Curran Financial Partners, LLC

CIK

1843867

Location

DANIEL ISLAND, SC

Portfolio Value

Micro $51,698,864

Diversification

Diversified

Filing Date

Global Rank

#6,784 / 8,603 ▲ 220 · as of Mar 2026

Top Industry

Consumer Electronics 19.7%

3Y Alpha vs SPY

-2.6%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.1%

SPY

+76.0%

Annualised alpha

-2.5%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.8%

−1.7 pts

Top 5

45.9%

+3.2 pts

Top 10

68.2%

+2.2 pts

HHI

626

Diversified+44

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	30.1%	$15,559,769	7
Technology	28.6%	$14,794,013	9
Consumer Cyclical	8.1%	$4,212,171	5
Consumer Defensive	7.9%	$4,073,930	4
Basic Materials	5.7%	$2,923,736	1
Communication Services	4.7%	$2,447,949	3
Financial Services	4.5%	$2,309,865	6
Industrials	4.0%	$2,068,464	5
Healthcare	3.2%	$1,659,165	6
Energy	2.6%	$1,357,057	1
Utilities	0.6%	$292,745	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	+6,763	15,896	$6,839,889
AMZN	Amazon Com Inc	+2,264	9,943	$2,070,828
NVDA	Nvidia Corp	+1,632	19,058	$3,323,715
BTC	Grayscale Bitcoin Mini Trust ETF	+1,054	9,335	$279,956
MSFT	Microsoft Corp	+914	7,030	$2,602,295
QQQ	Invesco Qqq Trust, Series 1	+796	4,868	$2,809,712
SPY	Spdr S&P 500 ETF Trust	+742	5,421	$3,525,493
AAPL	Apple Inc.	+691	28,028	$7,113,226
SO	Southern Co	+604	3,033	$292,745
JPM	Jpmorgan Chase & Co	+364	1,294	$380,643
BRK-B	Berkshire Hathaway Inc	+359	1,999	$957,920
WMT	Walmart Inc.	+322	4,551	$565,598
ABBV	AbbVie Inc.	+183	2,048	$445,419
TSLA	Tesla, Inc.	+77	1,958	$727,886
AVGO	Broadcom Inc.	+76	680	$210,466
FBTC	Fidelity Wise Origin Bitcoin Fund	+65	4,303	$254,006
MU	Micron Technology Inc	+49	863	$291,555
META	Meta Platforms, Inc.	+44	1,153	$659,665
MRK	Merck & Co., Inc.	+41	2,721	$327,309
GE	General Electric Co	+8	2,380	$675,372
GEV	GE Vernova Inc.	+2	633	$552,545
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
UBSI	United Bankshares Inc/Wv	−2,040	8,841	$366,194
FIBK	First Interstate Bancsystem Inc	−1,375	8,625	$288,075
PLTR	Palantir Technologies Inc.	−877	3,136	$458,734
SLV	iShares Silver Trust	−835	16,267	$1,108,433
CSX	Csx Corp	−669	5,997	$246,176
GBTC	Grayscale Bitcoin Trust ETF	−505	14,069	$742,280
PG	PROCTER & GAMBLE Co	−210	4,501	$650,124
KO	Coca Cola Co	−177	4,120	$313,326
SHW	Sherwin Williams Co	−172	9,121	$2,923,736
V	Visa Inc.	−99	765	$231,213
COST	Costco Wholesale Corp /New	−93	2,554	$2,544,882
PFE	Pfizer Inc	−86	9,030	$253,562
GOOGL	Alphabet Inc.	−69	5,225	$1,502,501
CSCO	Cisco Systems, Inc.	−45	3,081	$239,054
CVX	Chevron Corp	−16	6,559	$1,357,057
LOW	Lowes Companies Inc	−10	3,770	$890,775
MSTR	Strategy Inc	−1	2,684	$334,963
HCA	HCA Healthcare, Inc.	−1	732	$346,411
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
T	At&T Inc.	9,858	$285,783
MCD	Mcdonalds Corp	745	$231,538
CAT	Caterpillar Inc	318	$225,290
TSM	Taiwan Semiconductor Manufacturing Co Ltd	651	$220,005
JNJ	Johnson & Johnson	838	$204,840
IBRX	ImmunityBio, Inc.	10,642	$81,624
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	683	$235,020
WSBC	Wesbanco Inc	7,001	$232,713
MS	Morgan Stanley	1,138	$202,029
ETHE	Grayscale Ethereum Staking ETF	8,224	$200,418
UNH	Unitedhealth Group Inc	607	$200,376
FSCO	FS Credit Opportunities Corp.	11,112	$70,005
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 positions · $51,698,864 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	28,028	+691	$7,113,226	−4.3%	13.76%
GLD	Spdr Gold Trust	Added	15,896	+6,763	$6,839,889	+89.0%	13.23%
