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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 60 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 SHOO STEVEN MADDEN LTD Consumer Cyclical 1.0 $34.0 NEW $34.00 +30.0%
1182 TOWN TOWNE BANK Financial Services 1.0 $34.0 NEW $34.00 +2.1%
1183 CPER UNITED STATES COPPER INDEX Financial Services 1.0 $34.0 $34.00 +14.3%
1184 VVV VALVOLINE INC Energy 1.0 $34.0 NEW $34.00 +12.0%
1185 ADT ADT INC Industrials 5.0 $33.0 NEW $6.60 -0.3%
1186 FIBK FIRST INTERSTATE BANCSYSTEM INC Financial Services 1.0 $33.0 NEW $33.00 +10.4%
1187 HNI HNI CORP Industrials 1.0 $33.0 NEW $33.00 +5.6%
1188 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 1.0 $32.0 NEW $32.00 +18.1%
1189 PACS PACS GROUP INC Financial Services 1.0 $32.0 NEW $32.00 +14.3%
1190 IOT SAMSARA INC Technology 1.0 $32.0 NEW $32.00 -1.0%
1191 KMPR KEMPER CORP Financial Services 1.0 $31.0 NEW $31.00 -19.3%
1192 GPK GRAPHIC PACKAGING HOLDING CO Consumer Cyclical 3.0 $30.0 NEW $10.00 +7.1%
1193 SBCF SEACOAST BANKING CORP OF FLORIDA Financial Services 1.0 $30.0 NEW $30.00 +2.8%
1194 TTEK TETRA TECH INC Industrials 1.0 $30.0 NEW $30.00 -8.8%
1195 NOG NORTHERN OIL & GAS INC Energy 1.0 $29.0 NEW $29.00 -33.0%
1196 IRIDIUM COMMUNICATIONS INC 1.0 $28.0 NEW $28.00
1197 ADMA ADMA BIOLOGICS INC Healthcare 3.0 $27.0 NEW $9.00 -7.7%
1198 RAMP LIVERAMP HOLDINGS INC Technology 1.0 $27.0 NEW $27.00 +39.8%
1199 BROWN-FORMAN CORP 1.0 $27.0 NEW $27.00
1200 REVIVE THERAPEUTICS LIMITED COM NPV 1,000.0 $26.0 $0.03
Page 60 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%