Ravenel Boykin Curry IV – Eagle Capital Management Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Eagle Capital Management portfolio balances reported a total equity value of $227,498 across 44 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Jul 18, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight SPDR S&P 500 ETF TR (SPY) as the single largest position, accounting for 10.5% of total equity value, followed by SCHWAB STRATEGIC TR (SCHD), BROADCOM INC (AVGO), INVESCO QQQ TR (QQQ), and others. Collectively, the top five holdings represent 42.8% of the portfolio, showing how capital is distributed among core positions and long-term investments.