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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 30 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AFRM AFFIRM HOLDINGS INC Technology 2.0 $92.0 NEW $46.00 +60.7%
582 OZK BANK OZK Financial Services 2.0 $92.0 NEW $46.00 +7.1%
583 FELE FRANKLIN ELECTRIC CO INC Industrials 1.0 $92.0 NEW $92.00 +13.3%
584 MSM MSC INDUSTRIAL DIRECT CO INC Industrials 1.0 $92.0 NEW $92.00 +28.8%
585 OLLI OLLIE S BARGAIN OUTLET HOLDINGS INC Consumer Defensive 1.0 $92.0 NEW $92.00 -16.4%
586 OLED UNIVERSAL DISPLAY CORP Technology 1.0 $92.0 NEW $92.00 -3.3%
587 VSAT VIASAT INC Technology 2.0 $92.0 NEW $46.00 +39.4%
588 SR SPIRE INC Utilities 1.0 $91.0 NEW $91.00 -15.3%
589 VC VISTEON CORP Consumer Cyclical 1.0 $91.0 NEW $91.00 +25.1%
590 DRS LEONARDO DRS INC COMMON STOCK Industrials 2.0 $89.0 NEW $44.50 +3.6%
591 OLN OLIN CORP Basic Materials 3.0 $89.0 NEW $29.67 -25.8%
592 GFS GLOBALFOUNDRIES INC Technology 2.0 $89.0 NEW $44.50 +92.9%
593 ITGR INTEGER HOLDINGS CORP Healthcare 1.0 $88.0 NEW $88.00 +3.4%
594 OTTR Otter Tail Corp Utilities 1.0 $88.0 NEW $88.00 -0.6%
595 RVTY REVVITY INC Healthcare 1.0 $88.0 NEW $88.00 +13.6%
596 LRN STRIDE INC Consumer Defensive 1.0 $88.0 NEW $88.00 -5.9%
597 U UNITY SOFTWARE INC Technology 4.0 $88.0 NEW $22.00 +24.9%
598 VIRT VIRTU FINANCIAL Financial Services 2.0 $88.0 NEW $44.00 +43.3%
599 Greif Inc 1.0 $88.0 NEW $88.00
600 PFSI PENNYMAC FINANCIAL SERVICES INC Financial Services 1.0 $87.0 NEW $87.00 -5.3%
Page 30 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%