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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 43 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 AAON AAON INC Industrials 2.0 $166.0 NEW $83.00 +64.7%
842 MDU MDU Resources Group Inc Industrials 8.0 $166.0 NEW $20.75 +2.6%
843 RIVN RIVIAN AUTOMOTIVE INC CLASS A Consumer Cyclical 11.0 $166.0 NEW $15.09 +9.5%
844 AWI ARMSTRONG WORLD INDUSTRIES INC Industrials 1.0 $165.0 NEW $165.00 -4.3%
845 MKTX MARKETAXESS HOLDINGS INC Financial Services 1.0 $165.0 NEW $165.00 -27.1%
846 MUR MURPHY OIL CORP Energy 4.0 $165.0 NEW $41.25 -16.9%
847 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 3.0 $164.0 NEW $54.67 +21.6%
848 DELL DELL Technology 1.0 $164.0 NEW $164.00 +149.7%
849 MATX MATSON INC Industrials 1.0 $164.0 NEW $164.00 +16.6%
850 NVCR NOVOCURE Healthcare 15.0 $164.0 $10.93 +30.6%
851 AGO ASSURED GUARANTY LTD Financial Services 2.0 $163.0 NEW $81.50 -6.1%
852 LSTR LANDSTAR SYSTEM INC Industrials 1.0 $160.0 NEW $160.00 +29.6%
853 ROL ROLLINS INC Consumer Cyclical 3.0 $160.0 NEW $53.33 -15.7%
854 FOX FOX CORP Communication Services 3.0 $159.0 NEW $53.00 -11.4%
855 IT GARTNER INC Technology 1.0 $158.0 NEW $158.00 -19.3%
856 POR PORTLAND GENERAL ELECTRIC CO Utilities 3.0 $158.0 NEW $52.67 -4.7%
857 RKT ROCKET COMPANIES Financial Services 11.0 $157.0 $14.27 +1.0%
858 SEIC SEI INVESTMENTS CO Financial Services 2.0 $157.0 NEW $78.50 +13.9%
859 NTB BANK OF N.T BUTTERFIELD & SON LTD Financial Services 3.0 $157.0 NEW $52.33 +11.9%
860 ABCB AMERIS BANCORP Financial Services 2.0 $156.0 NEW $78.00 +12.3%
Page 43 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%