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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 40 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 KMPR KEMPER CORP Financial Services 1.0 $31.0 NEW $31.00 -19.3%
782 GPK GRAPHIC PACKAGING HOLDING CO Consumer Cyclical 3.0 $30.0 NEW $10.00 +7.1%
783 SBCF SEACOAST BANKING CORP OF FLORIDA Financial Services 1.0 $30.0 NEW $30.00 +2.8%
784 TTEK TETRA TECH INC Industrials 1.0 $30.0 NEW $30.00 -8.8%
785 NOG NORTHERN OIL & GAS INC Energy 1.0 $29.0 NEW $29.00 -33.0%
786 IRIDIUM COMMUNICATIONS INC 1.0 $28.0 NEW $28.00
787 ADMA ADMA BIOLOGICS INC Healthcare 3.0 $27.0 NEW $9.00 -7.7%
788 RAMP LIVERAMP HOLDINGS INC Technology 1.0 $27.0 NEW $27.00 +39.8%
789 BROWN-FORMAN CORP 1.0 $27.0 NEW $27.00
790 RHI Robert Half International Inc Industrials 1.0 $25.0 NEW $25.00 +26.4%
791 YELP YELP INC CLASS A Communication Services 1.0 $25.0 NEW $25.00 -8.5%
792 BOX BOX INC Technology 1.0 $24.0 NEW $24.00 +3.5%
793 FLO FLOWERS FOODS INC Consumer Defensive 3.0 $24.0 NEW $8.00 -2.7%
794 WAY WAYSTAR HOLDING CORP Technology 1.0 $24.0 NEW $24.00 -23.0%
795 GTM ZOOMINFO TECHNOLOGIES INC Technology 4.0 $24.0 NEW $6.00 -53.2%
796 PERIMETER SOLUTIONS INC. COM USD0.0001 1.0 $24.0 NEW $24.00
797 OSCR OSCAR HEALTH INC CL A Healthcare 2.0 $23.0 NEW $11.50 +147.0%
798 ACAD ACADIA PHARMACEUTICALS INC Healthcare 1.0 $22.0 NEW $22.00 -1.7%
799 DKNG DRAFTKINGS Consumer Cyclical 1.0 $22.0 NEW $22.00 +20.0%
800 RSI RUSH STREET INTERACTIVE CL A ORD Consumer Cyclical 1.0 $22.0 NEW $22.00 +32.2%
Page 40 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%