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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 25 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 TPR TAPESTRY INC COM Consumer Cyclical 4.0 $564.0 NEW $141.00 +1.8%
482 DBV TECHNOLOGIES SA 27.0 $564.0 $20.89
483 GTLB GITLAB INC Technology 26.0 $563.0 $21.65 +22.7%
484 DE DEERE & CO Industrials 1.0 $563.0 NEW $563.00 +4.7%
485 CBOE CBOE GLOBAL MARKETS INC Financial Services 2.0 $562.0 NEW $281.00 -11.4%
486 NTRS NORTHERN TRUST CORP Financial Services 4.0 $558.0 NEW $139.50 +23.4%
487 LUNR INTUITIVE MACHINES CL A Industrials 30.0 $557.0 $18.57 +23.1%
488 DVN DEVON ENERGY CORP Energy 11.0 $554.0 NEW $50.36 -16.4%
489 USFD US FOOD HOLDING CORP Consumer Defensive 6.0 $553.0 NEW $92.17 -0.3%
490 WCC WESCO INTERNATIONAL INC Industrials 2.0 $547.0 NEW $273.50 +33.6%
491 HAL HALLIBURTON CO COM Energy 14.0 $546.0 NEW $39.00 -10.4%
492 CACI CACI INTERNATIONAL INC Technology 1.0 $544.0 NEW $544.00 -14.3%
493 INFINEON TECHNOLOGIES AG 12.0 $543.0 $45.25
494 L LOEWS CORP Financial Services 5.0 $534.0 NEW $106.80 +0.4%
495 NDSN NORDSON CORP Industrials 2.0 $532.0 NEW $266.00 +11.2%
496 DOCU DOCUSIGN INC Technology 11.0 $522.0 +1.0 +10.0% $47.45 -8.4%
497 FN FABRINET Technology 1.0 $522.0 NEW $522.00 +9.9%
498 ITW ILLINOIS TOOL WORKS INC Industrials 2.0 $521.0 NEW $260.50 +1.4%
499 MRSH MARSH & MCLENNAN COMPANIES INC Financial Services 3.0 $520.0 NEW $173.33 -6.3%
500 MDLZ MONDELEZ INTL INC COM Consumer Defensive 9.0 $519.0 NEW $57.67 +4.3%
Page 25 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%