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CIK: 0002063003
Total reported value
$117.5M
$117.5M
280 檔
21.5%
The Q4 2025 SEC filing reveals that Curat Global, LLC held a total portfolio value of $117.5M, covering 280 public equity positions.
In Q4 2025, Curat Global, LLC adopted a defensive or profit-taking posture, trimming 51 positions and completely liquidating 13 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including XLK, IJH, IJR) accounted for 21.5% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 8.58% | +3.87% | +83.40% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.46% | -0.13% | -18.48% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.74% | +2.13% | -20.78% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.66% | +1.06% | -32.87% | |
| 5 | AMAT | Applied Materials Inc | Stock-Tech | 4.57% | -2.72% | -35.54% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.16% | +0.15% | +7.29% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 2.82% | +1.53% | -8.40% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.67% | +0.64% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.04% | -0.07% | — | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.80% | -0.11% | -37.79% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.64% | +0.05% | +42.93% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.42% | -0.50% | -23.84% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.32% | -1.27% | — | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.27% | — | +302.88% | |
| 15 | APH | Amphenol Corp-cl A | Stock-Tech | 1.25% | -0.01% | — | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.22% | +0.23% | -45.24% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.21% | — | — | |
| 18 | CVS | Cvs Health CORP | Stock-Healthcare | 1.04% | +0.20% | — | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 1.03% | +0.12% | -44.02% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | +0.09% | -38.42% | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 0.96% | +0.98% | — | |
| 22 | ADI | Analog Devices Inc | Stock-Tech | 0.92% | +0.02% | — | |
| 23 | AXP | American Express Co | Stock-Financials | 0.88% | -0.04% | — | |
| 24 | LRCX | Lam Research CORP | Stock-Tech | 0.87% | +0.11% | — | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | +0.25% | -39.06% | |
| 26 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.82% | -0.78% | — | |
| 27 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.79% | +0.17% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.02% | -32.56% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.73% | -0.13% | +47.98% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.72% | -2.37% | -46.68% | |
| 31 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.69% | +0.26% | — | |
| 32 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.67% | +0.22% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.65% | +0.11% | — | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.65% | +0.14% | — | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.64% | +0.48% | — | |
| 36 | CMI | Cummins Inc | Stock-Industrials | 0.64% | -0.27% | -56.31% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | +0.26% | — | |
| 38 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.63% | -0.09% | — | |
| 39 | PFG | Principal Financial Group | Stock-Financials | 0.63% | +0.05% | -24.24% | |
| 40 | MET | Metlife Inc | Stock-Financials | 0.62% | +0.05% | -53.09% | |
| 41 | SYY | Sysco CORP | Stock-Consumer Staples | 0.60% | +0.04% | — | |
| 42 | PRU | Prudential Financial Inc | Stock-Financials | 0.59% | +0.25% | -45.77% | |
| 43 | EG | Everest Group, Ltd. | Stock-Financials | 0.59% | +0.02% | — | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.58% | — | +26.13% | |
| 45 | ON | On Semiconductor | Stock-Tech | 0.56% | -0.12% | — | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.56% | +0.38% | -6.84% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.53% | +0.15% | — | |
