Curran Financial Partners, LLC

CIK

1843867

Location

DANIEL ISLAND, SC

Portfolio Value

Small $154,479,924

Diversification

Diversified

Filing Date

Global Rank

#5,001 / 8,517 ▲ 201

Top Industry

Consumer Electronics 18.4%

3Y Alpha vs SPY

+3.0%

Period ended 46 days ago

Filed Aug 12, 2026 · 3d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+88.9%

SPY

+75.3%

Annualised alpha

+3.0%

Max drawdown

−14.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

66 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.8%

+2.4 pts

Top 5

62.2%

+0.3 pts

Top 10

76.8%

−1.8 pts

HHI

1,073

Diversified+111

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	71.7%	$110,793,337	16
Technology	11.6%	$17,947,230	12
Consumer Cyclical	2.8%	$4,356,944	4
Consumer Defensive	2.4%	$3,768,261	4
Communication Services	2.2%	$3,457,733	3
Industrials	2.2%	$3,439,945	6
Basic Materials	1.9%	$2,966,316	1
Financial Services	1.8%	$2,765,935	8
Energy	1.6%	$2,406,641	2
Healthcare	1.3%	$2,036,207	7
Utilities	0.3%	$504,975	2
Real Estate	0.0%	$36,400	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
VXUS	Vanguard Total International Stock ETF	+33,334	370,419	$31,667,120
VB	Vanguard Morningstar Small-Cap ETF	+9,894	106,081	$32,155,272
VIG	Vanguard Dividend Appreciation ETF	+5,430	61,459	$14,542,428
SLV	iShares Silver Trust	+1,114	17,381	$929,362
QQQ	Invesco Qqq Trust, Series 1	+984	5,852	$4,309,412
T	At&T Inc.	+787	10,645	$220,351
CVX	Chevron Corp	+737	7,296	$1,209,384
NVDA	Nvidia Corp	+429	19,487	$3,899,153
PLTR	Palantir Technologies Inc.	+416	3,552	$414,411
VEA	Vanguard FTSE Developed Markets ETF	+229	3,515	$250,443
FBTC	Fidelity Wise Origin Bitcoin Fund	+227	4,530	$231,256
GOOGL	Alphabet Inc.	+138	7,231	$2,576,643
PFE	Pfizer Inc	+136	9,166	$220,717
SO	Southern Co	+95	3,128	$299,380
AMZN	Amazon Com Inc	+82	10,025	$2,389,358
MRK	Merck & Co., Inc.	+72	2,793	$358,900
GE	General Electric Co	+56	2,436	$910,406
META	Meta Platforms, Inc.	+20	1,173	$660,739
MSTR	Strategy Inc	+15	2,699	$234,624
AVGO	Broadcom Inc.	+9	689	$260,269
CAT	Caterpillar Inc	+5	323	$343,962
TSLA	Tesla, Inc.	+2	1,960	$824,376
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKAG	BNY Mellon Core Bond ETF	−171,333	149,356	$6,265,484
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	−11,042	105,092	$9,630,630
GLD	Spdr Gold Trust	−4,821	11,075	$4,079,808
GBTC	Grayscale Bitcoin Trust ETF	−1,000	13,069	$594,900
SHW	Sherwin Williams Co	−506	8,615	$2,966,316
BTC	Grayscale Bitcoin Mini Trust ETF	−469	8,866	$230,072
BRK-B	Berkshire Hathaway Inc	−266	1,733	$867,175
WMT	Walmart Inc.	−260	4,291	$485,998
JPM	Jpmorgan Chase & Co	−245	1,049	$343,369
XOM	ExxonMobil Holdings Corp	−221	8,757	$1,197,257
AAPL	Apple Inc.	−195	27,833	$8,053,756
CSX	Csx Corp	−177	5,820	$276,624
CSCO	Cisco Systems, Inc.	−160	2,921	$343,100
KO	Coca Cola Co	−113	4,007	$325,648
PG	PROCTER & GAMBLE Co	−102	4,399	$645,069
COST	Costco Wholesale Corp /New	−83	2,471	$2,311,546
ABBV	AbbVie Inc.	−58	1,990	$500,763
SPY	Spdr S&P 500 ETF Trust	−56	5,365	$4,006,421
MU	Micron Technology Inc	−50	813	$938,437
V	Visa Inc.	−37	728	$249,769
MSFT	Microsoft Corp	−29	7,001	$2,611,513
JNJ	Johnson & Johnson	−28	810	$205,715
LOW	Lowes Companies Inc	−27	3,743	$825,294
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−20	631	$301,346
GEV	GE Vernova Inc.	−12	621	$729,588
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
AIRR	First Trust RBA American Industrial Renaissance ETF	11,048	$1,472,146
SPCX	Space Exploration Technologies Corp	4,039	$690,103
GLW	Corning Inc /Ny	1,358	$346,873
INTC	Intel Corp	2,408	$336,229
TRV	Travelers Companies, Inc.	752	$248,250
LLY	ELI LILLY & Co	206	$247,082
MS	Morgan Stanley	1,114	$232,870
BAR	GraniteShares Gold Trust	5,674	$224,293
UNH	Unitedhealth Group Inc	533	$221,530
QCOM	Qualcomm Inc/De	1,123	$207,519
PPL	PPL Corp	5,656	$205,595
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	9,705	$204,290
REAX	Real Brokerage Inc	20,000	$36,400
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MCD	Mcdonalds Corp	745	$231,538
IBRX	ImmunityBio, Inc.	10,642	$81,624
