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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 56 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 CVBF CVB FINANCIAL CORP Financial Services 3.0 $58.0 NEW $19.33 +7.6%
1102 OPLN OPENLANE INC Consumer Cyclical 2.0 $58.0 NEW $29.00 +31.3%
1103 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 1.0 $58.0 NEW $58.00 +23.4%
1104 CNK CINEMARK HOLDINGS INC Communication Services 2.0 $57.0 NEW $28.50 +18.5%
1105 LOAR LOAR HOLDINGS INC Industrials 1.0 $57.0 NEW $57.00 +25.7%
1106 ASO ACADEMY SPORTS & OUTDOORS INC Consumer Cyclical 1.0 $56.0 NEW $56.00 -7.5%
1107 ASH ASHLAND INC Basic Materials 1.0 $56.0 NEW $56.00 +21.3%
1108 FFBC FIRST FINANCIAL BANCORP Financial Services 2.0 $56.0 NEW $28.00 +12.9%
1109 FISV FISERV INC Technology 1.0 $56.0 NEW $56.00 -14.5%
1110 CAKE THE CHEESECAKE FACTORY INC Consumer Cyclical 1.0 $55.0 NEW $55.00 +40.3%
1111 CRVL CORVEL CORP Financial Services 1.0 $55.0 NEW $55.00 +6.4%
1112 GTX GARRETT MOTION INC Consumer Cyclical 3.0 $55.0 NEW $18.33 +87.2%
1113 MWA MUELLER WATER PRODUCTS INC Industrials 2.0 $55.0 NEW $27.50 -5.0%
1114 PII POLARIS INC Consumer Cyclical 1.0 $55.0 NEW $55.00 +29.7%
1115 TBBK THE BANCORP INC Financial Services 1.0 $54.0 NEW $54.00 +4.0%
1116 VSH VISHAY INTERTECHNOLOGY INC Technology 3.0 $54.0 NEW $18.00 +260.6%
1117 WHR Whirlpool Corp Consumer Cyclical 1.0 $54.0 NEW $54.00 -28.0%
1118 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 1.0 $53.0 NEW $53.00 +13.4%
1119 FTDR FRONTDOOR INC Consumer Cyclical 1.0 $53.0 NEW $53.00 +35.0%
1120 NVTS NAVITAS SEMICONDUCTOR CORP Technology 6.0 $53.0 $8.83 +171.9%
Page 56 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%