Curi Capital, LLC
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 WSO
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,884,632 | 65,655 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $22,570,594 | 66,985 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $27,636,330 | 68,356 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $32,191,448 | 72,894 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $38,701,453 | 76,139 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,229,272 | 78,561 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $38,663,735 | 78,604 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $35,574,052 | 76,794 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $33,306,614 | 77,104 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $31,518,253 | 73,560 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,697,304 | 81,270 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,920,813 | 81,057 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $26,304,514 | 82,677 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $18,624,942 | 74,679 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,429,244 | 71,581 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,961,712 | 71,023 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $16,302,809 | 53,515 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $15,342,383 | 49,036 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $12,713,403 | 48,044 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $13,565,524 | 47,326 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,513,700 | 40,321 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,508,101 | 28,727 | Shares | Other | 2021-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||