KI
Kurv Investment Management LLC — 13F Portfolio Report & Top Holdings (Q2 2026)
Kurv Investment Management LLCCIK: 0002027462
High-turnover traderMomentum followerSector-focused
Total reported value
$166.0M
Reporting period: 2026-06-30 · Number of holdings: 54
Kurv Investment Management LLC disclosed 54 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $166.0M and a quarterly turnover rate of 94.0%.
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Personality snowflake
- Concentration
- 18.77
- Portfolio Stability
- 94.01
- Momentum
- 100
- Sector conviction
- 98.42
- Diversification
- 82
- Sizing Uniformity
- 90.27
Kurv Investment Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.047 — mathematically equivalent to about 21 equally-sized positions, well below its 54 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.97), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out SLV
Sold out GLD
Sold out 003264908
Sold out SLV
Add INTC
-31.3% $7.4M
Add GOOGL
+16.8% $7.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 41 holdings (of 54 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 10.33% | +4.44% | +16.84% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.23% | +3.02% | +16.49% | |
| 3 | INTC | Intel CORP | Stock-Tech | 7.84% | +4.55% | -31.32% | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 6.11% | +3.29% | -28.50% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 5.81% | +1.08% | -6.76% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.28% | +3.54% | +21.29% | |
| 7 | SIL | Global X Silver Miners ETF | ETF-Commodities | 4.34% | +2.97% | +59.95% | |
| 8 | AMAT | Applied Materials Inc | Stock-Tech | 3.70% | +2.42% | +14.45% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.69% | +2.82% | +29.03% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.67% | +0.50% | -15.09% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 3.22% | +1.89% | +24.92% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.22% | +0.59% | +13.73% | |
| 13 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 2.59% | +2.59% | NEW | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | +0.82% | +14.23% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 2.29% | -0.08% | +15.88% | |
| 16 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 2.12% | +2.12% | NEW | |
| 17 | TER | Teradyne Inc | Stock-Tech | 1.91% | +0.26% | -35.34% | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 1.77% | +0.30% | +13.94% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.66% | +0.46% | +13.94% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.60% | +1.60% | NEW | |
| 21 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.59% | +0.47% | +15.17% | |
| 22 | SLV | Ishares Silver Trust | ETF-Commodities | 1.42% | +0.73% | -77.77% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.38% | +0.60% | +13.94% | |
| 24 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.37% | +0.23% | +15.17% | |
| 25 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.29% | +0.14% | +13.94% | |
| 26 | VST | Vistra CORP | Stock-Utilities | 1.20% | +0.26% | +15.17% | |
| 27 | APP | Applovin Corp-class A | Stock-Tech | 1.15% | +0.45% | +15.17% | |
| 28 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.08% | +0.58% | +15.17% | |
| 29 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.05% | +0.41% | +15.17% | |
| 30 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.04% | +0.47% | +15.17% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.99% | +0.99% | NEW | |
| 32 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.85% | +0.15% | +15.17% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.77% | +0.18% | +15.17% | |
| 34 | TSLP | Kurv Yld Prem Str Tsla ETF | ETF-Other | 0.56% | +0.13% | +13.92% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | +0.45% | NEW | |
| 36 | GOOP | Kurv Yld Prem Str Googl ETF | ETF-Other | 0.41% | +0.41% | NEW | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.40% | NEW | |
| 38 | MRVL | Marvell Technology Inc | Stock-Tech | 0.39% | +0.39% | NEW | |
| 39 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.36% | +0.36% | NEW | |
| 40 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.24% | +0.24% | NEW | |
| 41 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.24% | +0.24% | NEW |
Portfolio Performance
Performance for Q3 2026
-7.7%
Performance Last 4 Quarters
+15.4%
Based on 82% of reported portfolio value with available pricing
- Stdev
- +38.3%
- Beta
- +1.87
- Alpha
- -11.3%
- Max Drawdown
- -9.4%
- Annualized Perf
- +33.3%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.26
- Stutzer
- +0.3
- Treynor
- +0.19
- Sterling
- —
- Calmar
- +3.54
- Information Ratio
- +0.45
- Tracking Error
- +22.7%
- Stdev Down
- +15.4%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.32
- Sharpe
- +0.91
- Stdev Sectors
- +16.3%
- Skewness
- +0.64
- Kurtosis
- -0.73
- Upside Potential
- +4.23
