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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 49 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Status
961 NMIH NMI HOLDINGS INC Financial Services 2 $75.0 SOLD
962 BOH BANK OF HAWAII Financial Services 1 $74.0 SOLD
963 First Hawaiian Inc. COM USD0.01 3 $74.0 SOLD
964 HSIC HENRY SCHEIN Healthcare 1 $74.0 SOLD
965 SOMNIGROUP INTERNATIONAL INC 1 $74.0 SOLD
966 AVNT AVIENT CORP Basic Materials 2 $73.0 SOLD
967 GNW GENWORTH FINANCIAL INC Financial Services 9 $73.0 SOLD
968 GFF GRIFFON CORP Industrials 1 $73.0 SOLD
969 PINS PINTEREST INC Communication Services 4 $73.0 SOLD
970 IVZ Invesco Ltd Financial Services 3 $73.0 SOLD
971 INSW INTERNATIONAL SEAWAYS INC COM Energy 1 $73.0 SOLD
972 BRKR BRUKER CORP Healthcare 2 $72.0 SOLD
973 HP HELMERICH & PAYNE INC Energy 2 $72.0 SOLD
974 EL ESTEE LAUDER Consumer Defensive 1 $72.0 SOLD
975 BIRKENSTOCK HOLDING PLC COM NPV 2 $72.0 SOLD
976 NGVT INGEVITY CORP COM Basic Materials 1 $71.0 SOLD
977 MTX MINERALS TECHNOLOGIES INC Basic Materials 1 $71.0 SOLD
978 VNT VONTIER CORPORATION COM USD0.0001 Technology 2 $71.0 SOLD
979 KTB KONTOOR BRANDS INC Consumer Cyclical 1 $70.0 SOLD
980 PVH PVH CORP Consumer Cyclical 1 $70.0 SOLD
Page 49 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%