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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 40 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 POST POST HOLDINGS INC Consumer Defensive 2.0 $198.0 NEW $99.00 -10.7%
782 FSLR FIRST SOLAR INC Energy 1.0 $197.0 NEW $197.00 +30.8%
783 ALLY ALLY FINANCIAL INC Financial Services 5.0 $196.0 NEW $39.20 +16.0%
784 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1.0 $196.0 NEW $196.00 +8.9%
785 TRMB TRIMBLE INC Technology 3.0 $196.0 NEW $65.33 -24.8%
786 VCTR VICTORY CAPITAL HOLDINGS INC Financial Services 3.0 $196.0 NEW $65.33 +33.2%
787 WSFS WSFS FINANCIAL CORP Financial Services 3.0 $196.0 NEW $65.33 +13.5%
788 VAL VALARIS LTD. COM USD0.40 Energy 2.0 $196.0 NEW $98.00 -19.8%
789 TTMI TTM TECHNOLOGIES INC Technology 2.0 $195.0 NEW $97.50 +122.0%
790 XPO XPO INC Industrials 1.0 $195.0 NEW $195.00 +2.3%
791 TXN TEXAS INSTRUMENTS INC Technology 1.0 $194.0 NEW $194.00 +66.4%
792 ITT ITT INC Industrials 1.0 $191.0 NEW $191.00 +3.0%
793 CRK COMSTOCK RESOURCES INC Energy 9.0 $190.0 NEW $21.11 -37.9%
794 VRSK VERISK ANALYTICS INC Industrials 1.0 $190.0 NEW $190.00 -8.5%
795 EXP EAGLE MATERIALS INC Basic Materials 1.0 $189.0 NEW $189.00 +18.8%
796 LTH LIFE TIME GROUP HOLDINGS INC COM USD0.01 Consumer Cyclical 7.0 $189.0 NEW $27.00 +36.7%
797 WFRD WEATHERFORD INTERNATIONAL PLC Energy 2.0 $189.0 NEW $94.50 -3.0%
798 FCFS FIRSTCASH INC Financial Services 1.0 $188.0 NEW $188.00 +20.8%
799 INCY INCYTE CORP Healthcare 2.0 $188.0 NEW $94.00 +4.5%
800 UNG UNITED STATES NATURAL GAS Financial Services 16.0 $188.0 $11.75 -0.1%
Page 40 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%