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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 21 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 XPO XPO INC Industrials 1.0 $195.0 NEW $195.00 +2.3%
402 TXN TEXAS INSTRUMENTS INC Technology 1.0 $194.0 NEW $194.00 +66.4%
403 ITT ITT INC Industrials 1.0 $191.0 NEW $191.00 +3.0%
404 CRK COMSTOCK RESOURCES INC Energy 9.0 $190.0 NEW $21.11 -37.9%
405 VRSK VERISK ANALYTICS INC Industrials 1.0 $190.0 NEW $190.00 -8.5%
406 EXP EAGLE MATERIALS INC Basic Materials 1.0 $189.0 NEW $189.00 +18.8%
407 LTH LIFE TIME GROUP HOLDINGS INC COM USD0.01 Consumer Cyclical 7.0 $189.0 NEW $27.00 +36.7%
408 WFRD WEATHERFORD INTERNATIONAL PLC Energy 2.0 $189.0 NEW $94.50 -3.0%
409 FCFS FIRSTCASH INC Financial Services 1.0 $188.0 NEW $188.00 +20.8%
410 INCY INCYTE CORP Healthcare 2.0 $188.0 NEW $94.00 +4.5%
411 GOLF ACUSHNET HOLDINGS Consumer Cyclical 2.0 $187.0 NEW $93.50 +15.2%
412 NI NISOURCE INC Utilities 4.0 $187.0 NEW $46.75 +1.1%
413 TTC THE TORO CO Industrials 2.0 $187.0 NEW $93.50 -1.0%
414 DAR DARLING INGREDIENTS INC Consumer Defensive 3.0 $186.0 NEW $62.00 -13.4%
415 EQH EQUITABLE HOLDINGS INC Financial Services 5.0 $186.0 NEW $37.20 +21.7%
416 GIS GENERAL MILLS Consumer Defensive 5.0 $186.0 NEW $37.20 -10.2%
417 KKR KKR & CO INC Financial Services 2.0 $185.0 NEW $92.50 +4.9%
418 UFPI UFP INDUSTRIES INC Basic Materials 2.0 $184.0 NEW $92.00 -5.9%
419 HOG HARLEY-DAVIDSON INC Consumer Cyclical 9.0 $182.0 NEW $20.22 +26.9%
420 FAF FIRST AMERICAN FINANCIAL CORP Financial Services 3.0 $181.0 NEW $60.33 +13.8%
Page 21 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%