Curat Global, LLC

CIK

2063003

Location

SPRINGFIELD, NH

Portfolio Value

Micro $64,002,957

Diversification

Diversified

Filing Date

Global Rank

#6,512 / 8,605 ▲ 381 · as of Mar 2026

Top Industry

Railroads 13.9%

3Y Alpha vs SPY

+17.3%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

5 quarters · since Mar 2025

Clone Performance

May 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+48.2%

SPY

+28.1%

Annualised alpha

+16.7%

Max drawdown

−9.7%

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

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

Top Position

11.4%

+3.6 pts

Top 5

28.9%

+7.4 pts

Top 10

38.6%

+7.3 pts

HHI

300

Diversified+118

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.3%	$18,770,415	30
Industrials	23.6%	$15,074,336	40
Healthcare	15.7%	$10,037,181	36
Financial Services	9.8%	$6,289,937	37
Consumer Defensive	6.2%	$3,971,708	22
Consumer Cyclical	5.6%	$3,588,428	20
Communication Services	3.2%	$2,052,082	9
Utilities	2.6%	$1,676,912	11
Basic Materials	2.3%	$1,465,988	14
Real Estate	0.8%	$488,798	2
Energy	0.6%	$390,622	8
Unclassified	0.3%	$196,550	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WAB	Westinghouse Air Brake Technologies Corp	+29,122	29,254	$7,310,867
PFE	Pfizer Inc	+19,945	35,303	$991,308
CSX	Csx Corp	+18,994	27,058	$1,110,730
BAC	Bank Of America Corp /De/	+6,870	11,615	$566,231
AFL	Aflac Inc	+4,400	5,028	$551,621
FE	Firstenergy Corp	+2,875	2,987	$151,321
ADM	Archer-Daniels-Midland Co	+2,515	2,615	$190,084
PEP	Pepsico Inc	+2,350	4,777	$741,820
BAX	Baxter International Inc	+2,133	2,864	$48,115
PFG	Principal Financial Group Inc	+2,042	8,424	$759,086
ORI	Old Republic International Corp	+1,800	6,800	$271,320
ABBV	AbbVie Inc.	+1,796	5,767	$1,254,264
ETR	Entergy Corp /De/	+1,400	3,172	$356,405
IBM	International Business Machines Corp	+1,350	5,662	$1,372,412
DIS	Walt Disney Co	+1,235	2,670	$257,334
JCI	Johnson Controls International plc	+1,200	14,700	$1,924,965
EXC	Exelon Corp	+1,190	3,430	$168,138
OKE	Oneok Inc /New/	+860	1,510	$136,488
AMAT	Applied Materials Inc /De	+835	16,856	$5,761,212
ITW	Illinois Tool Works Inc	+700	1,574	$409,696
CMI	Cummins Inc	+700	1,825	$981,886
AMGN	Amgen Inc	+670	4,023	$1,415,492
BMY	Bristol Myers Squibb Co	+595	3,823	$231,864
INTC	Intel Corp	+315	13,926	$614,554
PG	PROCTER & GAMBLE Co	+235	4,864	$702,556
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GEN	Gen Digital Inc.	−3,660	2,125	$40,013
MET	Metlife Inc	−2,964	4,138	$292,639
ABT	Abbott Laboratories	−1,500	1,635	$167,865
CMC	COMMERCIAL METALS Co	−1,100	2,450	$150,503
LYB	LyondellBasell Industries N.V.	−1,100	1,410	$113,589
WSM	Williams Sonoma Inc	−1,000	3,000	$546,990
CVS	CVS HEALTH Corp	−780	11,020	$791,456
ENR	Energizer Holdings, Inc.	−630	880	$14,449
AVT	Avnet Inc	−615	250	$15,405
CAH	Cardinal Health Inc	−610	1,548	$327,107
MAN	ManpowerGroup Inc.	−600	750	$22,095
FHN	First Horizon Corp	−600	594	$13,519
COF	Capital One Financial Corp	−575	386	$70,417
KD	Kyndryl Holdings, Inc.	−530	244	$3,201
T	At&T Inc.	−512	15,210	$440,937
WU	Western Union CO	−500	10,970	$95,768
ZION	Zions Bancorporation, National Association /Ut/	−500	500	$28,810
QCOM	Qualcomm Inc/De	−490	1,968	$253,439
EG	Everest Group, Ltd.	−480	1,074	$351,036
ARCB	Arcbest Corp /De/	−454	755	$74,261
MRK	Merck & Co., Inc.	−410	7,017	$844,074
AMN	Amn Healthcare Services Inc	−400	424	$7,776
DIA	Spdr Dow Jones Industrial Average ETF Trust	−349	305	$141,272
CL	Colgate Palmolive Co	−300	1,095	$93,326
LRCX	Lam Research Corp	−300	4,301	$918,951
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
CBT	Cabot Corp	1,000	$75,310
GBX	Greenbrier Companies Inc	1,100	$57,915
GIL	Gildan Activewear Inc.	370	$20,590
SOLS	Solstice Advanced Materials Inc.	200	$15,232
Q	Qnity Electronics, Inc.	104	$11,999
PSKY	Paramount Skydance Corp	1,033	$9,317
No positions match the current search.

