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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 22 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HRL HORMEL FOODS CORP Consumer Defensive 8.0 $181.0 NEW $22.62 +6.8%
422 PBH PRESTIGE CONSUMER HEALTHCARE INC Healthcare 3.0 $178.0 NEW $59.33 -20.8%
423 FCN FTI CONSULTING INC Industrials 1.0 $177.0 NEW $177.00 -17.8%
424 VLTO Veralto Corp Industrials 2.0 $177.0 NEW $88.50 -5.1%
425 BSY BENTLEY SYSTEMS INC - CLASS B Technology 5.0 $176.0 NEW $35.20 -16.5%
426 MCY MERCURY GENERAL CORP Financial Services 2.0 $176.0 NEW $88.00 +16.7%
427 PCG PACIFIC GAS & ELECTRIC Utilities 10.0 $176.0 NEW $17.60 -6.4%
428 FOXA FOX CORPORATION Communication Services 3.0 $175.0 NEW $58.33 -10.5%
429 ENS ENERSYS Industrials 1.0 $174.0 NEW $174.00 +31.0%
430 CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC Healthcare 1.0 $173.0 NEW $173.00 +6.9%
431 THG THE HANOVER INSURANCE GROUP INC Financial Services 1.0 $173.0 NEW $173.00 +14.4%
432 HUM HUMANA Healthcare 1.0 $173.0 NEW $173.00 +108.5%
433 KVUE KENVUE INC. COM USD0.01 Consumer Defensive 10.0 $172.0 NEW $17.20 +5.3%
434 SCCO SOUTHERN COPPER CORP Basic Materials 1.0 $172.0 NEW $172.00 +12.2%
435 CR CRANE CO. COM USD1.00 Industrials 1.0 $171.0 NEW $171.00 +25.7%
436 GATX GATX CORP Industrials 1.0 $171.0 NEW $171.00 +3.6%
437 RLI RLI CORP Financial Services 3.0 $171.0 NEW $57.00 -6.9%
438 AX AXOS FINANCIAL INC Financial Services 2.0 $170.0 NEW $85.00 +3.6%
439 CL COLGATE-PALMOLIVE Consumer Defensive 2.0 $170.0 NEW $85.00 +5.3%
440 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 1.0 $170.0 NEW $170.00 -16.7%
Page 22 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%