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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 8 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CTRA COTERRA ENEREGY Energy 14.0 $492.0 NEW $35.14 -7.3%
142 HUBB HUBBELL INC Industrials 1.0 $491.0 NEW $491.00 +6.7%
143 MEDP MEDPACE HLDGS INCCOM Healthcare 1.0 $480.0 NEW $480.00 -4.1%
144 IESC IES HOLDINGS INC Industrials 1.0 $476.0 NEW $476.00 +49.7%
145 NVT NVENT ELECTRIC PLC Industrials 4.0 $473.0 NEW $118.25 +49.7%
146 HCA HCA HEALTHCARE INC Healthcare 1.0 $473.0 NEW $473.00 -20.7%
147 ICE INTERCONTINENTAL EXCHANGE Financial Services 3.0 $472.0 NEW $157.33 -14.9%
148 CINF CINCINNATI FINANCIAL CORP Financial Services 3.0 $472.0 NEW $157.33 +8.2%
149 RF REGIONS FINANCIAL CORP Financial Services 18.0 $470.0 NEW $26.11 +9.6%
150 PHM PULTEGROUP INC Consumer Cyclical 4.0 $470.0 NEW $117.50 +8.1%
151 NEE NEXTERA ENERGY Utilities 5.0 $464.0 NEW $92.80 -6.5%
152 AA ALCOA CORPORATION COM USD0.01 Basic Materials 7.0 $464.0 NEW $66.29 -10.4%
153 GRMN GARMIN LTD Technology 2.0 $464.0 NEW $232.00 +0.9%
154 EXPE EXPEDIA INC COM Consumer Cyclical 2.0 $462.0 NEW $231.00 +4.3%
155 LIGHTSTONE VALUE PLUS REIT 42.0 $460.0 NEW $10.95
156 MKSI MKS INC Technology 2.0 $460.0 NEW $230.00 +76.7%
157 DOW DOW CHEMICAL CO Basic Materials 11.0 $458.0 NEW $41.64 -23.8%
158 FLEX FLEX LTD Technology 7.0 $458.0 NEW $65.43 +125.6%
159 FIVE FIVE BELOW Consumer Cyclical 2.0 $457.0 NEW $228.50 -15.1%
160 AMP Ameriprise Financial Inc Financial Services 1.0 $444.0 NEW $444.00 +5.3%
Page 8 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%