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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 18 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MOS THE MOSAIC CO Basic Materials 9.0 $230.0 NEW $25.56 -10.4%
342 DD DUPONT Basic Materials 5.0 $229.0 NEW $45.80 +4.2%
343 FHN FIRST HORIZON CORP Financial Services 10.0 $228.0 NEW $22.80 +8.8%
344 AM ANTERO MIDSTREAM CORP Energy 10.0 $228.0 NEW $22.80 -4.8%
345 A AGILENT TECHNOLOGIES INC Healthcare 2.0 $228.0 NEW $114.00 +11.5%
346 FEDERATED HERMES INC 4.0 $227.0 NEW $56.75
347 NOV NATIONAL OILWELL VARCO INC COM Energy 12.0 $226.0 NEW $18.83 -0.9%
348 UMBF UMB FINANCIAL CORP Financial Services 2.0 $226.0 NEW $113.00 +17.8%
349 INGR INGREDION INC Consumer Defensive 2.0 $225.0 NEW $112.50 -13.0%
350 BBIO BRIDGEBIO PHARMA INC Healthcare 3.0 $223.0 NEW $74.33 -10.8%
351 MGY MAGNOLIA OIL & GAS CORP CL A Energy 7.0 $221.0 NEW $31.57 -16.3%
352 EIX EDISON INTERNATIONAL Utilities 3.0 $220.0 NEW $73.33 -2.0%
353 AIR AAR CORP Industrials 2.0 $219.0 NEW $109.50 +23.2%
354 COLB COLUMBIA BANKING SYSTEM INC Financial Services 8.0 $219.0 NEW $27.38 +11.6%
355 AJG ARTHUR J. GALLAGHER & CO Financial Services 1.0 $217.0 NEW $217.00 -1.4%
356 MOD MODINE MANUFACTURING CO Consumer Cyclical 1.0 $217.0 NEW $217.00 +37.0%
357 FDS FACTSET RESEARCH SYSTEMS Financial Services 1.0 $217.0 NEW $217.00 +2.0%
358 TAP MOLSON COORS BREWING CO B Consumer Defensive 5.0 $215.0 NEW $43.00 -8.4%
359 LNT ALLIANT ENERGY CORP Utilities 3.0 $215.0 NEW $71.67 +1.9%
360 EWBC EAST WEST BANCORP INC Financial Services 2.0 $214.0 NEW $107.00 +18.5%
Page 18 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%