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 CW
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,437,876 | 53,497 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $30,497,358 | 55,322 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,754,036 | 62,169 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $41,473,008 | 84,890 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $28,011,768 | 88,290 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,677,825 | 89,266 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $35,960,329 | 109,405 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $29,624,075 | 109,322 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,119,359 | 109,867 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,889,890 | 102,742 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,933,523 | 101,894 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,306,861 | 99,678 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $17,141,461 | 97,251 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,001,816 | 95,825 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,771,412 | 98,961 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,018,606 | 98,581 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $10,796,804 | 71,902 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $9,610,940 | 69,308 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $8,541,376 | 67,692 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $7,862,505 | 66,205 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,364,585 | 62,096 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,667,669 | 57,307 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,051,987 | 54,171 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,842,457 | 54,239 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,576,451 | 38,702 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||