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CIK: 0002063003
Total reported value
$121.1M
$121.1M
297 檔
22.6%
At the close of Q2 2025, Curat Global, LLC disclosed equity holdings valued at approximately $121.1M, spread across 297 reported holdings.
In Q2 2025, Curat Global, LLC displayed an active expansion posture, initiating 0 new positions and adding to 32 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including XLK, IJH, IVV) accounted for 22.6% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 297 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 7.08% | -1.69% | +72.55% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.27% | -0.32% | +99.13% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.85% | -0.95% | +96.87% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.54% | -2.43% | -3.52% | |
| 5 | AMAT | Applied Materials Inc | Stock-Tech | 4.34% | +4.38% | +14.64% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.82% | -0.03% | +137.22% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.58% | +0.03% | -23.44% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 2.52% | -1.76% | +373.24% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.28% | +1.84% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.19% | +0.07% | +45.20% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.80% | -0.32% | +27.60% | |
| 12 | TXN | Texas Instruments Inc | Stock-Tech | 1.78% | -0.77% | +94.36% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.63% | -0.28% | +34.34% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.59% | +0.21% | +90.58% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.37% | -0.05% | +36.16% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.21% | +2.20% | +44.96% | |
| 17 | MET | Metlife Inc | Stock-Financials | 1.16% | -0.01% | +32.71% | |
| 18 | KEL | Kellanova | Stock-Other | 1.15% | — | +15.20% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.14% | -0.05% | +41.01% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 1.08% | +1.20% | +3.46% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.07% | +39.80% | |
| 22 | CSX | Csx CORP | Stock-Industrials | 1.01% | +0.28% | -36.66% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | — | +38.50% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.95% | -0.30% | +36.64% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | -0.21% | +33.15% | |
| 26 | PRU | Prudential Financial Inc | Stock-Financials | 0.90% | -0.25% | +42.35% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 0.82% | -0.33% | +25.87% | |
| 28 | XLE | Ss Energy Select Sector | ETF-Other | 0.81% | -0.03% | +40.49% | |
| 29 | CMI | Cummins Inc | Stock-Industrials | 0.81% | +0.10% | — | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 0.79% | +0.17% | — | |
| 31 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.78% | -0.13% | -44.44% | |
| 32 | CVS | Cvs Health CORP | Stock-Healthcare | 0.78% | -0.25% | +2.08% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.08% | — | |
| 34 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.72% | +0.55% | +58.01% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.71% | -0.12% | — | |
| 36 | GLW | Corning Inc | Stock-Tech | 0.70% | -0.27% | EXIT | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.69% | -0.12% | +0.99% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.65% | -0.04% | -30.41% | |
| 39 | PFG | Principal Financial Group | Stock-Financials | 0.64% | — | +37.22% | |
| 40 | SYY | Sysco CORP | Stock-Consumer Staples | 0.64% | -0.07% | +23.84% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.22% | — | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.12% | +11.69% | |
| 43 | OMC | Omnicom Group | Stock-Comm Services | 0.56% | -0.16% | +32.36% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | -0.08% | -60.77% | |
| 45 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.54% | -0.32% | — | |
| 46 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.54% | +0.04% | +1.26% | |
