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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 35 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SANM SANMINA CORP Technology 2.0 $259.0 NEW $129.50 +86.5%
682 RMBS RAMBUS Technology 3.0 $258.0 NEW $86.00 +64.2%
683 XPEV XPENG Consumer Cyclical 15.0 $257.0 $17.13 -22.9%
684 ACI ALBERTSONS COMPANIES INC Consumer Defensive 15.0 $256.0 NEW $17.07 -21.2%
685 BOKF BOK FINANCIAL CORP Financial Services 2.0 $256.0 NEW $128.00 +1.8%
686 TSN TYSON FOODS INC CLASS A Consumer Defensive 4.0 $256.0 NEW $64.00 -13.3%
687 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2.0 $255.0 NEW $127.50 +4.2%
688 RWJ INVESCO S&P SMALL CAP 600 REVENUE ETF 5.0 $255.0 $51.00 +14.3%
689 ABNB AIRBNB INC Consumer Cyclical 2.0 $253.0 +1.0 +100.0% $126.50 +12.6%
690 FE FirstEnergy Corp Utilities 5.0 $253.0 NEW $50.60 -8.2%
691 STT STATE STREET CORP Financial Services 2.0 $253.0 NEW $126.50 +33.1%
692 NPO ENPRO INC Industrials 1.0 $251.0 NEW $251.00 +51.3%
693 NYT NEW YORK TIMES CO Communication Services 3.0 $251.0 NEW $83.67 -12.7%
694 WST WEST PHARMACEUTICAL SERVICES INC Healthcare 1.0 $251.0 NEW $251.00 +30.7%
695 LAD LITHIA MOTORS INC Consumer Cyclical 1.0 $250.0 NEW $250.00 +17.9%
696 PRI PRIMERICA INC Financial Services 1.0 $250.0 NEW $250.00 +12.7%
697 WAB WABTEC CORPORATION Industrials 1.0 $250.0 NEW $250.00 +9.5%
698 VRSN VERISIGN INC Technology 1.0 $248.0 NEW $248.00 +6.7%
699 ILMN ILLUMINA INC Healthcare 2.0 $247.0 NEW $123.50 +31.1%
700 AVT Avnet Inc Technology 4.0 $246.0 NEW $61.50 +48.7%
Page 35 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%