Curat Global, LLC

Registered adviser

CIK

2063003

Location

SPRINGFIELD, NH

Portfolio Value

Small $114,261,059

Diversification

Diversified

Filing Date

Global Rank

#8,205 / 8,827 ▼ 70 · as of Jun 2026

Top Industry

Semiconductor Equipment & Materials 16.6%

Period ended 38 days ago

Filed Oct 26, 2026 · 12d

7 quarters · since Mar 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 296180

Roster of Nov 1, 2026

Regulatory AUM

$117,512,767

Main clients

Individuals and high net worth (91% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Nov 2026	$117,512,767	Individuals and high net worth (91%)
Jul 2025 to Jan 2026	$153,495,398	Individuals and high net worth (94%)
Apr 2025 to Jun 2025	$155,102,633	Individuals and high net worth (93%)
Feb 2025 to Mar 2025	$155,759,072	Individuals and high net worth (93%)
Feb 2024 to Jan 2025	$150,997,921	Individuals and high net worth (93%)
May 2023 to Jan 2024	$135,260,633	Individuals and high net worth (93%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 57.3%, 14.2 effective positions, active share 73.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

20.4% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 73.9%; sector active share 27.6% against the combined 13F book's sector weights.

Over time 6 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

254 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

21.9%

+2.8 pts

Top 5

52.2%

+2.4 pts

Top 10

59.7%

+2.4 pts

HHI

925

Diversified+220

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.4%	$49,611,911	30
Technology	22.3%	$25,458,078	30
Healthcare	9.6%	$10,972,825	35
Industrials	7.3%	$8,315,721	40
Financial Services	6.0%	$6,824,548	38
Consumer Defensive	3.4%	$3,846,788	22
Consumer Cyclical	3.0%	$3,426,818	19
Communication Services	1.8%	$2,107,923	9
Basic Materials	1.3%	$1,503,212	12
Utilities	1.3%	$1,460,370	10
Real Estate	0.3%	$387,124	2
Energy	0.3%	$345,741	7

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IJH	iShares Core S&P Mid-Cap ETF	+27,300	91,533	$6,585,799
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+26,600	60,614	$11,865,190
IJR	iShares Core S&P Small-Cap ETF	+18,918	44,645	$6,073,505
INTC	Intel Corp	+9,730	13,561	$1,630,439
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+9,150	17,929	$2,993,784
WY	Weyerhaeuser Co	+9,000	18,560	$353,568
APH	Amphenol Corp	+8,336	16,672	$1,405,449
PFE	Pfizer Inc	+6,540	35,303	$1,006,841
CVS	CVS HEALTH Corp	+5,571	10,020	$858,613
JCI	Johnson Controls International plc	+5,205	14,700	$2,185,155
T	At&T Inc.	+4,180	15,107	$368,610
EWG	iShares MSCI Germany ETF	+4,026	13,299	$549,381
OMC	Omnicom Group Inc.	+3,679	5,632	$414,684
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+3,415	21,372	$842,911
EPP	iShares MSCI Pacific ex Japan ETF	+3,195	9,368	$515,521
TXN	Texas Instruments Inc	+3,000	4,960	$1,389,246
GILD	Gilead Sciences, Inc.	+2,992	5,080	$757,174
SYY	Sysco Corp	+2,943	7,230	$563,650
PRU	Prudential Financial Inc	+2,908	4,740	$538,369
D	Dominion Energy, Inc	+2,465	6,065	$367,053
PAHC	Phibro Animal Health Corp	+2,441	6,625	$236,777
MET	Metlife Inc	+2,284	4,138	$389,634
MRK	Merck & Co., Inc.	+2,265	7,017	$1,019,640
WSM	Williams Sonoma Inc	+2,100	3,000	$683,820
AMAT	Applied Materials Inc	+2,100	16,856	$8,619,821
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−37,371	16,023	$0
—		−17,150	12,540	$0
HBAN	Huntington Bancshares Inc	−8,199	3,442	$52,524
PEP	Pepsico Inc	−5,320	4,777	$605,341
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−4,614	19,990	$1,229,385
WU	Western Union CO	−4,350	10,970	$64,723
IBM	International Business Machines Corp	−3,905	5,662	$1,245,243
CSX	Csx Corp	−3,065	27,058	$1,258,467
TROW	Price T Rowe Group Inc	−2,798	660	$68,673
GNRC	Generac Holdings Inc.	−2,420	80	$16,556
MATX	Matson, Inc.	−2,204	626	$137,494
DIS	Walt Disney Co	−1,914	2,670	$280,082
PPG	Ppg Industries Inc	−1,844	798	$83,255
DHR	Danaher Corp	−1,356	616	$136,474
VLTO	Veralto Corp	−1,352	195	$18,392
HCA	HCA Healthcare, Inc.	−1,241	600	$256,044
LIN	Linde PLC	−1,165	565	$268,177
ZION	Zions Bancorporation, National Association	−1,100	500	$31,325
RGA	Reinsurance Group Of America Inc	−1,094	275	$67,716
GS	Goldman Sachs Group Inc	−1,058	396	$356,542
ORI	Old Republic International Corp	−982	6,800	$253,708
TOL	Toll Brothers, Inc.	−863	800	$107,800
MOH	Molina Healthcare, Inc.	−820	590	$111,569
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−778	18,748	$2,040,532
NUE	Nucor Corp	−739	2,667	$623,411
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
GLW	Corning Inc	2,000	$307,520
CAH	Cardinal Health Inc	1,300	$289,250
CBOE	Cboe Global Markets, Inc.	400	$110,116
BDX	Becton Dickinson & Co	500	$89,500
MAS	Masco Corp	1,300	$87,620
WNC	WABASH NATIONAL Corp	3,350	$41,305
SAN	Banco Santander, S.A.	873	$12,073
PSKY	Skydance Corp	1,033	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SKYD	Skydance Corp	767	$70,333
—		1,050	$49,907
CTVA	Corteva, Inc.	373	$31,589
—		4,000	$30,800
ZTS	Zoetis Inc.	79	$5,676
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

