Curi Capital, LLC Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$2.9T

Holdings

481

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (481 positions)

#StockSharesValue% PortfolioType
201
AIVLWISDOMTREE TR
23,709$2.2B0.08%
202
HOMBHOME BANCSHARES INC
100,000$2.2B0.08%
203
PANWPALO ALTO NETWORKS INC
10,694$2.1B0.07%
204
XOMEXXON MOBIL CORP
19,270$2.1B0.07%
205
NVDANVIDIA CORPORATION
7,546$2.1B0.07%
206
DMRCDIGIMARC CORP NEW
106,096$2.1B0.07%
207
NEENEXTERA ENERGY INC
26,926$2.1B0.07%
208
AREALEXANDRIA REAL ESTATE EQ IN
16,456$2.1B0.07%
209
NVRNVR INC
368$2.1B0.07%
210
GGGGRACO INC
27,909$2.0B0.07%
211
RSRELIANCE STEEL & ALUMINUM CO
7,652$2.0B0.07%
212
ZSZSCALER INC
16,783$2.0B0.07%
213
MNDYMONDAY COM LTD
13,624$1.9B0.07%
214
EPDENTERPRISE PRODS PARTNERS L
74,636$1.9B0.07%
215
EPRTESSENTIAL PPTYS RLTY TR INC
77,291$1.9B0.07%
216
HEIHEICO CORP NEW
11,194$1.9B0.07%
217
FTECFIDELITY COVINGTON TRUST
16,565$1.9B0.07%
218
FLLFULL HSE RESORTS INC
260,000$1.9B0.07%
219
HONHONEYWELL INTL INC
9,784$1.9B0.07%
220
MCHPMICROCHIP TECHNOLOGY INC.
22,273$1.9B0.07%
221
DDOGDATADOG INC
25,340$1.8B0.06%
222
DEDEERE & CO
4,345$1.8B0.06%
223
FASTFASTENAL CO
33,129$1.8B0.06%
224
ADBEADOBE SYSTEMS INCORPORATED
4,601$1.8B0.06%
225
AUBATLANTIC UN BANKSHARES CORP
50,000$1.8B0.06%
226
VYMVANGUARD WHITEHALL FDS
16,317$1.7B0.06%
227
VOOVANGUARD INDEX FDS
4,555$1.7B0.06%
228
MCBMETROPOLITAN BK HLDG CORP
50,000$1.7B0.06%
229
EVTCEVERTEC INC
50,000$1.7B0.06%
230
HUBSHUBSPOT INC
3,903$1.7B0.06%
231
SMBKSMARTFINANCIAL INC
71,966$1.7B0.06%
232
PCYOPURE CYCLE CORP
175,800$1.7B0.06%
233
TRMBTRIMBLE INC
31,572$1.7B0.06%
234
ORCLORACLE CORP
17,805$1.7B0.06%
235
IJHISHARES TR
6,598$1.7B0.06%
236
MTDRMATADOR RES CO
34,232$1.6B0.06%
237
ADPAUTOMATIC DATA PROCESSING IN
7,293$1.6B0.06%
238
COSTCOSTCO WHSL CORP NEW
3,263$1.6B0.06%
239
FROGJFROG LTD
82,090$1.6B0.06%
240
HEIHEICO CORP NEW
11,762$1.6B0.06%
241
DTDYNATRACE INC
36,762$1.6B0.05%
242
BMIBADGER METER INC
12,639$1.5B0.05%
243
SYBTSTOCK YDS BANCORP INC
27,628$1.5B0.05%
244
AVGOBROADCOM INC
2,373$1.5B0.05%
245
VTIVANGUARD INDEX FDS
7,313$1.5B0.05%
246
PRUPRUDENTIAL FINL INC
18,027$1.5B0.05%
247
ELVELEVANCE HEALTH INC
3,225$1.5B0.05%
248
HUMHUMANA INC
3,026$1.5B0.05%
249
EXASEXACT SCIENCES CORP
