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Portfolio (Quarterly) Guide ↗

CURIO WEALTH, LLC

· CIK 0002049201
13F Portfolio $293M AUM 1,256 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 827 New 140 Added 91 Reduced
Page 14 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PNW PINNACLE WEST CAPITAL CORP Utilities 3.0 $302.0 NEW $100.67 -5.2%
262 IDCC INTERDIGITAL INC Technology 1.0 $302.0 NEW $302.00 +13.7%
263 EXEL EXELIXIS INC Healthcare 7.0 $300.0 NEW $42.86 +31.6%
264 EVR EVERCORE INC Financial Services 1.0 $299.0 NEW $299.00 -8.0%
265 PAG PENSKE AUTOMOTIVE GROUP INC Consumer Cyclical 2.0 $299.0 NEW $149.50 +45.1%
266 BJ BJ S WHOLESALE CLUB HOLDINGS INC Consumer Defensive 3.0 $295.0 NEW $98.33 -4.0%
267 CME CME GROUP INC CLASS A Financial Services 1.0 $295.0 NEW $295.00 -5.1%
268 ELV ELEVANCE HEALTH INC Healthcare 1.0 $293.0 NEW $293.00 +44.3%
269 UNM UNUM GROUP COM USD0.10 Financial Services 4.0 $292.0 NEW $73.00 +28.4%
270 DTE DTE ENERGY CO Utilities 2.0 $292.0 NEW $146.00 -9.7%
271 KHC KRAFT HEINZ CO COM Consumer Defensive 13.0 $292.0 NEW $22.46 +9.2%
272 CORPAY INC 1.0 $291.0 NEW $291.00
273 WTW WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY SHS Financial Services 1.0 $291.0 NEW $291.00 +11.0%
274 ALLE ALLEGION PLC Industrials 2.0 $291.0 NEW $145.50 +6.9%
275 WTS WATTS WATER TECHNOLOGIES INC Industrials 1.0 $290.0 NEW $290.00 +20.6%
276 RJF RAYMOND JAMES FINANCIAL INC Financial Services 2.0 $290.0 NEW $145.00 +17.8%
277 SJM SMUCKER Consumer Defensive 3.0 $289.0 NEW $96.33 +26.3%
278 CVS CVS Healthcare 4.0 $287.0 NEW $71.75 +33.0%
279 SYY SYSCO CORP Consumer Defensive 4.0 $285.0 NEW $71.25 +18.2%
280 ARMK ARAMARK Industrials 7.0 $284.0 NEW $40.57 +42.7%
Page 14 of 42  ·  827 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 32.4%
Financial Services 23.0%
Consumer Cyclical 13.1%
Communication Services 10.9%
Industrials 8.2%
Consumer Defensive 5.1%
Healthcare 4.7%
Real Estate 0.8%
Utilities 0.7%
Energy 0.7%