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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 33 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 GNW GENWORTH FINANCIAL INC Financial Services 9.0 $73.0 NEW $8.11 +10.3%
642 GFF GRIFFON CORP Industrials 1.0 $73.0 NEW $73.00 +24.8%
643 PINS PINTEREST INC Communication Services 4.0 $73.0 NEW $18.25 +11.1%
644 IVZ Invesco Ltd Financial Services 3.0 $73.0 NEW $24.33 +15.6%
645 INSW INTERNATIONAL SEAWAYS INC COM Energy 1.0 $73.0 NEW $73.00 +15.7%
646 BRKR BRUKER CORP Healthcare 2.0 $72.0 NEW $36.00 +59.0%
647 HP HELMERICH & PAYNE INC Energy 2.0 $72.0 NEW $36.00 -2.9%
648 EL ESTEE LAUDER Consumer Defensive 1.0 $72.0 NEW $72.00 +17.8%
649 BIRKENSTOCK HOLDING PLC COM NPV 2.0 $72.0 NEW $36.00
650 NGVT INGEVITY CORP COM Basic Materials 1.0 $71.0 NEW $71.00 +3.4%
651 MTX MINERALS TECHNOLOGIES INC Basic Materials 1.0 $71.0 NEW $71.00 +10.8%
652 VNT VONTIER CORPORATION COM USD0.0001 Technology 2.0 $71.0 NEW $35.50 -15.7%
653 KTB KONTOOR BRANDS INC Consumer Cyclical 1.0 $70.0 NEW $70.00 +11.7%
654 PVH PVH CORP Consumer Cyclical 1.0 $70.0 NEW $70.00 +10.1%
655 ST SENSATA TECHNOLOGIES HOLDING PLC Technology 2.0 $70.0 NEW $35.00 +44.7%
656 BKH BLACK HILLS CORP Utilities 1.0 $69.0 NEW $69.00 +5.4%
657 CRC CALIFORNIA RESOURCES CORP Energy 1.0 $69.0 NEW $69.00 -19.9%
658 SIRI SIRIUS XM HOLDINGS INC Communication Services 3.0 $69.0 NEW $23.00 +21.9%
659 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 1.0 $69.0 NEW $69.00 +17.0%
660 TNL TRAVEL LEISURE CO Consumer Cyclical 1.0 $69.0 NEW $69.00 +11.2%
Page 33 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%