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CIK: 0001332905
Total reported value
$6.5B
$6.5B
866 檔
12.7%
As reported in its official Q4 2025 Form 13F filing, Curi Capital, LLC's tracked investment portfolio stood at $6.5B with 866 total positions.
In Q4 2025, Curi Capital, LLC displayed an active expansion posture, initiating 28 new positions and adding to 83 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 12.7% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 866 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.37% | -0.53% | -0.38% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.99% | -0.12% | -0.02% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.03% | +3.02% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.30% | -0.24% | -0.32% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | +0.07% | -1.36% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.19% | +0.21% | -0.06% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.66% | -0.24% | -1.11% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | -0.15% | +5.01% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | -0.06% | -2.33% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +0.03% | -12.76% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | +0.01% | +0.07% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.12% | +1.53% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 1.12% | -0.17% | +16.18% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.11% | — | +24.72% | |
| 15 | AME | Ametek Inc | Stock-Industrials | 1.04% | -0.29% | -0.80% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.13% | +46.06% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.95% | -0.18% | -2.60% | |
| 18 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.90% | -0.12% | +0.34% | |
| 19 | TYL | Tyler Technologies Inc | Stock-Tech | 0.88% | -0.37% | -6.91% | |
| 20 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.88% | -0.11% | -1.13% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.18% | +5.15% | |
| 22 | SNPS | Synopsys Inc | Stock-Tech | 0.83% | -0.05% | -4.55% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.83% | -0.24% | -2.51% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | -0.21% | +13.52% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.80% | -0.03% | +3.03% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.20% | +1.70% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.13% | +3.53% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.70% | -0.23% | -3.45% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.69% | +0.34% | -1.56% | |
| 30 | FICO | Fair Isaac CORP | Stock-Tech | 0.68% | -0.14% | -7.09% | |
| 31 | NDSN | Nordson CORP | Stock-Industrials | 0.65% | -0.31% | -2.57% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.63% | +0.19% | +58.95% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.18% | -5.83% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | -0.04% | +9.06% | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.60% | -0.03% | +0.31% | |
| 36 | BLK | Blackrock Inc | Stock-Financials | 0.58% | -0.14% | +4.50% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.57% | -0.06% | +4.72% | |
| 38 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.56% | -0.10% | -8.32% | |
| 39 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.55% | +0.15% | +67.92% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | +0.02% | +1.19% | |
| 41 | CW | Curtiss-wright CORP | Stock-Industrials | 0.53% | -0.11% | -11.01% | |
| 42 | SPGI | S&p Global Inc | Stock-Financials | 0.51% | -0.09% | -7.26% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.51% | -0.06% | +2.01% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.50% | +0.24% | +2.17% | |
| 45 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.50% | -0.03% | -2.38% | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.49% | -0.35% | -1.87% | |
| 47 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.49% | -0.01% | +1.89% | |
| 48 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.46% | -0.09% | +9.29% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.46% | -0.01% | +11.11% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.13% | -4.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.06% | Trim |
| 2 | AVGO | Broadcom Inc | +0.3% | +46.06% | Add |
| 3 | LLY | Eli Lilly & Co | +0.3% | +1.53% | Add |
| 4 | DHR | Danaher CORP | +0.2% | +16.18% | Add |
| 5 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | +58.95% | Add |
| 6 | IUSV | Ishares Core S&p U.s. Value | +0.2% | +67.92% | Add |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +13.52% | Add |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +24.72% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.2% | +49.32% | Add |
| 10 | EXK | Exact Sciences CORP | +0.2% | +306.46% | Add |
| 11 | HBAN | Huntington Bancshares Inc | +0.1% | +78.53% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | +88.26% | Add |
| 13 | ABX | Abacus Global Management Inc | +0.1% | +6.43% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -12.76% | Trim |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +43.98% | Add |
| 16 | ROP | Roper Technologies Inc | +0.1% | +1225.22% | Add |
| 17 | LUMN | Lumen Technologies Inc | +0.1% | +0.00% | Add |
| 18 | SMMD | Ishares Russell 2500 ETF | +0.1% | +62.29% | Add |
| 19 | CRM | Salesforce Inc | +0.1% | +3.03% | Add |
| 20 | MDB | Mongodb Inc | +0.1% | +0.92% | Add |
| 21 | CWAN | Clearwater Analytics Holdings, Inc. | +0.1% | +21.86% | Add |
| 22 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +35.83% | Add |
| 23 | ENSG | Ensign Group Inc/the | +0.1% | +57.78% | Add |
| 24 | NVS | Novartis Ag-sponsored Adr | +0.1% | +54.76% | Add |
| 25 | BCS | Barclays Plc-spons Adr | +0.1% | +41.90% | Add |
| 26 | GLD | Spdr Gold Shares | +0.1% | +1.70% | Add |
| 27 | HUBB | Hubbell Inc | +0.1% | +16.57% | Add |
| 28 | FRST | Primis Financial CORP | +0.1% | +0.13% | Add |
| 29 | OMCL | Omnicell Inc | +0.1% | +32.20% | Add |
| 30 | ING | Ing Groep N.v.-sponsored Adr | 0% | +36.09% | Add |
| 31 | QTWO | Q2 Holdings Inc | 0% | +38.08% | Add |
| 32 | BUD | Anheuser-busch Inbev-spn Adr | 0% | +44.14% | Add |
| 33 | SHEL | Shell Plc-adr | 0% | +33.98% | Add |
| 34 | AMD | Advanced Micro Devices | 0% | +17.28% | Add |
| 35 | FSUN | Firstsun Capital Bancorp | 0% | +90.81% | Add |
| 36 | EFA | Ishares Msci Eafe ETF | 0% | +9.06% | Add |
| 37 | IDXX | Idexx Laboratories Inc | 0% | +9.29% | Add |
| 38 | RGEN | Repligen CORP | 0% | -3.58% | Trim |
| 39 | AMAT | Applied Materials Inc | 0% | -4.36% | Trim |
| 40 | SCZ | Ishares Msci Eafe Small-cap | 0% | +35.77% | Add |
| 41 | MOFG | Midwestone Financial Group I | 0% | +13.58% | Add |
| 42 | ASML | ASML Holding N.V. | 0% | +15.95% | Add |
| 43 | WMT | Walmart Inc | 0% | +63.19% | Add |
| 44 | BMY | Bristol-myers Squibb Co | 0% | +145.71% | Add |
| 45 | TEAM | Atlassian Corp-cl A | 0% | +37.14% | Add |
| 46 | AUB | Atlantic Union Bankshares Co | 0% | +88.45% | Add |
| 47 | COF | Capital One Financial CORP | 0% | +209.67% | Add |
| 48 | PNC | Pnc Financial Services Group | 0% | +124.20% | Add |
| 49 | AMP | Ameriprise Financial Inc | 0% | +160.64% | Add |
| 50 | C | Citigroup Inc | 0% | +425.60% | Add |
According to official SEC Form 13F filings, Curi Capital, LLC reported a total U.S. public equity portfolio value of $6.5B across 866 disclosed positions in Q4 2025.
During Q4 2025, Curi Capital, LLC's top holdings by market value included MSFT (4.4%)、AAPL (3.0%)、NVDA (2.4%). The largest single position, MSFT, represented 4.4% of total portfolio value.
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Top New Position Initiated
CRH
市值: $14.9M
Top Position Liquidated / Trimmed
VBTX
前期市值: $9.2M
In Q4 2025, Curi Capital, LLC made 199 total portfolio adjustments, initiating 28 new buys, adding to 83 positions, trimming 79 holdings, and fully liquidating 9 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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