Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 401 | CLH | CLEAN HARBORS INC | Industrials | 2 | $573.0 | — | SOLD |
| 402 | EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | 4 | $573.0 | — | SOLD |
| 403 | KEYS | KEYSIGHT TECHNOLOGIES INC. COM USD0.01 WD | Technology | 2 | $565.0 | — | SOLD |
| 404 | — | DBV TECHNOLOGIES SA | — | 27 | $564.0 | — | SOLD |
| 405 | TPR | TAPESTRY INC COM | Consumer Cyclical | 4 | $564.0 | — | SOLD |
| 406 | DE | DEERE & CO | Industrials | 1 | $563.0 | — | SOLD |
| 407 | GTLB | GITLAB INC | Technology | 26 | $563.0 | — | SOLD |
| 408 | CBOE | CBOE GLOBAL MARKETS INC | Financial Services | 2 | $562.0 | — | SOLD |
| 409 | NTRS | NORTHERN TRUST CORP | Financial Services | 4 | $558.0 | — | SOLD |
| 410 | LUNR | INTUITIVE MACHINES CL A | Industrials | 30 | $557.0 | — | SOLD |
| 411 | DVN | DEVON ENERGY CORP | Energy | 11 | $554.0 | — | SOLD |
| 412 | USFD | US FOOD HOLDING CORP | Consumer Defensive | 6 | $553.0 | — | SOLD |
| 413 | WCC | WESCO INTERNATIONAL INC | Industrials | 2 | $547.0 | — | SOLD |
| 414 | HAL | HALLIBURTON CO COM | Energy | 14 | $546.0 | — | SOLD |
| 415 | CACI | CACI INTERNATIONAL INC | Technology | 1 | $544.0 | — | SOLD |
| 416 | — | INFINEON TECHNOLOGIES AG | — | 12 | $543.0 | — | SOLD |
| 417 | L | LOEWS CORP | Financial Services | 5 | $534.0 | — | SOLD |
| 418 | NDSN | NORDSON CORP | Industrials | 2 | $532.0 | — | SOLD |
| 419 | DOCU | DOCUSIGN INC | Technology | 11 | $522.0 | — | SOLD |
| 420 | FN | FABRINET | Technology | 1 | $522.0 | — | SOLD |
Sector Allocation
Technology
41.6%
Financial Services
25.7%
Communication Services
10.4%
Consumer Cyclical
9.6%
Industrials
6.1%
Consumer Defensive
3.3%
Healthcare
3.2%