Curat Global, LLC
Filing Date
Global Rank
#6,613
/ 8,517
▲ 499
Top Industry
Semiconductor Equipment & Materials
19.6%
3Y Alpha vs SPY
+26.3%
Period ended 47 days ago
Filed Jul 22, 2026 · 25d
6 quarters · since Mar 2025
Clone Performance
May 2025–Aug 2026 · vs SPYHypothetical 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
+65.3%
SPY
+31.5%
Annualised alpha
+24.9%
Max drawdown
−12.5%
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 6 quarters. Past performance does not predict future results.
Portfolio Concentration
222 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
16.3%
+6.0 pts
Top 5
28.6%
+6.1 pts
Top 10
39.3%
+6.7 pts
HHI
378
Diversified+160
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.5% | $25,837,427 |
| Industrials | 13.9% | $9,123,957 |
| Healthcare | 13.9% | $9,115,561 |
| Financial Services | 12.2% | $7,972,337 |
| Consumer Defensive | 6.2% | $4,048,078 |
| Consumer Cyclical | 4.7% | $3,071,233 |
| Basic Materials | 4.0% | $2,592,189 |
| Communication Services | 2.5% | $1,623,748 |
| Utilities | 1.9% | $1,242,390 |
| Energy | 0.5% | $321,231 |
| Real Estate | 0.4% | $262,397 |
| Unclassified | 0.4% | $234,005 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HBAN | Huntington Bancshares Inc /Md/ | +8,199 | 11,641 | $206,394 | |
| PEP | Pepsico Inc | +5,320 | 10,097 | $1,367,133 | |
| WU | Western Union CO | +4,350 | 15,320 | $117,964 | |
| IBM | International Business Machines Corp | +3,905 | 9,567 | $2,690,336 | |
| WBS | Webster Financial Corp | +3,575 | 4,000 | $305,680 | |
| CSX | Csx Corp | +3,065 | 30,123 | $1,431,746 | |
| TROW | Price T Rowe Group Inc | +2,799 | 3,458 | $393,140 | |
| GNRC | Generac Holdings Inc. | +2,420 | 2,500 | $732,025 | |
| MATX | Matson, Inc. | +2,205 | 2,830 | $544,010 | |
| DIS | Walt Disney Co | +1,914 | 4,584 | $441,210 | |
| KLAC | Kla Corp | +1,895 | 2,368 | $714,449 | |
| PPG | Ppg Industries Inc | +1,844 | 2,642 | $320,448 | |
| DHR | Danaher Corp /De/ | +1,357 | 1,972 | $375,626 | |
| VLTO | Veralto Corp | +1,352 | 1,547 | $137,187 | |
| HCA | HCA Healthcare, Inc. | +1,191 | 1,841 | $717,787 | |
| LIN | Linde PLC | +1,165 | 1,730 | $897,766 | |
| ZION | Zions Bancorporation, National Association /Ut/ | +1,100 | 1,600 | $110,704 | |
| RGA | Reinsurance Group Of America Inc | +1,095 | 1,369 | $291,117 | |
| GS | Goldman Sachs Group Inc | +1,058 | 1,454 | $1,470,531 | |
| ORI | Old Republic International Corp | +982 | 7,782 | $318,439 | |
| TOL | Toll Brothers, Inc. | +863 | 1,663 | $273,979 | |
| MOH | Molina Healthcare, Inc. | +820 | 1,410 | $322,467 | |
| NUE | Nucor Corp | +740 | 3,406 | $758,686 | |
| TJX | Tjx Companies Inc /De/ | +550 | 3,552 | $538,128 | |
| PG | PROCTER & GAMBLE Co | +490 | 5,354 | $785,110 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WAB | Westinghouse Air Brake Technologies Corp | −29,252 | 2 | $539 | |
| INTC | Intel Corp | −10,095 | 3,831 | $534,922 | |
| WY | Weyerhaeuser Co | −9,000 | 9,560 | $228,866 | |
| CVS | CVS HEALTH Corp | −6,571 | 4,449 | $460,249 | |
| PFE | Pfizer Inc | −6,540 | 28,763 | $692,613 | |
| JCI | Johnson Controls International plc | −5,205 | 9,495 | $1,387,314 | |
| T | At&T Inc. | −4,283 | 10,927 | $226,188 | |
| OMC | Omnicom Group Inc. | −3,679 | 1,953 | $142,236 | |
| TXN | Texas Instruments Inc | −3,200 | 1,960 | $584,217 | |
| GILD | Gilead Sciences, Inc. | −2,992 | 2,088 | $263,797 | |
| SYY | Sysco Corp | −2,943 | 4,287 | $358,307 | |
| PRU | Prudential Financial Inc | −2,908 | 1,832 | $197,727 | |
| PAHC | Phibro Animal Health Corp | −2,636 | 4,184 | $131,377 | |
| D | Dominion Energy, Inc | −2,465 | 3,600 | $245,844 | |
| MET | Metlife Inc | −2,284 | 1,854 | $156,866 | |
| MRK | Merck & Co., Inc. | −2,265 | 4,752 | $610,632 | |
| AMAT | Applied Materials Inc /De | −2,100 | 14,756 | $10,668,588 | |
| WSM | Williams Sonoma Inc | −2,100 | 900 | $209,790 | |
| LOW | Lowes Companies Inc | −1,570 | 405 | $89,298 | |
| VZ | Verizon Communications Inc | −1,398 | 4,002 | $169,444 | |
| SBUX | Starbucks Corp | −1,300 | 170 | $17,372 | |
| WMT | Walmart Inc. | −1,300 | 2,606 | $295,155 | |
| EXC | Exelon Corp | −1,296 | 2,134 | $99,487 | |
| PFG | Principal Financial Group Inc | −1,185 | 7,239 | $780,219 | |
| CPB | CAMPBELL'S Co | −1,150 | 1,650 | $36,745 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XLB | State Street Materials Select Sector SPDR ETF | 11,840 | $591,644 | |
| CAH | Cardinal Health Inc | 1,548 | $327,107 | |
| GLW | Corning Inc /Ny | 2,000 | $271,940 | |
| CBOE | Cboe Global Markets, Inc. | 400 | $112,428 | |
