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Portfolio (Quarterly) Guide ↗

Curated Wealth Partners LLC

· CIK 0001781284
13F Portfolio $794M AUM 572 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 48 New 59 Added 65 Reduced 28 Exited
Page 2 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TTC TORO CO Industrials 11,280.0 $1.1M 0.13% +115.0 +1.0% $93.44 -1.9%
22 COF CAPITAL ONE FINL CORP Financial Services 5,629.0 $1.0M 0.13% +454.0 +8.8% $182.43 +3.9%
23 CRM SALESFORCE INC Technology 4,965.0 $927K 0.12% +255.0 +5.4% $186.67 -3.7%
24 TSLA TESLA INC Consumer Cyclical 2,459.0 $914K 0.12% +1K +103.7% $371.75 +18.9%
25 MA MASTERCARD INCORPORATED Financial Services 1,633.0 $816K 0.10% +157.0 +10.6% $499.66 -1.1%
26 LLY ELI LILLY & CO Healthcare 870.0 $800K 0.10% +282.0 +48.0% $919.77 +18.2%
27 CARR CARRIER GLOBAL CORPORATION Industrials 14,075.0 $793K 0.10% +497.0 +3.7% $56.31 +16.2%
28 VICI VICI PPTYS INC Real Estate 28,839.0 $788K 0.10% +5K +19.9% $27.32 +5.1%
29 KAI KADANT INC Industrials 2,565.0 $750K 0.09% +145.0 +6.0% $292.35 +14.2%
30 JKHY HENRY JACK & ASSOC INC Technology 4,734.0 $748K 0.09% +292.0 +6.6% $158.04 -13.3%
31 JNJ JOHNSON & JOHNSON Healthcare 2,985.0 $730K 0.09% +110.0 +3.8% $244.44 -5.0%
32 CVX CHEVRON CORPORATION Energy 3,396.0 $703K 0.09% +423.0 +14.2% $206.90 -11.5%
33 MC MOELIS & CO Financial Services 12,224.0 $697K 0.09% +267.0 +2.2% $57.00 +16.7%
34 RLI RLI CORP Financial Services 11,711.0 $668K 0.08% +1K +12.3% $57.04 -8.2%
35 EME EMCOR GROUP INC Industrials 904.0 $667K 0.08% +18.0 +2.0% $738.31 +18.2%
36 UFPI UFP INDUSTRIES INC Basic Materials 6,861.0 $632K 0.08% +434.0 +6.8% $92.12 -10.3%
37 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 619.0 $617K 0.08% +366.0 +144.7% $996.43 +1.0%
38 XOM EXXON MOBIL CORP Energy 3,516.0 $597K 0.07% +256.0 +7.8% $169.66 -12.9%
39 BKNG BOOKING HOLDINGS INC Consumer Cyclical 128.0 $539K 0.07% +42.0 +48.8% $4210.32 -96.0%
40 ORCL ORACLE CORP Technology 3,638.0 $535K 0.07% +985.0 +37.1% $147.11 +28.6%
Page 2 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 77.4%
Technology 6.4%
Industrials 5.0%
Communication Services 3.1%
Consumer Cyclical 2.2%
Healthcare 1.8%
Energy 1.8%
Consumer Defensive 1.2%
Basic Materials 0.5%
Real Estate 0.3%