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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 22 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DLB DOLBY LABORATORIES INC Technology 13.0 $781.0 $60.08 -12.9%
422 CIEN CIENA CORP Technology 2.0 $776.0 NEW $388.00 +10.4%
423 REGN REGENERON PHARMACEUTICALS INC Healthcare 1.0 $773.0 NEW $773.00 -21.1%
424 TECHNIPFMC PLC 11.0 $760.0 NEW $69.09
425 BYD CO LTD 56.0 $756.0 $13.50
426 TRGP Targa Resources Corp Energy 3.0 $752.0 NEW $250.67 +3.2%
427 VST VISTRA ENERGY CORP Utilities 5.0 $752.0 NEW $150.40 +8.9%
428 TQQQ PROSHARES ULTRAPRO QQQ 18.0 $751.0 +12.0 +200.0% $41.72 +98.6%
429 GWRE GUIDEWIRE SOFTWARE Technology 5.0 $748.0 $149.60 -27.9%
430 EME EMCOR GROUP INC Industrials 1.0 $738.0 NEW $738.00 +13.4%
431 KMI KINDER MORGAN INC Energy 22.0 $738.0 NEW $33.55 -5.8%
432 BIIB BIOGEN INC COM Healthcare 4.0 $733.0 +2.0 +100.0% $183.25 +7.3%
433 CASY CASEY S GENERAL STORES INC Consumer Cyclical 1.0 $728.0 NEW $728.00 +15.7%
434 SCHG SCHWAB US LARGE CAP GROWTH ETF 25.0 $728.0 $29.12 +16.4%
435 FNDE SCHWAB FUNDTL EMRG MKT EQT ETF 19.0 $727.0 $38.26 +7.0%
436 SLB SCHLUMBERGER LTD COM Energy 14.0 $719.0 NEW $51.36 -6.4%
437 ADSK AUTODESK INC Technology 3.0 $718.0 +2.0 +200.0% $239.33 -19.0%
438 WWD WOODWARD INC Industrials 2.0 $716.0 NEW $358.00 +20.1%
439 OXY OCCIDENTAL Energy 11.0 $715.0 NEW $65.00 -20.3%
440 ETN EATON CORP PLC ORD Industrials 2.0 $715.0 NEW $357.50 +18.0%
Page 22 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%