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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 5 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SYY SYSCO CORP Consumer Defensive 11,172.0 $797K 0.10% -2K -17.2% $71.33 +5.6%
82 SCHF SCHWAB STRATEGIC TR 32,150.0 $796K 0.10% -3K -7.3% $24.75 +11.7%
83 CARR CARRIER GLOBAL CORPORATION Industrials 14,075.0 $793K 0.10% +497.0 +3.7% $56.31 +14.9%
84 VICI VICI PPTYS INC Real Estate 28,839.0 $788K 0.10% +5K +19.9% $27.32 +5.0%
85 SLV ISHARES SILVER TR Financial Services 11,105.0 $757K 0.10% $68.14 -0.9%
86 KAI KADANT INC Industrials 2,565.0 $750K 0.09% +145.0 +6.0% $292.35 +13.6%
87 ZTS ZOETIS INC Healthcare 6,338.0 $749K 0.09% -2K -22.9% $118.21 -32.5%
88 JKHY HENRY JACK & ASSOC INC Technology 4,734.0 $748K 0.09% +292.0 +6.6% $158.04 -14.0%
89 FERG FERGUSON ENTERPRISES INC Industrials 3,188.0 $744K 0.09% -469.0 -12.8% $233.26 -1.0%
90 SBAC SBA COMMUNICATIONS CORP Real Estate 4,307.0 $741K 0.09% -337.0 -7.3% $172.11 +16.5%
91 JNJ JOHNSON & JOHNSON Healthcare 2,985.0 $730K 0.09% +110.0 +3.8% $244.44 -5.0%
92 LSTR LANDSTAR SYS INC Industrials 4,482.0 $719K 0.09% $160.31 +25.0%
93 CVX CHEVRON CORPORATION Energy 3,396.0 $703K 0.09% +423.0 +14.2% $206.90 -11.7%
94 MC MOELIS & CO Financial Services 12,224.0 $697K 0.09% +267.0 +2.2% $57.00 +16.1%
95 INSTALLED BLDG PRODS INC 2,592.0 $687K 0.09% $265.15
96 RLI RLI CORP Financial Services 11,711.0 $668K 0.08% +1K +12.3% $57.04 -8.6%
97 EME EMCOR GROUP INC Industrials 904.0 $667K 0.08% +18.0 +2.0% $738.31 +17.0%
98 UBER UBER TECHNOLOGIES INC Technology 9,095.0 $654K 0.08% -79.0 -0.9% $71.93 -1.7%
99 INTU INTUIT Technology 1,512.0 $654K 0.08% -194.0 -11.4% $432.38 -28.9%
100 UFPI UFP INDUSTRIES INC Basic Materials 6,861.0 $632K 0.08% +434.0 +6.8% $92.12 -10.8%
Page 5 of 12  ·  228 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%