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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 18 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LIN Linde plc Basic Materials 3.0 $1K 0.00% NEW $495.67 +3.3%
342 GH GUARDANT HEALTH Healthcare 16.0 $1K 0.00% +2.0 +14.3% $92.38 +42.7%
343 KLAC KLA CORP Technology 1.0 $1K 0.00% NEW $1472.00 -82.4%
344 TRV THE TRAVELERS COMPANIES INC Financial Services 5.0 $1K NEW $291.60 +5.6%
345 TEAM ATLASSIAN Technology 21.0 $1K $68.24 +21.2%
346 CAT CATERPILLAR Industrials 2.0 $1K NEW $708.50 +39.1%
347 FIX COMFORT SYSTEMS USA INC Industrials 1.0 $1K NEW $1379.00 +42.7%
348 AMAT APPLIED MATERIALS INC Technology 4.0 $1K NEW $341.75 +80.6%
349 ASML ASML HOLDING NV Technology 1.0 $1K NEW $1321.00 +46.1%
350 CRM SALESFORCE Technology 7.0 $1K +2.0 +40.0% $188.29 -19.4%
351 ROST ROSS STORES INC Consumer Cyclical 6.0 $1K NEW $216.67 +7.4%
352 PCY POWERSHARES EMERGING MKTS S OV DEB PORT 61.0 $1K +45.0 +281.2% $20.90 +4.5%
353 MTD METTLER-TOLEDO INTERNATIONAL INC Healthcare 1.0 $1K NEW $1261.00 -9.2%
354 NET CLOUDFLARE INC Technology 6.0 $1K NEW $206.33 +8.6%
355 LPX LOUISIANA-PACIFIC CORP Basic Materials 17.0 $1K +2.0 +13.3% $72.76 +6.6%
356 PYPL PAYPAL HOLDINGS Financial Services 27.0 $1K -182.0 -87.1% $45.41 -6.4%
357 MPC MARATHON PETROLEUM Energy 5.0 $1K NEW $244.20 -0.5%
358 UAA UNDER ARMOUR CLASS A Consumer Cyclical 204.0 $1K +4.0 +2.0% $5.91 +2.5%
359 APP APPLOVIN CORP Technology 3.0 $1K NEW $398.00 +18.0%
360 UA UNDER ARMOUR CLASS C Consumer Cyclical 206.0 $1K +5.0 +2.5% $5.79 +1.4%
Page 18 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%