254 tracked positions · $114,261,059 total · filing declares 258 positions · $117,489,253 · as of Sep 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 254 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	60,614	+26,600	$11,865,190	+83.1%	10.38%
AMAT	Applied Materials Inc Technology	Added	16,856	+2,100	$8,619,821	−19.2%	7.54%
IVV	iShares Core S&P 500 ETF	Reduced	9,146	-341	$7,004,464	−1.4%	6.13%
IJH	iShares Core S&P Mid-Cap ETF	Added	91,533	+27,300	$6,585,799	+33.0%	5.76%
IJR	iShares Core S&P Small-Cap ETF	Added	44,645	+18,918	$6,073,505	+59.2%	5.32%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	26,142	-352	$4,346,891	−0.1%	3.80%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	17,929	+9,150	$2,993,784	+84.1%	2.62%
MSFT	Microsoft Corp Technology	Held	4,970	0	$2,549,113	+37.5%	2.23%
JCI	Johnson Controls International plc Industrials	Added	14,700	+5,205	$2,185,155	+57.5%	1.91%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Reduced	18,748	-778	$2,040,532	−10.9%	1.79%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	11,216	-262	$1,888,998	+3.7%	1.65%
AVGO	Broadcom Inc. Technology	Held	5,300	0	$1,861,307	−7.0%	1.63%
INTC	Intel Corp Technology	Added	13,561	+9,730	$1,630,439	+204.8%	1.43%
AMGN	Amgen Inc Healthcare	Added	3,723	+320	$1,569,281	+27.3%	1.37%
ABBV	AbbVie Inc. Healthcare	Added	5,771	+391	$1,509,635	+11.5%	1.32%
APH	Amphenol Corp Technology	Added	16,672	+8,336	$1,405,449	−4.4%	1.23%
TXN	Texas Instruments Inc Technology	Added	4,960	+3,000	$1,389,246	+137.8%	1.22%
LRCX	Lam Research Corp Technology	Added	3,950	+749	$1,297,614	−6.5%	1.14%
CSX	Csx Corp Industrials	Reduced	27,058	-3,065	$1,258,467	−12.1%	1.10%
IBM	International Business Machines Corp Technology	Reduced	5,662	-3,905	$1,245,243	−53.7%	1.09%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	19,990	-4,614	$1,229,385	−5.9%	1.08%
LLY	ELI LILLY & Co Healthcare	Held	1,015	0	$1,174,436	−3.5%	1.03%
MRK	Merck & Co., Inc. Healthcare	Added	7,017	+2,265	$1,019,640	+67.0%	0.89%
ADI	Analog Devices Inc Technology	Added	2,554	+500	$1,013,197	+24.2%	0.89%
PFE	Pfizer Inc Healthcare	Added	35,303	+6,540	$1,006,841	+45.4%	0.88%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	10,700	-150	$984,935	−0.0%	0.86%
PFG	Principal Financial Group Inc Financial Services	Added	8,424	+1,185	$943,151	+20.9%	0.83%
CMI	Cummins Inc Industrials	Held	1,825	0	$942,740	−27.6%	0.83%
CVS	CVS HEALTH Corp Healthcare	Added	10,020	+5,571	$858,613	+86.6%	0.75%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	21,372	+3,415	$842,911	+3.5%	0.74%
KLAC	Kla Corp Technology	Added	4,050	+1,682	$789,466	+10.5%	0.69%
GILD	Gilead Sciences, Inc. Healthcare	Added	5,080	+2,992	$757,174	+187.0%	0.66%
EWJ	iShares MSCI Japan ETF	Added	7,457	+1,129	$726,759	+23.1%	0.64%
AAPL	Apple Inc. Technology	Held	2,168	0	$721,987	+15.1%	0.63%
ON	On Semiconductor Corp Technology	Held	9,300	0	$714,891	−18.7%	0.63%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,864	-490	$706,641	−10.0%	0.62%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	3,000	+2,100	$683,820	+226.0%	0.60%
TPR	Tapestry, Inc. Consumer Cyclical	Reduced	5,680	-425	$653,427	−26.9%	0.57%
BAC	Bank Of America Corp Financial Services	Held	11,615	0	$632,204	−4.5%	0.55%
META	Meta Platforms, Inc. Communication Services	Reduced	861	-50	$624,379	+21.7%	0.55%
NUE	Nucor Corp Basic Materials	Reduced	2,667	-739	$623,411	−17.8%	0.55%
AXP	American Express Co Financial Services	Added	2,015	+310	$612,761	+6.3%	0.54%
CB	Chubb Ltd Financial Services	Added	1,865	+612	$606,591	+42.1%	0.53%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,777	-5,320	$605,341	−55.7%	0.53%
SYY	Sysco Corp Consumer Defensive	Added	7,230	+2,943	$563,650	+57.3%	0.49%
AFL	Aflac Inc Financial Services	Held	5,028	0	$562,029	−4.7%	0.49%
EWG	iShares MSCI Germany ETF	Added	13,299	+4,026	$549,381	+43.2%	0.48%
PRU	Prudential Financial Inc Financial Services	Added	4,740	+2,908	$538,369	+172.3%	0.47%
EPP	iShares MSCI Pacific ex Japan ETF	Added	9,368	+3,195	$515,521	+56.8%	0.45%
EMR	Emerson Electric Co Industrials	Reduced	3,163	-12	$490,581	+7.9%	0.43%

Showing the top 50 of 254 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.