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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 13 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PEG PUBLIC SERVICE ENTERPRISE Utilities 4.0 $324.0 NEW $81.00 -1.4%
242 AEIS ADVANCED ENERGY INDUSTRIES INC Industrials 1.0 $323.0 NEW $323.00 +15.4%
243 LYB LyondellBasell Industries NV Basic Materials 4.0 $322.0 NEW $80.50 -25.4%
244 BBY BEST BUY CO INC Consumer Cyclical 5.0 $321.0 NEW $64.20 +16.4%
245 INGERSOLL RAND INC 4.0 $320.0 NEW $80.00
246 ORI OLD REPUBLIC INTL CORP Financial Services 8.0 $319.0 NEW $39.88 -3.0%
247 AMCOR PLC ORD USD0.05 (REV SPT) 8.0 $318.0 NEW $39.75
248 GPC GENUINE PARTS CO Consumer Cyclical 3.0 $317.0 NEW $105.67 +2.9%
249 JKHY JACK HENRY & ASSOCIATES INC Technology 2.0 $316.0 NEW $158.00 -20.1%
250 RRC RANGE RESOURCES CORP Energy 7.0 $316.0 NEW $45.14 -19.4%
251 ALV AUTOLIV INC Consumer Cyclical 3.0 $315.0 NEW $105.00 +12.6%
252 BDX BECTON DICKINSON Healthcare 2.0 $314.0 NEW $157.00 -8.3%
253 DINO HF SINCLAIR CORP. COM USD0.01 Energy 5.0 $312.0 NEW $62.40 +3.4%
254 CNH INDUSTRIAL NV 28.0 $308.0 NEW $11.00
255 DVA DAVITA INC Healthcare 2.0 $307.0 NEW $153.50 +35.4%
256 PIPR PIPER SANDLER COS Financial Services 4.0 $306.0 NEW $76.50 +6.9%
257 PPL PPL CORP Utilities 8.0 $306.0 NEW $38.25 -7.5%
258 ROIV ROIVANT SCIENCES LTD COM 0.0000000341740141 Healthcare 11.0 $305.0 NEW $27.73 +13.4%
259 RS RELIANCE INC Basic Materials 1.0 $304.0 NEW $304.00 +30.4%
260 MAS Masco Corp Industrials 5.0 $302.0 NEW $60.40 +23.1%
Page 13 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%