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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 35 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CNS COHEN & STEERS INC Financial Services 1.0 $63.0 NEW $63.00 +18.9%
682 DXCM DEXCOM INC Healthcare 1.0 $63.0 NEW $63.00 +15.0%
683 KFY Korn/Ferry International Industrials 1.0 $63.0 NEW $63.00 +13.4%
684 JOE THE ST. JOE CO Real Estate 1.0 $63.0 NEW $63.00 +4.7%
685 UCB UNITED COMMUNITY BANKS INC Financial Services 2.0 $63.0 NEW $31.50 +4.3%
686 URBN URBAN OUTFITTERS INC Consumer Cyclical 1.0 $63.0 NEW $63.00 +21.3%
687 FUL H.B. FULLER CO Basic Materials 1.0 $62.0 NEW $62.00 +4.6%
688 SM SM ENERGY CO Energy 2.0 $62.0 NEW $31.00 -12.5%
689 BANR BANNER CORP Financial Services 1.0 $61.0 NEW $61.00 +6.3%
690 EXLS EXLSERVICE HOLDINGS INC Technology 2.0 $61.0 NEW $30.50 -15.0%
691 FULT FULTON FINANCIAL CORP Financial Services 3.0 $61.0 NEW $20.33 +12.6%
692 ATKR ATKORE INTERNATIONAL GROUP INC COM Industrials 1.0 $59.0 NEW $59.00 +37.6%
693 BGC BGC GROUP INC COM USD0.01 CL A Financial Services 6.0 $59.0 NEW $9.83 +22.5%
694 CENX CENTURY ALUMINUM CO Basic Materials 1.0 $59.0 NEW $59.00 -12.4%
695 CBU COMMUNITY FINANCIAL SYSTEM INC Financial Services 1.0 $59.0 NEW $59.00 +5.7%
696 HTO H2O AMERICA Utilities 1.0 $59.0 NEW $59.00 -3.9%
697 TEX TEREX CORP Industrials 1.0 $59.0 NEW $59.00 +13.3%
698 CVBF CVB FINANCIAL CORP Financial Services 3.0 $58.0 NEW $19.33 +7.6%
699 OPLN OPENLANE INC Consumer Cyclical 2.0 $58.0 NEW $29.00 +31.3%
700 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 1.0 $58.0 NEW $58.00 +23.4%
Page 35 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%