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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 6 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PM PHILIP MORRIS INTL INC Consumer Defensive 2,809.0 $508K 0.06% +323.0 +13.0% $180.91 +3.7%
102 UFPI UFP INDUSTRIES INC Basic Materials 5,594.0 $508K 0.06% -1K -18.5% $90.74 -3.9%
103 AMAT APPLIED MATLS INC Technology 692.0 $500K 0.06% NEW $723.00 -28.9%
104 NEE NEXTERA ENERGY INC Utilities 5,664.0 $497K 0.06% +692.0 +13.9% $87.77 -1.8%
105 POOL POOL CORP Industrials 2,311.0 $497K 0.06% -215.0 -8.5% $214.90 -12.7%
106 CRVL CORVEL CORP Financial Services 7,898.0 $494K 0.06% -519.0 -6.2% $62.52 +7.7%
107 GGG GRACO INC Industrials 6,510.0 $492K 0.06% -607.0 -8.5% $75.61 +7.1%
108 WMT WALMART INC Consumer Defensive 4,315.0 $489K 0.06% +1K +34.3% $113.26 +1.7%
109 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,478.0 $488K 0.06% +301.0 +25.6% $330.46 -0.8%
110 INSTALLED BLDG PRODS INC 2,098.0 $482K 0.06% -494.0 -19.1% $229.84
111 SG SWEETGREEN INC Consumer Cyclical 54,103.0 $477K 0.06% $8.81 -33.9%
112 C CITIGROUP INC Financial Services 3,368.0 $471K 0.06% +804.0 +31.4% $139.96 -1.7%
113 CAT CATERPILLAR INC Industrials 436.0 $464K 0.05% NEW $1064.90 -21.0%
114 CL COLGATE PALMOLIVE CO Consumer Defensive 5,029.0 $461K 0.05% -9K -65.2% $91.68 -0.2%
115 COF CAPITAL ONE FINL CORP Financial Services 2,289.0 $459K 0.05% -3K -59.3% $200.62 +10.4%
116 WFC WELLS FARGO & CO Financial Services 5,542.0 $458K 0.05% +3K +100.3% $82.64 +5.8%
117 WMB WILLIAMS COS INC Energy 6,146.0 $457K 0.05% +207.0 +3.5% $74.34 +1.1%
118 PNC PNC FINL SVCS GROUP INC Financial Services 1,854.0 $456K 0.05% +217.0 +13.3% $246.22 +3.3%
119 LIN LINDE PLC Basic Materials 871.0 $452K 0.05% +197.0 +29.2% $518.94 -7.8%
120 JKHY HENRY JACK & ASSOC INC Technology 3,267.0 $450K 0.05% -1K -31.0% $137.74 +11.2%
Page 6 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%