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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 49 of 63  ·  1,255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 NOW SERVICENOW INC Technology 1.0 $105.0 -49.0 -98.0% $105.00 +35.6%
962 FND FLOOR & DECOR HOLDINGS Consumer Cyclical 2.0 $102.0 NEW $51.00 -5.6%
963 FG F&G ANNUITIES & LIFE INC Financial Services 4.0 $101.0 $25.25 -8.4%
964 LBRDK LIBERTY BROADBAND Communication Services 2.0 $101.0 NEW $50.50 -28.7%
965 TKR THE TIMKEN CO Industrials 1.0 $101.0 NEW $101.00 +15.3%
966 CPRT COPART Industrials 3.0 $100.0 NEW $33.33 -4.8%
967 VIAV VIAVI SOLUTIONS INC Technology 3.0 $100.0 NEW $33.33 +1.5%
968 HLNE HAMILTON LANE INC CL A Financial Services 1.0 $99.0 NEW $99.00 -2.8%
969 TMDX TRANSMEDICS GROUP INC Healthcare 1.0 $99.0 NEW $99.00 -13.3%
970 EHC ENCOMPASS HEALTH CORP Healthcare 1.0 $97.0 NEW $97.00 +26.3%
971 FORM FORMFACTOR INC Technology 1.0 $97.0 NEW $97.00 +6.1%
972 HPQ HEWLETT PACKARD Technology 5.0 $96.0 NEW $19.20 +77.2%
973 CRGY CRESCENT ENERGY CO. COM USD0.04 CL A Energy 7.0 $95.0 NEW $13.57 +7.5%
974 TCBI TEXAS CAPITAL BANCSHARES INC Financial Services 1.0 $95.0 NEW $95.00 +3.6%
975 HAS HASBRO INC Consumer Cyclical 1.0 $94.0 NEW $94.00 -3.4%
976 NFG NATIONAL FUEL GAS CO. Energy 1.0 $94.0 NEW $94.00 -14.1%
977 ATLANTA BRAVES HOLDINGS SRS A ORD 2.0 $94.0 $47.00
978 ACLS AXCELIS TECHNOLOGIES INC Technology 1.0 $93.0 NEW $93.00 +13.2%
979 SSB SOUTH STATE BANK CORP COM Financial Services 1.0 $93.0 NEW $93.00 +14.1%
980 HCC WARRIOR MET COAL INC COM USD0.01 Energy 1.0 $93.0 NEW $93.00 +2.6%
Page 49 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%