Curi Capital, LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$4.4T

Holdings

560

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (560 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
264,534$111.3B2.55%
2
JPMJPMORGAN CHASE & CO
435,677$87.3B2.00%
3
AMZNAMAZON COM INC
463,149$83.5B1.91%
4
TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO
850,000$81.1B1.86%
5
VVISA INC
288,986$80.6B1.85%
6
SCHXSCHWAB STRATEGIC TR
1,248,990$77.5B1.78%
7
IVVISHARES TR
130,731$68.7B1.57%
8
SPYSPDR S&P 500 ETF TR
129,244$67.6B1.55%
9
SHYISHARES TR
725,183$59.3B1.36%
10
PTCPTC INC
307,880$58.2B1.33%
11
AAPLAPPLE INC
332,781$57.1B1.31%
12
GOOGALPHABET INC
364,971$55.6B1.27%
13
GOOGLALPHABET INC
366,656$55.3B1.27%
14
CRMSALESFORCE INC
174,793$52.6B1.21%
15
SNPSSYNOPSYS INC
88,515$50.6B1.16%
16
DHRDANAHER CORPORATION
201,796$50.4B1.15%
17
TYLTYLER TECHNOLOGIES INC
107,973$45.9B1.05%
18
SPGIS&P GLOBAL INC
106,098$45.1B1.03%
19
UNHUNITEDHEALTH GROUP INC
87,489$43.3B0.99%
20
STESTERIS PLC
187,174$42.1B0.96%
21
NDSNNORDSON CORP
152,385$41.8B0.96%
22
BKNGBOOKING HOLDINGS INC
11,486$41.7B0.95%
23
TJXTJX COS INC NEW
410,049$41.6B0.95%
24
COOCOOPER COS INC
402,312$40.8B0.94%
25
PGRPROGRESSIVE CORP
192,619$39.8B0.91%
26
IEIISHARES TR
323,339$37.4B0.86%
27
DISDISNEY WALT CO
302,067$37.0B0.85%
28
EWEDWARDS LIFESCIENCES CORP
378,330$36.2B0.83%
29
EQIXEQUINIX INC
43,603$36.0B0.82%
30
ENQENTEGRIS INC
251,857$35.4B0.81%
31
PANWPALO ALTO NETWORKS INC
120,795$34.3B0.79%
32
WSOWATSCO INC
77,104$33.3B0.76%
33
AMEAMETEK INC
181,217$33.1B0.76%
34
EXPEAGLE MATLS INC
117,617$32.0B0.73%
35
FICOFAIR ISAAC CORP
24,159$30.2B0.69%
36
MPWRMONOLITHIC PWR SYS INC
44,536$30.2B0.69%
37
MRKMERCK & CO INC
228,159$30.1B0.69%
38
CMECME GROUP INC
137,579$29.6B0.68%
39
IJRISHARES TR
256,332$28.3B0.65%
40
CWCURTISS WRIGHT CORP
109,867$28.1B0.64%
41
WSTWEST PHARMACEUTICAL SVSC INC
69,710$27.6B0.63%
42
SCHMSCHWAB STRATEGIC TR
334,170$27.2B0.62%
43
CDWCDW CORP
100,000$25.6B0.59%
44
SCHDSCHWAB STRATEGIC TR
316,057$25.5B0.58%
45
FBINFORTUNE BRANDS INNOVATIONS I
297,843$25.2B0.58%
46
KVUEKENVUE INC
1,162,361$24.9B0.57%
47
AVYAVERY DENNISON CORP
111,579$24.9B0.57%
48
CBCHUBB LIMITED
95,752$24.8B0.57%
49
KAIKADANT INC
74,669$24.5B0.56%
50
EFAISHARES TR
299,763$23.9B0.55%
51
PEPPEPSICO INC
135,798$23.8B0.54%
52
EGPEASTGROUP PPTYS INC
131,994$23.7B0.54%
53
INTUINTUIT
36,422$23.7B0.54%
54
EOGEOG RES INC
184,949$23.6B0.54%
55
SYKSTRYKER CORPORATION
65,748$23.5B0.54%
56
EMXCISHARES INC
401,982$23.1B0.53%
57
IJHISHARES TR
379,946$23.1B0.53%
58
UNPUNION PAC CORP
93,588$23.0B0.53%
59
ACNACCENTURE PLC IRELAND
64,938$22.5B0.52%
60
ITWILLINOIS TOOL WKS INC
83,517$22.4B0.51%
61
LOWLOWES COS INC
87,260$22.2B0.51%
62
KDPKEURIG DR PEPPER INC
703,958$21.6B0.49%
63
DWDMORGAN STANLEY
228,243$21.5B0.49%
64
JKHYHENRY JACK & ASSOC INC
120,601$21.0B0.48%
65
AMTAMERICAN TOWER CORP NEW
104,671$20.7B0.47%
66
POOLPOOL CORP
51,010$20.6B0.47%
67
SCHFSCHWAB STRATEGIC TR
527,474$20.6B0.47%
68
RGENREPLIGEN CORP
111,560$20.5B0.47%
69
BDXBECTON DICKINSON & CO
82,232$20.3B0.47%
70
AMATAPPLIED MATLS INC
98,429$20.3B0.47%
71
ADIANALOG DEVICES INC
101,542$20.1B0.46%
72
MTNVAIL RESORTS INC
88,692$19.8B0.45%
73
MKTXMARKETAXESS HLDGS INC
87,816$19.3B0.44%
74
DVNDEVON ENERGY CORP NEW
363,906$18.3B0.42%
75
MAMASTERCARD INCORPORATED
37,793$18.2B0.42%
76
AFGAMERICAN FINL GROUP INC OHIO
130,638$17.8B0.41%
77
MDYSPDR S&P MIDCAP 400 ETF TR
31,644$17.6B0.40%
78
JNJJOHNSON & JOHNSON
106,680$16.9B0.39%
79
RPMRPM INTL INC
141,174$16.8B0.38%
80
CRSCARPENTER TECHNOLOGY CORP
229,640$16.4B0.38%
81
DGRWWISDOMTREE TR
212,752$16.2B0.37%
82
AITAPPLIED INDL TECHNOLOGIES IN
80,436$15.9B0.36%
83
PCHPOTLATCHDELTIC CORPORATION
336,639$15.8B0.36%
84
IWBISHARES TR
54,009$15.6B0.36%
85
CVXCHEVRON CORP NEW
98,588$15.6B0.36%
86
MRSHMARSH & MCLENNAN COS INC
75,197$15.5B0.35%
87
AMGNAMGEN INC
54,065$15.4B0.35%
88
VIGVANGUARD SPECIALIZED FUNDS
82,881$15.1B0.35%
89
HDHOME DEPOT INC
38,870$14.9B0.34%
90
AQLTISHARES TR
191,198$14.2B0.33%
91
ABTABBOTT LABS
123,492$14.0B0.32%
92
ATRAPTARGROUP INC
96,153$13.8B0.32%
93
RBCRBC BEARINGS INC
50,996$13.8B0.32%
94
EQBKEQUITY BANCSHARES INC
400,000$13.7B0.32%
95
RRCRANGE RES CORP
398,798$13.7B0.31%
96
IWPISHARES TR
120,233$13.7B0.31%
97
CRLCHARLES RIV LABS INTL INC
49,898$13.5B0.31%
98
VGTVANGUARD WORLD FD
25,648$13.4B0.31%
99
SCHASCHWAB STRATEGIC TR
271,131$13.4B0.31%
100
COLMCOLUMBIA SPORTSWEAR CO
163,497$13.3B0.30%
Page 1 of 6Next