Curi Capital, LLC Q1 2020 Filing

Filed May 11, 2020

Portfolio Value

$2.1T

Holdings

643

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (643 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
440,308$113.5B5.39%Put
2
VVISA INC
262,463$42.3B2.01%
3
DHRDANAHER CORPORATION
256,861$35.6B1.69%
4
LVLNSPDR SER TR
1,086,720$35.4B1.68%Put
5
MSFTMICROSOFT CORP
223,656$35.3B1.67%
6
STESTERIS PLC
233,806$32.7B1.55%
7
JKHYHENRY JACK & ASSOC INC
208,867$32.4B1.54%
8
IHS MARKIT LTD
530,517$31.8B1.51%
9
IWMISHARES TR
277,901$31.8B1.51%Put
10
PTCPTC INC
504,763$30.9B1.47%
11
EWEDWARDS LIFESCIENCES CORP
163,677$30.9B1.47%
12
AAPLAPPLE INC
115,748$29.4B1.40%
13
COOCOOPER COS INC
105,928$29.2B1.39%
14
JPMJPMORGAN CHASE & CO
307,767$27.7B1.32%
15
GOOGLALPHABET INC
22,763$26.4B1.26%
16
TJXTJX COS INC NEW
535,385$25.6B1.22%
17
MKTXMARKETAXESS HLDGS INC
75,289$25.0B1.19%
18
PGRPROGRESSIVE CORP OHIO
336,466$24.8B1.18%
19
GOOGALPHABET INC
21,067$24.5B1.16%
20
AZPNUSDASPEN TECHNOLOGY INC
255,786$24.3B1.15%
21
NDSNNORDSON CORP
178,981$24.2B1.15%
22
TYLTYLER TECHNOLOGIES INC
78,915$23.4B1.11%
23
AMTAMERICAN TOWER CORP NEW
105,211$22.9B1.09%
24
SIVBEURSVB FINANCIAL GROUP
148,139$22.4B1.06%
25
BKNGBOOKING HLDGS INC
16,595$22.3B1.06%
26
FRCBFIRST REP BK SAN FRANCISCO C
239,052$19.7B0.93%
27
FBINFORTUNE BRANDS HOME & SEC IN
444,734$19.2B0.91%
28
DGDOLLAR GEN CORP NEW
124,871$18.9B0.90%
29
DJPBARCLAYS BANK PLC
1,124,937$18.6B0.88%
30
SERVUSDSERVICEMASTER GLOBAL HLDGS I
645,315$17.4B0.83%
31
UNHUNITEDHEALTH GROUP INC
63,434$15.8B0.75%
32
WSTWEST PHARMACEUTICAL SVSC INC
101,425$15.4B0.73%
33
MTNVAIL RESORTS INC
100,414$14.8B0.70%
34
BDXBECTON DICKINSON & CO
64,291$14.8B0.70%
35
USOUNITED STATES OIL FUND LP
400,000$13.5B0.64%Put
36
MIDDMIDDLEBY CORP
229,391$13.0B0.62%
37
AVYAVERY DENNISON CORP
120,882$12.3B0.58%
38
ACNACCENTURE PLC IRELAND
75,021$12.2B0.58%
39
FICOFAIR ISAAC CORP
39,174$12.1B0.57%
40
CERNCHFCERNER CORP
188,064$11.8B0.56%
41
LOWLOWES COS INC
136,914$11.8B0.56%
42
AMGNAMGEN INC
57,525$11.7B0.55%
43
DWDMORGAN STANLEY
339,151$11.5B0.55%
44
DGRWWISDOMTREE TR
296,004$11.5B0.55%
45
ITWILLINOIS TOOL WKS INC
77,155$11.0B0.52%
46
SBUXSTARBUCKS CORP
164,663$10.8B0.51%
47
RTN1USDRAYTHEON CO
82,040$10.8B0.51%
48
UNPUNION PAC CORP
75,688$10.7B0.51%
49
