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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 38 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 COLB COLUMBIA BANKING SYSTEM INC Financial Services 8.0 $219.0 NEW $27.38 +11.6%
742 FDS FACTSET RESEARCH SYSTEMS Financial Services 1.0 $217.0 NEW $217.00 +2.0%
743 AJG ARTHUR J. GALLAGHER & CO Financial Services 1.0 $217.0 NEW $217.00 -1.4%
744 MOD MODINE MANUFACTURING CO Consumer Cyclical 1.0 $217.0 NEW $217.00 +37.0%
745 LVS LAS VEGAS SANDS CORP Consumer Cyclical 4.0 $216.0 -196.0 -98.0% $54.00 -9.8%
746 CORBUS PHARMACEUTICALS 23.0 $216.0 $9.39
747 LNT ALLIANT ENERGY CORP Utilities 3.0 $215.0 NEW $71.67 +1.9%
748 TAP MOLSON COORS BREWING CO B Consumer Defensive 5.0 $215.0 NEW $43.00 -8.4%
749 EWBC EAST WEST BANCORP INC Financial Services 2.0 $214.0 NEW $107.00 +18.5%
750 SWK STANLEY BLACK & DECKER INC Industrials 3.0 $213.0 NEW $71.00 +22.2%
751 GPOR GULFPORT ENERGY OPERATING CORP. COM USD0.01 Energy 1.0 $212.0 NEW $212.00 -24.2%
752 JBHT JB HUNT TRANSPORT SERVICES Industrials 1.0 $212.0 NEW $212.00 +27.9%
753 KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC Industrials 3.0 $212.0 NEW $70.67 -23.3%
754 CAH CARDINAL HEALTH INC Healthcare 1.0 $211.0 NEW $211.00 +5.1%
755 JXN JACKSON FINANCIAL INC Financial Services 2.0 $211.0 NEW $105.50 +1.2%
756 AROC ARCHROCK INC Energy 6.0 $209.0 NEW $34.83 +6.1%
757 LAUR LAUREATE EDUCATION INC- A Consumer Defensive 6.0 $209.0 NEW $34.83 +4.6%
758 ES EVERSOURCE ENERGY Utilities 3.0 $208.0 NEW $69.33 +0.4%
759 HSY THE HERSHEY CO Consumer Defensive 1.0 $208.0 NEW $208.00 -17.0%
760 TRU TRANSUNION Industrials 3.0 $208.0 NEW $69.33 -6.8%
Page 38 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%