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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 42 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC Healthcare 1.0 $173.0 NEW $173.00 +6.9%
822 THG THE HANOVER INSURANCE GROUP INC Financial Services 1.0 $173.0 NEW $173.00 +14.4%
823 HUM HUMANA Healthcare 1.0 $173.0 NEW $173.00 +108.5%
824 KVUE KENVUE INC. COM USD0.01 Consumer Defensive 10.0 $172.0 NEW $17.20 +5.3%
825 SCCO SOUTHERN COPPER CORP Basic Materials 1.0 $172.0 NEW $172.00 +12.2%
826 CR CRANE CO. COM USD1.00 Industrials 1.0 $171.0 NEW $171.00 +25.7%
827 GATX GATX CORP Industrials 1.0 $171.0 NEW $171.00 +3.6%
828 RLI RLI CORP Financial Services 3.0 $171.0 NEW $57.00 -6.9%
829 AX AXOS FINANCIAL INC Financial Services 2.0 $170.0 NEW $85.00 +3.6%
830 CL COLGATE-PALMOLIVE Consumer Defensive 2.0 $170.0 NEW $85.00 +5.3%
831 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 1.0 $170.0 NEW $170.00 -16.7%
832 LIBERTY FORMULA ONE GROUP 2.0 $170.0 NEW $85.00
833 CARR CARRIER GLOBAL Industrials 3.0 $169.0 NEW $56.33 +27.5%
834 CDE COEUR MINING INC Basic Materials 9.0 $169.0 NEW $18.78 -6.8%
835 GGG GRACO INC Industrials 2.0 $169.0 NEW $84.50 -10.0%
836 MORN MORNINGSTAR INC Financial Services 1.0 $169.0 NEW $169.00 -9.1%
837 REZI Resideo Technologies Inc Industrials 5.0 $169.0 NEW $33.80 -5.6%
838 SIG SIGNET JEWELERS LTD Consumer Cyclical 2.0 $169.0 NEW $84.50 +4.4%
839 TDS TELEPHONE AND DATA SYSTEMS INC Communication Services 4.0 $168.0 NEW $42.00 -5.7%
840 HQY HEALTHEQUITY INC Healthcare 2.0 $167.0 NEW $83.50 +2.0%
Page 42 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%