Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 801 | CBSH | COMMERCE BANCSHARES INC | Financial Services | 3 | $148.0 | — | SOLD |
| 802 | FFIN | FIRST FINANCIAL BANKSHARES INC | Financial Services | 5 | $147.0 | — | SOLD |
| 803 | FLS | FLOWSERVE CORP | Industrials | 2 | $147.0 | — | SOLD |
| 804 | LKQ | LKQ CORP | Consumer Cyclical | 5 | $147.0 | — | SOLD |
| 805 | NE | NOBLE CORP | Energy | 3 | $147.0 | — | SOLD |
| 806 | CAR | AVIS BUDGET GROUP INC | Industrials | 1 | $146.0 | — | SOLD |
| 807 | CRUS | CIRRUS LOGIC INC | Technology | 1 | $145.0 | — | SOLD |
| 808 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Basic Materials | 2 | $145.0 | — | SOLD |
| 809 | RNST | RENASANT CORP | Financial Services | 4 | $145.0 | — | SOLD |
| 810 | MMM | 3M | Industrials | 1 | $145.0 | — | SOLD |
| 811 | HLI | HOULIHAN LOKEY INC | Financial Services | 1 | $144.0 | — | SOLD |
| 812 | H | HYATT HOTELS CORP | Consumer Cyclical | 1 | $144.0 | — | SOLD |
| 813 | OGE | OGE Energy Corp | Utilities | 3 | $144.0 | — | SOLD |
| 814 | ARW | ARROW ELECTRONICS INC | Technology | 1 | $143.0 | — | SOLD |
| 815 | IDA | IDACORP INC | Utilities | 1 | $143.0 | — | SOLD |
| 816 | PBF | PBF ENERGY INC | Energy | 3 | $143.0 | — | SOLD |
| 817 | PRIM | PRIMORIS SERVICES CORP | Industrials | 1 | $143.0 | — | SOLD |
| 818 | LNC | Lincoln National Corp | Financial Services | 4 | $142.0 | — | SOLD |
| 819 | CHRD | CHORD ENERGY CORP. COM USD0.01 | Energy | 1 | $142.0 | — | SOLD |
| 820 | PTC | PTC INC | Technology | 1 | $142.0 | — | 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%