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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 14 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PNW PINNACLE WEST CAPITAL CORP Utilities 3.0 $302.0 NEW $100.67 +1.6%
262 IDCC INTERDIGITAL INC Technology 1.0 $302.0 NEW $302.00 -2.0%
263 EXEL EXELIXIS INC Healthcare 7.0 $300.0 NEW $42.86 +21.1%
264 EVR EVERCORE INC Financial Services 1.0 $299.0 NEW $299.00 +24.3%
265 PAG PENSKE AUTOMOTIVE GROUP INC Consumer Cyclical 2.0 $299.0 NEW $149.50 +17.2%
266 BJ BJ S WHOLESALE CLUB HOLDINGS INC Consumer Defensive 3.0 $295.0 NEW $98.33 -13.3%
267 CME CME GROUP INC CLASS A Financial Services 1.0 $295.0 NEW $295.00 -16.5%
268 ELV ELEVANCE HEALTH INC Healthcare 1.0 $293.0 NEW $293.00 +32.6%
269 UNM UNUM GROUP COM USD0.10 Financial Services 4.0 $292.0 NEW $73.00 +23.3%
270 DTE DTE ENERGY CO Utilities 2.0 $292.0 NEW $146.00 +1.1%
271 KHC KRAFT HEINZ CO COM Consumer Defensive 13.0 $292.0 NEW $22.46 +1.6%
272 CORPAY INC 1.0 $291.0 NEW $291.00
273 WTW WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY SHS Financial Services 1.0 $291.0 NEW $291.00 -12.3%
274 ALLE ALLEGION PLC Industrials 2.0 $291.0 NEW $145.50 -8.2%
275 WTS WATTS WATER TECHNOLOGIES INC Industrials 1.0 $290.0 NEW $290.00 +18.6%
276 RJF RAYMOND JAMES FINANCIAL INC Financial Services 2.0 $290.0 NEW $145.00 +7.5%
277 SJM SMUCKER Consumer Defensive 3.0 $289.0 NEW $96.33 +15.1%
278 CVS CVS Healthcare 4.0 $287.0 NEW $71.75 +37.0%
279 SYY SYSCO CORP Consumer Defensive 4.0 $285.0 NEW $71.25 +10.5%
280 ARMK ARAMARK Industrials 7.0 $284.0 NEW $40.57 +31.4%
Page 14 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%