Reviewed by Gotrade Internal Analyst
Ravenel Boykin Curry IV runs the show at Eagle Capital Management with a classic, yet aggressive approach known as High Conviction Value Investing.
Instead of diversifying into oblivion, Boykin keeps the portfolio concentrated, placing heavy bets on high-quality companies that the market might be sleeping on.
The firm's strategy is all about identifying "undervalued gems" with strong fundamentals and holding them for the long haul. A look at their latest filing reveals a massive appetite for Big Tech, with Amazon (AMZN) and Microsoft (MSFT) serving as the portfolio's heavy hitters.
It’s clear they aren't just chasing hype; they are doubling down on companies with wide economic moats and proven cash flows.
Data Snapshot
- Portfolio Value: ~$31.4 Billion (Estimated Reported Value)
- Top 5 Assets:
- Amazon.com Inc (AMZN) — 8.23%
- Microsoft Corp (MSFT) — 6.52%
- ConocoPhillips (COP) — 6.06%
- UnitedHealth Group (UNH) — 5.95%
- Workday Inc (WDAY) — 5.87%
- Top Sector: Technology & Consumer Discretionary
Portfolio
Update at 10 Desember 2025, from Valuesider
| Ticker | Stock | % of Portfolio | Shares* | Reported Price* | % difference Current Price | Value |
|---|---|---|---|---|---|---|
| AER | AERCAP HOLDINGS NV | 4.48% | 11,637,399 | $121.00 | 🟢 16.81% | $1,408,125,285 |
| AA | ALCOA CORP | 1.72% | 16,394,322 | $32.89 | 🟢 43.81% | $539,209,248 |
| GOOGL | ALPHABET INC-CL A | 0.88% | 1,133,288 | $243.10 | 🟢 28.47% | $275,502,313 |
| GOOG | ALPHABET INC-CL C | 4.75% | 6,129,127 | $243.55 | 🟢 28.86% | $1,492,748,823 |
| AMZN | AMAZONCOM INC | 8.23% | 11,774,440 | $219.57 | 🟢 4.48% | $2,585,313,703 |
| ANTM | ANTHEM INC | 1.62% | 1,571,691 | $323.12 | - | $507,844,892 |
| AON | AON PLC-CLASS A | 2.59% | 2,284,151 | $356.58 | 🔴 2.78% | $814,482,459 |
| ASML | ASML HOLDING NV-NY REG SHS | 4.76% | 1,546,571 | $968.09 | - | $1,497,220,206 |
| BRK.B | BERKSHIRE HATHAWAY INC CL-B | 0.08% | 50,873 | $502.74 | - | $25,575,892 |
| COF | CAPITAL ONE FINANCIAL CORP | 4.61% | 6,812,142 | $212.58 | 🟢 12.67% | $1,448,125,209 |
| CHTR | CHARTER COMMUNICATIONS INC-A | 0.18% | 204,164 | $275.11 | 🔴 23.12% | $56,166,537 |
| C | CITIGROUP INC COM NEW | 0.01% | 41,076 | $101.50 | - | $4,169,214 |
| CMCSA | COMCAST CORP-CLASS A | 4.25% | 42,536,618 | $31.42 | 🔴 12.48% | $1,336,500,542 |
| COP | CONOCOPHILLIPS | 6.06% | 20,121,050 | $94.59 | 🟢 2.14% | $1,903,250,146 |
| DHR | DANAHER CORP | 3.90% | 6,182,207 | $198.26 | 🟢 16.80% | $1,225,684,285 |
| SATS | ECHOSTAR CORP-A | 0.01% | 24,887 | $76.36 | 🟢 37.07% | $1,900,371 |
| ECL | ECOLAB INC | 0.02% | 22,471 | $273.86 | 🔴 4.79% | $6,153,908 |
| EL | ESTEE LAUDER COMPANIES-CL A | 2.52% | 8,968,738 | $88.12 | 🟢 19.78% | $790,325,164 |
| GEHCV | GE HEALTHCARE INC-W/I | 0.00% | 12,135 | $75.10 | - | $911,338 |
| GEV | GE VERNOVA INC | 0.06% | 28,487 | $614.90 | 🟢 14.30% | $17,516,656 |
| GE | GENERAL ELECTRIC CO | 0.04% | 41,137 | $300.82 | - | $12,374,832 |
