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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 47 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Status
921 LRN STRIDE INC Consumer Defensive 1 $88.0 SOLD
922 U UNITY SOFTWARE INC Technology 4 $88.0 SOLD
923 VIRT VIRTU FINANCIAL Financial Services 2 $88.0 SOLD
924 PFSI PENNYMAC FINANCIAL SERVICES INC Financial Services 1 $87.0 SOLD
925 SWX Southwest Gas Holdings Inc Utilities 1 $87.0 SOLD
926 DOCN DIGITALOCEAN HOLDINGS INC COM USD0.000025 Technology 1 $86.0 SOLD
927 NWS NEWS CORP B 3 $86.0 SOLD
928 OGS ONE GAS INC Utilities 1 $86.0 SOLD
929 PFGC PERFORMANCE FOOD GROUP CO. COM USD0.01 Consumer Defensive 1 $86.0 SOLD
930 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 1 $86.0 SOLD
931 ULS UL SOLUTIONS INC Industrials 1 $86.0 SOLD
932 BTSG BRIGHTSPRING HEALTH SERVICES INC Healthcare 2 $85.0 SOLD
933 DCI DONALDSON CO INC Industrials 1 $85.0 SOLD
934 LENNAR CORP 1 $84.0 SOLD
935 TDW TIDEWATER INC Energy 1 $84.0 SOLD
936 KMX CARMAX Consumer Cyclical 2 $83.0 SOLD
937 GDDY GODADDY INC Technology 1 $83.0 SOLD
938 STRA STRATEGIC EDUCATION INC Consumer Defensive 1 $83.0 SOLD
939 ACIW ACI WORLDWIDE INC Technology 2 $82.0 SOLD
940 BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC Consumer Cyclical 1 $82.0 SOLD
Page 47 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%