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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 28 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 KGS KODIAK GAS SERVICES INC Energy 2.0 $117.0 NEW $58.50 +18.3%
542 ESNT ESSENT GROUP LTD Financial Services 2.0 $117.0 NEW $58.50 -0.1%
543 CVSA COVISTA INC Consumer Cyclical 1.0 $115.0 NEW $115.00 +3.5%
544 BDC BELDEN INC Technology 1.0 $115.0 NEW $115.00 +7.2%
545 BX THE BLACKSTONE GROUP LP COM Financial Services 1.0 $115.0 NEW $115.00 +7.6%
546 LBRT LIBERTY ENERGY INC COM USD0.01 CL A Energy 4.0 $115.0 NEW $28.75 -5.5%
547 ZION ZIONS BANCORP NA Financial Services 2.0 $115.0 NEW $57.50 +15.1%
548 CPA COPA HOLDINGS SA CLASS A Industrials 1.0 $114.0 NEW $114.00 +32.5%
549 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 2.0 $113.0 NEW $56.50 -3.2%
550 CPNG COUPANG CL A ORD Consumer Cyclical 6.0 $113.0 NEW $18.83 -4.4%
551 G GILLETTE CO Technology 3.0 $112.0 NEW $37.33 -24.3%
552 ICLR Icon PLC Healthcare 1.0 $111.0 NEW $111.00 +31.5%
553 ALK Alaska Air Group Inc Industrials 3.0 $110.0 NEW $36.67 +34.3%
554 NJR NEW JERSEY RESOURCES CORP Utilities 2.0 $110.0 NEW $55.00 +0.2%
555 ARES ARES MANAGEMENT CORP Financial Services 1.0 $109.0 NEW $109.00 +18.7%
556 BANF BANCFIRST CORP Financial Services 1.0 $109.0 NEW $109.00 +2.1%
557 UGI UGI CORP Utilities 3.0 $109.0 NEW $36.33 -6.9%
558 FSS FEDERAL SIGNAL CORP Industrials 1.0 $108.0 NEW $108.00 +9.7%
559 SON SONOCO PRODUCTS CO Consumer Cyclical 2.0 $108.0 NEW $54.00 -6.1%
560 OMF ONEMAIN HLDGS INC Financial Services 2.0 $107.0 NEW $53.50 +8.7%
Page 28 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%