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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 12 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 COF CAPITAL ONE FINANCIAL CORP Financial Services 56.0 $10K 0.00% +1.0 +1.8% $182.52 +10.4%
222 AMGN AMGEN INC Healthcare 28.0 $10K 0.00% +3.0 +12.0% $351.86 -4.1%
223 UNH UNITEDHEALTH GROUP Healthcare 35.0 $9K 0.00% -115.0 -76.7% $267.49 +49.9%
224 VKTX Viking Therapeutics Inc Healthcare 279.0 $9K 0.00% $32.54 -6.6%
225 CEG CONSTELLATION ENERGY Utilities 32.0 $9K 0.00% +1.0 +3.2% $279.25 -1.9%
226 MTB M&T BANK Financial Services 43.0 $9K 0.00% +2.0 +4.9% $206.72 +8.9%
227 PANW PALO ALTO NETWORKS Technology 55.0 $9K 0.00% +1.0 +1.9% $160.33 +79.5%
228 IRM IRON MOUNTAIN Real Estate 86.0 $9K 0.00% $101.94 +25.4%
229 XLV SPDR - HEALTH CARE ETF 59.0 $9K 0.00% -94.0 -61.4% $146.61 +1.9%
230 GE GENERAL ELECTRIC Industrials 30.0 $9K 0.00% -16.0 -34.8% $283.77 +26.0%
231 CVX CHEVRONTEXACO Energy 41.0 $8K 0.00% +6.0 +17.1% $206.90 -16.1%
232 ANET ARISTA NETWORKS Technology 69.0 $8K 0.00% -96.0 -58.2% $122.78 +38.2%
233 BANK AMERICA 5.375pcnt PFD 390.0 $8K 0.00% $21.65
234 FDN FIRST TRUST DOW JONES INTERNET ETF 36.0 $8K 0.00% -67.0 -65.0% $234.03 +13.5%
235 CVV CVD EQUIPTMENT CORP Industrials 2,000.0 $8K 0.00% $4.14 +88.6%
236 CMCSA COMCAST Communication Services 287.0 $8K 0.00% +19.0 +7.1% $28.71 -21.9%
237 SYK STRYKER CORP COM Healthcare 25.0 $8K 0.00% $328.60 -6.3%
238 NEXT NEXTDECADE CORP Energy 1,003.0 $8K 0.00% $8.00 -8.1%
239 OFRM ONCE UPON A FARM PBC Consumer Defensive 482.0 $8K 0.00% NEW $16.35 +18.5%
240 HIMX HIMAX TECHNOLOGIES INC Technology 1,000.0 $8K 0.00% $7.87 +130.1%
Page 12 of 63  ·  1,255 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%