Curi Capital, LLC

Position in MO — Altria Group, Inc.

CIK 1332905 CHICAGO, IL

Position in MO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,869,459

+$700,504 QoQ

Shares Held

109,374

+0.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#365

of 2,535 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Consumer Defensive · as of Jun 30, 2026

Curi Capital, LLC holds $43,659,588 across 3 Tobacco names. MO ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	193,372	$34,982,927
2	MO	Altria Group, Inc. This page	109,374	$7,869,459
3	BTI	British American Tobacco p.l.c.	13,070	$807,202

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,869,459	109,374	+0.7%	Shares	Other	2026-08-14
2026-03-31	$7,168,955	108,637	+0.7%	Shares	Other	2026-05-15
2025-12-31	$6,220,821	107,888	+1.3%	Shares	Sole	2026-02-17
2025-09-30	$7,038,097	106,541	+1.8%	Shares	Other	2025-11-13
2025-06-30	$6,137,329	104,679	+18.8%	Shares	Sole	2025-08-14
2025-03-31	$5,289,142	88,123	-10.4%	Shares	Sole	2025-05-15
2024-12-31	$5,141,361	98,324	-0.0%	Shares	Sole	2025-02-13
2024-09-30	$5,020,141	98,357	-4.1%	Shares	Sole	2024-11-06
2024-06-30	$4,669,740	102,519	-63.0%	Shares	Sole	2024-08-13
2024-03-31	$12,078,465	276,902	+6.3%	Shares	Sole	2024-05-15
2023-12-31	$10,509,860	260,532	+8.3%	Shares	Sole	2024-02-14
2023-09-30	$10,112,141	240,479	-0.8%	Shares	Sole	2023-11-13
2023-06-30	$10,980,357	242,392	+6.6%	Shares	Sole	2023-08-11
2023-03-31	$10,142,929	227,318	+18.2%	Shares	Sole	2023-05-11
2022-12-31	$8,788,615	192,269	+26.9%	Shares	Sole	2023-02-14
2022-09-30	$6,117,610	151,501	+38.9%	Shares	Sole	2022-11-14
2022-06-30	$4,555,185	109,054	+9.1%	Shares	Sole	2022-08-01
2022-03-31	$5,222,021	99,943	+6.9%	Shares	Sole	2022-05-06
2021-12-31	$4,429,543	93,470	-1.5%	Shares	Sole	2022-01-26
2021-09-30	$4,318,118	94,862	0.0%	Shares	Sole	2021-10-20
2021-06-30	$4,523,020	94,862	+7.1%	Shares	Sole	2021-08-13
2021-03-31	$4,529,297	88,532	+49.6%	Shares	Sole	2021-05-12
2020-12-31	$2,426,667	59,187	+38.2%	Shares	Sole	2021-02-11
2020-09-30	$1,655,144	42,835	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.