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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 19 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SWK STANLEY BLACK & DECKER INC Industrials 3.0 $213.0 NEW $71.00 +22.2%
362 JBHT JB HUNT TRANSPORT SERVICES Industrials 1.0 $212.0 NEW $212.00 +27.9%
363 GPOR GULFPORT ENERGY OPERATING CORP. COM USD0.01 Energy 1.0 $212.0 NEW $212.00 -24.2%
364 KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC Industrials 3.0 $212.0 NEW $70.67 -23.3%
365 CAH CARDINAL HEALTH INC Healthcare 1.0 $211.0 NEW $211.00 +5.1%
366 JXN JACKSON FINANCIAL INC Financial Services 2.0 $211.0 NEW $105.50 +1.2%
367 AROC ARCHROCK INC Energy 6.0 $209.0 NEW $34.83 +6.1%
368 LAUR LAUREATE EDUCATION INC- A Consumer Defensive 6.0 $209.0 NEW $34.83 +4.6%
369 ES EVERSOURCE ENERGY Utilities 3.0 $208.0 NEW $69.33 +0.4%
370 TRU TRANSUNION Industrials 3.0 $208.0 NEW $69.33 -6.8%
371 HSY THE HERSHEY CO Consumer Defensive 1.0 $208.0 NEW $208.00 -17.0%
372 UBSI United Bankshares Inc Financial Services 5.0 $207.0 NEW $41.40 +7.3%
373 CLX CLOROX Consumer Defensive 2.0 $207.0 NEW $103.50 -7.4%
374 DIOD DIODES INC Technology 3.0 $205.0 NEW $68.33 +74.8%
375 AMR ALPHA METALLURGICAL RESOURCES INC COM USD0.01 Energy 1.0 $205.0 NEW $205.00 -9.4%
376 RGA REINSURANCE GROUP OF AMERICA INC Financial Services 1.0 $204.0 NEW $204.00 +3.2%
377 SYF Synchrony Financial Financial Services 3.0 $204.0 NEW $68.00 +10.7%
378 AXS AXIS CAPITAL HOLDINGS LTD Financial Services 2.0 $203.0 NEW $101.50 -0.5%
379 PLXS PLEXUS CORP Technology 1.0 $203.0 NEW $203.00 +47.8%
380 INTERNATIONAL BANCSHARES CORP 3.0 $202.0 NEW $67.33
Page 19 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%