Sold Out

Positions the filer fully exited

22 positions

Ticker	Company	Shares	Value
EMN	Eastman Chemical Co	1,200	$76,596
REGN	Regeneron Pharmaceuticals, Inc.	50	$38,593
MLM	Martin Marietta Materials Inc	50	$31,133
IVZ	Invesco Ltd.	710	$18,651
GIS	General Mills Inc	400	$18,600
LMT	Lockheed Martin Corp	30	$14,510
BGS	B&G Foods, Inc.	3,000	$12,900
BWA	Borgwarner Inc	265	$11,940
TTC	Toro Co	150	$11,808
FLO	Flowers Foods Inc	700	$7,616
ACHC	Acadia Healthcare Company, Inc.	400	$5,676
FNF	Fidelity National Financial, Inc.	100	$5,459
TEX	Terex Corp	100	$5,338
ZBH	Zimmer Biomet Holdings, Inc.	55	$4,945
HESM	Hess Midstream LP	135	$4,657
WHR	Whirlpool Corp /De/	50	$3,607
PHIN	Phinia Inc.	53	$3,322
MOS	Mosaic Co	115	$2,770
LAZ	Lazard, Inc.	50	$2,428
FMC	Fmc Corp	160	$2,219
HMC	Honda Motor Co Ltd	75	$2,211
XRX	Xerox Holdings Corp	400	$948
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

