Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 721 | FCFS | FIRSTCASH INC | Financial Services | 1 | $188.0 | — | SOLD |
| 722 | INCY | INCYTE CORP | Healthcare | 2 | $188.0 | — | SOLD |
| 723 | UNG | UNITED STATES NATURAL GAS | Financial Services | 16 | $188.0 | — | SOLD |
| 724 | GOLF | ACUSHNET HOLDINGS | Consumer Cyclical | 2 | $187.0 | — | SOLD |
| 725 | NI | NISOURCE INC | Utilities | 4 | $187.0 | — | SOLD |
| 726 | TTC | THE TORO CO | Industrials | 2 | $187.0 | — | SOLD |
| 727 | DAR | DARLING INGREDIENTS INC | Consumer Defensive | 3 | $186.0 | — | SOLD |
| 728 | EQH | EQUITABLE HOLDINGS INC | Financial Services | 5 | $186.0 | — | SOLD |
| 729 | GIS | GENERAL MILLS | Consumer Defensive | 5 | $186.0 | — | SOLD |
| 730 | KKR | KKR & CO INC | — | 2 | $185.0 | — | SOLD |
| 731 | UFPI | UFP INDUSTRIES INC | Basic Materials | 2 | $184.0 | — | SOLD |
| 732 | HOG | HARLEY-DAVIDSON INC | Consumer Cyclical | 9 | $182.0 | — | SOLD |
| 733 | FAF | FIRST AMERICAN FINANCIAL CORP | Financial Services | 3 | $181.0 | — | SOLD |
| 734 | HRL | HORMEL FOODS CORP | Consumer Defensive | 8 | $181.0 | — | SOLD |
| 735 | BHF | BRIGHTHOUSE FINL INC COM | Financial Services | 3 | $180.0 | — | SOLD |
| 736 | PBH | PRESTIGE CONSUMER HEALTHCARE INC | Healthcare | 3 | $178.0 | — | SOLD |
| 737 | FCN | FTI CONSULTING INC | Industrials | 1 | $177.0 | — | SOLD |
| 738 | VLTO | Veralto Corp | Industrials | 2 | $177.0 | — | SOLD |
| 739 | BSY | BENTLEY SYSTEMS INC - CLASS B | Technology | 5 | $176.0 | — | SOLD |
| 740 | MCY | MERCURY GENERAL CORP | Financial Services | 2 | $176.0 | — | 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%