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Kurv Investment Management LLC's most significant position changes for 2026-06-30: Sold out: iShares Silver Trust (SLV); Sold out: SPDR Gold Shares (GLD); Sold out: Abrdn Silver ETF Trust; Sold out: iShares Silver Trust (SLV); Sold out: Abrdn Silver ETF Trust.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +4.6% | -31.32% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +4.4% | +16.84% | Add |
| 3 | TSLA | Tesla Inc | +3.5% | +21.29% | Add |
| 4 | AMD | Advanced Micro Devices | +3.3% | -28.50% | Trim |
| 5 | AMZN | Amazon.com Inc | +3% | +16.49% | Add |
| 6 | SIL | Global X Silver Miners ETF | +3% | +59.95% | Add |
| 7 | MSFT | Microsoft CORP | +2.8% | +29.03% | Add |
| 8 | CLOA | Ishares Aaa Clo Act Etf-usdi | +2.6% | NEW | New buy |
| 9 | AMAT | Applied Materials Inc | +2.4% | +14.45% | Add |
| 10 | SIVR | Abrdn Physical Silver Shares | +2.1% | NEW | New buy |
| 11 | GDX | Vaneck Gold Miners ETF | +1.9% | +24.92% | Add |
| 12 | RTX | Rtx CORP | +1.6% | NEW | New buy |
| 13 | AVGO | Broadcom Inc | +1.1% | -6.76% | Trim |
| 14 | IAU | Ishares Gold Trust | +1% | NEW | New buy |
| 15 | NVDA | Nvidia CORP | +0.8% | +14.23% | Add |
| 16 | SLV | Ishares Silver Trust | +0.7% | -77.77% | Trim |
| 17 | CSCO | Cisco Systems Inc | +0.6% | +13.94% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.6% | +13.73% | Add |
| 19 | HIMS | Hims & Hers Health Inc | +0.6% | +15.17% | Add |
| 20 | AAPL | Apple Inc | +0.5% | -15.09% | Trim |
| 21 | HOOD | Robinhood Markets Inc - A | +0.5% | +15.17% | Add |
| 22 | HWM | Howmet Aerospace Inc | +0.5% | +15.17% | Add |
| 23 | IBM | Intl Business Machines CORP | +0.5% | +13.94% | Add |
| 24 | GLD | Spdr Gold Shares | +0.5% | NEW | New buy |
| 25 | APP | Applovin Corp-class A | +0.5% | +15.17% | Add |
| 26 | GOOP | Kurv Yld Prem Str Googl ETF | +0.4% | NEW | New buy |
| 27 | RDDT | Reddit Inc-cl A | +0.4% | +15.17% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | NEW | New buy |
| 29 | MRVL | Marvell Technology Inc | +0.4% | NEW | New buy |
| 30 | ICSH | Ishares Ultra Short Duration | +0.4% | NEW | New buy |
| 31 | UBER | Uber Technologies Inc | +0.3% | +13.94% | Add |
| 32 | VST | Vistra CORP | +0.3% | +15.17% | Add |
| 33 | TER | Teradyne Inc | +0.3% | -35.34% | Trim |
| 34 | VUSB | Vanguard Ultra Short Bond Et | +0.2% | NEW | New buy |
| 35 | IBHG | Ishares Ibonds 2027 Hy Inc | +0.2% | NEW | New buy |
| 36 | BWXT | Bwx Technologies Inc | +0.2% | +15.17% | Add |
| 37 | VGK | Vanguard Ftse Europe ETF | +0.2% | +15.17% | Add |
| 38 | SHOP | Shopify Inc - Class A | +0.2% | +15.17% | Add |
| 39 | SPOT | Spotify Technology S.A. | +0.1% | +13.94% | Add |
| 40 | TSLP | Kurv Yld Prem Str Tsla ETF | +0.1% | +13.92% | Add |
| 41 | NFLX | Netflix, Inc. | 0% | EXIT | Sold out |
| 42 | MSFT | Microsoft Corporation | -0.1% | EXIT | Sold out |
| 43 | MCHX | Marchex, Inc. | -0.1% | EXIT | Sold out |
| 44 | NFLX | Netflix Inc | -0.1% | +15.88% | Add |
| 45 | AMZN | Amazon.com, Inc. | -0.1% | EXIT | Sold out |
| 46 | FRSH | Freshworks Inc-cl A | -0.1% | EXIT | Sold out |
| 47 | AVGO | Broadcom Inc. | -0.2% | EXIT | Sold out |
| 48 | AMZP | Kurv Yld Prem Str Amzn ETF | -0.3% | EXIT | Sold out |
| 49 | ✓ | United Sts Commodity Index F | -0.3% | EXIT | Sold out |
| 50 | ✓ | United Sts Commodity Index F | -0.3% | EXIT | Sold out |
1–50 of 73
Filing History
FAQ
What is Kurv Investment Management LLC and what type of investor is it?
Kurv Investment Management LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $166.0M, spread across 54 disclosed positions.
What are Kurv Investment Management LLC's largest equity positions?
Based on the latest 13F filing, Kurv Investment Management LLC's top holdings by market value are:
1. Alphabet Inc-cl A (GOOGL) — $17.1M (10.3%)
2. Amazon.com Inc (AMZN) — $13.7M (8.2%)
3. Intel CORP (INTC) — $13.0M (7.8%)
4. Advanced Micro Devices (AMD) — $10.1M (6.1%)
5. Broadcom Inc (AVGO) — $9.6M (5.8%)
What changes did Kurv Investment Management LLC make in its most recent portfolio filing?
In the latest reported quarter, Kurv Investment Management LLC made 72 notable position adjustments: 11 new positions were initiated, 24 existing holdings were added to, 6 positions were partially reduced, and 31 were completely exited. The largest of these moves: Sold out: iShares Silver Trust (SLV); Sold out: SPDR Gold Shares (GLD); Sold out: Abrdn Silver ETF Trust; Sold out: iShares Silver Trust (SLV); Sold out: Abrdn Silver ETF Trust
What sectors does Kurv Investment Management LLC focus on?
Kurv Investment Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 49.5%
• Communication Services: 22.2%
• Consumer Discretionary: 16.5%
• Industrials: 7.8%
• Utilities: 1.5%
• Health Care: 1.3%
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
Kurv Investment Management LLC returned an annualized 33.3% over the trailing 6 months — underperforming the S&P 500 by 11.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.87 (more volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading, with 49.5% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 94 over the past 2 quarters — a shift toward more active trading.
It has added to its INTC position for two straight quarters, increasing it by $10.2M to reach $13.0M.
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