Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1041 | AAP | ADVANCE AUTO PARTS INC | Consumer Cyclical | 1 | $53.0 | — | SOLD |
| 1042 | FTDR | FRONTDOOR INC | Consumer Cyclical | 1 | $53.0 | — | SOLD |
| 1043 | NVTS | NAVITAS SEMICONDUCTOR CORP | Technology | 6 | $53.0 | — | SOLD |
| 1044 | SNDR | SCHNEIDER NATIONAL INC | Industrials | 2 | $53.0 | — | SOLD |
| 1045 | TECH | BIO- TECHNE CORP | Healthcare | 1 | $52.0 | — | SOLD |
| 1046 | FBK | FB FINANCIAL CORP | Financial Services | 1 | $52.0 | — | SOLD |
| 1047 | WSC | WILLSCOT HOLDINGS CORP | Industrials | 3 | $52.0 | — | SOLD |
| 1048 | WOR | WORTHINGTON ENTERPRISES INC | Industrials | 1 | $52.0 | — | SOLD |
| 1049 | TDC | Teradata Corp | Technology | 2 | $51.0 | — | SOLD |
| 1050 | BKE | BUCKLE INC | Consumer Cyclical | 1 | $50.0 | — | SOLD |
| 1051 | DXC | DXC TECHNOLOGY | Technology | 4 | $50.0 | — | SOLD |
| 1052 | CGNX | COGNEX CORP | Technology | 1 | $49.0 | — | SOLD |
| 1053 | CNM | CORE & MAIN INC-CLASS A | Industrials | 1 | $49.0 | — | SOLD |
| 1054 | LUMN | CENTURYLINK | Communication Services | 7 | $49.0 | — | SOLD |
| 1055 | KNTK | KINETIK HOLDINGS INC | Energy | 1 | $48.0 | — | SOLD |
| 1056 | UHAL | U-HAUL HOLDING CO | — | 1 | $48.0 | — | SOLD |
| 1057 | BEAM | BEAM THERAPEUTICS INC. COM USD0.01 | Healthcare | 2 | $48.0 | — | SOLD |
| 1058 | CG | THE CARLYLE GROUP INC | Financial Services | 1 | $48.0 | — | SOLD |
| 1059 | YOU | CLEAR SECURE CL A ORD | Technology | 1 | $48.0 | — | SOLD |
| 1060 | GAP | GAP INC | Consumer Cyclical | 2 | $48.0 | — | 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%