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 Aug 14, 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:
Increases – UnitedHealth Group Incorporated (UNH), ConocoPhillips (COP), Lennar Corporation (LEN), Capital One Financial Corporati (COF), Humana Inc. (HUM), and 7 more
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 | MSFT Microsoft Corporation | Sell | -978,500-3.7% |
Q1 2017Mar 31, 2017 | C Citigroup, Inc. | Sell | -1,030,489-4.1% |
Q1 2017Mar 31, 2017 | BAC Bank of America Corporation | Sell | -1,555,379-4.5% |
Q4 2016Dec 31, 2016 | MAR Marriott International | Buy | +1,379,902+15.1% |
Q4 2016Dec 31, 2016 | GD General Dynamics Corporation | Buy - Position Entry | +861,487 |
Q4 2016Dec 31, 2016 | GS Goldman Sachs Group, Inc. (The) | Buy | +112,658+4.0% |
Q4 2016Dec 31, 2016 | IWD iShares Russell 1000 Value ETF | Buy - Position Entry | +46,600 |
Q4 2016Dec 31, 2016 | SPY SPDR S&P 500 | Buy - Position Entry | +21,090 |
Q4 2016Dec 31, 2016 | SATS EchoStar Corporation | Buy - Position Entry | +4,100 |
Q4 2016Dec 31, 2016 | BRK-A Berkshire Hathaway Inc. | Sell | -44-44.4% |
Q4 2016Dec 31, 2016 | MMM 3M Company | Sell - Position Exit | -3,555-100.0% |
Q4 2016Dec 31, 2016 | BABA Alibaba Group Holding Limited | Sell | -4,705-22.5% |
Q4 2016Dec 31, 2016 | STZ Constellation Brands, Inc. | Sell - Position Exit | -5,327-100.0% |
Q4 2016Dec 31, 2016 | WMT Walmart Inc. | Sell - Position Exit | -7,000-100.0% |
Q4 2016Dec 31, 2016 | L Loews Corporation | Sell - Position Exit | -10,700-100.0% |
Q4 2016Dec 31, 2016 | NSRGY Nestle S.A. | Sell | -14,025-52.1% |
Q4 2016Dec 31, 2016 | KO Coca-Cola Company (The) | Sell | -34,600-73.3% |
Q4 2016Dec 31, 2016 | GOOGL Alphabet Inc. | Sell | -49,684-10.7% |
Q4 2016Dec 31, 2016 | GOOG Alphabet Inc. | Sell | -72,190-4.1% |
Q4 2016Dec 31, 2016 | AMZN Amazon.com, Inc. | Sell | -95,712-5.8% |
Q4 2016Dec 31, 2016 | TMO Thermo Fisher Scientific Inc | Sell | -206,470-5.1% |
Q4 2016Dec 31, 2016 | ECL Ecolab Inc. | Sell | -245,175-2.7% |
Q4 2016Dec 31, 2016 | PEP Pepsico, Inc. | Sell | -356,308-4.7% |
Q4 2016Dec 31, 2016 | UNH UnitedHealth Group Incorporated | Sell | -470,143-6.7% |
Q4 2016Dec 31, 2016 | WRB W.R. Berkley Corporation | Sell | -488,131-6.8% |
Q4 2016Dec 31, 2016 | BRK-B Berkshire Hathaway Inc. New | Sell | -553,129-4.4% |
Q4 2016Dec 31, 2016 | JPM JP Morgan Chase & Co. | Sell | -885,234-6.6% |
Q4 2016Dec 31, 2016 | MDLZ Mondelez International, Inc. | Sell | -969,342-5.2% |
Q4 2016Dec 31, 2016 | MS Morgan Stanley | Sell | -1,206,109-8.0% |
Q4 2016Dec 31, 2016 | ORCL Oracle Corporation | Sell | -1,622,783-3.8% |