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CIK: 0002027462
Total reported value
$200.1M
$200.1M
41 檔
31.8%
According to the latest 13F quarterly dataset, Kurv Investment Management LLC managed an equity portfolio of $200.1M at the end of Q2 2026, spanning 41 distinct U.S. exchange-listed positions.
Kurv Investment Management LLC executed strategic sector rebalancing during Q2 2026, establishing 11 new positions while fully exiting 31 holdings and trimming 6 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 10.33% | -2.53% | +16.84% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.23% | -0.65% | +16.49% | |
| 3 | INTC | Intel CORP | Stock-Tech | 7.84% | -1.82% | -31.32% | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 6.11% | -0.03% | -28.50% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 5.81% | -0.83% | -6.76% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.28% | -2.11% | +21.29% | |
| 7 | SIL | Global X Silver Miners ETF | ETF-Commodities | 4.34% | -2.60% | +59.95% | |
| 8 | AMAT | Applied Materials Inc | Stock-Tech | 3.70% | -1.43% | +14.45% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.69% | -1.26% | +29.03% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.67% | +0.41% | -15.09% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 3.22% | -1.54% | +24.92% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.22% | +0.13% | +13.73% | |
| 13 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 2.59% | -1.56% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | +0.21% | +14.23% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 2.29% | -0.23% | +15.88% | |
| 16 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 2.12% | — | — | |
| 17 | TER | Teradyne Inc | Stock-Tech | 1.91% | -0.26% | -35.34% | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 1.77% | -1.77% | EXIT | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.66% | -1.66% | EXIT | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.60% | -0.18% | — | |
| 21 | HWM | Howmet Aerospace Inc | Stock-Industrials | 1.59% | -0.19% | +15.17% | |
| 22 | SLV | Ishares Silver Trust | ETF-Commodities | 1.42% | +3.24% | -77.77% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.38% | -0.23% | +13.94% | |
| 24 | BWXT | Bwx Technologies Inc | Stock-Industrials | 1.37% | -0.36% | +15.17% | |
| 25 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.29% | -0.05% | +13.94% | |
| 26 | VST | Vistra CORP | Stock-Utilities | 1.20% | -0.11% | +15.17% | |
| 27 | APP | Applovin Corp-class A | Stock-Tech | 1.15% | -1.15% | EXIT | |
| 28 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 1.08% | -0.11% | +15.17% | |
| 29 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.05% | -0.15% | +15.17% | |
| 30 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.04% | +0.18% | +15.17% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.99% | -0.99% | EXIT | |
| 32 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.85% | +1.84% | +15.17% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.77% | +0.01% | +15.17% | |
| 34 | TSLP | Kurv Yld Prem Str Tsla ETF | ETF-Other | 0.56% | -0.09% | +13.92% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | +4.83% | — | |
| 36 | GOOP | Kurv Yld Prem Str Googl ETF | ETF-Other | 0.41% | -0.09% | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | -0.28% | — | |
| 38 | MRVL | Marvell Technology Inc | Stock-Tech | 0.39% | -0.08% | — | |
| 39 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.36% | +0.67% | — | |
| 40 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.24% | +0.44% | — | |
| 41 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 0.24% | +0.43% | — |
| # | 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 |
According to official SEC Form 13F filings, Kurv Investment Management LLC reported a total U.S. public equity portfolio value of $200.1M across 41 disclosed positions in Q2 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 GOOGL, AMZN, INTC) accounted for 31.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
CLOA
市值: $4.3M
Top Position Liquidated / Trimmed
SLV
前期市值: $10.8M
During Q2 2026, Kurv Investment Management LLC's top holdings by market value included GOOGL (10.3%)、AMZN (8.2%)、INTC (7.8%). The largest single position, GOOGL, represented 10.3% of total portfolio value.
In Q2 2026, Kurv Investment Management LLC made 72 total portfolio adjustments, initiating 11 new buys, adding to 24 positions, trimming 6 holdings, and fully liquidating 31 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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