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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 11 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TSN TYSON FOODS INC Consumer Defensive 452.0 $27K 0.02% NEW $59.92 -7.6%
202 FHN FIRST HORIZON CORPORATION Financial Services 180.0 $27K 0.02% NEW $149.01 -83.6%
203 MAN MANPOWERGROUP INC WIS Industrials 650.0 $25K 0.02% NEW $38.63 +61.0%
204 CARR CARRIER GLOBAL CORPORATION Industrials 340.0 $25K 0.02% NEW $73.35 -19.8%
205 CSCO CISCO SYS INC Technology 200.0 $23K 0.02% NEW $117.46 -4.5%
206 IYZ ISHARES TR 526.0 $22K 0.02% NEW $42.31 +2.6%
207 AVT AVNET INC Technology 250.0 $22K 0.02% NEW $88.82 +3.0%
208 FXI ISHARES TR 670.0 $21K 0.02% NEW $31.59 +11.6%
209 CVX CHEVRON CORPORATION Energy 125.0 $21K 0.02% NEW $165.76 +20.4%
210 BANC BANC OF CALIFORNIA INC Financial Services 985.0 $20K 0.02% NEW $20.43 -8.3%
211 GEF GREIF INC Consumer Cyclical 260.0 $19K 0.02% NEW $74.49 +13.5%
212 ENR ENERGIZER HLDGS INC Industrials 880.0 $19K 0.01% NEW $21.44 +3.1%
213 CHD CHURCH & DWIGHT CO INC Consumer Defensive 201.0 $19K 0.01% NEW $93.32 +9.7%
214 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 200.0 $18K 0.01% NEW $88.60 -36.4%
215 QDEL QUIDELORTHO CORP Healthcare 230.0 $18K 0.01% NEW $76.90 -80.1%
216 Q QNITY ELECTRONICS INC Technology 104.0 $17K 0.01% NEW $163.31 -22.6%
217 MRSH MARSH & MCLENNAN COS INC Financial Services 100.0 $17K 0.01% NEW $166.67 +14.0%
218 KEY KEYCORP Financial Services 700.0 $16K 0.01% NEW $23.05 -4.5%
219 DOW DOW HLDGS INC Basic Materials 528.0 $14K 0.01% NEW $27.37 +10.8%
220 ARCC ARES CAPITAL CORP Financial Services 763.0 $14K 0.01% NEW $18.54 +7.2%
Page 11 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%