Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 761 | SIG | SIGNET JEWELERS LTD | Consumer Cyclical | 2 | $169.0 | — | SOLD |
| 762 | TDS | TELEPHONE AND DATA SYSTEMS INC | Communication Services | 4 | $168.0 | — | SOLD |
| 763 | HQY | HEALTHEQUITY INC | Healthcare | 2 | $167.0 | — | SOLD |
| 764 | AAON | AAON INC | Industrials | 2 | $166.0 | — | SOLD |
| 765 | MDU | MDU Resources Group Inc | Industrials | 8 | $166.0 | — | SOLD |
| 766 | RIVN | RIVIAN AUTOMOTIVE INC CLASS A | Consumer Cyclical | 11 | $166.0 | — | SOLD |
| 767 | AWI | ARMSTRONG WORLD INDUSTRIES INC | Industrials | 1 | $165.0 | — | SOLD |
| 768 | MKTX | MARKETAXESS HOLDINGS INC | Financial Services | 1 | $165.0 | — | SOLD |
| 769 | MUR | MURPHY OIL CORP | Energy | 4 | $165.0 | — | SOLD |
| 770 | COLM | COLUMBIA SPORTSWEAR CO | Consumer Cyclical | 3 | $164.0 | — | SOLD |
| 771 | DELL | DELL | Technology | 1 | $164.0 | — | SOLD |
| 772 | MATX | MATSON INC | Industrials | 1 | $164.0 | — | SOLD |
| 773 | NVCR | NOVOCURE | Healthcare | 15 | $164.0 | — | SOLD |
| 774 | AGO | ASSURED GUARANTY LTD | Financial Services | 2 | $163.0 | — | SOLD |
| 775 | LSTR | LANDSTAR SYSTEM INC | Industrials | 1 | $160.0 | — | SOLD |
| 776 | ROL | ROLLINS INC | Consumer Cyclical | 3 | $160.0 | — | SOLD |
| 777 | FOX | FOX CORP | — | 3 | $159.0 | — | SOLD |
| 778 | IT | GARTNER INC | Technology | 1 | $158.0 | — | SOLD |
| 779 | POR | PORTLAND GENERAL ELECTRIC CO | Utilities | 3 | $158.0 | — | SOLD |
| 780 | RKT | ROCKET COMPANIES | Financial Services | 11 | $157.0 | — | 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%