| GS | GOLDMAN SACHS GROUP INC | 0.02% | 7,193 | $796.35 | 🟢 14.94% | $5,728,146 |
| HLT | HILTON WORLDWIDE HOLDINGS IN | 1.53% | 1,852,065 | $259.44 | - | $480,499,673 |
| HUM | HUMANA INC | 3.28% | 3,965,492 | $260.17 | 🟢 1.92% | $1,031,702,025 |
| IBM | INTL BUSINESS MACHINES CORP | 0.00% | 2,700 | $282.16 | 🟢 9.85% | $761,832 |
| INTU | INTUIT INC | 1.18% | 543,968 | $682.91 | 🔴 1.03% | $371,481,140 |
| IWD | ISHARES RUSSELL 1000 VALUE E | 0.03% | 39,837 | $203.59 | 🟢 4.50% | $8,110,385 |
| JPM | JPMORGAN CHASE & CO | 0.00% | 1,273 | $315.43 | 🟢 0.69% | $401,542 |
| LEN | LENNAR CORP-A | 3.79% | 9,455,043 | $126.04 | 🔴 5.46% | $1,191,713,596 |
| LBRDA | LIBERTY BROADBAND-A | 0.07% | 336,881 | $63.33 | 🔴 22.71% | $21,334,674 |
| LBRDK | LIBERTY BROADBAND-C | 1.33% | 6,564,102 | $63.54 | 🔴 22.71% | $417,083,063 |
| LYB | LYONDELLBASELL INDU-CL A | 0.00% | 4,395 | $49.04 | 🔴 8.18% | $215,531 |
| MAR | MARRIOTT INTERNATIONAL -CL A | 0.02% | 18,811 | $260.44 | 🟢 13.87% | $4,899,137 |
| MLM | MARTIN MARIETTA MATERIALS | 0.66% | 328,647 | $630.28 | 🟢 0.70% | $207,139,445 |
| META | META PLATFORMS INC-CLASS A | 3.33% | 1,426,246 | $734.38 | 🔴 11.35% | $1,047,406,888 |
| MSFT | MICROSOFT CORP | 6.52% | 3,953,701 | $517.95 | 🔴 6.66% | $2,047,819,283 |
| MS | MORGAN STANLEY | 0.04% | 79,588 | $158.96 | 🟢 13.96% | $12,651,308 |
| NFLX | NETFLIX INC | 0.02% | 6,312 | $1,198.92 | 🔴 92.17% | $7,567,583 |
| ORCL | ORACLE CORP | 0.02% | 20,000 | $281.24 | 🔴 29.04% | $5,624,800 |
| PTC | PTC INC | 1.61% | 2,497,626 | $203.02 | 🔴 12.48% | $507,067,987 |
| PHM | PULTEGROUP INC | 0.05% | 125,144 | $132.13 | 🔴 3.50% | $16,535,277 |
| SAP | SAP SE-SPONSORED ADR | 2.56% | 3,012,552 | $267.21 | - | $804,983,957 |
| SHEL | SHELL PLC-ADR | 2.33% | 10,238,239 | $71.53 | - | $732,341,217 |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-B | 0.26% | 874,392 | $91.75 | 🔴 0.21% | $80,225,492 |
| SPY | SPDR S&P 500 ETF TRUST | 0.01% | 7,010 | $666.22 | 🟢 3.32% | $4,670,202 |
| TSM | TAIWAN SEMICONDUCTOR-SP ADR | 4.48% | 5,037,908 | $279.29 | - | $1,407,037,310 |
| TRV | TRAVELERS COS INC/THE | 0.01% | 6,900 | $279.22 | 🟢 1.27% | $1,926,618 |
| UNH | UNITEDHEALTH GROUP INC | 5.95% | 5,414,512 | $345.30 | 🔴 2.44% | $1,869,631,142 |
| V | VISA INC-CLASS A SHARES | 0.00% | 3,777 | $341.38 | 🟢 1.36% | $1,289,392 |
| VMC | VULCAN MATERIALS CO | 0.70% | 715,770 | $307.62 | 🔴 2.48% | $220,185,057 |
| DIS | WALT DISNEY CO/THE | 0.00% | 3,337 | $114.50 | 🔴 2.88% | $382,086 |
| WFC | WELLS FARGO & CO | 0.03% | 96,318 | $83.82 | 🟢 11.04% | $8,073,375 |
| WWD | WOODWARD INC | 3.52% | 4,372,345 | $252.71 | 🟢 17.61% | $1,104,935,186 |
| WDAY | WORKDAY INC-CLASS A | 5.87% | 7,664,302 | $240.73 | 🔴 6.69% | $1,845,027,357 |
| WRB | WR BERKLEY CORP | 0.03% | 123,547 | $76.62 | 🔴 9.70% | $9,466,171 |
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Update at 10 Desember 2025, from Valuesider
