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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 12 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 COIN COINBASE GLOBAL CL A ORD Financial Services 2.0 $349.0 NEW $174.50 -6.4%
222 PCAR PACCAR INC Industrials 3.0 $347.0 NEW $115.67 +2.8%
223 WEC WISCONSIN ENERGY CORP Utilities 3.0 $347.0 NEW $115.67 -3.0%
224 AVY AVERY DENNISON CORP Industrials 2.0 $345.0 NEW $172.50 -8.0%
225 RL RALPH LAUREN CORP CLASS A Consumer Cyclical 1.0 $344.0 NEW $344.00 +20.1%
226 KDP KEURIG DR PEPPER Consumer Defensive 13.0 $342.0 NEW $26.31 +16.9%
227 AR ANTERO RESOURCES CORP Energy 8.0 $340.0 NEW $42.50 -21.8%
228 DY DYCOM INDUSTRIES INC Industrials 1.0 $339.0 NEW $339.00 +34.7%
229 NUE NUCOR CORP Basic Materials 2.0 $338.0 NEW $169.00 +44.3%
230 ENTERGY CORP 3.0 $337.0 NEW $112.33
231 APOS APOLLO GLOBAL MANAGEMENT INC Financial Services 3.0 $334.0 NEW $111.33 -77.0%
232 CRBG COREBRIDGE FINANCIAL INC Financial Services 14.0 $334.0 NEW $23.86 +22.3%
233 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1.0 $331.0 NEW $331.00 -5.4%
234 AEE AMEREN CORP Utilities 3.0 $330.0 NEW $110.00 -1.2%
235 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 4.0 $330.0 NEW $82.50 -12.0%
236 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2.0 $330.0 NEW $165.00 +7.7%
237 EVEREST GROUP LTD 1.0 $327.0 NEW $327.00
238 BWA BORGWARNER Consumer Cyclical 6.0 $326.0 NEW $54.33 +32.2%
239 BURL BURLINGTON STORES INC. COM USD0.0001 Consumer Cyclical 1.0 $325.0 NEW $325.00 +3.7%
240 OC OWENS-CORNING INC Industrials 3.0 $325.0 NEW $108.33 +18.3%
Page 12 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%