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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 58 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 AD ARRAY DIGITAL INFRASTRUCTURE INC Communication Services 1.0 $46.0 NEW $46.00 -15.5%
1142 VSCO VICTORIAS SECRET & CO Consumer Cyclical 1.0 $46.0 NEW $46.00 +78.2%
1143 GLOB GLOBANT SA Technology 1.0 $46.0 NEW $46.00 -33.2%
1144 SEADRILL LTD 1.0 $46.0 NEW $46.00
1145 BKU BANKUNITED INC Financial Services 1.0 $45.0 NEW $45.00 +5.6%
1146 CWT CALIFORNIA WATER SERVICE GROUP Utilities 1.0 $45.0 NEW $45.00 +0.4%
1147 DBX DROPBOX INC Technology 2.0 $45.0 NEW $22.50 +15.4%
1148 GBCI GLACIER BANCORP INC Financial Services 1.0 $45.0 NEW $45.00 +7.6%
1149 NMRK NEWMARK GROUP INC Real Estate 3.0 $45.0 NEW $15.00 -0.9%
1150 ZWS ZURN ELKAY WATER SOLUTIONS CORP Industrials 1.0 $45.0 NEW $45.00 +11.1%
1151 NATL NCR ATLEOS CORP. COM USD0.01 Technology 1.0 $44.0 NEW $44.00 -0.8%
1152 TR TOOTSIE ROLL INDUSTRIES INC Consumer Defensive 1.0 $44.0 NEW $44.00 -17.6%
1153 WD WALKER & DUNLOP INC Financial Services 1.0 $44.0 NEW $44.00 +18.1%
1154 WU THE WESTERN UNION CO Financial Services 5.0 $44.0 NEW $8.80 -19.1%
1155 PEGA PEGASYSTEMS INC Technology 1.0 $43.0 NEW $43.00 -30.0%
1156 AES THE AES CORP Utilities 3.0 $42.0 NEW $14.00 +4.4%
1157 LW LAMB WESTON HOLDINGS Consumer Defensive 1.0 $42.0 NEW $42.00 +7.3%
1158 SLVM SYLVAMO CORP Basic Materials 1.0 $42.0 $42.00 -5.6%
1159 TFSL TFS FINANCIAL CORP Financial Services 3.0 $42.0 NEW $14.00 +17.3%
1160 CXT CRANE NXT CO Industrials 1.0 $41.0 NEW $41.00 +14.5%
Page 58 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%