Curi Capital, LLC Q1 2022 Filing

Filed May 6, 2022

Portfolio Value

$3.2T

Holdings

435

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (435 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
242,481$74.8B2.36%
2
DHRDANAHER CORPORATION
235,974$69.2B2.19%
3
VVISA INC
284,581$63.1B2.00%
4
AAPLAPPLE INC
351,476$61.4B1.94%
5
GOOGLALPHABET INC
20,209$56.2B1.78%
6
DGDOLLAR GEN CORP NEW
251,966$56.1B1.77%
7
EWEDWARDS LIFESCIENCES CORP
456,967$53.8B1.70%
8
JKHYHENRY JACK & ASSOC INC
271,734$53.5B1.69%
9
JPMJPMORGAN CHASE & CO
374,385$51.0B1.61%
10
SNPSSYNOPSYS INC
153,090$51.0B1.61%
11
SPYSPDR S&P 500 ETF TR
112,060$50.6B1.60%
12
COOCOOPER COS INC
120,756$50.4B1.59%
13
SPGIS&P GLOBAL INC
122,441$50.2B1.59%
14
STESTERIS PLC
196,157$47.4B1.50%
15
CRMSALESFORCE COM INC
221,936$47.1B1.49%
16
PTCPTC INC
435,855$47.0B1.48%
17
GOOGALPHABET INC
16,549$46.2B1.46%
18
NDSNNORDSON CORP
183,386$41.6B1.32%
19
BKNGBOOKING HOLDINGS INC
17,307$40.6B1.28%
20
FRCBFIRST REP BK SAN FRANCISCO C
250,639$40.6B1.28%
21
SIVBEURSVB FINANCIAL GROUP
72,007$40.3B1.27%
22
TYLTYLER TECHNOLOGIES INC
88,274$39.3B1.24%
23
AZPNUSDASPEN TECHNOLOGY INC
235,826$39.0B1.23%
24
TJXTJX COS INC NEW
613,520$37.2B1.17%
25
UNHUNITEDHEALTH GROUP INC
69,462$35.4B1.12%
26
MKTXMARKETAXESS HLDGS INC
103,983$35.4B1.12%
27
FBINFORTUNE BRANDS HOME & SEC IN
464,639$34.5B1.09%
28
DVNDEVON ENERGY CORP NEW
554,966$32.8B1.04%
29
DISDISNEY WALT CO
235,592$32.3B1.02%
30
EEMISHARES TR
697,873$31.5B1.00%
31
PGRPROGRESSIVE CORP
270,095$30.8B0.97%
32
UNPUNION PAC CORP
108,928$29.8B0.94%
33
EGPEASTGROUP PPTYS INC
143,182$29.1B0.92%
34
WSTWEST PHARMACEUTICAL SVSC INC
69,532$28.6B0.90%
35
KDPKEURIG DR PEPPER INC
749,125$28.4B0.90%
36
EQIXEQUINIX INC
37,419$27.8B0.88%
37
CDWCDW CORP
153,997$27.5B0.87%
38
MTNVAIL RESORTS INC
104,976$27.3B0.86%
39
CMECME GROUP INC
114,633$27.3B0.86%
40
AMTAMERICAN TOWER CORP NEW
101,778$25.6B0.81%
41
LOWLOWES COS INC
124,898$25.3B0.80%
42
CBCHUBB LIMITED
118,014$25.2B0.80%
43
BDXBECTON DICKINSON & CO
94,358$25.1B0.79%
44
AVYAVERY DENNISON CORP
139,500$24.3B0.77%
45
CTLTEURCATALENT INC
217,915$24.2B0.76%
46
MPWRMONOLITHIC PWR SYS INC
49,344$24.0B0.76%
47
ACNACCENTURE PLC IRELAND
66,650$22.5B0.71%
48
AFGAMERICAN FINL GROUP INC OHIO
149,497$21.8B0.69%
