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Portfolio (Quarterly) Guide ↗

Curated Wealth Partners LLC

· CIK 0001781284
13F Portfolio $863M AUM 598 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 43 New 79 Added 70 Reduced
Page 5 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MC MOELIS & CO Financial Services 11,008.0 $720K 0.08% -1K -9.9% $65.42 +1.8%
82 IWR ISHARES TR 6,459.0 $713K 0.08% $110.32 +2.4%
83 EME EMCOR GROUP INC Industrials 850.0 $705K 0.08% -54.0 -6.0% $829.88 -0.6%
84 FCN FTI CONSULTING INC Industrials 4,712.0 $702K 0.08% -231.0 -4.7% $149.01 +1.6%
85 BAC BANK OF AMER CORP Financial Services 12,051.0 $687K 0.08% +3K +28.1% $56.98 +12.7%
86 MA MASTERCARD INCORPORATED Financial Services 1,336.0 $686K 0.08% -297.0 -18.2% $513.60 +11.8%
87 CSCO CISCO SYS INC Technology 5,816.0 $683K 0.08% +1K +26.4% $117.46 -5.0%
88 KAI KADANT INC Industrials 2,126.0 $668K 0.08% -439.0 -17.1% $314.23 -1.5%
89 VICI VICI PPTYS INC Real Estate 24,869.0 $660K 0.08% -4K -13.8% $26.55 -2.4%
90 UNH UNITEDHEALTH GROUP INC Healthcare 1,508.0 $627K 0.07% +422.0 +38.9% $415.63 -5.2%
91 RLI RLI CORP Financial Services 10,441.0 $617K 0.07% -1K -10.8% $59.07 +8.8%
92 FIRST HAWAIIAN INC 20,693.0 $606K 0.07% -1K -4.8% $29.30
93 PLTR PALANTIR TECHNOLOGIES INC Technology 5,196.0 $606K 0.07% +2K +61.9% $116.67 +47.0%
94 SLV ISHARES SILVER TR Financial Services 11,105.0 $594K 0.07% $53.47 +7.4%
95 IWB ISHARES TR 1,450.0 $594K 0.07% $409.50 +2.6%
96 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,195.0 $571K 0.07% +58.0 +5.1% $477.57 -13.4%
97 LRCX LAM RESEARCH CORP Technology 1,308.0 $567K 0.07% +296.0 +29.2% $433.33 -24.3%
98 OTIS OTIS WORLDWIDE CORP Industrials 7,870.0 $563K 0.07% +430.0 +5.8% $71.60 -1.7%
99 SNDK SANDISK CORP Technology 234.0 $532K 0.06% NEW $2273.73 -28.5%
100 VOE VANGUARD INDEX FDS 2,636.0 $521K 0.06% -380.0 -12.6% $197.60 +5.7%
Page 5 of 13  ·  241 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
Financial Services 76.6%
Technology 7.5%
Industrials 5.1%
Communication Services 3.1%
Consumer Cyclical 2.5%
Healthcare 1.8%
Energy 1.6%
Consumer Defensive 1.0%
Utilities 0.4%
Real Estate 0.3%