Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1021 | CBU | COMMUNITY FINANCIAL SYSTEM INC | Financial Services | 1 | $59.0 | — | SOLD |
| 1022 | HTO | H2O AMERICA | Utilities | 1 | $59.0 | — | SOLD |
| 1023 | TEX | TEREX CORP | Industrials | 1 | $59.0 | — | SOLD |
| 1024 | CVBF | CVB FINANCIAL CORP | Financial Services | 3 | $58.0 | — | SOLD |
| 1025 | OPLN | OPENLANE INC | Consumer Cyclical | 2 | $58.0 | — | SOLD |
| 1026 | TMHC | TAYLOR MORRISON HOME CORP | Consumer Cyclical | 1 | $58.0 | — | SOLD |
| 1027 | CNK | CINEMARK HOLDINGS INC | Communication Services | 2 | $57.0 | — | SOLD |
| 1028 | LOAR | LOAR HOLDINGS INC | Industrials | 1 | $57.0 | — | SOLD |
| 1029 | ASO | ACADEMY SPORTS & OUTDOORS INC | Consumer Cyclical | 1 | $56.0 | — | SOLD |
| 1030 | ASH | ASHLAND INC | Basic Materials | 1 | $56.0 | — | SOLD |
| 1031 | FFBC | FIRST FINANCIAL BANCORP | Financial Services | 2 | $56.0 | — | SOLD |
| 1032 | FISV | FISERV INC | Technology | 1 | $56.0 | — | SOLD |
| 1033 | CAKE | THE CHEESECAKE FACTORY INC | Consumer Cyclical | 1 | $55.0 | — | SOLD |
| 1034 | CRVL | CORVEL CORP | Financial Services | 1 | $55.0 | — | SOLD |
| 1035 | GTX | GARRETT MOTION INC | Consumer Cyclical | 3 | $55.0 | — | SOLD |
| 1036 | MWA | MUELLER WATER PRODUCTS INC | Industrials | 2 | $55.0 | — | SOLD |
| 1037 | PII | POLARIS INC | Consumer Cyclical | 1 | $55.0 | — | SOLD |
| 1038 | TBBK | THE BANCORP INC | Financial Services | 1 | $54.0 | — | SOLD |
| 1039 | VSH | VISHAY INTERTECHNOLOGY INC | Technology | 3 | $54.0 | — | SOLD |
| 1040 | WHR | Whirlpool Corp | Consumer Cyclical | 1 | $54.0 | — | 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%