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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 4 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USIG ISHARES BROAD USD INVM GRD CORP BD ETF 17.0 $871.0 NEW $51.24 -0.0%
62 MSI MOTOROLA SOLUTIONS INC Technology 2.0 $868.0 NEW $434.00 -8.9%
63 MCK MCKESSON Healthcare 1.0 $865.0 NEW $865.00 -13.2%
64 LNG CHENIERE ENERGY INC Energy 3.0 $851.0 NEW $283.67 -20.0%
65 CRH PLC 8.0 $841.0 NEW $105.12
66 RXRX RECURSION PHARMACEUTICALS INC Healthcare 273.0 $838.0 NEW $3.07 +5.2%
67 TT TRANE TECHNOLOGIES PLC Industrials 2.0 $833.0 NEW $416.50 +16.1%
68 ALL ALLSTATE CORP Financial Services 4.0 $829.0 NEW $207.25 +6.7%
69 FIG FIGMA INC Technology 39.0 $824.0 NEW $21.13 -10.6%
70 WMB WILLIAMS COS INC COM Energy 11.0 $801.0 NEW $72.82 +0.4%
71 JBL JABIL INC Technology 3.0 $797.0 NEW $265.67 +40.0%
72 JCI JOHNSON CONTROLS INT'L Industrials 6.0 $786.0 NEW $131.00 +10.5%
73 STX SEAGATE TECHNOLOGY HOLDINGS PLC Technology 2.0 $784.0 NEW $392.00 +173.0%
74 CIEN CIENA CORP Technology 2.0 $776.0 NEW $388.00 +10.4%
75 REGN REGENERON PHARMACEUTICALS INC Healthcare 1.0 $773.0 NEW $773.00 -21.1%
76 TECHNIPFMC PLC 11.0 $760.0 NEW $69.09
77 TRGP Targa Resources Corp Energy 3.0 $752.0 NEW $250.67 +3.2%
78 VST VISTRA ENERGY CORP Utilities 5.0 $752.0 NEW $150.40 +8.9%
79 KMI KINDER MORGAN INC Energy 22.0 $738.0 NEW $33.55 -5.8%
80 EME EMCOR GROUP INC Industrials 1.0 $738.0 NEW $738.00 +13.4%
Page 4 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%