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 OMCL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,211,587 | 126,171 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,719,441 | 126,257 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,908,157 | 95,506 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,878,965 | 97,924 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,231,947 | 92,447 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,999,231 | 89,830 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,872,334 | 88,815 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,386,599 | 88,164 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,524,624 | 86,371 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,821,422 | 74,978 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,331,473 | 73,967 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,341,064 | 113,222 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,223,068 | 106,069 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,086,319 | 100,879 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,089,500 | 104,441 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,611,486 | 102,079 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $13,225,720 | 102,137 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $15,944,400 | 88,364 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $12,818,117 | 86,358 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $12,856,287 | 84,888 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,592,067 | 81,559 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,338,756 | 77,810 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,242,695 | 83,615 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $6,010,397 | 85,109 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,386,610 | 82,138 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||