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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 30 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SNA SNAP-ON INC Industrials 1.0 $363.0 NEW $363.00 +3.8%
582 ADM ARCHER-DANIELS MIDLAND CO Consumer Defensive 5.0 $363.0 NEW $72.60 +19.5%
583 PR PERMIAN RESOURCES CORP Energy 17.0 $362.0 NEW $21.29 +14.5%
584 EFX EQUIFAX INC Industrials 2.0 $360.0 NEW $180.00 -5.2%
585 STLD STEEL DYNAMICS INC Basic Materials 2.0 $360.0 NEW $180.00 +31.9%
586 ALB ALBEMARLE CORP Basic Materials 2.0 $359.0 NEW $179.50 -36.8%
587 DPZ DOMINO S PIZZA INC Consumer Cyclical 1.0 $359.0 NEW $359.00 -12.7%
588 UHS UNIVERSAL HEALTH SERVICES INC Healthcare 2.0 $358.0 NEW $179.00 -1.3%
589 OVV OVINTIV ORD Energy 6.0 $356.0 NEW $59.33 +12.5%
590 BALL BALL CORP Consumer Cyclical 6.0 $355.0 NEW $59.17 +2.7%
591 ROP ROPER TECHNOLOGIES INC Industrials 1.0 $354.0 NEW $354.00 +9.3%
592 HL HECLA MINING Basic Materials 19.0 $354.0 NEW $18.63 -0.4%
593 TXT TEXTRON INC Industrials 4.0 $350.0 NEW $87.50 -7.7%
594 COIN COINBASE GLOBAL CL A ORD Financial Services 2.0 $349.0 NEW $174.50 +3.3%
595 QUBT Quantum Computing Inc Technology 51.0 $349.0 $6.84 +15.6%
596 PCAR PACCAR INC Industrials 3.0 $347.0 NEW $115.67 +5.7%
597 WEC WISCONSIN ENERGY CORP Utilities 3.0 $347.0 NEW $115.67 -10.5%
598 AVY AVERY DENNISON CORP Industrials 2.0 $345.0 NEW $172.50 -1.0%
599 RL RALPH LAUREN CORP CLASS A Consumer Cyclical 1.0 $344.0 NEW $344.00 -2.6%
600 KNSL KINSALE CAP GROUP INC COM Financial Services 1.0 $342.0 -25.0 -96.2% $342.00 +7.5%
Page 30 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%