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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 24 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ROL ROLLINS INC Consumer Cyclical 3.0 $160.0 NEW $53.33 -15.7%
462 FOX FOX CORP Communication Services 3.0 $159.0 NEW $53.00 -11.4%
463 IT GARTNER INC Technology 1.0 $158.0 NEW $158.00 -19.3%
464 POR PORTLAND GENERAL ELECTRIC CO Utilities 3.0 $158.0 NEW $52.67 -4.7%
465 SEIC SEI INVESTMENTS CO Financial Services 2.0 $157.0 NEW $78.50 +13.9%
466 NTB BANK OF N.T BUTTERFIELD & SON LTD Financial Services 3.0 $157.0 NEW $52.33 +11.9%
467 ABCB AMERIS BANCORP Financial Services 2.0 $156.0 NEW $78.00 +12.3%
468 BAH BOOZ ALLEN HAMILTON HOLDING CORP Industrials 2.0 $156.0 NEW $78.00 -14.9%
469 QRVO Qorvo Inc Technology 2.0 $155.0 NEW $77.50 +27.0%
470 SLGN SILGAN HOLDINGS INC Consumer Cyclical 4.0 $155.0 NEW $38.75 +7.5%
471 WING WINGSTOP INC COM USD0.01 Consumer Cyclical 1.0 $155.0 NEW $155.00 +4.4%
472 YUM YUM BRANDS Consumer Cyclical 1.0 $155.0 NEW $155.00 -1.9%
473 EMN Eastman Chemical Co Basic Materials 2.0 $153.0 NEW $76.50 -5.2%
474 LULU LULULEMON ATHLETICA Consumer Cyclical 1.0 $153.0 NEW $153.00 -26.9%
475 VFC VF CORPORATION Consumer Cyclical 9.0 $153.0 NEW $17.00 +1.9%
476 WEX WEX INC Technology 1.0 $153.0 NEW $153.00 -16.6%
477 BMI BADGER METER INC Technology 1.0 $152.0 NEW $152.00 -10.9%
478 PSMT PRICESMART INC Consumer Defensive 1.0 $151.0 NEW $151.00 +20.5%
479 SIGI SELECTIVE INSURANCE GROUP INC Financial Services 2.0 $151.0 NEW $75.50 +22.3%
480 CATY CATHAY GENERAL BANCORP Financial Services 3.0 $150.0 NEW $50.00 +18.2%
Page 24 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%