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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 44 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BAH BOOZ ALLEN HAMILTON HOLDING CORP Industrials 2.0 $156.0 NEW $78.00 -14.9%
862 QRVO Qorvo Inc Technology 2.0 $155.0 NEW $77.50 +27.0%
863 SLGN SILGAN HOLDINGS INC Consumer Cyclical 4.0 $155.0 NEW $38.75 +7.5%
864 WING WINGSTOP INC COM USD0.01 Consumer Cyclical 1.0 $155.0 NEW $155.00 +4.4%
865 YUM YUM BRANDS Consumer Cyclical 1.0 $155.0 NEW $155.00 -1.9%
866 UPST UPSTART HOLDINGS INC Financial Services 6.0 $154.0 $25.67 +26.4%
867 EMN Eastman Chemical Co Basic Materials 2.0 $153.0 NEW $76.50 -5.2%
868 LULU LULULEMON ATHLETICA Consumer Cyclical 1.0 $153.0 NEW $153.00 -26.9%
869 VFC VF CORPORATION Consumer Cyclical 9.0 $153.0 NEW $17.00 +1.9%
870 WEX WEX INC Technology 1.0 $153.0 NEW $153.00 -16.6%
871 BMI BADGER METER INC Technology 1.0 $152.0 NEW $152.00 -10.9%
872 PSMT PRICESMART INC Consumer Defensive 1.0 $151.0 NEW $151.00 +20.5%
873 SIGI SELECTIVE INSURANCE GROUP INC Financial Services 2.0 $151.0 NEW $75.50 +22.3%
874 CATY CATHAY GENERAL BANCORP Financial Services 3.0 $150.0 NEW $50.00 +18.2%
875 NWSA NEWS CORP Communication Services 6.0 $150.0 NEW $25.00 +1.1%
876 W WAYFAIR INC Consumer Cyclical 2.0 $150.0 NEW $75.00 +18.0%
877 STNG SCORPIO TANKERS INC Energy 2.0 $149.0 NEW $74.50 +8.2%
878 CBSH COMMERCE BANCSHARES INC Financial Services 3.0 $148.0 NEW $49.33 +10.9%
879 FFIN FIRST FINANCIAL BANKSHARES INC Financial Services 5.0 $147.0 NEW $29.40 +11.5%
880 FLS FLOWSERVE CORP Industrials 2.0 $147.0 NEW $73.50 +11.2%
Page 44 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%