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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 8 of 13  ·  241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 F FORD MTR CO Consumer Cyclical 27,737.0 $386K 0.04% +3K +9.9% $13.90 +0.2%
142 KO COCA COLA CO Consumer Defensive 4,739.0 $385K 0.04% +1K +44.0% $81.27 +9.3%
143 LMT LOCKHEED MARTIN CORP Industrials 716.0 $365K 0.04% +89.0 +14.2% $509.46 +19.2%
144 FIX COMFORT SYS USA INC Industrials 183.0 $363K 0.04% +31.0 +20.4% $1981.95 -12.3%
145 MS MORGAN STANLEY Financial Services 1,724.0 $360K 0.04% NEW $209.04 +4.1%
146 PANW PALO ALTO NETWORKS INC Technology 1,050.0 $358K 0.04% NEW $341.02 +9.7%
147 TER TERADYNE INC Technology 734.0 $355K 0.04% -15.0 -2.0% $483.84 -16.4%
148 HQY HEALTHEQUITY INC Healthcare 3,880.0 $350K 0.04% -233.0 -5.7% $90.32 +13.8%
149 TMO THERMO FISHER SCIENTIFIC INC Healthcare 696.0 $349K 0.04% +230.0 +49.4% $501.36 +17.5%
150 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,769.0 $347K 0.04% +349.0 +10.2% $92.09 -1.4%
151 PRF INVESCO EXCHANGE TRADED FD T 6,345.0 $343K 0.04% $54.03 +3.7%
152 PSX PHILLIPS 66 Energy 2,023.0 $342K 0.04% +814.0 +67.3% $169.05 +44.0%
153 IVW ISHARES TR 2,435.0 $335K 0.04% $137.53 +1.6%
154 ET ENERGY TRANSFER L P Energy 17,450.0 $334K 0.04% $19.12 +12.0%
155 VIG VANGUARD SPECIALIZED FUNDS 1,410.0 $334K 0.04% $236.62 +3.3%
156 LH LABCORP HOLDINGS INC Healthcare 1,187.0 $332K 0.04% -2K -65.7% $280.00 +15.1%
157 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,680.0 $327K 0.04% +148.0 +2.7% $57.62 +14.6%
158 BA BOEING CO Industrials 1,509.0 $327K 0.04% NEW $216.47 +3.0%
159 ABT ABBOTT LABORATORIES Healthcare 3,596.0 $326K 0.04% -10K -72.9% $90.74 +24.2%
160 RTX RTX CORPORATION Industrials 1,710.0 $324K 0.04% +167.0 +10.8% $189.73 +18.8%
Page 8 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%