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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 33 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 GNW GENWORTH FINANCIAL INC Financial Services 9.0 $73.0 NEW $8.11 +29.3%
642 GFF GRIFFON CORP Industrials 1.0 $73.0 NEW $73.00 +31.5%
643 PINS PINTEREST INC Communication Services 4.0 $73.0 NEW $18.25 +4.4%
644 IVZ Invesco Ltd Financial Services 3.0 $73.0 NEW $24.33 +32.7%
645 INSW INTERNATIONAL SEAWAYS INC COM Energy 1.0 $73.0 NEW $73.00 +42.0%
646 BRKR BRUKER CORP Healthcare 2.0 $72.0 NEW $36.00 +48.4%
647 HP HELMERICH & PAYNE INC Energy 2.0 $72.0 NEW $36.00 +22.3%
648 EL ESTEE LAUDER Consumer Defensive 1.0 $72.0 NEW $72.00 +34.9%
649 BIRKENSTOCK HOLDING PLC COM NPV 2.0 $72.0 NEW $36.00
650 NGVT INGEVITY CORP COM Basic Materials 1.0 $71.0 NEW $71.00 -2.2%
651 MTX MINERALS TECHNOLOGIES INC Basic Materials 1.0 $71.0 NEW $71.00 -3.1%
652 VNT VONTIER CORPORATION COM USD0.0001 Technology 2.0 $71.0 NEW $35.50 -9.4%
653 KTB KONTOOR BRANDS INC Consumer Cyclical 1.0 $70.0 NEW $70.00 -4.8%
654 PVH PVH CORP Consumer Cyclical 1.0 $70.0 NEW $70.00 +0.9%
655 ST SENSATA TECHNOLOGIES HOLDING PLC Technology 2.0 $70.0 NEW $35.00 +24.7%
656 BKH BLACK HILLS CORP Utilities 1.0 $69.0 NEW $69.00 +3.3%
657 CRC CALIFORNIA RESOURCES CORP Energy 1.0 $69.0 NEW $69.00 -17.8%
658 SIRI SIRIUS XM HOLDINGS INC Communication Services 3.0 $69.0 NEW $23.00 +26.7%
659 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 1.0 $69.0 NEW $69.00 +10.0%
660 TNL TRAVEL LEISURE CO Consumer Cyclical 1.0 $69.0 NEW $69.00 -3.3%
Page 33 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%