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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 2 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EBAY EBAY Consumer Cyclical 19.0 $2K 0.00% NEW $91.21 +19.5%
22 VTWO VANGUARD RUSSELL 2000 ETF 17.0 $2K 0.00% NEW $100.18 +16.2%
23 GS GOLDMAN SACHS Financial Services 2.0 $2K 0.00% NEW $846.50 +16.8%
24 WDC WESTERN DIGITAL Technology 6.0 $2K 0.00% NEW $270.50 +57.8%
25 GILD GILEAD SCIENCES INC COM Healthcare 11.0 $2K 0.00% NEW $139.36 +5.1%
26 BE BLOOM ENERGY CORP CLASS A Industrials 11.0 $1K 0.00% NEW $135.45 +89.8%
27 LIN Linde plc Basic Materials 3.0 $1K 0.00% NEW $495.67 -6.3%
28 KLAC KLA CORP Technology 1.0 $1K 0.00% NEW $1472.00 -88.5%
29 TRV THE TRAVELERS COMPANIES INC Financial Services 5.0 $1K NEW $291.60 +29.6%
30 CAT CATERPILLAR Industrials 2.0 $1K NEW $708.50 +10.7%
31 FIX COMFORT SYSTEMS USA INC Industrials 1.0 $1K NEW $1379.00 +14.8%
32 AMAT APPLIED MATERIALS INC Technology 4.0 $1K NEW $341.75 +24.1%
33 ASML ASML HOLDING NV Technology 1.0 $1K NEW $1321.00 +19.2%
34 ROST ROSS STORES INC Consumer Cyclical 6.0 $1K NEW $216.67 +6.2%
35 MTD METTLER-TOLEDO INTERNATIONAL INC Healthcare 1.0 $1K NEW $1261.00 +2.0%
36 NET CLOUDFLARE INC Technology 6.0 $1K NEW $206.33 +60.2%
37 MPC MARATHON PETROLEUM Energy 5.0 $1K NEW $244.20 +62.3%
38 APP APPLOVIN CORP Technology 3.0 $1K NEW $398.00 -16.0%
39 TDG TRANSDIGM GROUP INC Industrials 1.0 $1K NEW $1159.00 -4.1%
40 EOG EOG RESOURCES INC COM Energy 8.0 $1K NEW $144.62 +2.7%
Page 2 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%