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Portfolio (Quarterly) Guide ↗

Curat Global, LLC

· CIK 0002063003
13F Portfolio $122M AUM 253 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 251 New
Page 13 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LAD LITHIA MTRS INC Consumer Cyclical 20.0 $6K 0.01% NEW $290.50 +27.7%
242 ENB ENBRIDGE INC Energy 107.0 $6K 0.01% NEW $54.27 -8.0%
243 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 85.0 $5K 0.00% NEW $62.22 -29.8%
244 BBY BEST BUY INC Consumer Cyclical 77.0 $5K 0.00% NEW $64.19 +30.2%
245 HCSG HEALTHCARE SVCS GROUP INC Healthcare 200.0 $5K 0.00% NEW $24.56 -6.6%
246 SOLV SOLVENTUM CORP Healthcare 49.0 $4K 0.00% NEW $77.14 +17.9%
247 WAB WABTEC Industrials 2.0 $3K 0.00% NEW $1629.50 -81.8%
248 ZD ZIFF DAVIS INC Communication Services 75.0 $3K 0.00% NEW $41.96 +33.0%
249 KD KYNDRYL HLDGS INC Technology 244.0 $3K 0.00% NEW $11.31 +17.1%
250 HOG HARLEY DAVIDSON INC Consumer Cyclical 100.0 $2K 0.00% NEW $24.46 +13.8%
251 MKC MCCORMICK & CO INC Consumer Defensive 36.0 $2K 0.00% NEW $50.44 +8.1%
Page 13 of 13  ·  251 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 38.0%
Financial Services 14.5%
Industrials 14.1%
Healthcare 13.1%
Consumer Defensive 6.8%
Consumer Cyclical 5.8%
Basic Materials 2.8%
Communication Services 2.3%
Utilities 1.8%
Real Estate 0.7%