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 2013Dec 31, 2013 | HSY The Hershey Company | Buy - Position Entry | +21,816 |
Q4 2013Dec 31, 2013 | MCD McDonald's Corporation | Buy - Position Entry | +21,252 |
Q4 2013Dec 31, 2013 | ECL Ecolab Inc. | Buy - Position Entry | +20,670 |
Q4 2013Dec 31, 2013 | SBUX Starbucks Corporation | Buy - Position Entry | +20,335 |
Q4 2013Dec 31, 2013 | SCHE Schwab Emerging Markets Equity | Buy - Position Entry | +19,624 |
Q4 2013Dec 31, 2013 | GILD Gilead Sciences, Inc. | Buy - Position Entry | +18,375 |
Q4 2013Dec 31, 2013 | YELP Yelp Inc. | Buy - Position Entry | +17,775 |
Q4 2013Dec 31, 2013 | CLX Clorox Company (The) | Buy - Position Entry | +17,565 |
Q4 2013Dec 31, 2013 | NKE Nike, Inc. | Buy - Position Entry | +17,365 |
Q4 2013Dec 31, 2013 | HAL Halliburton Company | Buy - Position Entry | +16,675 |
Q4 2013Dec 31, 2013 | QCOM QUALCOMM Incorporated | Buy - Position Entry | +16,135 |
Q4 2013Dec 31, 2013 | DIS Walt Disney Company (The) | Buy - Position Entry | +15,270 |
Q4 2013Dec 31, 2013 | KMB Kimberly-Clark Corporation | Buy - Position Entry | +13,500 |
Q4 2013Dec 31, 2013 | MAN ManpowerGroup | Buy - Position Entry | +13,030 |
Q4 2013Dec 31, 2013 | SLB Schlumberger N.V. | Buy - Position Entry | +12,800 |
Q4 2013Dec 31, 2013 | CVX Chevron Corporation | Buy - Position Entry | +12,770 |
Q4 2013Dec 31, 2013 | SRE DBA Sempra | Buy - Position Entry | +12,655 |
Q4 2013Dec 31, 2013 | MMM 3M Company | Buy - Position Entry | +11,221 |
Q4 2013Dec 31, 2013 | DTE DTE Energy Company | Buy - Position Entry | +10,990 |
Q4 2013Dec 31, 2013 | JNJ Johnson & Johnson | Buy - Position Entry | +10,532 |
Q4 2013Dec 31, 2013 | CL Colgate-Palmolive Company | Buy - Position Entry | +9,975 |
Q4 2013Dec 31, 2013 | WSO Watsco, Inc. | Buy - Position Entry | +8,665 |
Q4 2013Dec 31, 2013 | IWB iShares Russell 1000 ETF | Buy - Position Entry | +7,815 |
Q4 2013Dec 31, 2013 | KMT Kennametal Inc. | Buy - Position Entry | +5,150 |
Q4 2013Dec 31, 2013 | BIIB Biogen Inc. | Buy - Position Entry | +4,640 |
Q4 2013Dec 31, 2013 | COP ConocoPhillips | Buy - Position Entry | +4,578 |
Q4 2013Dec 31, 2013 | UNP Union Pacific Corporation | Buy - Position Entry | +3,700 |
Q4 2013Dec 31, 2013 | DEO Diageo plc | Buy - Position Entry | +2,926 |