| BDX | Becton Dickinson & Co | 500 | $78,615 | |
| MAS | Masco Corp /De/ | 1,300 | $78,481 | |
| WNC | WABASH NATIONAL Corp | 3,350 | $28,877 | |
| ALB | Albemarle Corp | 65 | $11,669 | |
| KMI | Kinder Morgan, Inc. | 330 | $11,064 | |
| EIX | Edison International | 89 | $6,513 | |
| MSM | Msc Industrial Direct Co Inc | 8 | $738 | |
| SEE | SEALED AIR CORP/DE | 200 | $0 | |
| No positions match the current search. | ||||
222 tracked positions ·
$65,444,553 total
· 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 222 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 14,756 | $10,668,588 | 16.30% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 9,567 | $2,690,336 | 4.11% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 5,300 | $2,002,075 | 3.06% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 4,970 | $1,853,909 | 2.83% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,454 | $1,470,531 | 2.25% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 8,336 | $1,469,803 | 2.25% | |
| CSX |
Csx Corp
Industrials
|
Added | 30,123 | $1,431,746 | 2.19% | |
| JCI |
Johnson Controls International plc
Industrials
|
Reduced | 9,495 | $1,387,314 | 2.12% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 3,201 | $1,387,089 | 2.12% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 10,097 | $1,367,133 | 2.09% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 5,380 | $1,353,823 | 2.07% | |
| CMI |
Cummins Inc
Industrials
|
Held | 1,825 | $1,301,608 | 1.99% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 3,403 | $1,232,294 | 1.88% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 1,015 | $1,217,421 | 1.86% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 1,730 | $897,766 | 1.37% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
Added | 6,105 | $893,649 | 1.37% | |
| ON |
On Semiconductor Corp
Technology
|
Held | 9,300 | $879,222 | 1.34% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 2,054 | $815,787 | 1.25% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 5,354 | $785,110 | 1.20% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
Reduced | 7,239 | $780,219 | 1.19% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 3,406 | $758,686 | 1.16% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
Added | 2,500 | $732,025 | 1.12% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Added | 1,841 | $717,787 | 1.10% | |
| KLAC |
Kla Corp
Technology
|
Added | 2,368 | $714,449 | 1.09% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 28,763 | $692,613 | 1.06% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 11,615 | $661,822 | 1.01% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,168 | $627,332 | 0.96% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 4,752 | $610,632 | 0.93% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 5,028 | $589,533 | 0.90% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 1,960 | $584,217 | 0.89% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 1,705 | $576,716 | 0.88% | |
| MATX |
Matson, Inc.
Industrials
|
Added | 2,830 | $544,010 | 0.83% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 3,552 | $538,128 | 0.82% | |
| INTC |
Intel Corp
Technology
|
Reduced | 3,831 | $534,922 | 0.82% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 911 | $513,157 | 0.78% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 4,449 | $460,249 | 0.70% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 3,175 | $454,501 | 0.69% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 4,584 | $441,210 | 0.67% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 1,253 | $426,947 | 0.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,740 | $414,711 | 0.63% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Added | 3,458 | $393,140 | 0.60% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 1,972 | $375,626 | 0.57% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 4,287 | $358,307 | 0.55% | |
| MOH |
Molina Healthcare, Inc.
Healthcare
|
Added | 1,410 | $322,467 | 0.49% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Added | 2,642 | $320,448 | 0.49% | |
| ORI |
Old Republic International Corp
Financial Services
|
Added | 7,782 | $318,439 | 0.49% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Reduced | 1,000 | $317,530 | 0.49% | |
| SWKS |
Skyworks Solutions, Inc.
Technology
|
Added | 4,603 | $312,083 | 0.48% | |
| WBS |
Webster Financial Corp
Financial Services
|
Added | 4,000 | $305,680 | 0.47% | |
| EG |
Everest Group, Ltd.
Financial Services
|
Reduced | 835 | $298,287 | 0.46% |
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.