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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 27 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 EXPE EXPEDIA INC COM Consumer Cyclical 2.0 $462.0 NEW $231.00 +4.3%
522 LIGHTSTONE VALUE PLUS REIT 42.0 $460.0 NEW $10.95
523 MKSI MKS INC Technology 2.0 $460.0 NEW $230.00 +76.7%
524 DOW DOW CHEMICAL CO Basic Materials 11.0 $458.0 NEW $41.64 -23.8%
525 FLEX FLEX LTD Technology 7.0 $458.0 NEW $65.43 +125.6%
526 FIVE FIVE BELOW Consumer Cyclical 2.0 $457.0 NEW $228.50 -15.1%
527 GANFENG LITHIUM CO 49.0 $455.0 $9.29
528 AMP Ameriprise Financial Inc Financial Services 1.0 $444.0 NEW $444.00 +5.3%
529 SF STIFEL FINANCIAL CORP Financial Services 6.0 $444.0 +5.0 +500.0% $74.00 -0.6%
530 MLI MUELLER INDUSTRIES INC Industrials 4.0 $443.0 NEW $110.75 +24.1%
531 EXPAND ENERGY CORP 4.0 $439.0 NEW $109.75
532 RSG REPUBLIC SERVICES Industrials 2.0 $438.0 NEW $219.00 -6.4%
533 AIZ ASSURANT INC Financial Services 2.0 $436.0 NEW $218.00 +19.2%
534 ATI ATI INC Industrials 3.0 $436.0 NEW $145.33 +38.5%
535 CHTR CHARTER COMMUNICATIONS INC Communication Services 2.0 $432.0 NEW $216.00 -41.6%
536 AME AMETEK INC Industrials 2.0 $429.0 NEW $214.50 +10.7%
537 SPGI S&P GLOBAL INC Financial Services 1.0 $425.0 NEW $425.00 -3.3%
538 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 2.0 $424.0 NEW $212.00 +8.0%
539 FAST Fastenal Co Industrials 9.0 $418.0 NEW $46.44 -1.2%
540 DOV DOVER CORP Industrials 2.0 $417.0 NEW $208.50 +7.2%
Page 27 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%