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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 5 of 42  ·  827 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CASY CASEY S GENERAL STORES INC Consumer Cyclical 1.0 $728.0 NEW $728.00 -15.5%
82 SLB SCHLUMBERGER LTD COM Energy 14.0 $719.0 NEW $51.36 +9.2%
83 WWD WOODWARD INC Industrials 2.0 $716.0 NEW $358.00 -5.8%
84 ETN EATON CORP PLC ORD Industrials 2.0 $715.0 NEW $357.50 +19.0%
85 OXY OCCIDENTAL Energy 11.0 $715.0 NEW $65.00 -5.4%
86 LHX L3HARRIS TECHNOLOGIES INC Industrials 2.0 $690.0 NEW $345.00 -28.8%
87 GD GENERAL DYNAMICS Industrials 2.0 $686.0 NEW $343.00 +3.8%
88 NOC NORTHROP GRUMMAN Industrials 1.0 $682.0 NEW $682.00 -23.9%
89 CW CURTISS-WRIGHT CORP Industrials 1.0 $681.0 NEW $681.00 -17.9%
90 HIG THE HARTFORD INSURANCE GROUP INC Financial Services 5.0 $676.0 NEW $135.20 +0.9%
91 BKR BAKER HUGHES CO Energy 11.0 $672.0 NEW $61.09 -3.3%
92 SCHW CHARLES SCHWAB CORP Financial Services 7.0 $658.0 NEW $94.00 +14.1%
93 AFL AFLAC INC Financial Services 6.0 $658.0 NEW $109.67 +5.1%
94 MAR MARRIOTT INTERNATIONAL Consumer Cyclical 2.0 $654.0 NEW $327.00 +2.4%
95 CF CF INDUSTRIES HOLDINGS INC Basic Materials 5.0 $649.0 NEW $129.80 +2.5%
96 MTZ MASTEC INC Industrials 2.0 $643.0 NEW $321.50 -25.2%
97 SHW SHERWIN WILLIAMS CO COM Basic Materials 2.0 $641.0 NEW $320.50 +0.9%
98 ADI ANALOG DEVICES INC COM Technology 2.0 $636.0 NEW $318.00 +19.1%
99 SNDK SANDISK CORP Technology 1.0 $635.0 NEW $635.00 +157.2%
100 APH AMPHENOL CORP Technology 5.0 $632.0 NEW $126.40 -33.6%
Page 5 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%