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CIK: 0002063003
Total reported value
$121.1M
$121.1M
265 檔
26.0%
In Q1 2026, Curat Global, LLC's U.S. equity holdings reached a combined market value of $121.1M, distributed across 265 disclosed stock positions.
Curat Global, LLC executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 19 holdings and trimming 53 positions.
In terms of portfolio concentration, the top 5 core holdings (including XLK, IJH, IVV) accounted for 26.0% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 265 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 7.92% | -1.69% | +13.82% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.06% | -0.32% | +22.47% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.85% | -0.95% | +48.33% | |
| 4 | AMAT | Applied Materials Inc | Stock-Tech | 5.68% | +4.38% | +5.21% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.47% | -2.43% | +25.66% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.58% | -0.03% | +0.68% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 2.78% | -1.76% | +8.07% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.01% | -0.32% | +51.22% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.90% | +0.07% | +8.89% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.28% | — | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | +0.03% | — | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 1.54% | -0.05% | +86.02% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.39% | -0.28% | +19.98% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.35% | +0.21% | +31.31% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.27% | +2.20% | +89.55% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | -0.05% | +45.23% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 1.21% | -0.03% | +35.15% | |
| 18 | CSX | Csx CORP | Stock-Industrials | 1.09% | +0.28% | +235.54% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.05% | +1.20% | — | |
| 20 | APH | Amphenol Corp-cl A | Stock-Tech | 1.04% | +0.17% | — | |
| 21 | PFE | Pfizer Inc | Stock-Healthcare | 0.98% | -0.33% | +129.87% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 0.97% | -0.77% | +4.03% | |
| 23 | CMI | Cummins Inc | Stock-Industrials | 0.97% | +0.10% | +62.22% | |
| 24 | ADI | Analog Devices Inc | Stock-Tech | 0.96% | -0.12% | — | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.08% | — | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 0.91% | +0.08% | -6.52% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.21% | -5.52% | |
| 28 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.79% | +0.55% | -1.73% | |
| 29 | CVS | Cvs Health CORP | Stock-Healthcare | 0.78% | -0.25% | -6.61% | |
| 30 | PFG | Principal Financial Group | Stock-Financials | 0.75% | — | +32.00% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.74% | +0.13% | +64.99% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.12% | +96.83% | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.70% | -0.32% | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.07% | +5.08% | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.69% | -0.50% | — | |
| 36 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.62% | -0.22% | — | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.61% | +0.40% | +2.31% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.60% | -0.04% | -5.84% | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.60% | -0.22% | — | |
| 40 | XLB | Ss Materials Select Sector | ETF-Other | 0.59% | +3.03% | +23.85% | |
| 41 | ON | On Semiconductor | Stock-Tech | 0.57% | +0.16% | — | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | -0.01% | +144.78% | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.54% | -0.06% | +700.64% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.54% | -0.04% | — | |
| 45 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.54% | -0.13% | -25.00% | |
| 46 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.52% | +0.04% | — | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.51% | -0.07% | -1.36% | |
| 48 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.49% | -0.08% | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.22% | — | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.48% | +0.33% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.2% | +48.33% | Add |
| 2 | AMAT | Applied Materials Inc | +1.1% | +5.21% | Add |
| 3 | CSX | Csx CORP | +0.8% | +235.54% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.7% | +25.66% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +22.47% | Add |
| 6 | PFE | Pfizer Inc | +0.6% | +129.87% | Add |
| 7 | XLP | Ss Consumer Staples Sel Sect | +0.6% | +89.55% | Add |
| 8 | XLV | Ss Health Care Select Sector | +0.5% | +86.02% | Add |
| 9 | XLE | Ss Energy Select Sector | +0.5% | +35.15% | Add |
| 10 | AFL | Aflac Inc | +0.5% | +700.64% | Add |
| 11 | XLC | Ss Comm Select Sector Spdr | +0.4% | +3008.20% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +1268.44% | Add |
| 13 | XLY | Ss Consumer Disc Select Sect | +0.4% | +51.22% | Add |
| 14 | PEP | Pepsico Inc | +0.3% | +96.83% | Add |
| 15 | CMI | Cummins Inc | +0.3% | +62.22% | Add |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | +64.99% | Add |
| 17 | BAC | Bank Of America CORP | +0.3% | +144.78% | Add |
| 18 | ABBV | Abbvie Inc | +0.2% | +45.23% | Add |
| 19 | ADM | Archer-daniels-midland Co | +0.2% | +2515.00% | Add |
| 20 | AMGN | Amgen Inc | +0.2% | +19.98% | Add |
| 21 | ETR | Entergy CORP | +0.2% | +79.01% | Add |
| 22 | ITW | Illinois Tool Works | +0.2% | +80.09% | Add |
| 23 | FE | Firstenergy CORP | +0.1% | +2566.96% | Add |
| 24 | PFG | Principal Financial Group | +0.1% | +32.00% | Add |
| 25 | XLB | Ss Materials Select Sector | +0.1% | +23.85% | Add |
| 26 | JNJ | Johnson & Johnson | +0.1% | +8.89% | Add |
| 27 | PAHC | Phibro Animal Health Corp-a | +0.1% | — | Unchanged |
| 28 | OKE | Oneok Inc | +0.1% | +132.31% | Add |
| 29 | DIS | Walt Disney Co/the | +0.1% | +86.06% | Add |
| 30 | GLW | Corning Inc | +0.1% | -4.76% | Trim |
| 31 | EXC | Exelon CORP | +0.1% | +53.13% | Add |
| 32 | KLAC | Kla CORP | +0.1% | — | Unchanged |
| 33 | INTC | Intel CORP | +0.1% | +2.31% | Add |
| 34 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 35 | LRCX | Lam Research CORP | 0% | -6.52% | Trim |
| 36 | BMY | Bristol-myers Squibb Co | 0% | +18.43% | Add |
| 37 | TTE | TotalEnergies SE | 0% | — | Unchanged |
| 38 | BAX | Baxter International Inc | 0% | +291.79% | Add |
| 39 | UNF | Unifirst Corp/ma | 0% | -5.81% | Trim |
| 40 | ORI | Old Republic Intl CORP | 0% | +36.00% | Add |
| 41 | WDC | Western Digital CORP | 0% | — | Unchanged |
| 42 | COP | Conocophillips | 0% | — | Unchanged |
| 43 | TXN | Texas Instruments Inc | 0% | +4.03% | Add |
| 44 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 45 | ON | On Semiconductor | 0% | — | Unchanged |
| 46 | VZ | Verizon Communications Inc | 0% | -4.26% | Trim |
| 47 | LIN | Linde plc | 0% | — | Unchanged |
| 48 | KR | Kroger Co | 0% | — | Unchanged |
| 49 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 50 | UTHR | United Therapeutics CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Curat Global, LLC reported a total U.S. public equity portfolio value of $121.1M across 265 disclosed positions in Q1 2026.
During Q1 2026, Curat Global, LLC's top holdings by market value included XLK (7.9%)、IJH (6.1%)、IVV (5.8%). The largest single position, XLK, represented 7.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
SPTM
市值: $490.2K
Top Position Liquidated / Trimmed
AGG
前期市值: $1.1M
In Q1 2026, Curat Global, LLC made 130 total portfolio adjustments, initiating 12 new buys, adding to 46 positions, trimming 53 holdings, and fully liquidating 19 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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