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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 25 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NWSA NEWS CORP Communication Services 6.0 $150.0 NEW $25.00 +1.1%
482 W WAYFAIR INC Consumer Cyclical 2.0 $150.0 NEW $75.00 +18.0%
483 STNG SCORPIO TANKERS INC Energy 2.0 $149.0 NEW $74.50 +8.2%
484 CBSH COMMERCE BANCSHARES INC Financial Services 3.0 $148.0 NEW $49.33 +10.9%
485 FFIN FIRST FINANCIAL BANKSHARES INC Financial Services 5.0 $147.0 NEW $29.40 +11.5%
486 FLS FLOWSERVE CORP Industrials 2.0 $147.0 NEW $73.50 +11.2%
487 LKQ LKQ CORP Consumer Cyclical 5.0 $147.0 NEW $29.40 -12.2%
488 NE NOBLE CORP Energy 3.0 $147.0 NEW $49.00 -14.9%
489 CAR AVIS BUDGET GROUP INC Industrials 1.0 $146.0 NEW $146.00 +29.1%
490 CRUS CIRRUS LOGIC INC Technology 1.0 $145.0 NEW $145.00 +14.0%
491 RNST RENASANT CORP Financial Services 4.0 $145.0 NEW $36.25 +15.0%
492 MMM 3M Industrials 1.0 $145.0 NEW $145.00 +10.8%
493 HLI HOULIHAN LOKEY INC Financial Services 1.0 $144.0 NEW $144.00 -2.2%
494 H HYATT HOTELS CORP Consumer Cyclical 1.0 $144.0 NEW $144.00 +40.3%
495 OGE OGE Energy Corp Utilities 3.0 $144.0 NEW $48.00 -1.5%
496 ARW ARROW ELECTRONICS INC Technology 1.0 $143.0 NEW $143.00 +62.7%
497 IDA IDACORP INC Utilities 1.0 $143.0 NEW $143.00 -0.4%
498 PBF PBF ENERGY INC Energy 3.0 $143.0 NEW $47.67 -21.8%
499 PRIM PRIMORIS SERVICES CORP Industrials 1.0 $143.0 NEW $143.00 -29.2%
500 LNC Lincoln National Corp Financial Services 4.0 $142.0 NEW $35.50 +4.7%
Page 25 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%