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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 37 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 WOR WORTHINGTON ENTERPRISES INC Industrials 1.0 $52.0 NEW $52.00 +16.2%
722 TDC Teradata Corp Technology 2.0 $51.0 NEW $25.50 +21.1%
723 BKE BUCKLE INC Consumer Cyclical 1.0 $50.0 NEW $50.00 -9.7%
724 DXC DXC TECHNOLOGY Technology 4.0 $50.0 NEW $12.50 -31.2%
725 CGNX COGNEX CORP Technology 1.0 $49.0 NEW $49.00 +34.9%
726 CNM CORE & MAIN INC-CLASS A Industrials 1.0 $49.0 NEW $49.00 -0.9%
727 LUMN CENTURYLINK Communication Services 7.0 $49.0 NEW $7.00 +17.1%
728 KNTK KINETIK HOLDINGS INC Energy 1.0 $48.0 NEW $48.00 -3.1%
729 UHAL U-HAUL HOLDING CO Industrials 1.0 $48.0 NEW $48.00 +29.6%
730 CG THE CARLYLE GROUP INC Financial Services 1.0 $48.0 NEW $48.00 -6.7%
731 YOU CLEAR SECURE CL A ORD Technology 1.0 $48.0 NEW $48.00 +7.2%
732 GAP GAP INC Consumer Cyclical 2.0 $48.0 NEW $24.00 -11.9%
733 LIBERTY GLOBAL LTD 4.0 $48.0 NEW $12.00
734 WHD CACTUS INC Energy 1.0 $47.0 NEW $47.00 +16.4%
735 FLR FLUOR CORP Industrials 1.0 $47.0 NEW $47.00 +14.2%
736 AD ARRAY DIGITAL INFRASTRUCTURE INC Communication Services 1.0 $46.0 NEW $46.00 -15.5%
737 VSCO VICTORIAS SECRET & CO Consumer Cyclical 1.0 $46.0 NEW $46.00 +78.2%
738 GLOB GLOBANT SA Technology 1.0 $46.0 NEW $46.00 -33.2%
739 SEADRILL LTD 1.0 $46.0 NEW $46.00
740 BKU BANKUNITED INC Financial Services 1.0 $45.0 NEW $45.00 +5.6%
Page 37 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%