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CIK: 0002027462
Total reported value
$166.0M
$166.0M
62 檔
28.7%
The Q1 2026 SEC filing reveals that Kurv Investment Management LLC held a total portfolio value of $166.0M, covering 62 public equity positions.
In Q1 2026, Kurv Investment Management LLC displayed an active expansion posture, initiating 22 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SLV | iShares Silver Trust | ETF-Commodities | 6.38% | -6.38% | EXIT | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.89% | +4.44% | +4.46% | |
| 3 | GLD | SPDR Gold Shares | ETF-Commodities | 5.66% | -5.66% | EXIT | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.21% | +3.02% | +36.13% | |
| 5 | ✓ | Abrdn Silver ETF Trust | ETF-Commodities | 4.96% | -4.96% | EXIT | |
| 6 | SLV | iShares Silver Trust | ETF-Commodities | 4.95% | -4.95% | EXIT | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 4.73% | +1.08% | +38.79% | |
| 8 | ✓ | Abrdn Silver ETF Trust | ETF-Commodities | 3.47% | -3.47% | EXIT | |
| 9 | INTC | Intel CORP | Stock-Tech | 3.29% | +4.55% | +76.06% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.50% | +22.48% | |
| 11 | GLD | SPDR Gold Shares | ETF-Commodities | 2.90% | -2.90% | EXIT | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 2.82% | +3.29% | +75.11% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.63% | +0.59% | +22.28% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 2.37% | -0.08% | +58.14% | |
| 15 | ✓ | Amazon Com Inc | Stock-Other | 2.02% | -2.02% | EXIT | |
| 16 | ✓ | Ishares Gold Tr | Stock-Other | 1.95% | -1.95% | EXIT | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.74% | +3.54% | +22.35% | |
| 18 | TSLA | Tesla, Inc. | Stock-Consumer Disc | 1.70% | -1.70% | EXIT | |
| 19 | TER | Teradyne Inc | Stock-Tech | 1.65% | +0.26% | +66.36% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.82% | +22.29% | |
| 21 | UBER | Uber Technologies Inc | Stock-Industrials | 1.47% | +0.30% | +22.70% | |
| 22 | SIL | Global X Silver Miners ETF | ETF-Commodities | 1.37% | +2.97% | +47.56% | |
| 23 | ✓ | Rtx Corporation | Stock-Other | 1.36% | -1.36% | EXIT | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.33% | +1.89% | +46.55% | |
| 25 | AMAT | Applied Materials Inc | Stock-Tech | 1.28% | +2.42% | +47.24% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.20% | +0.46% | +22.70% | |
| 27 | TSLA | Tesla, Inc. | Stock-Consumer Disc | 1.19% | -1.19% | EXIT | |
| 28 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.15% | +0.14% | +22.70% | |
| 29 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.14% | +0.23% | +66.36% | |
| 30 | GOOG | Alphabet Inc. | Stock-Comm Services | 1.13% | -1.13% | EXIT | |
| 31 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.12% | +0.47% | +66.36% | |
| 32 | ✓ | Alphabet Inc | Stock-Other | 1.10% | -1.10% | EXIT | |
| 33 | MSFT | Microsoft Corporation | Stock-Tech | 1.05% | -1.05% | EXIT | |
| 34 | ✓ | Global X Fds | Stock-Other | 1.05% | -1.05% | EXIT | |
| 35 | MU | Micron Technology, Inc. | Stock-Tech | 1.00% | -1.00% | EXIT | |
| 36 | VST | Vistra CORP | Stock-Utilities | 0.94% | +0.26% | — | |
| 37 | NFLX | Netflix, Inc. | Stock-Comm Services | 0.94% | -0.94% | EXIT | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | +2.82% | +22.70% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.60% | -39.31% | |
| 40 | ✓ | Invesco QQQ Tr Put Option 06/2 | Stock-Other | 0.78% | -0.78% | -100.00% | |
| 41 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 0.70% | -0.70% | EXIT | |
| 42 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.70% | +0.15% | +66.36% | |
| 43 | APP | Applovin Corp-class A | Stock-Tech | 0.70% | +0.45% | -14.56% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.70% | -0.70% | EXIT | |
| 45 | SLV | Ishares Silver Trust | ETF-Commodities | 0.69% | +0.73% | — | |
| 46 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.64% | +0.41% | +66.36% | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.59% | +0.18% | — | |