231 positions · $64,002,957 total · as of Mar 31, 2026

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

Showing 1–50 of 231 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WAB	Westinghouse Air Brake Technologies Corp Industrials	Added	29,254	+29,122	$7,310,867	+25848.1%	11.42%
AMAT	Applied Materials Inc /De Technology	Added	16,856	+835	$5,761,212	+39.9%	9.00%
JCI	Johnson Controls International plc Industrials	Added	14,700	+1,200	$1,924,965	+19.1%	3.01%
MSFT	Microsoft Corp Technology	Held	4,970	0	$1,839,744	−23.5%	2.87%
AVGO	Broadcom Inc. Technology	Held	5,300	0	$1,640,403	−10.6%	2.56%
AMGN	Amgen Inc Healthcare	Added	4,023	+670	$1,415,492	+29.0%	2.21%
IBM	International Business Machines Corp Technology	Added	5,662	+1,350	$1,372,412	+7.4%	2.14%
ABBV	AbbVie Inc. Healthcare	Added	5,767	+1,796	$1,254,264	+38.2%	1.96%
CSX	Csx Corp Industrials	Added	27,058	+18,994	$1,110,730	+280.0%	1.74%
APH	Amphenol Corp /De/ Technology	Held	8,336	0	$1,053,253	−6.5%	1.65%
TXN	Texas Instruments Inc Technology	Added	5,160	+200	$1,001,762	+16.4%	1.57%
PFE	Pfizer Inc Healthcare	Added	35,303	+19,945	$991,308	+159.2%	1.55%
CMI	Cummins Inc Industrials	Added	1,825	+700	$981,886	+71.0%	1.53%
ADI	Analog Devices Inc Technology	Held	3,054	0	$971,599	+17.3%	1.52%
LLY	ELI LILLY & Co Healthcare	Held	1,015	0	$933,566	−14.4%	1.46%
LRCX	Lam Research Corp Technology	Reduced	4,301	-300	$918,951	+16.7%	1.44%
MRK	Merck & Co., Inc. Healthcare	Reduced	7,017	-410	$844,074	+8.0%	1.32%
TPR	Tapestry, Inc. Consumer Cyclical	Reduced	5,680	-100	$801,504	+8.5%	1.25%
CVS	CVS HEALTH Corp Healthcare	Reduced	11,020	-780	$791,456	−15.5%	1.24%
PFG	Principal Financial Group Inc Financial Services	Added	8,424	+2,042	$759,086	+34.8%	1.19%
PEP	Pepsico Inc Consumer Defensive	Added	4,777	+2,350	$741,820	+113.0%	1.16%
GILD	Gilead Sciences, Inc. Healthcare	Held	5,080	0	$707,999	+13.5%	1.11%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,864	+235	$702,556	+5.9%	1.10%
KLAC	Kla Corp Technology	Held	473	0	$696,449	+21.2%	1.09%
INTC	Intel Corp Technology	Added	13,926	+315	$614,554	+22.4%	0.96%
AXP	American Express Co Financial Services	Reduced	2,015	-125	$609,497	−23.0%	0.95%
CB	Chubb Ltd Financial Services	Held	1,865	0	$607,859	+4.4%	0.95%
ON	On Semiconductor Corp Technology	Held	9,300	0	$575,856	+14.3%	0.90%
BAC	Bank Of America Corp /De/ Financial Services	Added	11,615	+6,870	$566,231	+117.0%	0.88%
AFL	Aflac Inc Financial Services	Added	5,028	+4,400	$551,621	+696.6%	0.86%
AAPL	Apple Inc. Technology	Held	2,168	0	$550,216	−6.6%	0.86%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	3,000	-1,000	$546,990	−23.4%	0.85%
SYY	Sysco Corp Consumer Defensive	Reduced	7,230	-100	$515,715	−4.5%	0.81%
META	Meta Platforms, Inc. Communication Services	Held	861	0	$492,603	−13.3%	0.77%
WMT	Walmart Inc. Consumer Defensive	Held	3,906	0	$485,437	+11.6%	0.76%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	3,002	0	$479,419	+4.0%	0.75%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,975	0	$466,653	−2.0%	0.73%
PRU	Prudential Financial Inc Financial Services	Held	4,740	0	$463,050	−13.5%	0.72%
WY	Weyerhaeuser Co Real Estate	Held	18,560	0	$453,420	+3.1%	0.71%
NUE	Nucor Corp Basic Materials	Held	2,666	0	$450,820	+3.7%	0.70%
T	At&T Inc. Communication Services	Reduced	15,210	-512	$440,937	+12.9%	0.69%
OMC	Omnicom Group Inc. Communication Services	Added	5,632	+2	$424,145	−6.7%	0.66%
EMR	Emerson Electric Co Industrials	Reduced	3,163	-100	$414,416	−4.3%	0.65%
ITW	Illinois Tool Works Inc Industrials	Added	1,574	+700	$409,696	+90.3%	0.64%
PAHC	Phibro Animal Health Corp Healthcare	Held	6,820	0	$377,214	+48.0%	0.59%
D	Dominion Energy, Inc Utilities	Held	6,065	0	$374,938	+5.5%	0.59%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Held	1,335	0	$367,365	−1.3%	0.57%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,740	-200	$362,389	−19.1%	0.57%
ETR	Entergy Corp /De/ Utilities	Added	3,172	+1,400	$356,405	+117.6%	0.56%
EG	Everest Group, Ltd. Financial Services	Reduced	1,074	-480	$351,036	−33.4%	0.55%