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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 +14.7%
582 ADM ARCHER-DANIELS MIDLAND CO Consumer Defensive 5.0 $363.0 NEW $72.60 +5.5%
583 PR PERMIAN RESOURCES CORP Energy 17.0 $362.0 NEW $21.29 -5.4%
584 EFX EQUIFAX INC Industrials 2.0 $360.0 NEW $180.00 +1.4%
585 STLD STEEL DYNAMICS INC Basic Materials 2.0 $360.0 NEW $180.00 +45.8%
586 ALB ALBEMARLE CORP Basic Materials 2.0 $359.0 NEW $179.50 -27.0%
587 DPZ DOMINO S PIZZA INC Consumer Cyclical 1.0 $359.0 NEW $359.00 -2.2%
588 UHS UNIVERSAL HEALTH SERVICES INC Healthcare 2.0 $358.0 NEW $179.00 -3.1%
589 OVV OVINTIV ORD Energy 6.0 $356.0 NEW $59.33 +0.0%
590 BALL BALL CORP Consumer Cyclical 6.0 $355.0 NEW $59.17 +7.2%
591 ROP ROPER TECHNOLOGIES INC Industrials 1.0 $354.0 NEW $354.00 +13.6%
592 HL HECLA MINING Basic Materials 19.0 $354.0 NEW $18.63 -9.6%
593 TXT TEXTRON INC Industrials 4.0 $350.0 NEW $87.50 +2.2%
594 COIN COINBASE GLOBAL CL A ORD Financial Services 2.0 $349.0 NEW $174.50 -12.0%
595 QUBT Quantum Computing Inc Technology 51.0 $349.0 $6.84 +34.1%
596 PCAR PACCAR INC Industrials 3.0 $347.0 NEW $115.67 +15.1%
597 WEC WISCONSIN ENERGY CORP Utilities 3.0 $347.0 NEW $115.67 -6.9%
598 AVY AVERY DENNISON CORP Industrials 2.0 $345.0 NEW $172.50 +2.7%
599 RL RALPH LAUREN CORP CLASS A Consumer Cyclical 1.0 $344.0 NEW $344.00 +15.0%
600 KNSL KINSALE CAP GROUP INC COM Financial Services 1.0 $342.0 -25.0 -96.2% $342.00 +9.3%
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%