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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 26 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CHRD CHORD ENERGY CORP. COM USD0.01 Energy 1.0 $142.0 NEW $142.00 -13.3%
502 PTC PTC INC Technology 1.0 $142.0 NEW $142.00 -19.2%
503 Hut 8 Mining Corp 3.0 $141.0 NEW $47.00
504 RH RH COM Consumer Cyclical 1.0 $140.0 NEW $140.00 +5.8%
505 WTFC WINTRUST FINANCIAL CORP Financial Services 1.0 $139.0 NEW $139.00 +10.9%
506 MZTI THE MARZETTI CO Consumer Defensive 1.0 $138.0 NEW $138.00 -22.4%
507 WSBC WESBANCO INC Financial Services 4.0 $138.0 NEW $34.50 +5.2%
508 WMS ADVANCED DRAINAGE SYSTEMS INC Industrials 1.0 $137.0 NEW $137.00 +7.4%
509 TSCO TRACTOR SUPPLY CO Consumer Cyclical 3.0 $136.0 NEW $45.33 -33.3%
510 CHWY CHEWY INCCL A Consumer Cyclical 5.0 $135.0 NEW $27.00 -32.6%
511 EPAM EPAM SYSTEMS INC Technology 1.0 $135.0 NEW $135.00 -43.2%
512 GPN GLOBAL PAYMENTS INC Industrials 2.0 $135.0 NEW $67.50 -0.9%
513 PB PROSPERITY BANCSHARES INC Financial Services 2.0 $134.0 NEW $67.00 +6.3%
514 U-HAUL HOLDING CO 3.0 $134.0 NEW $44.67
515 KEX KIRBY CORP Industrials 1.0 $133.0 NEW $133.00 +5.7%
516 CE CELANESE CORP Basic Materials 2.0 $132.0 NEW $66.00 -22.5%
517 RDN RADIAN GROUP INC Financial Services 4.0 $132.0 NEW $33.00 +5.2%
518 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 2.0 $132.0 NEW $66.00 +6.2%
519 USLM UNITED STATES LIME & MINERALS INC Basic Materials 1.0 $131.0 NEW $131.00 -13.3%
520 WDAY WORKDAY INC Technology 1.0 $130.0 NEW $130.00 -10.1%
Page 26 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%