| 48 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.53% | +0.03% | — | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.51% | -0.11% | — | |
| 50 | OMC | Omnicom Group | Stock-Comm Services | 0.51% | +0.09% | -31.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1% | +302.88% | Add |
| 2 | ITOT | Ishares Core S&p Total U.s. | +1% | +7.29% | Add |
| 3 | XLK | Ss Technology Select Sector | +0.9% | +83.40% | Add |
| 4 | LLY | Eli Lilly & Co | +0.5% | — | Unchanged |
| 5 | AVGO | Broadcom Inc | +0.4% | — | Unchanged |
| 6 | LRCX | Lam Research CORP | +0.3% | — | Unchanged |
| 7 | APH | Amphenol Corp-cl A | +0.3% | — | Unchanged |
| 8 | MSFT | Microsoft CORP | +0.3% | — | Unchanged |
| 9 | XLI | Ss Industrial Select Sector | +0.2% | -8.40% | Trim |
| 10 | XLF | Ss Financial Select Sector | +0.2% | — | Unchanged |
| 11 | TPR | Tapestry Inc | +0.2% | — | Unchanged |
| 12 | AXP | American Express Co | +0.2% | — | Unchanged |
| 13 | ADI | Analog Devices Inc | +0.2% | — | Unchanged |
| 14 | CVS | Cvs Health CORP | +0.2% | — | Unchanged |
| 15 | CAH | Cardinal Health Inc | +0.2% | — | Unchanged |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +26.13% | Add |
| 17 | KLAC | Kla CORP | +0.2% | — | Unchanged |
| 18 | GILD | Gilead Sciences Inc | +0.2% | — | Unchanged |
| 19 | CB | Chubb Limited | +0.2% | — | Unchanged |
| 20 | NUE | Nucor CORP | +0.1% | — | Unchanged |
| 21 | ON | On Semiconductor | +0.1% | — | Unchanged |
| 22 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 23 | EWG | Ishares Msci Germany ETF | +0.1% | — | Unchanged |
| 24 | EWJ | Ishares Msci Japan ETF | +0.1% | — | Unchanged |
| 25 | TXN | Texas Instruments Inc | +0.1% | — | Unchanged |
| 26 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 27 | TJX | Tjx Companies Inc | +0.1% | — | Unchanged |
| 28 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 29 | INTC | Intel CORP | +0.1% | -6.84% | Trim |
| 30 | ISRG | Intuitive Surgical Inc | +0.1% | — | Unchanged |
| 31 | EG | Everest Group, Ltd. | +0.1% | — | Unchanged |
| 32 | QCOM | Qualcomm Inc | +0.1% | — | Unchanged |
| 33 | EPP | Ishares Msci Pacific Ex Japa | +0.1% | — | Unchanged |
| 34 | EMR | Emerson Electric Co | +0.1% | — | Unchanged |
| 35 | COF | Capital One Financial CORP | +0.1% | — | Unchanged |
| 36 | CMC | Commercial Metals Co | +0.1% | -6.58% | Trim |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | — | Unchanged |
| 38 | WBD | Warner Bros Discovery Inc | +0.1% | -2.88% | Trim |
| 39 | UNF | Unifirst Corp/ma | +0.1% | — | Unchanged |
| 40 | LOW | Lowe's Cos Inc | +0.1% | — | Unchanged |
| 41 | WY | Weyerhaeuser Co | +0.1% | — | Unchanged |
| 42 | IYY | Ishares Dow Jones U.s. ETF | +0.1% | — | Unchanged |
| 43 | HCA | Hca Healthcare Inc | +0.1% | -7.14% | Trim |
| 44 | MDT | Medtronic plc | +0.1% | — | Unchanged |
| 45 | WSM | Williams-sonoma Inc | +0.1% | — | Unchanged |
| 46 | EXPE | Expedia Group Inc | +0.1% | — | Unchanged |
| 47 | ABT | Abbott Laboratories | +0.1% | — | Unchanged |
| 48 | DHR | Danaher CORP | +0.1% | — | Unchanged |
| 49 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 50 | ✓ | Csg Systems International In | 0% | — | Unchanged |
According to official SEC Form 13F filings, Curat Global, LLC reported a total U.S. public equity portfolio value of $117.5M across 280 disclosed positions in Q4 2025.
During Q4 2025, Curat Global, LLC's top holdings by market value included XLK (8.6%)、IJH (5.5%)、IJR (4.7%). The largest single position, XLK, represented 8.6% of total portfolio value.
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Top New Position Initiated
TTE
市值: $91.6K
Top Position Liquidated / Trimmed
JNJ
前期市值: $824.3K
In Q4 2025, Curat Global, LLC made 77 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 51 holdings, and fully liquidating 13 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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