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Portfolio (Quarterly) Guide ↗

CURIO WEALTH, LLC

· CIK 0002049201
13F Portfolio $293M AUM 1,256 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 827 New 140 Added 91 Reduced 43 Exited
Page 11 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AIG AMERICAN INTL GROUP Financial Services 5.0 $376.0 NEW $75.20 -1.6%
202 CHD CHURCH & DWIGHT Consumer Defensive 4.0 $373.0 NEW $93.25 +2.6%
203 D DOMINION RESOURCES Utilities 6.0 $371.0 NEW $61.83 +10.6%
204 VSNT VERSANT MEDIA GROUP INC CL A Industrials 10.0 $370.0 NEW $37.00 +3.3%
205 ATO ATMOS ENERGY CORP Utilities 2.0 $369.0 NEW $184.50 -7.8%
206 APG API GROUP CORP COM USD0.0001 Industrials 9.0 $365.0 NEW $40.56 +4.9%
207 USB US BANCORP COM (NEW) Financial Services 7.0 $364.0 NEW $52.00 +11.8%
208 ADM ARCHER-DANIELS MIDLAND CO Consumer Defensive 5.0 $363.0 NEW $72.60 +3.4%
209 SNA SNAP-ON INC Industrials 1.0 $363.0 NEW $363.00 +6.7%
210 PR PERMIAN RESOURCES CORP Energy 17.0 $362.0 NEW $21.29 -13.5%
211 STLD STEEL DYNAMICS INC Basic Materials 2.0 $360.0 NEW $180.00 +38.8%
212 EFX EQUIFAX INC Industrials 2.0 $360.0 NEW $180.00 -14.5%
213 ALB ALBEMARLE CORP Basic Materials 2.0 $359.0 NEW $179.50 -10.7%
214 DPZ DOMINO S PIZZA INC Consumer Cyclical 1.0 $359.0 NEW $359.00 -13.0%
215 UHS UNIVERSAL HEALTH SERVICES INC Healthcare 2.0 $358.0 NEW $179.00 -21.1%
216 OVV OVINTIV ORD Energy 6.0 $356.0 NEW $59.33 -11.7%
217 BALL BALL CORP Consumer Cyclical 6.0 $355.0 NEW $59.17 -2.4%
218 HL HECLA MINING Basic Materials 19.0 $354.0 NEW $18.63 -14.3%
219 ROP ROPER TECHNOLOGIES INC Industrials 1.0 $354.0 NEW $354.00 -6.7%
220 TXT TEXTRON INC Industrials 4.0 $350.0 NEW $87.50 +2.3%
Page 11 of 42  ·  827 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.1%
Financial Services 20.7%
Communication Services 19.8%
Consumer Cyclical 11.8%
Industrials 7.4%
Consumer Defensive 4.6%
Healthcare 4.2%
Utilities 0.7%
Real Estate 0.7%
Energy 0.6%