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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 32 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CALM CAL-MAINE FOODS INC Consumer Defensive 1.0 $79.0 NEW $79.00 -1.6%
622 CWST CASELLA WASTE SYSTEMS INC Industrials 1.0 $79.0 NEW $79.00 +10.1%
623 ASB ASSOCIATED BANC-CORP Financial Services 3.0 $78.0 NEW $26.00 +12.3%
624 EBC EASTERN BANKSHARES INC Financial Services 4.0 $78.0 NEW $19.50 +5.6%
625 FBIN FORTUNE BRANDS INNOVATIONS INC Industrials 2.0 $78.0 NEW $39.00 +8.7%
626 LIBERTY MEDIA CORP A 1.0 $78.0 NEW $78.00
627 MGEE MGE ENERGY INC Utilities 1.0 $77.0 NEW $77.00 -1.4%
628 TPC TUTOR PERINI CORPORATION COM USD1 Industrials 1.0 $77.0 NEW $77.00 +1.3%
629 AWR American States Water Utilities 1.0 $76.0 NEW $76.00 +1.5%
630 LNTH LANTHEUS HOLDINGS INC Healthcare 1.0 $76.0 NEW $76.00 +36.7%
631 NTNX Nutanix Inc Technology 2.0 $76.0 NEW $38.00 +23.4%
632 SOLS SOLSTICE ADVANCED MATERIALS INC Basic Materials 1.0 $76.0 NEW $76.00 +12.6%
633 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 1.0 $75.0 NEW $75.00 +36.5%
634 INDB INDEPENDENT BANK CORP Financial Services 1.0 $75.0 NEW $75.00 +8.1%
635 NMIH NMI HOLDINGS INC Financial Services 2.0 $75.0 NEW $37.50 -0.1%
636 BOH BANK OF HAWAII Financial Services 1.0 $74.0 NEW $74.00 +5.2%
637 HSIC HENRY SCHEIN Healthcare 1.0 $74.0 NEW $74.00 +8.0%
638 First Hawaiian Inc. COM USD0.01 3.0 $74.0 NEW $24.67
639 SOMNIGROUP INTERNATIONAL INC 1.0 $74.0 NEW $74.00
640 AVNT AVIENT CORP Basic Materials 2.0 $73.0 NEW $36.50 +3.2%
Page 32 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%