Dividend ETF | Buy | +559+0.9% |
Q4 2014Dec 31, 2014 | GRMN Garmin | Buy | +505+1.0% |
Q4 2014Dec 31, 2014 | DIS Walt Disney Company (The) | Buy | +472+1.3% |
Q4 2014Dec 31, 2014 | NKE Nike, Inc. | Buy | +398+1.1% |
Q4 2014Dec 31, 2014 | META Meta Platforms, Inc. | Buy | +382+0.9% |
Q4 2014Dec 31, 2014 | ACN Accenture plc | Buy | +352+1.0% |
Q4 2014Dec 31, 2014 | UNH UnitedHealth Group Incorporated | Buy | +336+0.9% |
Q4 2014Dec 31, 2014 | ECL Ecolab Inc. | Buy | +323+1.2% |
Q4 2014Dec 31, 2014 | KMB Kimberly-Clark Corporation | Buy | +292+1.1% |
Q4 2014Dec 31, 2014 | HD Home Depot, Inc. (The) | Buy | +290+0.8% |
Q4 2014Dec 31, 2014 | GPC Genuine Parts Company | Buy | +285+0.8% |
Q4 2014Dec 31, 2014 | QCOM QUALCOMM Incorporated | Buy | +276+0.7% |
Q4 2014Dec 31, 2014 | INTU Intuit Inc. | Buy | +275+0.9% |
Q4 2014Dec 31, 2014 | TMO Thermo Fisher Scientific Inc | Buy | +271+1.2% |
Q4 2014Dec 31, 2014 | SRE DBA Sempra | Buy | +244+0.8% |