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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 31 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 SWX Southwest Gas Holdings Inc Utilities 1.0 $87.0 NEW $87.00 +1.7%
602 DOCN DIGITALOCEAN HOLDINGS INC COM USD0.000025 Technology 1.0 $86.0 NEW $86.00 +101.5%
603 NWS NEWS CORP B Communication Services 3.0 $86.0 NEW $28.67 +0.3%
604 OGS ONE GAS INC Utilities 1.0 $86.0 NEW $86.00 -10.7%
605 PFGC PERFORMANCE FOOD GROUP CO. COM USD0.01 Consumer Defensive 1.0 $86.0 NEW $86.00 +20.5%
606 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 1.0 $86.0 NEW $86.00 +32.0%
607 ULS UL SOLUTIONS INC Industrials 1.0 $86.0 NEW $86.00 +6.2%
608 BTSG BRIGHTSPRING HEALTH SERVICES INC Healthcare 2.0 $85.0 NEW $42.50 +55.9%
609 DCI DONALDSON CO INC Industrials 1.0 $85.0 NEW $85.00 +0.6%
610 TDW TIDEWATER INC Energy 1.0 $84.0 NEW $84.00 -23.0%
611 LENNAR CORP 1.0 $84.0 NEW $84.00
612 KMX CARMAX Consumer Cyclical 2.0 $83.0 NEW $41.50 +29.3%
613 GDDY GODADDY INC Technology 1.0 $83.0 NEW $83.00 -7.2%
614 STRA STRATEGIC EDUCATION INC Consumer Defensive 1.0 $83.0 NEW $83.00 -9.2%
615 ACIW ACI WORLDWIDE INC Technology 2.0 $82.0 NEW $41.00 +7.5%
616 BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC Consumer Cyclical 1.0 $82.0 NEW $82.00 -21.6%
617 ACT ENACT HOLDINGS INC Financial Services 2.0 $82.0 NEW $41.00 +3.4%
618 HOMB HOME BANCSHARES INC Financial Services 3.0 $81.0 NEW $27.00 +2.4%
619 SNEX STONEX GROUP INC Financial Services 1.0 $81.0 NEW $81.00 +71.6%
620 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 1.0 $81.0 NEW $81.00 +4.0%
Page 31 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%