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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 29 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PPG PPG INDUSTRIES INC Basic Materials 1.0 $107.0 NEW $107.00 -1.4%
562 SLM SLM CORP Financial Services 5.0 $107.0 NEW $21.40 +21.7%
563 ALKS ALKERMES PLC Healthcare 3.0 $106.0 NEW $35.33 +30.1%
564 FND FLOOR & DECOR HOLDINGS Consumer Cyclical 2.0 $102.0 NEW $51.00 -7.2%
565 LBRDK LIBERTY BROADBAND Communication Services 2.0 $101.0 NEW $50.50 -28.7%
566 TKR THE TIMKEN CO Industrials 1.0 $101.0 NEW $101.00 +18.2%
567 CPRT COPART Industrials 3.0 $100.0 NEW $33.33 -10.2%
568 VIAV VIAVI SOLUTIONS INC Technology 3.0 $100.0 NEW $33.33 +16.2%
569 HLNE HAMILTON LANE INC CL A Financial Services 1.0 $99.0 NEW $99.00 -3.1%
570 TMDX TRANSMEDICS GROUP INC Healthcare 1.0 $99.0 NEW $99.00 -17.0%
571 EHC ENCOMPASS HEALTH CORP Healthcare 1.0 $97.0 NEW $97.00 +25.5%
572 FORM FORMFACTOR INC Technology 1.0 $97.0 NEW $97.00 +18.5%
573 HPQ HEWLETT PACKARD Technology 5.0 $96.0 NEW $19.20 +84.8%
574 CRGY CRESCENT ENERGY CO. COM USD0.04 CL A Energy 7.0 $95.0 NEW $13.57 +8.0%
575 TCBI TEXAS CAPITAL BANCSHARES INC Financial Services 1.0 $95.0 NEW $95.00 +4.3%
576 HAS HASBRO INC Consumer Cyclical 1.0 $94.0 NEW $94.00 -2.6%
577 NFG NATIONAL FUEL GAS CO. Energy 1.0 $94.0 NEW $94.00 -13.8%
578 ACLS AXCELIS TECHNOLOGIES INC Technology 1.0 $93.0 NEW $93.00 +22.0%
579 SSB SOUTH STATE BANK CORP COM Financial Services 1.0 $93.0 NEW $93.00 +14.0%
580 HCC WARRIOR MET COAL INC COM USD0.01 Energy 1.0 $93.0 NEW $93.00 +5.1%
Page 29 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%