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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 27 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 NNI NELNET INC Financial Services 1.0 $129.0 NEW $129.00 +1.0%
522 VISN VISTANCE NETWORKS INC Technology 7.0 $127.0 NEW $18.14 -30.2%
523 HWC HANCOCK WHITNEY CORP Financial Services 2.0 $127.0 NEW $63.50 +10.6%
524 J JACOBS SOLUTIONS INC Industrials 1.0 $127.0 NEW $127.00 -4.7%
525 CAG CONAGRA BRANDS Consumer Defensive 8.0 $126.0 NEW $15.75 -16.2%
526 MTDR MATADOR RESOURCES CO Energy 2.0 $126.0 NEW $63.00 -21.3%
527 TRMK TRUSTMARK CORP Financial Services 3.0 $126.0 NEW $42.00 +6.4%
528 WAFD WAFD INC Financial Services 4.0 $126.0 NEW $31.50 +15.8%
529 RIOT RIOT BLOCKCHAIN Financial Services 10.0 $124.0 NEW $12.40 +126.6%
530 LCII LCI INDS Consumer Cyclical 1.0 $123.0 NEW $123.00 -25.3%
531 VLYPN VALLEY NATIONAL BANCORP Financial Services 10.0 $123.0 NEW $12.30 +109.5%
532 PAYC PAYCOM SOFTWARE Technology 1.0 $122.0 NEW $122.00 +2.3%
533 CDW CDW CORP Technology 1.0 $121.0 NEW $121.00 +6.1%
534 PLMR PALOMAR HOLDINGS INC Financial Services 1.0 $120.0 NEW $120.00 -6.9%
535 TFX TELEFLEX INC Healthcare 1.0 $120.0 NEW $120.00 +5.8%
536 XYL XYLEM INC Industrials 1.0 $120.0 NEW $120.00 -7.1%
537 ECG EVERUS CONSTRUCTION GROUP INC Industrials 1.0 $118.0 NEW $118.00 +33.7%
538 PSTG PURE STORAGE INC Technology 2.0 $118.0 NEW $59.00 +26.6%
539 ZTS ZOETIS Healthcare 1.0 $118.0 NEW $118.00 -33.3%
540 FNB FNB CORPORATION Financial Services 7.0 $117.0 NEW $16.71 +9.1%
Page 27 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%