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 tracked positions · $154,479,924 total · filing declares 140 positions · $671,807,493 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	106,081	+9,894	$32,155,272	+27.6%	20.82%
VXUS	Vanguard Total International Stock ETF	Added	370,419	+33,334	$31,667,120	+21.8%	20.50%
VIG	Vanguard Dividend Appreciation ETF	Added	61,459	+5,430	$14,542,428	+20.7%	9.41%
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Reduced	105,092	-11,042	$9,630,630	−9.5%	6.23%
AAPL	Apple Inc. Technology	Reduced	27,833	-195	$8,053,756	+13.2%	5.21%
BKAG	BNY Mellon Core Bond ETF	Reduced	149,356	-171,333	$6,265,484	−53.7%	4.06%
QQQ	Invesco Qqq Trust, Series 1	Added	5,852	+984	$4,309,412	+53.4%	2.79%
GLD	Spdr Gold Trust	Reduced	11,075	-4,821	$4,079,808	−40.4%	2.64%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,365	-56	$4,006,421	+13.6%	2.59%
NVDA	Nvidia Corp Technology	Added	19,487	+429	$3,899,153	+17.3%	2.52%
SHW	Sherwin Williams Co Basic Materials	Reduced	8,615	-506	$2,966,316	+1.5%	1.92%
MSFT	Microsoft Corp Technology	Reduced	7,001	-29	$2,611,513	+0.4%	1.69%
GOOGL	Alphabet Inc. Communication Services	Added	7,231	+138	$2,576,643	+26.4%	1.67%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,025	+82	$2,389,358	+15.4%	1.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,471	-83	$2,311,546	−9.2%	1.50%
AIRR	First Trust RBA American Industrial Renaissance ETF	NEW	11,048	NEW	$1,472,146	NEW	0.95%
CVX	Chevron Corp Energy	Added	7,296	+737	$1,209,384	−10.9%	0.78%
XOM	ExxonMobil Holdings Corp Energy	Reduced	8,757	-221	$1,197,257	−21.4%	0.78%
MU	Micron Technology Inc Technology	Reduced	813	-50	$938,437	+221.9%	0.61%
SLV	iShares Silver Trust	Added	17,381	+1,114	$929,362	−16.2%	0.60%
GE	General Electric Co Industrials	Added	2,436	+56	$910,406	+34.8%	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,733	-266	$867,175	−9.5%	0.56%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	3,743	-27	$825,294	−7.4%	0.53%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,960	+2	$824,376	+13.3%	0.53%
GEV	GE Vernova Inc. Industrials	Reduced	621	-12	$729,588	+32.0%	0.47%
SPCX	Space Exploration Technologies Corp Industrials	NEW	4,039	NEW	$690,103	NEW	0.45%
META	Meta Platforms, Inc. Communication Services	Added	1,173	+20	$660,739	+0.2%	0.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,399	-102	$645,069	−0.8%	0.42%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	13,069	-1,000	$594,900	−19.9%	0.39%
ABBV	AbbVie Inc. Healthcare	Reduced	1,990	-58	$500,763	+12.4%	0.32%
CMI	Cummins Inc Industrials	Held	686	0	$489,262	+32.6%	0.32%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,291	-260	$485,998	−14.1%	0.31%
PLTR	Palantir Technologies Inc. Technology	Added	3,552	+416	$414,411	−9.7%	0.27%
UBSI	United Bankshares Inc/Wv Financial Services	Held	8,841	0	$405,183	+10.6%	0.26%
MRK	Merck & Co., Inc. Healthcare	Added	2,793	+72	$358,900	+9.7%	0.23%
GLW	Corning Inc /Ny Technology	NEW	1,358	NEW	$346,873	NEW	0.22%
CAT	Caterpillar Inc Industrials	Added	323	+5	$343,962	+52.7%	0.22%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,049	-245	$343,369	−9.8%	0.22%
CSCO	Cisco Systems, Inc. Technology	Reduced	2,921	-160	$343,100	+43.5%	0.22%
INTC	Intel Corp Technology	NEW	2,408	NEW	$336,229	NEW	0.22%
FIBK	First Interstate Bancsystem Inc Financial Services	Held	8,625	0	$332,580	+15.4%	0.22%
KO	Coca Cola Co Consumer Defensive	Reduced	4,007	-113	$325,648	+3.9%	0.21%
CASY	Caseys General Stores Inc Consumer Cyclical	Held	400	0	$317,916	+9.2%	0.21%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	631	-20	$301,346	+37.0%	0.20%
SO	Southern Co Utilities	Added	3,128	+95	$299,380	+2.3%	0.19%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	722	-10	$281,500	−18.7%	0.18%
CSX	Csx Corp Industrials	Reduced	5,820	-177	$276,624	+12.4%	0.18%
AVGO	Broadcom Inc. Technology	Added	689	+9	$260,269	+23.7%	0.17%
VEA	Vanguard FTSE Developed Markets ETF	Added	3,515	+229	$250,443	+18.9%	0.16%
V	Visa Inc. Financial Services	Reduced	728	-37	$249,769	+8.0%	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.