Curi Capital, LLC
CIK
1332905
City
CHICAGO
State / Country
IL
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 JPC
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $459,675 | 60,965 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $613,220 | 75,613 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $620,026 | 75,613 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $295,263 | 36,816 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $292,729 | 36,775 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $266,353 | 37,045 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $254,074 | 37,585 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $237,913 | 37,585 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $279,352 | 43,110 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $283,663 | 43,110 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $290,290 | 39,875 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $614,734 | 88,451 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $825,373 | 107,892 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,154,756 | 134,587 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,313,569 | 134,587 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,332,411 | 134,587 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,328,667 | 133,133 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,410,195 | 148,598 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,441,321 | 151,718 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,380,660 | 162,622 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,334,774 | 162,184 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,489,763 | 202,965 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||