Curi Capital, LLC
Top Portfolio Positions
670 positions ·
$4,311,593,030 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
484,587 | $179,379,569 | 4.16% | |
| AAPL |
Apple Inc.
Technology
|
680,741 | $172,765,257 | 4.01% | |
| NVDA |
Nvidia Corp
Technology
|
791,005 | $137,951,271 | 3.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
407,680 | $119,923,148 | 2.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
397,433 | $114,285,832 | 2.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
537,040 | $111,849,320 | 2.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
122,442 | $79,628,930 | 1.85% | |
| V |
Visa Inc.
Financial Services
|
244,467 | $73,887,705 | 1.71% | |
| AME |
Ametek Inc/
Industrials
|
298,156 | $63,912,719 | 1.48% | |
| LLY |
ELI LILLY & Co
Healthcare
|
66,573 | $61,231,847 | 1.42% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CRSP
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,364,513 | 49,706 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,652,991 | 50,591 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,336,612 | 51,483 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,500,922 | 51,417 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,607,236 | 47,230 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,931,040 | 49,061 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,194,670 | 46,715 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,112,763 | 39,118 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,338,842 | 34,314 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,972,526 | 31,510 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,426,063 | 31,418 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,772,339 | 31,570 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,427,911 | 31,570 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,086,777 | 26,735 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,367,695 | 36,231 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,201,757 | 36,231 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,512,432 | 40,026 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,530,824 | 33,397 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,490,330 | 22,249 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $3,600,919 | 22,243 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,372,274 | 11,262 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $444,019 | 2,900 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $242,556 | 2,900 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $213,121 | 2,900 | Shares | Sole | 2020-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||