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 2014Jun 30, 2014 | YELP Yelp Inc. | Buy | +1,043+3.5% |
Q2 2014Jun 30, 2014 | NKE Nike, Inc. | Buy | +994+2.8% |
Q2 2014Jun 30, 2014 | META Meta Platforms, Inc. | Buy | +956+2.2% |
Q2 2014Jun 30, 2014 | SBUX Starbucks Corporation | Buy | +955+2.5% |
Q2 2014Jun 30, 2014 | SPY SPDR S&P 500 | Buy | +938+3.8% |
Q2 2014Jun 30, 2014 | SRE DBA Sempra | Buy | +910+3.0% |
Q2 2014Jun 30, 2014 | UNH UnitedHealth Group Incorporated | Buy | +886+2.3% |
Q2 2014Jun 30, 2014 | GPC Genuine Parts Company | Buy | +885+2.6% |
Q2 2014Jun 30, 2014 | GILD Gilead Sciences, Inc. | Buy | +885+2.5% |
Q2 2014Jun 30, 2014 | DIA SPDR Dow Jones Industrial Avera | Buy | +870+3.1% |
Q2 2014Jun 30, 2014 | KMB Kimberly-Clark Corporation | Buy | +840+3.2% |
Q2 2014Jun 30, 2014 | HAL Halliburton Company | Buy | +820+1.6% |
Q2 2014Jun 30, 2014 | MCD McDonald's Corporation | Buy | +818+2.7% |
Q2 2014Jun 30, 2014 | HSY The Hershey Company | Buy | +747+2.7% |
Q2 2014Jun 30, 2014 | ACN Accenture plc | Buy | +703+2.1% |
Q2 2014Jun 30, 2014 | SLB Schlumberger N.V. | Buy | +636+2.1% |
Q2 2014Jun 30, 2014 | WSO Watsco, Inc. | Buy | +634+2.2% |
Q2 2014Jun 30, 2014 | GRMN Garmin | Buy | +623+1.2% |
Q2 2014Jun 30, 2014 | HD Home Depot, Inc. (The) | Buy | +606+1.7% |
Q2 2014Jun 30, 2014 | ECL Ecolab Inc. | Buy | +581+2.2% |
Q2 2014Jun 30, 2014 | MSFT Microsoft Corporation | Buy | +568+0.7% |
Q2 2014Jun 30, 2014 | QCOM QUALCOMM Incorporated | Buy | +544+1.5% |
Q2 2014Jun 30, 2014 | TMO Thermo Fisher Scientific Inc | Buy | +466+2.0% |
Q2 2014Jun 30, 2014 | MMM 3M Company | Buy | +454+2.1% |
Q2 2014Jun 30, 2014 | V Visa Inc. | Buy | +425+3.4% |
Q2 2014Jun 30, 2014 | MAN ManpowerGroup | Buy | +390+2.1% |
Q2 2014Jun 30, 2014 | BIIB Biogen Inc. | Buy | +206+2.4% |
Q2 2014Jun 30, 2014 | SCHA Schwab U.S. Small-Cap ETF | Buy | +45+0.4% |
Q2 2014Jun 30, 2014 | XLF SPDR Select Sector Fund - Finan | Sell | -650-5.7% |
Q1 2014Mar 31, 2014 | SJNK SPDR Bloomberg Short Term High | Buy - Position Entry | +641,206 |