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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 44 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Status
861 KGS KODIAK GAS SERVICES INC Energy 2 $117.0 SOLD
862 ESNT ESSENT GROUP LTD Financial Services 2 $117.0 SOLD
863 CVSA COVISTA INC Consumer Cyclical 1 $115.0 SOLD
864 BDC BELDEN INC Technology 1 $115.0 SOLD
865 BX THE BLACKSTONE GROUP LP COM Financial Services 1 $115.0 SOLD
866 LBRT LIBERTY ENERGY INC COM USD0.01 CL A Energy 4 $115.0 SOLD
867 ZION ZIONS BANCORP NA Financial Services 2 $115.0 SOLD
868 CPA COPA HOLDINGS SA CLASS A Industrials 1 $114.0 SOLD
869 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 2 $113.0 SOLD
870 CPNG COUPANG CL A ORD Consumer Cyclical 6 $113.0 SOLD
871 G GILLETTE CO Technology 3 $112.0 SOLD
872 ICLR Icon PLC Healthcare 1 $111.0 SOLD
873 ALK Alaska Air Group Inc Industrials 3 $110.0 SOLD
874 NJR NEW JERSEY RESOURCES CORP Utilities 2 $110.0 SOLD
875 ARES ARES MANAGEMENT CORP Financial Services 1 $109.0 SOLD
876 BANF BANCFIRST CORP Financial Services 1 $109.0 SOLD
877 UGI UGI CORP Utilities 3 $109.0 SOLD
878 FSS FEDERAL SIGNAL CORP Industrials 1 $108.0 SOLD
879 SON SONOCO PRODUCTS CO Consumer Cyclical 2 $108.0 SOLD
880 OMF ONEMAIN HLDGS INC Financial Services 2 $107.0 SOLD
Page 44 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%