| 47 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.53% | -0.22% | +0.70% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | -0.01% | +33.66% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.52% | -0.22% | — | |
| 50 | EG | Everest Group, Ltd. | Stock-Financials | 0.51% | -0.04% | -1.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +2.8% | +72.55% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +2.1% | +99.13% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +2% | +96.87% | Add |
| 4 | XLI | Ss Industrial Select Sector | +1.9% | +373.24% | Add |
| 5 | ITOT | Ishares Core S&p Total U.s. | +1.5% | +137.22% | Add |
| 6 | TXN | Texas Instruments Inc | +0.8% | +94.36% | Add |
| 7 | JNJ | Johnson & Johnson | +0.7% | +45.20% | Add |
| 8 | IBM | Intl Business Machines CORP | +0.7% | +90.58% | Add |
| 9 | AMAT | Applied Materials Inc | +0.5% | +14.64% | Add |
| 10 | TPR | Tapestry Inc | +0.3% | +58.01% | Add |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +468.70% | Add |
| 12 | XLY | Ss Consumer Disc Select Sect | +0.2% | +27.60% | Add |
| 13 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +44.96% | Add |
| 14 | MSFT | Microsoft CORP | +0.1% | +1.84% | Add |
| 15 | APH | Amphenol Corp-cl A | +0.1% | — | Unchanged |
| 16 | XLB | Ss Materials Select Sector | +0.1% | +64.33% | Add |
| 17 | ETR | Entergy CORP | +0.1% | +108.68% | Add |
| 18 | BAC | Bank Of America CORP | +0.1% | +33.66% | Add |
| 19 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | — | Unchanged |
| 20 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 21 | PRU | Prudential Financial Inc | +0.1% | +42.35% | Add |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +42.97% | Add |
| 23 | LRCX | Lam Research CORP | +0.1% | +6.98% | Add |
| 24 | MET | Metlife Inc | 0% | +32.71% | Add |
| 25 | GS | Goldman Sachs Group Inc | 0% | -60.77% | Trim |
| 26 | PG | Procter & Gamble Co/the | 0% | +39.80% | Add |
| 27 | LOW | Lowe's Cos Inc | 0% | +36.64% | Add |
| 28 | PFG | Principal Financial Group | 0% | +37.22% | Add |
| 29 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 30 | JNJ | Johnson & Johnson | — | +38.50% | Add |
| 31 | XLE | Ss Energy Select Sector | — | +40.49% | Add |
| 32 | SYY | Sysco CORP | 0% | +23.84% | Add |
| 33 | AVGO | Broadcom Inc | 0% | -23.44% | Trim |
| 34 | XLV | Ss Health Care Select Sector | 0% | +36.16% | Add |
| 35 | ABBV | Abbvie Inc | 0% | +41.01% | Add |
| 36 | PFE | Pfizer Inc | -0.1% | +25.87% | Add |
| 37 | MRK | Merck & Co. Inc. | -0.1% | +33.15% | Add |
| 38 | AMGN | Amgen Inc | -0.1% | +34.34% | Add |
| 39 | RS | Reliance Inc | -0.2% | EXIT | Sold out |
| 40 | AIG | American International Group | -0.3% | -49.48% | Trim |
| 41 | OC | Owens Corning | -0.3% | -62.44% | Trim |
| 42 | COF | Capital One Financial CORP | -0.3% | -57.85% | Trim |
| 43 | EMR | Emerson Electric Co | -0.3% | -40.05% | Trim |
| 44 | AXP | American Express Co | -0.4% | -30.41% | Trim |
| 45 | ABT | Abbott Laboratories | -0.4% | -38.95% | Trim |
| 46 | WTS | Watts Water Technologies-a | -0.5% | -76.92% | Trim |
| 47 | TJX | Tjx Companies Inc | -0.7% | -59.17% | Trim |
| 48 | CSX | Csx CORP | -0.8% | -36.66% | Trim |
| 49 | WSM | Williams-sonoma Inc | -1% | -44.44% | Trim |
| 50 | IJR | Ishares Core S&p Small-cap E | -1.1% | -3.52% | Trim |
According to official SEC Form 13F filings, Curat Global, LLC reported a total U.S. public equity portfolio value of $121.1M across 297 disclosed positions in Q2 2025.
During Q2 2025, Curat Global, LLC's top holdings by market value included XLK (7.1%)、IJH (5.3%)、IVV (4.8%). The largest single position, XLK, represented 7.1% of total portfolio value.
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Top Position Liquidated / Trimmed
RS
前期市值: $173.3K
In Q2 2025, Curat Global, LLC made 46 total portfolio adjustments, initiating 0 new buys, adding to 32 positions, trimming 13 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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