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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 34 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 ESE ESCO TECHNOLOGIES INC Technology 1.0 $281.0 NEW $281.00 +22.2%
662 BIO BIO-RAD LABORATORIES INC Healthcare 1.0 $279.0 NEW $279.00 +1.2%
663 SUNNY OPTICAL TECHNOLOGY 4.0 $279.0 $69.75
664 CDNS Cadence Design Systems Inc Technology 1.0 $278.0 NEW $278.00 +39.3%
665 GL GLOBE LIFE INC Financial Services 2.0 $278.0 NEW $139.00 +22.8%
666 FTV FORTIVE CORP Technology 5.0 $276.0 NEW $55.20 +10.6%
667 PAYX PAYCHEX INC Industrials 3.0 $276.0 NEW $92.00 +6.8%
668 MNDY MONDAY.COM LIMITED COM NPV Technology 4.0 $276.0 $69.00 +3.7%
669 CFR CULLEN/FROST BANKERS INC Financial Services 2.0 $274.0 NEW $137.00 +6.3%
670 VOYA VOYA FINANCIAL INC Financial Services 4.0 $273.0 NEW $68.25 +32.2%
671 AWK AMERICAN WATER WORKS CO INC Utilities 2.0 $272.0 NEW $136.00 -8.0%
672 VMC VULCAN MATERIALS CO Basic Materials 1.0 $272.0 NEW $272.00 +11.3%
673 CBRE CBRE GROUP INC Real Estate 2.0 $271.0 NEW $135.50 -2.9%
674 ZBH ZIMMER BIOMET HLDGS INC Healthcare 3.0 $271.0 -17.0 -85.0% $90.33 -2.6%
675 AIT APPLIED INDUSTRIAL TECHNOLOGIES INC Industrials 1.0 $265.0 NEW $265.00 +27.5%
676 MTG MGIC INVESTMENT CORP Financial Services 10.0 $263.0 NEW $26.30 -0.9%
677 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2.0 $263.0 NEW $131.50 +20.4%
678 SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 10.0 $263.0 NEW $26.30 +0.0%
679 LEN LENNAR CORP Consumer Cyclical 3.0 $261.0 NEW $87.00 +3.1%
680 CNP CENTERPOINT ENERGY INC Utilities 6.0 $259.0 NEW $43.17 -0.8%
Page 34 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%