BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

CURIO WEALTH, LLC

· CIK 0002049201
13F Portfolio $322M AUM 78 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 28 Added 24 Reduced 1178 Exited
Page 38 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Status
741 PCG PACIFIC GAS & ELECTRIC Utilities 10 $176.0 SOLD
742 FOXA FOX CORPORATION Communication Services 3 $175.0 SOLD
743 ENS ENERSYS Industrials 1 $174.0 SOLD
744 CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC Healthcare 1 $173.0 SOLD
745 THG THE HANOVER INSURANCE GROUP INC Financial Services 1 $173.0 SOLD
746 HUM HUMANA Healthcare 1 $173.0 SOLD
747 KVUE KENVUE INC. COM USD0.01 Consumer Defensive 10 $172.0 SOLD
748 SCCO SOUTHERN COPPER CORP Basic Materials 1 $172.0 SOLD
749 CR CRANE CO. COM USD1.00 Industrials 1 $171.0 SOLD
750 GATX GATX CORP Industrials 1 $171.0 SOLD
751 RLI RLI CORP Financial Services 3 $171.0 SOLD
752 AX AXOS FINANCIAL INC Financial Services 2 $170.0 SOLD
753 CL COLGATE-PALMOLIVE Consumer Defensive 2 $170.0 SOLD
754 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 1 $170.0 SOLD
755 LIBERTY FORMULA ONE GROUP 2 $170.0 SOLD
756 CARR CARRIER GLOBAL Industrials 3 $169.0 SOLD
757 CDE COEUR MINING INC Basic Materials 9 $169.0 SOLD
758 GGG GRACO INC Industrials 2 $169.0 SOLD
759 MORN MORNINGSTAR INC Financial Services 1 $169.0 SOLD
760 REZI Resideo Technologies Inc Industrials 5 $169.0 SOLD
Page 38 of 59  ·  1,178 positions
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%