Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1001 | HALO | HALOZYME THERAPEUTICS INC | Healthcare | 1 | $65.0 | — | SOLD |
| 1002 | VAC | MARRIOTT VACATIONS WORLDWIDE CORP | Consumer Cyclical | 1 | $65.0 | — | SOLD |
| 1003 | DOX | AMDOCS LTD | Technology | 1 | $65.0 | — | SOLD |
| 1004 | RKLB | ROCKET LAB CORP | Industrials | 1 | $64.0 | — | SOLD |
| 1005 | RUSHB | RUSH ENTERPRISES INC | — | 1 | $64.0 | — | SOLD |
| 1006 | TRN | TRINITY INDUSTRIES INC | Industrials | 2 | $64.0 | — | SOLD |
| 1007 | CNS | COHEN & STEERS INC | Financial Services | 1 | $63.0 | — | SOLD |
| 1008 | DXCM | DEXCOM INC | Healthcare | 1 | $63.0 | — | SOLD |
| 1009 | KFY | Korn/Ferry International | Industrials | 1 | $63.0 | — | SOLD |
| 1010 | JOE | THE ST. JOE CO | Real Estate | 1 | $63.0 | — | SOLD |
| 1011 | UCB | UNITED COMMUNITY BANKS INC | Financial Services | 2 | $63.0 | — | SOLD |
| 1012 | URBN | URBAN OUTFITTERS INC | Consumer Cyclical | 1 | $63.0 | — | SOLD |
| 1013 | FUL | H.B. FULLER CO | Basic Materials | 1 | $62.0 | — | SOLD |
| 1014 | SM | SM ENERGY CO | Energy | 2 | $62.0 | — | SOLD |
| 1015 | BANR | BANNER CORP | Financial Services | 1 | $61.0 | — | SOLD |
| 1016 | EXLS | EXLSERVICE HOLDINGS INC | Technology | 2 | $61.0 | — | SOLD |
| 1017 | FULT | FULTON FINANCIAL CORP | Financial Services | 3 | $61.0 | — | SOLD |
| 1018 | ATKR | ATKORE INTERNATIONAL GROUP INC COM | Industrials | 1 | $59.0 | — | SOLD |
| 1019 | BGC | BGC GROUP INC COM USD0.01 CL A | Financial Services | 6 | $59.0 | — | SOLD |
| 1020 | CENX | CENTURY ALUMINUM CO | Basic Materials | 1 | $59.0 | — | 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%