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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 45 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 LKQ LKQ CORP Consumer Cyclical 5.0 $147.0 NEW $29.40 -12.2%
882 NE NOBLE CORP Energy 3.0 $147.0 NEW $49.00 -14.9%
883 CAR AVIS BUDGET GROUP INC Industrials 1.0 $146.0 NEW $146.00 +29.1%
884 CRUS CIRRUS LOGIC INC Technology 1.0 $145.0 NEW $145.00 +14.0%
885 IFF INTERNATIONAL FLAVORS & FRAGRANCES INC Basic Materials 2.0 $145.0 -33.0 -94.3% $72.50 +5.8%
886 RNST RENASANT CORP Financial Services 4.0 $145.0 NEW $36.25 +15.0%
887 MMM 3M Industrials 1.0 $145.0 NEW $145.00 +10.8%
888 HLI HOULIHAN LOKEY INC Financial Services 1.0 $144.0 NEW $144.00 -2.2%
889 H HYATT HOTELS CORP Consumer Cyclical 1.0 $144.0 NEW $144.00 +40.3%
890 OGE OGE Energy Corp Utilities 3.0 $144.0 NEW $48.00 -1.5%
891 ARW ARROW ELECTRONICS INC Technology 1.0 $143.0 NEW $143.00 +62.7%
892 IDA IDACORP INC Utilities 1.0 $143.0 NEW $143.00 -0.4%
893 PBF PBF ENERGY INC Energy 3.0 $143.0 NEW $47.67 -21.8%
894 PRIM PRIMORIS SERVICES CORP Industrials 1.0 $143.0 NEW $143.00 -29.2%
895 LNC Lincoln National Corp Financial Services 4.0 $142.0 NEW $35.50 +4.7%
896 CHRD CHORD ENERGY CORP. COM USD0.01 Energy 1.0 $142.0 NEW $142.00 -13.3%
897 PTC PTC INC Technology 1.0 $142.0 NEW $142.00 -19.2%
898 Hut 8 Mining Corp 3.0 $141.0 NEW $47.00
899 PJT PJT PARTNERS INC A Financial Services 1.0 $140.0 -7.0 -87.5% $140.00 +11.0%
900 RH RH COM Consumer Cyclical 1.0 $140.0 NEW $140.00 +5.8%
Page 45 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%