Ravenel Boykin Curry IV - Eagle Capital Management Portfolio Allocation (Jun 30, 2025)
As of Jun 30, 2025, the Eagle Capital Management portfolio managed by Ravenel Boykin Curry IV was diversified across 11 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Technology sector represents the largest share at 20.6% of total portfolio value, followed by Technology and Communication Services and Consumer Cyclical. Together, the top three sectors account for 50.7% of the portfolio, reflecting Ravenel Boykin Curry IV's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 20.63% | |
| Communication Services | 16.58% | |
| Consumer Cyclical | 13.47% | |
| Healthcare | 12.58% | |
| Energy | 9.59% | |
| Financial Services | 9.08% | |
| ETF | 8.51% | |
| Industrials | 4.09% | |
| Basic Materials | 2.84% | |
| Consumer Defensive | 2.56% | |
| Utilities | 0.08% | |