Universe · entity
Curi Capital, LLC
Institutional manager (13F) · CIK 1332905
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP | $179M | 484,587 |
| 2 | APPLE INC | $170M | 669,941 |
| 3 | NVIDIA CORPORATION | $138M | 791,005 |
| 4 | JPMORGAN CHASE & CO | $120M | 407,680 |
| 5 | ALPHABET INC | $114M | 397,433 |
| 6 | AMAZON COM INC | $112M | 537,040 |
| 7 | ISHARES TR | $108M | 1,195,796 |
| 8 | SCHWAB STRATEGIC TR | $93M | 3,627,186 |
| 9 | ISHARES TR | $91M | 139,538 |
| 10 | STATE STR SPDR S&P 500 ETF T | $78M | 119,642 |
| 11 | ALPHABET INC | $74M | 258,175 |
| 12 | VISA INC | $74M | 244,467 |
| 13 | AMETEK INC | $64M | 298,156 |
| 14 | ELI LILLY & CO | $61M | 66,573 |
| 15 | BROADCOM INC | $60M | 194,361 |
| 16 | MERCK & CO INC | $54M | 443,638 |
| 17 | TJX COS INC NEW | $54M | 335,408 |
| 18 | DANAHER CORP DEL | $53M | 280,064 |
| 19 | BERKSHIRE HATHAWAY INC DEL | $51M | 105,499 |
| 20 | ISHARES TR | $49M | 412,543 |
| 21 | SPDR GOLD TR | $48M | 110,693 |
| 22 | META PLATFORMS INC | $47M | 81,360 |
| 23 | ISHARES TR | $46M | 449,471 |
| 24 | RTX CORPORATION | $45M | 231,689 |
| 25 | ISHARES TR | $44M | 280,491 |
| 26 | LUMEN TECHNOLOGIES INC | $41M | 5,872,216 |
| 27 | MONOLITHIC PWR SYS INC | $40M | 36,275 |
| 28 | NORDSON CORP | $39M | 146,156 |
| 29 | ISHARES TR | $37M | 380,408 |
| 30 | BOOKING HOLDINGS INC | $37M | 8,774 |
| 31 | CURTISS WRIGHT CORP | $36M | 53,497 |
| 32 | EOG RES INC | $36M | 251,277 |
| 33 | ISHARES TR | $36M | 436,635 |
| 34 | WHIRLPOOL CORP | $36M | 664,645 |
| 35 | APPLIED MATLS INC | $36M | 104,809 |
| 36 | J P MORGAN EXCHANGE TRADED F | $34M | 674,922 |
| 37 | PHILIP MORRIS INTL INC | $34M | 201,120 |
| 38 | IDEXX LABS INC | $32M | 57,201 |
| 39 | ANALOG DEVICES INC | $32M | 99,558 |
| 40 | ISHARES INC | $31M | 444,396 |
| 41 | PALO ALTO NETWORKS INC | $30M | 188,198 |
| 42 | CHEVRON CORPORATION | $30M | 145,006 |
| 43 | FEDERAL RLTY INVT TR NEW | $30M | 281,034 |
| 44 | HUBBELL INC | $30M | 60,146 |
| 45 | SCHWAB STRATEGIC TR | $29M | 1,182,692 |
| 46 | BLACKROCK INC | $29M | 30,414 |
| 47 | SYNOPSYS INC | $29M | 72,033 |
| 48 | FAIR ISAAC CORP | $28M | 26,181 |
| 49 | INTERNATIONAL BUSINESS MACHS | $28M | 114,864 |
| 50 | ISHARES INC | $28M | 350,375 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.