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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 30 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SNA SNAP-ON INC Industrials 1.0 $363.0 NEW $363.00 +6.7%
582 ADM ARCHER-DANIELS MIDLAND CO Consumer Defensive 5.0 $363.0 NEW $72.60 +3.4%
583 PR PERMIAN RESOURCES CORP Energy 17.0 $362.0 NEW $21.29 -13.5%
584 EFX EQUIFAX INC Industrials 2.0 $360.0 NEW $180.00 -14.5%
585 STLD STEEL DYNAMICS INC Basic Materials 2.0 $360.0 NEW $180.00 +38.8%
586 ALB ALBEMARLE CORP Basic Materials 2.0 $359.0 NEW $179.50 -10.7%
587 DPZ DOMINO S PIZZA INC Consumer Cyclical 1.0 $359.0 NEW $359.00 -13.0%
588 UHS UNIVERSAL HEALTH SERVICES INC Healthcare 2.0 $358.0 NEW $179.00 -21.1%
589 OVV OVINTIV ORD Energy 6.0 $356.0 NEW $59.33 -11.7%
590 BALL BALL CORP Consumer Cyclical 6.0 $355.0 NEW $59.17 -2.4%
591 ROP ROPER TECHNOLOGIES INC Industrials 1.0 $354.0 NEW $354.00 -6.7%
592 HL HECLA MINING Basic Materials 19.0 $354.0 NEW $18.63 -14.3%
593 TXT TEXTRON INC Industrials 4.0 $350.0 NEW $87.50 +2.3%
594 QUBT Quantum Computing Inc Technology 51.0 $349.0 $6.84 +57.2%
595 COIN COINBASE GLOBAL CL A ORD Financial Services 2.0 $349.0 NEW $174.50 -6.4%
596 WEC WISCONSIN ENERGY CORP Utilities 3.0 $347.0 NEW $115.67 -3.0%
597 PCAR PACCAR INC Industrials 3.0 $347.0 NEW $115.67 +2.8%
598 AVY AVERY DENNISON CORP Industrials 2.0 $345.0 NEW $172.50 -8.0%
599 RL RALPH LAUREN CORP CLASS A Consumer Cyclical 1.0 $344.0 NEW $344.00 +20.1%
600 KNSL KINSALE CAP GROUP INC COM Financial Services 1.0 $342.0 -25.0 -96.2% $342.00 -9.7%
Page 30 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%