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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 20 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TKO TKO GROUP HOLDINGS INC Communication Services 1.0 $202.0 NEW $202.00 -1.6%
382 ENSG ENSIGN GROUP INC Healthcare 1.0 $202.0 NEW $202.00 -23.9%
383 POOL POOL CORP Industrials 1.0 $202.0 NEW $202.00 -1.5%
384 WTRG ESSENTIAL UTILITIES INC Utilities 5.0 $201.0 NEW $40.20 -8.7%
385 SGOV ISHARES 0 TO 3 MNTH TREASURY BND ETF 2.0 $201.0 NEW $100.50 +0.1%
386 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2.0 $200.0 NEW $100.00 +9.1%
387 IXN ISHARES GLOBAL TECH ETF 2.0 $200.0 NEW $100.00 +46.3%
388 RIG TRANSOCEAN LTD ORD Energy 30.0 $199.0 NEW $6.63 -19.9%
389 WRB WR BERKLEY CORP Financial Services 3.0 $199.0 NEW $66.33 +1.3%
390 KWEB KRANESHARES CSI CHINA INTERNET 7.0 $199.0 NEW $28.43 -11.2%
391 DKS DICK'S SPORTING GOODS INC Consumer Cyclical 1.0 $198.0 NEW $198.00 +17.7%
392 POST POST HOLDINGS INC Consumer Defensive 2.0 $198.0 NEW $99.00 -10.7%
393 FSLR FIRST SOLAR INC Energy 1.0 $197.0 NEW $197.00 +30.8%
394 TRMB TRIMBLE INC Technology 3.0 $196.0 NEW $65.33 -24.8%
395 VAL VALARIS LTD. COM USD0.40 Energy 2.0 $196.0 NEW $98.00 -19.8%
396 ALLY ALLY FINANCIAL INC Financial Services 5.0 $196.0 NEW $39.20 +16.0%
397 VCTR VICTORY CAPITAL HOLDINGS INC Financial Services 3.0 $196.0 NEW $65.33 +33.2%
398 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1.0 $196.0 NEW $196.00 +8.9%
399 WSFS WSFS FINANCIAL CORP Financial Services 3.0 $196.0 NEW $65.33 +13.5%
400 XPO XPO INC Industrials 1.0 $195.0 NEW $195.00 +2.3%
Page 20 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%