| 48 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.57% | +0.47% | +66.36% | |
| 49 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.50% | +0.58% | +66.36% | |
| 50 | TSLP | Kurv Yld Prem Str Tsla ETF | ETF-Other | 0.43% | +0.13% | +22.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SLV | iShares Silver Trust | +6.1% | +638.93% | Add |
| 2 | GLD | SPDR Gold Shares | +5.4% | +233.85% | Add |
| 3 | ✓ | Abrdn Silver ETF Trust | +5% | NEW | New buy |
| 4 | ✓ | Abrdn Silver ETF Trust | +3.5% | NEW | New buy |
| 5 | ✓ | Ishares Gold Tr | +2% | NEW | New buy |
| 6 | TSLA | Tesla, Inc. | +1.5% | -8.93% | Trim |
| 7 | ✓ | Rtx Corporation | +1.4% | NEW | New buy |
| 8 | ✓ | Amazon Com Inc | +1.3% | -4.84% | Trim |
| 9 | TSLA | Tesla, Inc. | +1.2% | NEW | New buy |
| 10 | GOOG | Alphabet Inc. | +1.1% | NEW | New buy |
| 11 | ✓ | Alphabet Inc | +1.1% | NEW | New buy |
| 12 | MSFT | Microsoft Corporation | +1.1% | NEW | New buy |
| 13 | ✓ | Global X Fds | +1.1% | NEW | New buy |
| 14 | MU | Micron Technology, Inc. | +1% | NEW | New buy |
| 15 | VST | Vistra CORP | +0.9% | NEW | New buy |
| 16 | NFLX | Netflix, Inc. | +0.9% | -11.33% | Trim |
| 17 | ✓ | Invesco QQQ Tr Put Option 06/2 | +0.8% | EXIT | Sold out |
| 18 | SLV | Ishares Silver Trust | +0.7% | NEW | New buy |
| 19 | VGK | Vanguard Ftse Europe ETF | +0.6% | NEW | New buy |
| 20 | INTC | Intel CORP | +0.6% | +76.06% | Add |
| 21 | TER | Teradyne Inc | +0.5% | +66.36% | Add |
| 22 | NVDA | NVIDIA Corporation | +0.4% | NEW | New buy |
| 23 | ✓ | Global X Fds | +0.3% | NEW | New buy |
| 24 | ✓ | United Sts Commodity Index F | +0.3% | NEW | New buy |
| 25 | ✓ | United Sts Commodity Index F | +0.3% | NEW | New buy |
| 26 | AMZP | Kurv Yld Prem Str Amzn ETF | +0.3% | NEW | New buy |
| 27 | AMAT | Applied Materials Inc | +0.2% | +47.24% | Add |
| 28 | AVGO | Broadcom Inc. | +0.2% | NEW | New buy |
| 29 | BWXT | Bwx Technologies Inc | +0.1% | +66.36% | Add |
| 30 | HWM | Howmet Aerospace Inc | +0.1% | +66.36% | Add |
| 31 | AMZN | Amazon.com, Inc. | +0.1% | NEW | New buy |
| 32 | AAPL | Apple Inc. | +0.1% | -46.20% | Trim |
| 33 | MCHX | Marchex, Inc. | +0.1% | NEW | New buy |
| 34 | NFLX | Netflix, Inc. | 0% | NEW | New buy |
| 35 | FSLR | First Solar, Inc. | — | EXIT | Sold out |
| 36 | IBIT | iShares Bitcoin Trust ETF | 0% | EXIT | Sold out |
| 37 | BE | Bloom Energy Corporation | 0% | EXIT | Sold out |
| 38 | AMD | Advanced Micro Devices | 0% | +75.11% | Add |
| 39 | VOO | Vanguard S&P 500 ETF | -0.1% | EXIT | Sold out |
| 40 | FRSH | Freshworks Inc-cl A | -0.1% | +66.36% | Add |
| 41 | NFLX | Netflix Inc | -0.1% | +58.14% | Add |
| 42 | ✓ | Invesco Qqq Trust | -0.1% | EXIT | Sold out |
| 43 | SIL | Global X Silver Miners ETF | -0.2% | +47.56% | Add |
| 44 | GDX | Vaneck Gold Miners ETF | -0.2% | +46.55% | Add |
| 45 | ✓ | -0.2% | EXIT | Sold out | |
| 46 | SHOP | Shopify Inc - Class A | -0.3% | +66.36% | Add |
| 47 | FOUR | Shift4 Payments Inc-class A | -0.3% | +66.36% | Add |
| 48 | BMNR | Bitmine Immersion Technologi | -0.3% | EXIT | Sold out |
| 49 | HIMS | Hims & Hers Health Inc | -0.3% | +66.36% | Add |
| 50 | GLXY | Galaxy Digital Inc-a | -0.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Kurv Investment Management LLC reported a total U.S. public equity portfolio value of $166.0M across 62 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SLV, GOOGL, GLD) accounted for 28.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
ABRDN SILVER ETF TRUST
市值: $8.4M
Top Position Liquidated / Trimmed
RTX
前期市值: $1.8M
During Q1 2026, Kurv Investment Management LLC's top holdings by market value included SLV (6.4%)、GOOGL (5.9%)、GLD (5.7%). The largest single position, SLV, represented 6.4% of total portfolio value.
In Q1 2026, Kurv Investment Management LLC made 74 total portfolio adjustments, initiating 22 new buys, adding to 31 positions, trimming 8 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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