EOGEOG RES INC
295,741$10.6B0.50%
50
CTLTEURCATALENT INC
203,269$10.6B0.50%
51
MYFWFIRST WESTN FINL INC
739,101$10.5B0.50%
52
IHDGWISDOMTREE TR
343,391$10.4B0.49%
53
TDYTELEDYNE TECHNOLOGIES INC
34,932$10.4B0.49%
54
VIGVANGUARD SPECIALIZED FUNDS
99,358$10.3B0.49%
55
CMECME GROUP INC
58,655$10.1B0.48%
56
AFGAMERICAN FINL GROUP INC OHIO
144,284$10.1B0.48%
57
DEODIAGEO P L C
79,266$10.1B0.48%
58
VEUVANGUARD INTL EQUITY INDEX F
241,389$9.9B0.47%
59
ADIANALOG DEVICES INC
106,770$9.6B0.45%
60
RGENREPLIGEN CORP
98,459$9.5B0.45%
61
POOLPOOL CORPORATION
45,602$9.0B0.43%
62
PFPTPROOFPOINT INC
87,288$9.0B0.43%
63
EGPEASTGROUP PPTY INC
84,472$8.8B0.42%
64
ABTABBOTT LABS
108,785$8.6B0.41%
65
IJRISHARES TR
152,628$8.6B0.41%
66
MDYSPDR S&P MIDCAP 400 ETF TR
32,570$8.6B0.41%
67
MRSHMARSH & MCLENNAN COS INC
98,126$8.5B0.40%
68
FISVFISERV INC
87,329$8.3B0.39%
69
RBAGBPRITCHIE BROS AUCTIONEERS
241,367$8.3B0.39%
70
AMZNAMAZON COM INC
4,174$8.1B0.39%
71
XLFSELECT SECTOR SPDR TR
383,012$8.0B0.38%Put
72
CDWCDW CORP
83,374$7.8B0.37%
73
CUKCARNIVAL PLC
641,341$7.7B0.36%
74
R6C2ROYAL DUTCH SHELL PLC
227,167$7.4B0.35%
75
MNSBMAINSTREET BANCSHARES INC
438,448$7.3B0.35%
76
GWREGUIDEWIRE SOFTWARE INC
89,762$7.1B0.34%
77
ESQESQUIRE FINL HLDGS INC
468,788$7.1B0.33%
78
CVXCHEVRON CORP NEW
96,752$7.0B0.33%
79
MPWRMONOLITHIC PWR SYS INC
41,709$7.0B0.33%
80
COLMCOLUMBIA SPORTSWEAR CO
99,962$7.0B0.33%
81
BHP GROUP PLC
228,377$6.9B0.33%
82
VOVANGUARD INDEX FDS
51,864$6.8B0.32%
83
IWPISHARES TR
55,077$6.7B0.32%
84
BFAMBRIGHT HORIZONS FAM SOL IN D
65,359$6.7B0.32%
85
DONWISDOMTREE TR
272,242$6.6B0.31%
86
IWBISHARES TR
45,862$6.5B0.31%
87
VGTVANGUARD WORLD FDS
29,713$6.3B0.30%
88
JNJJOHNSON & JOHNSON
47,791$6.3B0.30%
89
FISFIDELITY NATL INFORMATION SV
49,649$6.0B0.29%
90
GRFSGRIFOLS S A
294,607$5.9B0.28%
91
LSXMKUSDLIBERTY MEDIA CORP DEL
185,830$5.9B0.28%
92
BCOBRINKS CO
111,226$5.8B0.27%
93
NEOGNEOGEN CORP
86,042$5.8B0.27%
94
IWFISHARES TR
38,118$5.7B0.27%
95
SPIRIT OF TEX BANCSHARES INC
548,453$5.7B0.27%
96
BFSTBUSINESS FIRST BANCSHARES IN
414,418$5.6B0.27%
97
XLUSELECT SECTOR SPDR TR
99,753$5.5B0.26%
98
TCBKTRICO BANCSHARES
184,867$5.5B0.26%
99
EXPOEXPONENT INC
75,850$5.5B0.26%
100
OMCLOMNICELL INC
82,138$5.4B0.26%
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