Curated Wealth Partners LLC
Top Portfolio Positions
188 positions ·
$618,364,857 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| APO |
Apollo Global Management, Inc.
Financial Services
|
2,219,266 | $247,270,617 | 39.99% | |
| ARES |
Ares Management Corp
Financial Services
|
1,468,535 | $160,217,167 | 25.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
51,917 | $33,763,701 | 5.46% | |
| TEX |
Terex Corp
Industrials
|
226,922 | $13,411,090 | 2.17% | |
| AAPL |
Apple Inc.
Technology
|
40,892 | $10,377,979 | 1.68% | |
| GLD |
Spdr Gold Trust
|
22,145 | $9,528,772 | 1.54% | |
| NVDA |
Nvidia Corp
Technology
|
46,213 | $8,059,546 | 1.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
31,732 | $6,608,821 | 1.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,073 | $6,059,750 | 0.98% | |
| MSFT |
Microsoft Corp
Technology
|
15,107 | $5,592,156 | 0.90% |
Portfolio Trend
Holdings in TCPC
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,299 | 38,587 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $211,070 | 38,587 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $239,239 | 38,587 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $297,119 | 38,587 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $309,081 | 38,587 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $248,992 | 28,587 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $236,986 | 28,587 | Shares | Sole | 2024-10-04 | |
| No 13F history on record for this holder in this stock. | ||||||