Position in BR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$226,788
-$602,509 QoQ
Shares Held
1,656
-67.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#730
of 1,003 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Curi Capital, LLC holds $35,218,404 across 6 Information Technology Services names. BR ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
116,681 | $32,811,863 | |
| 2 | ACN |
Accenture plc
|
13,733 | $1,708,934 | |
| 3 | IT |
Gartner Inc
|
2,113 | $273,887 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
This page
|
1,656 | $226,788 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
12,068 | $136,488 | |
| 6 | WIT |
Wipro Ltd
|
26,864 | $60,444 |
All Filings in BR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,788 | 1,656 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $829,297 | 5,104 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $373,362 | 1,673 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $397,266 | 1,668 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $405,130 | 1,667 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $200,756 | 828 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $212,976 | 942 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $254,380 | 1,183 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $313,026 | 1,528 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $314,386 | 1,528 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $273,230 | 1,526 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $256,892 | 1,551 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $206,810 | 1,411 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $211,140 | 1,463 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $209,263 | 1,468 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $228,582 | 1,468 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $268,379 | 1,468 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $218,964 | 1,314 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $212,250 | 1,314 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $267,640 | 1,747 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $221,364 | 1,677 | Shares | Other | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||