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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 5 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CASY CASEY S GENERAL STORES INC Consumer Cyclical 1.0 $728.0 NEW $728.00 +15.7%
82 SLB SCHLUMBERGER LTD COM Energy 14.0 $719.0 NEW $51.36 -6.4%
83 WWD WOODWARD INC Industrials 2.0 $716.0 NEW $358.00 +20.1%
84 ETN EATON CORP PLC ORD Industrials 2.0 $715.0 NEW $357.50 +18.0%
85 OXY OCCIDENTAL Energy 11.0 $715.0 NEW $65.00 -20.3%
86 LHX L3HARRIS TECHNOLOGIES INC Industrials 2.0 $690.0 NEW $345.00 -14.5%
87 GD GENERAL DYNAMICS Industrials 2.0 $686.0 NEW $343.00 +2.0%
88 NOC NORTHROP GRUMMAN Industrials 1.0 $682.0 NEW $682.00 -23.5%
89 CW CURTISS-WRIGHT CORP Industrials 1.0 $681.0 NEW $681.00 +13.4%
90 HIG THE HARTFORD INSURANCE GROUP INC Financial Services 5.0 $676.0 NEW $135.20 -5.1%
91 BKR BAKER HUGHES CO Energy 11.0 $672.0 NEW $61.09 -4.4%
92 SCHW CHARLES SCHWAB CORP Financial Services 7.0 $658.0 NEW $94.00 -2.4%
93 AFL AFLAC INC Financial Services 6.0 $658.0 NEW $109.67 +5.3%
94 MAR MARRIOTT INTERNATIONAL Consumer Cyclical 2.0 $654.0 NEW $327.00 +21.2%
95 CF CF INDUSTRIES HOLDINGS INC Basic Materials 5.0 $649.0 NEW $129.80 -20.7%
96 MTZ MASTEC INC Industrials 2.0 $643.0 NEW $321.50 +18.1%
97 SHW SHERWIN WILLIAMS CO COM Basic Materials 2.0 $641.0 NEW $320.50 +0.1%
98 ADI ANALOG DEVICES INC COM Technology 2.0 $636.0 NEW $318.00 +36.6%
99 SANDISK CORP 1.0 $635.0 NEW $635.00
100 APH AMPHENOL CORP Technology 5.0 $632.0 NEW $126.40 +29.7%
Page 5 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%