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Curi Capital, LLC

Q2 2026 13F filing

Updated 27 days ago

1,569 disclosed positions worth $6.5B

Portfolio value
$6.5B
Total holdings
1,569
New positions
119
Closed positions
90
Increased
331
Decreased
355
Turnover
13.3%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

M

MICROSOFT CORP

-7.9%
Value
$126.9M
Shares
340.1K
% Port
1.96%
N

NVIDIA CORPORATION

-2.2%
Value
$126.5M
Shares
632.3K
% Port
1.95%
A

APPLE INC

-4.8%
Value
$114.6M
Shares
396.1K
% Port
1.77%
G

ALPHABET INC

-0.9%
Value
$113.2M
Shares
316.7K
% Port
1.75%
A

AMAZON COM INC

+0.2%
Value
$111.3M
Shares
467.0K
% Port
1.72%
E

ISHARES TR

+660.1%
Value
$109M
Shares
1.13M
% Port
1.68%
S

SCHWAB STRATEGIC TR

+4514.2%
Value
$88.2M
Shares
3.00M
% Port
1.36%
A

APPLE INC

-37.3%
Value
$75.5M
Shares
260.8K
% Port
1.16%
V
9.V

VISA INC

-6.9%
Value
$68.1M
Shares
198.6K
% Port
1.05%
A
10.AVGO

BROADCOM INC

+3.7%
Value
$65.2M
Shares
172.7K
% Port
1.01%
G

ALPHABET INC

-5.8%
Value
$63M
Shares
178.4K
% Port
0.97%
L
12.LLY

ELI LILLY & CO

-6.9%
Value
$62.6M
Shares
52.2K
% Port
0.97%
J

JPMORGAN CHASE & CO

-46.0%
Value
$61.8M
Shares
188.8K
% Port
0.95%
E
14.ETHA

ISHARES TR

+28.1%
Value
$60.8M
Shares
552.2K
% Port
0.94%
J

JPMORGAN CHASE & CO

-47.1%
Value
$60.5M
Shares
185.0K
% Port
0.93%
A
16.AMD

ADVANCED MICRO DEVICES INC

-19.7%
Value
$59.6M
Shares
102.6K
% Port
0.92%
I

ISHARES TR

+19.7%
Value
$56.7M
Shares
301.2K
% Port
0.87%
A
18.AMAT

APPLIED MATLS INC

-19.4%
Value
$56.1M
Shares
77.6K
% Port
0.87%
E
19.ETHA

ISHARES TR

-25.2%
Value
$55.4M
Shares
74.0K
% Port
0.85%
A
20.AME

AMETEK INC

-25.7%
Value
$51.7M
Shares
213.8K
% Port
0.80%
P
21.PANW

PALO ALTO NETWORKS INC

-14.3%
Value
$48.5M
Shares
142.3K
% Port
0.75%
S
22.SPY

STATE STR SPDR S&P 500 ETF T

+3791.6%
Value
$46.6M
Shares
62.3K
% Port
0.72%
M
23.MSFT

MICROSOFT CORP

-66.7%
Value
$45.9M
Shares
123.0K
% Port
0.71%
D
24.DHR

DANAHER CORP DEL

-9.0%
Value
$45.4M
Shares
237.9K
% Port
0.70%
L
25.LUMN

LUMEN TECHNOLOGIES INC

+1105682.9%
Value
$45.1M
Shares
5.87M
% Port
0.70%
C
26.CRWD

CROWDSTRIKE HLDGS INC

-12.5%
Value
$44.4M
Shares
58.2K
% Port
0.69%
S
27.SPY

STATE STR SPDR S&P 500 ETF T

+3548.3%
Value
$43.7M
Shares
58.4K
% Port
0.67%
M
28.MRK

MERCK & CO INC

-19.4%
Value
$41.9M
Shares
324.0K
% Port
0.65%
E
29.ETHA

ISHARES INC

+1441.4%
Value
$41M
Shares
495.5K
% Port
0.63%
E
30.ETHA

ISHARES TR

-46.3%
Value
$39.8M
Shares
53.2K
% Port
0.61%
E
31.ETHA

ISHARES TR

+5215.6%
Value
$39.7M
Shares
337.9K
% Port
0.61%
M
32.MPWR

MONOLITHIC PWR SYS INC

-21.6%
Value
$39.1M
Shares
28.3K
% Port
0.60%
T
33.TJX

TJX COS INC NEW

-7.8%
Value
$37.2M
Shares
245.5K
% Port
0.57%
M
34.META

META PLATFORMS INC

-3.9%
Value
$36.4M
Shares
64.5K
% Port
0.56%
G
35.GLD

SPDR GOLD TR

+641.2%
Value
$36M
Shares
97.7K
% Port
0.56%
C
36.CW

CURTISS WRIGHT CORP

-13.1%
Value
$34.7M
Shares
45.7K
% Port
0.53%
B

BERKSHIRE HATHAWAY INC DEL

+260.4%
Value
$34.2M
Shares
68.4K
% Port
0.53%
N
38.NVDA

NVIDIA CORPORATION

-73.7%
Value
$34M
Shares
170.1K
% Port
0.52%
W

WHIRLPOOL CORP

+27.7%
Value
$33.4M
Shares
846.9K
% Port
0.51%
G

ALPHABET INC

-71.7%
Value
$32.3M
Shares
90.5K
% Port
0.50%
S

SPDR SERIES TRUST

+43.8%
Value
$32.1M
Shares
203.0K
% Port
0.50%
R
42.RBC

RBC BEARINGS INC

+1.9%
Value
$32M
Shares
49.7K
% Port
0.49%
F

FEDERAL RLTY INVT TR NEW

-5.2%
Value
$32M
Shares
258.9K
% Port
0.49%
H
44.HUBB

HUBBELL INC

+2.0%
Value
$31.8M
Shares
60.7K
% Port
0.49%
E
45.EOG

EOG RES INC

-1.9%
Value
$31.3M
Shares
241.2K
% Port
0.48%
?
46.N/A

J P MORGAN EXCHANGE TRADED F

+866.1%
Value
$31.3M
Shares
617.4K
% Port
0.48%
R
47.RTX

RTX CORPORATION

-21.1%
Value
$30.8M
Shares
162.3K
% Port
0.47%
C
48.CRS

CARPENTER TECHNOLOGY CORP

-15.9%
Value
$30.5M
Shares
49.5K
% Port
0.47%
I
49.IDXX

IDEXX LABS INC

+2.0%
Value
$30.1M
Shares
57.2K
% Port
0.46%
P
50.PM

PHILIP MORRIS INTL INC

-7.6%
Value
$30.1M
Shares
165.0K
% Port
0.46%