Curran Financial Partners, LLC
CIK
1843867
Location
DANIEL ISLAND, SC
Portfolio Value
Micro
$14,794,013
Diversification
Diversified
Filing Date
Global Rank
#6,745
/ 8,586
▲ 234
Top Industry
Consumer Electronics
18.9%
3Y Alpha vs SPY
-2.9%
Period ended 3 months ago
Filed Apr 15, 2026 · 2mo
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.9%
SPY
+78.1%
Annualised alpha
-2.8%
Max drawdown
−18.5%
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
49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.4%
−1.8 pts
Top 5
44.6%
+2.8 pts
Top 10
66.3%
+1.8 pts
HHI
598
Diversified+37
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 29.2% | $15,559,769 |
| Technology | 27.8% | $14,794,013 |
| Consumer Cyclical | 7.9% | $4,212,171 |
| Consumer Defensive | 7.7% | $4,073,930 |
| Basic Materials | 5.5% | $2,923,736 |
| Energy | 5.4% | $2,880,264 |
| Communication Services | 4.6% | $2,447,949 |
| Financial Services | 4.3% | $2,309,865 |
| Industrials | 3.9% | $2,068,464 |
| Healthcare | 3.1% | $1,659,165 |
| Utilities | 0.6% | $292,745 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| XOM | Exxon Mobil Corp | +115 | 8,978 | $1,523,207 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
9 positions ·
$14,794,013 total
· Technology only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 28,028 | $7,113,226 | 48.08% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 19,058 | $3,323,715 | 22.47% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,030 | $2,602,295 | 17.59% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 3,136 | $458,734 | 3.10% | |
| MSTR |
Strategy Inc
Technology
|
Reduced | 2,684 | $334,963 | 2.26% | |
| MU |
Micron Technology Inc
Technology
|
Added | 863 | $291,555 | 1.97% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 3,081 | $239,054 | 1.62% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 651 | $220,005 | 1.49% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 680 | $210,466 | 1.42% |