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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 2 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EBAY EBAY Consumer Cyclical 19.0 $2K 0.00% NEW $91.21 +18.7%
22 VTWO VANGUARD RUSSELL 2000 ETF 17.0 $2K 0.00% NEW $100.18 +19.1%
23 GS GOLDMAN SACHS Financial Services 2.0 $2K 0.00% NEW $846.50 +29.5%
24 WDC WESTERN DIGITAL Technology 6.0 $2K 0.00% NEW $270.50 +175.9%
25 GILD GILEAD SCIENCES INC COM Healthcare 11.0 $2K 0.00% NEW $139.36 -11.2%
26 BE BLOOM ENERGY CORP CLASS A Industrials 11.0 $1K 0.00% NEW $135.45 +142.8%
27 LIN Linde plc Basic Materials 3.0 $1K 0.00% NEW $495.67 +3.3%
28 KLAC KLA CORP Technology 1.0 $1K 0.00% NEW $1472.00 -82.4%
29 TRV THE TRAVELERS COMPANIES INC Financial Services 5.0 $1K NEW $291.60 +5.6%
30 CAT CATERPILLAR Industrials 2.0 $1K NEW $708.50 +39.1%
31 FIX COMFORT SYSTEMS USA INC Industrials 1.0 $1K NEW $1379.00 +42.7%
32 AMAT APPLIED MATERIALS INC Technology 4.0 $1K NEW $341.75 +80.6%
33 ASML ASML HOLDING NV Technology 1.0 $1K NEW $1321.00 +46.1%
34 ROST ROSS STORES INC Consumer Cyclical 6.0 $1K NEW $216.67 +7.4%
35 MTD METTLER-TOLEDO INTERNATIONAL INC Healthcare 1.0 $1K NEW $1261.00 -9.2%
36 NET CLOUDFLARE INC Technology 6.0 $1K NEW $206.33 +8.6%
37 MPC MARATHON PETROLEUM Energy 5.0 $1K NEW $244.20 -0.5%
38 APP APPLOVIN CORP Technology 3.0 $1K NEW $398.00 +18.0%
39 TDG TRANSDIGM GROUP INC Industrials 1.0 $1K NEW $1159.00 +14.6%
40 EOG EOG RESOURCES INC COM Energy 8.0 $1K NEW $144.62 -10.1%
Page 2 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%