49
DWDMORGAN STANLEY
249,023$21.8B0.69%
50
ADIANALOG DEVICES INC
126,720$20.9B0.66%
51
EXPEAGLE MATLS INC
163,037$20.9B0.66%
52
RGENREPLIGEN CORP
104,703$19.7B0.62%
53
POOLPOOL CORP
46,106$19.5B0.62%
54
ITWILLINOIS TOOL WKS INC
89,872$18.8B0.59%
55
PCHPOTLATCHDELTIC CORPORATION
337,265$17.8B0.56%
56
FICOFAIR ISAAC CORP
37,945$17.7B0.56%
57
SBG1SEACOAST BKG CORP FLA
499,029$17.5B0.55%
58
DEODIAGEO PLC
84,834$17.2B0.54%
59
AMGNAMGEN INC
69,842$16.9B0.53%
60
IJRISHARES TR
153,543$16.6B0.52%
61
WSOWATSCO INC
53,515$16.3B0.52%
62
DGRWWISDOMTREE TR
253,867$16.2B0.51%
63
MRSHMARSH & MCLENNAN COS INC
89,267$15.2B0.48%
64
COLMCOLUMBIA SPORTSWEAR CO
165,177$15.0B0.47%
65
VIGVANGUARD SPECIALIZED FUNDS
87,756$14.2B0.45%
66
RBAGBPRITCHIE BROS AUCTIONEERS
240,160$14.2B0.45%
67
VEUVANGUARD INTL EQUITY INDEX F
234,054$13.5B0.43%
68
VCVISTEON CORP
122,560$13.4B0.42%
69
OMCLOMNICELL COM
102,137$13.2B0.42%
70
KAIKADANT INC
67,743$13.2B0.42%
71
MDYSPDR S&P MIDCAP 400 ETF TR
26,775$13.1B0.42%
72
LVLNSPDR SER TR
189,218$13.0B0.41%
73
SBUXSTARBUCKS CORP
142,997$13.0B0.41%
74
EXPOEXPONENT INC
119,576$12.9B0.41%
75
CRSCARPENTER TECHNOLOGY CORP
292,045$12.3B0.39%
76
S76STORE CAP CORP
415,566$12.1B0.38%
77
IHDGWISDOMTREE TR
281,105$12.1B0.38%
78
TCBKTRICO BANCSHARES
294,335$11.8B0.37%
79
AMZNAMAZON COM INC
3,541$11.5B0.36%
80
VOVANGUARD INDEX FDS
48,317$11.5B0.36%
81
VGTVANGUARD WORLD FDS
26,705$11.1B0.35%
82
SYKSTRYKER CORPORATION
40,478$10.8B0.34%
83
CWCURTISS WRIGHT CORP
71,902$10.8B0.34%
84
EMLCVANECK ETF TRUST
389,473$10.5B0.33%
85
IWBISHARES TR
41,415$10.4B0.33%
86
IWFISHARES TR
36,383$10.1B0.32%
87
RGLDROYAL GOLD INC
69,696$9.8B0.31%
88
IWPISHARES TR
97,964$9.8B0.31%
89
ISBCUSDINVESTORS BANCORP INC NEW
654,234$9.8B0.31%
90
GTLSCHART INDS INC
55,506$9.5B0.30%
91
SFBSSERVISFIRST BANCSHARES INC
99,772$9.5B0.30%
92
RPMRPM INTL INC
115,459$9.4B0.30%
93
ARGO GROUP INTL HLDGS LTD
226,328$9.3B0.30%
94
FOXFFOX FACTORY HLDG CORP
93,734$9.2B0.29%
95
DONWISDOMTREE TR
204,888$9.1B0.29%
96
EFAISHARES TR
122,995$9.1B0.29%
97
MKSIMKS INSTRS INC
59,896$9.0B0.28%
98
FIVNFIVE9 INC
80,375$8.9B0.28%
99
RBCRBC BEARINGS INC
45,227$8.8B0.28%
100
TDYTELEDYNE TECHNOLOGIES INC
18,528$8.8B0.28%
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