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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 23 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LIBERTY FORMULA ONE GROUP 2.0 $170.0 NEW $85.00
442 CARR CARRIER GLOBAL Industrials 3.0 $169.0 NEW $56.33 +27.5%
443 CDE COEUR MINING INC Basic Materials 9.0 $169.0 NEW $18.78 -6.8%
444 GGG GRACO INC Industrials 2.0 $169.0 NEW $84.50 -10.0%
445 MORN MORNINGSTAR INC Financial Services 1.0 $169.0 NEW $169.00 -9.1%
446 REZI Resideo Technologies Inc Industrials 5.0 $169.0 NEW $33.80 -5.6%
447 SIG SIGNET JEWELERS LTD Consumer Cyclical 2.0 $169.0 NEW $84.50 +4.4%
448 TDS TELEPHONE AND DATA SYSTEMS INC Communication Services 4.0 $168.0 NEW $42.00 -5.7%
449 HQY HEALTHEQUITY INC Healthcare 2.0 $167.0 NEW $83.50 +2.0%
450 AAON AAON INC Industrials 2.0 $166.0 NEW $83.00 +64.7%
451 MDU MDU Resources Group Inc Industrials 8.0 $166.0 NEW $20.75 +2.6%
452 RIVN RIVIAN AUTOMOTIVE INC CLASS A Consumer Cyclical 11.0 $166.0 NEW $15.09 +9.5%
453 AWI ARMSTRONG WORLD INDUSTRIES INC Industrials 1.0 $165.0 NEW $165.00 -4.3%
454 MKTX MARKETAXESS HOLDINGS INC Financial Services 1.0 $165.0 NEW $165.00 -27.1%
455 MUR MURPHY OIL CORP Energy 4.0 $165.0 NEW $41.25 -16.9%
456 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 3.0 $164.0 NEW $54.67 +21.6%
457 DELL DELL Technology 1.0 $164.0 NEW $164.00 +149.7%
458 MATX MATSON INC Industrials 1.0 $164.0 NEW $164.00 +16.6%
459 AGO ASSURED GUARANTY LTD Financial Services 2.0 $163.0 NEW $81.50 -6.1%
460 LSTR LANDSTAR SYSTEM INC Industrials 1.0 $160.0 NEW $160.00 +29.6%
Page 23 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%