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Portfolio (Quarterly) Guide ↗

Curated Wealth Partners LLC

· CIK 0001781284
13F Portfolio $863M AUM 598 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 43 New 79 Added 70 Reduced
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VLO VALERO ENERGY CORP Energy 1,014.0 $264K 0.03% NEW $260.44 +58.7%
22 HD HOME DEPOT INC Consumer Cyclical 726.0 $256K 0.03% NEW $352.68 -14.9%
23 SNOW SNOWFLAKE INC Technology 1,006.0 $256K 0.03% NEW $254.50 +30.6%
24 ABNB AIRBNB INC Consumer Cyclical 1,780.0 $255K 0.03% NEW $143.10 +16.2%
25 ATO ATMOS ENERGY CORP Utilities 1,470.0 $253K 0.03% NEW $172.27 -6.9%
26 PG PROCTER & GAMBLE CO Consumer Defensive 1,715.0 $251K 0.03% NEW $146.64 -0.2%
27 CBRE CBRE GROUP INC Real Estate 1,816.0 $245K 0.03% NEW $134.69 +3.6%
28 MRVL MARVELL TECHNOLOGY INC Technology 812.0 $242K 0.03% NEW $297.89 -18.0%
29 PLD PROLOGIS INC. Real Estate 1,758.0 $238K 0.03% NEW $135.47 -0.5%
30 CMI CUMMINS INC Industrials 331.0 $236K 0.03% NEW $713.21 -25.4%
31 ES EVERSOURCE ENERGY Utilities 3,208.0 $232K 0.03% NEW $72.27 -6.3%
32 PEP PEPSICO INC Consumer Defensive 1,694.0 $229K 0.03% NEW $135.40 -4.2%
33 VRT VERTIV HOLDINGS CO Industrials 672.0 $225K 0.03% NEW $334.82 -25.5%
34 CWST CASELLA WASTE SYS INC Industrials 2,315.0 $224K 0.03% NEW $96.97 -8.1%
35 CPRT COPART INC Industrials 7,781.0 $219K 0.03% NEW $28.19 +3.9%
36 VIKING HOLDINGS LTD 2,087.0 $218K 0.03% NEW $104.67
37 VRTX VERTEX PHARMACEUTICALS INC Healthcare 439.0 $218K 0.03% NEW $496.73 +2.3%
38 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 224.0 $216K 0.03% NEW $965.00 -11.0%
39 WELL WELLTOWER INC Real Estate 951.0 $216K 0.03% NEW $226.97 +0.8%
40 AMT AMERICAN TOWER CORP Real Estate 1,268.0 $207K 0.02% NEW $163.57 +6.4%
Page 2 of 3  ·  43 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 61.5%
Technology 12.7%
Industrials 8.6%
Communication Services 4.4%
Consumer Cyclical 4.2%
Healthcare 3.0%
Energy 2.5%
Consumer Defensive 1.7%
Utilities 0.6%
Real Estate 0.4%