Curi Capital, LLC
Top Portfolio Positions
670 positions ·
$4,291,690,026 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
484,587 | $179,379,569 | 4.18% | |
| AAPL |
Apple Inc.
Technology
|
680,741 | $172,765,257 | 4.03% | |
| NVDA |
Nvidia Corp
Technology
|
791,005 | $137,951,271 | 3.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
407,680 | $119,923,148 | 2.79% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
397,433 | $114,285,832 | 2.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
537,040 | $111,849,320 | 2.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
122,442 | $79,628,930 | 1.86% | |
| V |
Visa Inc.
Financial Services
|
244,467 | $73,887,705 | 1.72% | |
| AME |
Ametek Inc/
Industrials
|
298,156 | $63,912,719 | 1.49% | |
| LLY |
ELI LILLY & Co
Healthcare
|
66,573 | $61,231,847 | 1.43% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BJ
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,456,459 | 177,367 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $14,728,457 | 163,595 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,727,264 | 168,657 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,598,163 | 153,929 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $18,171,794 | 159,262 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,854,074 | 155,054 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,804,950 | 143,125 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,604,484 | 120,725 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,009,915 | 119,100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,331,133 | 109,978 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,612,681 | 106,665 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,937,936 | 94,238 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,945,419 | 91,303 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $872,584 | 13,189 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||