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CIK: 0001332905
Total reported value
$6.5B
$6.5B
476 檔
7.8%
As reported in its official Q1 2025 Form 13F filing, Curi Capital, LLC's tracked investment portfolio stood at $6.5B with 476 total positions.
In Q1 2025, Curi Capital, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, JPM) accounted for 7.8% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 476 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.52% | -0.53% | +4.58% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | +0.07% | +4.76% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | -0.24% | -3.93% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 2.19% | -0.06% | -9.68% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.09% | -0.24% | +0.19% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.08% | -0.12% | +25.05% | |
| 7 | TYL | Tyler Technologies Inc | Stock-Tech | 1.49% | -0.37% | -0.20% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.44% | -0.15% | -16.59% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +0.21% | +4.78% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.32% | -0.24% | +46.77% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | +0.01% | -25.24% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 1.24% | -0.17% | +9.99% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | +0.03% | -5.75% | |
| 14 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.16% | -0.11% | -5.97% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.15% | -0.18% | -9.05% | |
| 16 | AME | Ametek Inc | Stock-Industrials | 1.06% | -0.29% | +8.38% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.05% | -0.03% | -3.24% | |
| 18 | SNPS | Synopsys Inc | Stock-Tech | 1.05% | -0.05% | +9.98% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.01% | +0.04% | -12.05% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.00% | -0.18% | -36.96% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | +0.03% | +10.82% | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 0.97% | -0.09% | -18.40% | |
| 23 | WSO | Watsco Inc | Stock-Industrials | 0.95% | +0.03% | -3.08% | |
| 24 | PGR | Progressive CORP | Stock-Financials | 0.91% | -0.02% | -18.60% | |
| 25 | FICO | Fair Isaac CORP | Stock-Tech | 0.84% | -0.14% | +23.73% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.83% | +0.34% | -13.56% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.12% | +6.07% | |
| 28 | PTC | Ptc Inc | Stock-Tech | 0.77% | -0.01% | -23.51% | |
| 29 | NDSN | Nordson CORP | Stock-Industrials | 0.76% | -0.31% | +0.28% | |
| 30 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.75% | -0.11% | -7.45% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.21% | +54.12% | |
| 32 | CW | Curtiss-wright CORP | Stock-Industrials | 0.69% | -0.11% | -1.09% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.18% | +21.87% | |
| 34 | EXP | Eagle Materials Inc | Stock-Materials | 0.68% | +0.04% | +3.20% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.62% | -0.06% | +14.55% | |
| 36 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.62% | +0.01% | +3.31% | |
| 37 | KAI | Kadant Inc | Stock-Other | 0.61% | -0.03% | -3.23% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.60% | -0.05% | -9.23% | |
| 39 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.59% | -0.12% | +99.83% | |
| 40 | EQIX | Equinix Inc | Stock-Real Estate | 0.58% | — | -26.39% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.57% | -0.03% | +5.39% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.56% | -0.23% | +26.43% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | -0.06% | +30.36% | |
| 44 | EOG | Eog Resources Inc | Stock-Energy | 0.55% | -0.14% | -16.21% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | -0.01% | +101.17% | |
| 46 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.53% | -0.10% | +5.03% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.53% | -0.03% | -4.53% | |
| 48 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.52% | -0.01% | +55.95% | |
| 49 | RRC | Range Resources CORP | Stock-Energy | 0.52% | -0.08% | +13.80% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.52% | -0.35% | -5.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 6 | AAPL | Apple Inc | — | NEW | New buy |
| 7 | TYL | Tyler Technologies Inc | — | NEW | New buy |
| 8 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | New buy |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 12 | DHR | Danaher CORP | — | NEW | New buy |
| 13 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 14 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 15 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 16 | AME | Ametek Inc | — | NEW | New buy |
| 17 | CRM | Salesforce Inc | — | NEW | New buy |
| 18 | SNPS | Synopsys Inc | — | NEW | New buy |
| 19 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 21 | NVDA | Nvidia CORP | — | NEW | New buy |
| 22 | SPGI | S&p Global Inc | — | NEW | New buy |
| 23 | WSO | Watsco Inc | — | NEW | New buy |
| 24 | PGR | Progressive CORP | — | NEW | New buy |
| 25 | FICO | Fair Isaac CORP | — | NEW | New buy |
| 26 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 27 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 28 | PTC | Ptc Inc | — | NEW | New buy |
| 29 | NDSN | Nordson CORP | — | NEW | New buy |
| 30 | COO | Cooper Cos Inc/the | — | NEW | New buy |
| 31 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 32 | CW | Curtiss-wright CORP | — | NEW | New buy |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 34 | EXP | Eagle Materials Inc | — | NEW | New buy |
| 35 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 36 | EGP | Eastgroup Properties Inc | — | NEW | New buy |
| 37 | KAI | Kadant Inc | — | NEW | New buy |
| 38 | SCHM | Schwab US Mid Cap ETF | — | NEW | New buy |
| 39 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 40 | EQIX | Equinix Inc | — | NEW | New buy |
| 41 | ADI | Analog Devices Inc | — | NEW | New buy |
| 42 | RTX | Rtx CORP | — | NEW | New buy |
| 43 | PM | Philip Morris International | — | NEW | New buy |
| 44 | EOG | Eog Resources Inc | — | NEW | New buy |
| 45 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 46 | MPWR | Monolithic Power Systems Inc | — | NEW | New buy |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | NEW | New buy |
| 48 | FRT | Federal Realty Invs Trust | — | NEW | New buy |
| 49 | RRC | Range Resources CORP | — | NEW | New buy |
| 50 | SYK | Stryker CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Curi Capital, LLC reported a total U.S. public equity portfolio value of $6.5B across 476 disclosed positions in Q1 2025.
During Q1 2025, Curi Capital, LLC's top holdings by market value included MSFT (3.5%)、AMZN (2.4%)、JPM (2.2%). The largest single position, MSFT, represented 3.5% of total portfolio value.
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Top New Position Initiated
MSFT
市值: $142.6M
In Q1 2025, Curi Capital, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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