Institutions / Curi Capital, LLC
Curi Capital, LLC
CIK 1332905 · Institution · as of Mar 31, 2026
Portfolio value
$5.61B
Positions
859
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$5.61B-2.7%Positions
859-0.8%Top holdings
Mar 31, 2026View all 859 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $179.38M | 3.2% |
| Apple Inc. | $170.02M | 3.0% |
| NVIDIA Corp | $137.96M | 2.5% |
| JPMorgan Chase & Co | $119.92M | 2.1% |
| Alphabet Inc. | $114.29M | 2.0% |
| Amazon.com Inc | $111.85M | 2.0% |
| iShares Tr | $108.26M | 1.9% |
| Schwab Strategic Tr | $93.00M | 1.7% |
| iShares Tr | $91.15M | 1.6% |
| State Str SPDR S&P 500 ETF T | $78.00M | 1.4% |
| Alphabet Inc. | $74.06M | 1.3% |
| Visa Inc | $73.89M | 1.3% |
| AMETEK Inc | $64.37M | 1.1% |
| ELI LILLY & Co | $61.23M | 1.1% |
| Broadcom Inc. | $60.16M | 1.1% |
| Merck & Co., Inc. | $53.71M | 1.0% |
| TJX Cos Inc/The | $53.56M | 1.0% |
| Danaher Corp /De | $53.20M | 0.9% |
| Warren E. Buffett | $50.56M | 0.9% |
| iShares Tr | $48.93M | 0.9% |
| SPDR Gold Tr | $47.63M | 0.8% |
| Meta Platforms Inc | $46.55M | 0.8% |
| iShares Tr | $45.96M | 0.8% |
| RTX Corp | $44.69M | 0.8% |
| iShares Tr | $43.51M | 0.8% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 46432F842 Common stock | $43.20M | +477K +66.40% | 1,195,796 1.93% of portfolio | medium |
| Q1 2026 as of | Trim | Salesforce Inc Common stock | $-28.99M | -155K -89.17% | 18,872 0.06% of portfolio | medium |
| Q1 2026 as of | New | G0593M107 Common stock | $22.17M | +112K | 112,406 0.40% of portfolio | medium |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $20.84M | +102K +310.52% | 135,454 0.49% of portfolio | medium |
| Q1 2026 as of | Trim | M&T Bank Corp Common stock | $-18.44M | -89K -90.97% | 8,860 0.03% of portfolio | medium |
| Q1 2026 as of | Add | Lumen Technologies, Inc. Common stock | $17.42M | +2.5M +74.46% | 5,872,216 0.73% of portfolio | medium |
| Q1 2026 as of | Trim | Tyler Technologies, Inc. Common stock | $-17.10M | -50K -44.56% | 62,153 0.38% of portfolio | medium |
| Q1 2026 as of | Add | Applied Materials Inc /De Common stock | $14.97M | +44K +71.78% | 104,809 0.64% of portfolio | medium |
| Q1 2026 as of | Trim | Equinix Inc Common stock | $-14.67M | -15K -86.32% | 2,373 0.04% of portfolio | medium |
| Q1 2026 as of | Add | 464287663 Common stock | $14.18M | +139K +44.62% | 449,471 0.82% of portfolio | medium |