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 RPM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,265,327 | 133,454 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $14,243,840 | 136,960 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $15,641,378 | 132,689 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $13,747,683 | 125,161 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,888,360 | 16,324 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,080,974 | 138,802 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $17,009,091 | 140,571 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $15,136,577 | 140,570 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,792,647 | 141,174 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,835,979 | 70,196 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,655,282 | 70,196 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,685,961 | 74,512 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,552,858 | 75,113 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,319,761 | 75,113 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,344,442 | 88,158 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,939,797 | 88,158 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $9,402,980 | 115,459 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $12,981,530 | 128,530 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $11,985,665 | 154,355 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $7,854,919 | 88,576 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,135,705 | 88,576 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $8,031,578 | 88,473 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $7,797,232 | 94,124 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $4,376,298 | 58,304 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,469,207 | 58,306 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||