21,611$1.5B0.05%
250
AVDAMERICAN VANGUARD CORP
65,900$1.4B0.05%
251
CRSPCRISPR THERAPEUTICS AG
31,570$1.4B0.05%
252
PFEPFIZER INC
34,714$1.4B0.05%
253
KLACKLA CORP
3,472$1.4B0.05%
254
TEAMATLASSIAN CORPORATION
7,910$1.4B0.05%
255
NBTBNBT BANCORP INC
40,000$1.3B0.05%
256
CSCOCISCO SYS INC
25,566$1.3B0.05%
257
USBUS BANCORP DEL
36,716$1.3B0.05%
258
XLFSELECT SECTOR SPDR TR
39,781$1.3B0.04%
259
METAMETA PLATFORMS INC
5,898$1.3B0.04%
260
AMATAPPLIED MATLS INC
10,047$1.2B0.04%
261
ICEINTERCONTINENTAL EXCHANGE IN
11,336$1.2B0.04%
262
TSLATESLA INC
5,681$1.2B0.04%
263
NDQINVESCO QQQ TR
3,656$1.2B0.04%
264
COPCONOCOPHILLIPS
11,756$1.2B0.04%
265
BAC 7.25 PERP LBANK AMERICA CORP
980$1.1B0.04%
266
VEEVVEEVA SYS INC
6,181$1.1B0.04%
267
CHCTCOMMUNITY HEALTHCARE TR INC
30,581$1.1B0.04%
268
WPCWP CAREY INC
14,363$1.1B0.04%
269
NOCNORTHROP GRUMMAN CORP
2,383$1.1B0.04%
270
LVLNSPDR SER TR
24,871$1.1B0.04%
271
AQLTISHARES TR
16,298$1.1B0.04%
272
BACBANK AMERICA CORP
38,003$1.1B0.04%
273
SKYSKYLINE CHAMPION CORPORATION
14,431$1.1B0.04%
274
LMTLOCKHEED MARTIN CORP
2,285$1.1B0.04%
275
RITMRITHM CAPITAL CORP
135,000$1.1B0.04%
276
HDVISHARES TR
10,565$1.1B0.04%
277
NTRSNORTHERN TR CORP
12,158$1.1B0.04%
278
COLBCOLUMBIA BKG SYS INC
50,000$1.1B0.04%
279
AFCGAFC GAMMA INC
88,025$1.1B0.04%
280
ITGARTNER INC
3,253$1.1B0.04%
281
HACKUSDETF MANAGERS TR
21,768$1.0B0.04%
282
DGROISHARES TR
20,498$1.0B0.04%
283
IWDISHARES TR
6,653$1.0B0.04%
284
KOCOCA COLA CO
16,092$998.2M0.03%
285
ETVEATON VANCE TAX-MANAGED BUY-
78,688$993.8M0.03%
286
LECOLINCOLN ELEC HLDGS INC
5,598$946.6M0.03%
287
CWBSPDR SER TR
14,026$940.7M0.03%
288
SPYVSPDR SER TR
22,972$935.4M0.03%
289
ISRGINTUITIVE SURGICAL INC
3,621$925.1M0.03%
290
BMYBRISTOL-MYERS SQUIBB CO
13,233$917.2M0.03%
291
NTLAINTELLIA THERAPEUTICS INC
23,957$892.9M0.03%
292
AG8AGILENT TECHNOLOGIES INC
6,432$889.8M0.03%
293
SCHBSCHWAB STRATEGIC TR
18,544$887.3M0.03%
294
TELTE CONNECTIVITY LTD
6,707$879.6M0.03%
295
PODDINSULET CORP
2,711$864.7M0.03%
296
ADAMNEW YORK MTG TR INC
85,991$856.5M0.03%
297
CATCATERPILLAR INC
3,724$852.2M0.03%
298
DFUVDIMENSIONAL ETF TRUST
25,420$851.1M0.03%
299
RJFRAYMOND JAMES FINL INC
9,100$848.8M0.03%
300
UCBUNITED CMNTY BKS BLAIRSVLE G
30,000$843.6M0.03%
PreviousPage 3 of 5Next