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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 2 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HBAN HUNTINGTON BANCSHARES INC Financial Services 11,641.0 $1.4M 1.13% NEW $118.68 -85.8%
22 AMGN AMGEN INC Healthcare 3,403.0 $1.3M 1.10% NEW $395.95 +10.4%
23 CMI CUMMINS INC Industrials 1,825.0 $1.3M 1.06% NEW $713.21 -19.5%
24 XLI SELECT SECTOR SPDR TR 8,779.0 $1.2M 1.01% NEW $140.42 +27.3%
25 INTC INTEL CORP Technology 3,831.0 $1.2M 1.00% NEW $320.23 -71.2%
26 LLY ELI LILLY & CO Healthcare 1,015.0 $1.2M 0.99% NEW $1198.90 -1.9%
27 ZION ZIONS BANCORPORATION NATL AS Financial Services 1,600.0 $1.2M 0.98% NEW $748.89 -90.9%
28 LRCX LAM RESEARCH CORP Technology 3,201.0 $1.2M 0.98% NEW $373.56 -14.7%
29 XLU SELECT SECTOR SPDR TR 17,957.0 $1.1M 0.86% NEW $58.93 -26.7%
30 ADI ANALOG DEVICES INC Technology 2,054.0 $1.0M 0.83% NEW $493.85 -24.2%
31 SPTM SPDR SERIES TRUST 10,850.0 $985K 0.81% NEW $90.79 +3.0%
32 KR KROGER CO Consumer Defensive 3,460.0 $948K 0.77% NEW $273.91 -79.2%
33 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,239.0 $907K 0.74% NEW $125.23 -10.4%
34 ON ON SEMICONDUCTOR CORP Technology 9,300.0 $879K 0.72% NEW $94.54 -20.9%
35 PFE PFIZER INC Healthcare 28,763.0 $788K 0.64% NEW $27.39 +2.3%
36 MRK MERCK & CO INC Healthcare 4,752.0 $752K 0.61% NEW $158.18 -5.5%
37 PG PROCTER & GAMBLE CO Consumer Defensive 5,354.0 $749K 0.61% NEW $139.80 +2.4%
38 PEP PEPSICO INC Consumer Defensive 10,097.0 $735K 0.60% NEW $72.78 +92.0%
39 AXP AMERICAN EXPRESS CO Financial Services 1,705.0 $679K 0.56% NEW $398.18 -16.1%
40 EWG ISHARES INC 9,273.0 $673K 0.55% NEW $72.58 -38.6%
Page 2 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%