SPY	Spdr S&P 500 ETF Trust	Added	5,421	+742	$3,525,493	+10.5%	6.82%
NVDA	Nvidia Corp Technology	Added	19,058	+1,632	$3,323,715	+2.3%	6.43%
SHW	Sherwin Williams Co Basic Materials	Reduced	9,121	-172	$2,923,736	−2.9%	5.66%
QQQ	Invesco Qqq Trust, Series 1	Added	4,868	+796	$2,809,712	+12.3%	5.43%
MSFT	Microsoft Corp Technology	Added	7,030	+914	$2,602,295	−12.0%	5.03%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,554	-93	$2,544,882	+11.5%	4.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,943	+2,264	$2,070,828	+16.8%	4.01%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,225	-69	$1,502,501	−9.3%	2.91%
CVX	Chevron Corp Energy	Reduced	6,559	-16	$1,357,057	+35.4%	2.62%
SLV	iShares Silver Trust	Reduced	16,267	-835	$1,108,433	+0.6%	2.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,999	+359	$957,920	+16.2%	1.85%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	3,770	-10	$890,775	−2.3%	1.72%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	14,069	-505	$742,280	−25.5%	1.44%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,958	+77	$727,886	−14.0%	1.41%
GE	General Electric Co Industrials	Added	2,380	+8	$675,372	−7.6%	1.31%
META	Meta Platforms, Inc. Communication Services	Added	1,153	+44	$659,665	−9.9%	1.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,501	-210	$650,124	−3.7%	1.26%
WMT	Walmart Inc. Consumer Defensive	Added	4,551	+322	$565,598	+20.0%	1.09%
GEV	GE Vernova Inc. Industrials	Added	633	+2	$552,545	+34.0%	1.07%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,136	-877	$458,734	−35.7%	0.89%
ABBV	AbbVie Inc. Healthcare	Added	2,048	+183	$445,419	+4.5%	0.86%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,294	+364	$380,643	+27.0%	0.74%
CMI	Cummins Inc Industrials	Held	686	0	$369,081	+5.4%	0.71%
UBSI	United Bankshares Inc/Wv Financial Services	Reduced	8,841	-2,040	$366,194	−12.4%	0.71%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	732	-1	$346,411	+1.2%	0.67%
MSTR	Strategy Inc Technology	Reduced	2,684	-1	$334,963	−17.9%	0.65%
MRK	Merck & Co., Inc. Healthcare	Added	2,721	+41	$327,309	+16.0%	0.63%
KO	Coca Cola Co Consumer Defensive	Reduced	4,120	-177	$313,326	+4.3%	0.61%
SO	Southern Co Utilities	Added	3,033	+604	$292,745	+38.2%	0.57%
MU	Micron Technology Inc Technology	Added	863	+49	$291,555	+25.5%	0.56%
CASY	Caseys General Stores Inc Consumer Cyclical	Held	400	0	$291,144	+31.7%	0.56%
FIBK	First Interstate Bancsystem Inc Financial Services	Reduced	8,625	-1,375	$288,075	−16.7%	0.56%
T	At&T Inc. Communication Services	NEW	9,858	NEW	$285,783	NEW	0.55%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	9,335	+1,054	$279,956	−12.7%	0.54%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	4,303	+65	$254,006	−21.4%	0.49%
PFE	Pfizer Inc Healthcare	Reduced	9,030	-86	$253,562	+11.7%	0.49%
CSX	Csx Corp Industrials	Reduced	5,997	-669	$246,176	+1.9%	0.48%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,081	-45	$239,054	−0.7%	0.46%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	745	NEW	$231,538	NEW	0.45%
V	Visa Inc. Financial Services	Reduced	765	-99	$231,213	−23.7%	0.45%
CAT	Caterpillar Inc Industrials	NEW	318	NEW	$225,290	NEW	0.44%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	651	NEW	$220,005	NEW	0.43%
AVGO	Broadcom Inc. Technology	Added	680	+76	$210,466	+0.7%	0.41%
JNJ	Johnson & Johnson Healthcare	NEW	838	NEW	$204,840	NEW	0.40%
GAB	Gabelli Equity Trust Inc Financial Services	Held	15,325	0	$85,820	−8.3%	0.17%
IBRX	ImmunityBio, Inc. Healthcare	NEW	10,642	NEW	$81,624	NEW	0.16%