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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 39 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 PPC PILGRIMS PRIDE CORP Consumer Defensive 1.0 $38.0 NEW $38.00 -28.1%
762 WLY JOHN WILEY & SONS INC Communication Services 1.0 $38.0 NEW $38.00 +22.9%
763 CENT CENTRAL GARDEN & PET CO Consumer Defensive 1.0 $37.0 NEW $37.00 +16.7%
764 DT DYNATRACE INC Technology 1.0 $37.0 NEW $37.00 +11.9%
765 KBR KBR INC Industrials 1.0 $37.0 NEW $37.00 -11.3%
766 RNG RINGCENTRAL INC Technology 1.0 $37.0 NEW $37.00 -5.4%
767 HUBG HUB GROUP INC Industrials 1.0 $36.0 NEW $36.00 +23.2%
768 TNET TRINET GROUP INC COM USD0.000025 Industrials 1.0 $36.0 NEW $36.00 +25.8%
769 OII OCEANEERING INTERNATIONAL INC Energy 1.0 $35.0 NEW $35.00 +3.0%
770 LIBERTY GLOBAL GROUP C 3.0 $35.0 NEW $11.67
771 CARG CARGURUS INCO Consumer Cyclical 1.0 $34.0 NEW $34.00 -11.7%
772 SHOO STEVEN MADDEN LTD Consumer Cyclical 1.0 $34.0 NEW $34.00 +30.0%
773 TOWN TOWNE BANK Financial Services 1.0 $34.0 NEW $34.00 +2.1%
774 VVV VALVOLINE INC Energy 1.0 $34.0 NEW $34.00 +12.0%
775 ADT ADT INC Industrials 5.0 $33.0 NEW $6.60 -0.3%
776 FIBK FIRST INTERSTATE BANCSYSTEM INC Financial Services 1.0 $33.0 NEW $33.00 +10.4%
777 HNI HNI CORP Industrials 1.0 $33.0 NEW $33.00 +5.6%
778 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 1.0 $32.0 NEW $32.00 +18.1%
779 PACS PACS GROUP INC Financial Services 1.0 $32.0 NEW $32.00 +14.3%
780 IOT SAMSARA INC Technology 1.0 $32.0 NEW $32.00 -1.0%
Page 39 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%