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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 23 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 LHX L3HARRIS TECHNOLOGIES INC Industrials 2.0 $690.0 NEW $345.00 -27.8%
442 GD GENERAL DYNAMICS Industrials 2.0 $686.0 NEW $343.00 +4.0%
443 NOC NORTHROP GRUMMAN Industrials 1.0 $682.0 NEW $682.00 -22.7%
444 CW CURTISS-WRIGHT CORP Industrials 1.0 $681.0 NEW $681.00 -19.1%
445 HIG THE HARTFORD INSURANCE GROUP INC Financial Services 5.0 $676.0 NEW $135.20 +1.8%
446 BKR BAKER HUGHES CO Energy 11.0 $672.0 NEW $61.09 -7.1%
447 INBS INTELLIGENT BIO SOLUTIONS INC COM USD0.01(POST REV Healthcare 200.0 $669.0 $3.35 -38.1%
448 NLR VANECK URANIUM NUCLEAR ENRGY ETF 5.0 $666.0 $133.20 -17.8%
449 PM PHILIP MORRIS INTL COM Consumer Defensive 4.0 $661.0 -46.0 -92.0% $165.25 +17.9%
450 SCHW CHARLES SCHWAB CORP Financial Services 7.0 $658.0 NEW $94.00 +14.2%
451 AFL AFLAC INC Financial Services 6.0 $658.0 NEW $109.67 +6.7%
452 MAR MARRIOTT INTERNATIONAL Consumer Cyclical 2.0 $654.0 NEW $327.00 +4.1%
453 CF CF INDUSTRIES HOLDINGS INC Basic Materials 5.0 $649.0 NEW $129.80 +1.1%
454 MTZ MASTEC INC Industrials 2.0 $643.0 NEW $321.50 -29.2%
455 GEHC GE HEALTHCARE TECHNOLOGIES Healthcare 9.0 $641.0 -6.0 -40.0% $71.22 -9.8%
456 SHW SHERWIN WILLIAMS CO COM Basic Materials 2.0 $641.0 NEW $320.50 +1.2%
457 ADI ANALOG DEVICES INC COM Technology 2.0 $636.0 NEW $318.00 +13.5%
458 SNDK SANDISK CORP Technology 1.0 $635.0 NEW $635.00 +144.4%
459 APH AMPHENOL CORP Technology 5.0 $632.0 NEW $126.40 -37.9%
460 IAU ISHARES GOLD ETF Financial Services 7.0 $617.0 NEW $88.14 -8.6%
Page 23 of 63  ·  1,255 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%