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
101
ZTSZOETIS INC
78,106$13.2B0.30%
102
SBG1SEACOAST BKG CORP FLA
515,194$13.1B0.30%
103
IWFISHARES TR
38,487$13.0B0.30%
104
KMIKINDER MORGAN INC DEL
706,266$13.0B0.30%
105
TCBKTRICO BANCSHARES
341,577$12.6B0.29%
106
MCHPMICROCHIP TECHNOLOGY INC.
138,911$12.5B0.29%
107
VCVISTEON CORP
105,587$12.4B0.28%
108
MOALTRIA GROUP INC
276,902$12.1B0.28%
109
IHDGWISDOMTREE TR
261,378$12.0B0.28%
110
IQVIQVIA HLDGS INC
47,351$12.0B0.27%
111
VBTXVERITEX HLDGS INC
581,302$11.9B0.27%
112
SYBTSTOCK YDS BANCORP INC
240,391$11.8B0.27%
113
USFDUS FOODS HLDG CORP
216,931$11.7B0.27%
114
CPKCHESAPEAKE UTILS CORP
106,337$11.4B0.26%
115
BACVERIZON COMMUNICATIONS INC
271,317$11.4B0.26%
116
DEODIAGEO PLC
76,388$11.4B0.26%
117
SCHWSCHWAB CHARLES CORP
154,774$11.2B0.26%
118
NOCNORTHROP GRUMMAN CORP
23,339$11.2B0.26%
119
TMOTHERMO FISHER SCIENTIFIC INC
19,062$11.1B0.25%
120
FRSTPRIMIS FINANCIAL CORP
909,654$11.1B0.25%
121
IBMINTERNATIONAL BUSINESS MACHS
56,667$10.8B0.25%
122
CRWDCROWDSTRIKE HLDGS INC
33,474$10.7B0.25%
123
SYYSYSCO CORP
131,032$10.6B0.24%
124
BLKCHFBLACKROCK INC
12,679$10.6B0.24%
125
TOTLSSGA ACTIVE ETF TR
258,730$10.4B0.24%
126
ABBVABBVIE INC
56,733$10.3B0.24%
127
TXNTEXAS INSTRS INC
58,899$10.3B0.24%
128
DONWISDOMTREE TR
208,665$10.2B0.23%
129
ADBEADOBE INC
19,569$9.9B0.23%
130
BPBP PLC
259,926$9.8B0.22%
131
RTXRTX CORPORATION
100,316$9.8B0.22%
132
BFAMBRIGHT HORIZONS FAM SOL IN D
85,383$9.7B0.22%
133
FANGDIAMONDBACK ENERGY INC
48,437$9.6B0.22%
134
FRTFEDERAL RLTY INVT TR NEW
92,755$9.5B0.22%
135
RGLDROYAL GOLD INC
75,485$9.2B0.21%
136
VOVANGUARD INDEX FDS
36,457$9.1B0.21%
137
KOCOCA COLA CO
148,204$9.1B0.21%
138
BJBJS WHSL CLUB HLDGS INC
119,100$9.0B0.21%
139
SGOVISHARES TR
89,223$9.0B0.21%
140
BFSTBUSINESS FIRST BANCSHARES IN
400,000$8.9B0.20%
141
HUBBHUBBELL INC
21,054$8.7B0.20%
142
EXPOEXPONENT INC
105,368$8.7B0.20%
143
FBMSUSDFIRST BANCSHARES INC MS
335,000$8.7B0.20%
144
CPRTCOPART INC
148,383$8.6B0.20%
145
CMCSACOMCAST CORP NEW
196,577$8.5B0.20%
146
ORIOLD REP INTL CORP
276,508$8.5B0.19%
147
VEUVANGUARD INTL EQUITY INDEX F
144,217$8.5B0.19%
148
ITTITT INC
60,850$8.3B0.19%
149
DOWDOW INC
141,124$8.2B0.19%
150
NVDANVIDIA CORPORATION
8,987$8.1B0.19%
151
USCBUSCB FINANCIAL HOLDINGS INC
695,666$7.9B0.18%
152
BLFSBIOLIFE SOLUTIONS INC
421,226$7.8B0.18%
153
RLYSSGA ACTIVE ETF TR
275,628$7.7B0.18%
154
BYBYLINE BANCORP INC
353,172$7.7B0.18%
155
CTLTEURCATALENT INC
132,775$7.5B0.17%
156
NETCLOUDFLARE INC
75,587$7.3B0.17%
157
CLOIVANECK ETF TRUST
133,532$7.1B0.16%
158
PCORPROCORE TECHNOLOGIES INC
84,701$7.0B0.16%
159
BRK/BBERKSHIRE HATHAWAY INC DEL
16,490$6.9B0.16%
160
FISVFISERV INC
43,266$6.9B0.16%
161
DKSDICKS SPORTING GOODS INC
30,659$6.9B0.16%
162
BMIBADGER METER INC
42,279$6.8B0.16%
163
LLYELI LILLY & CO
8,697$6.8B0.16%
164
OBKORIGIN BANCORP INC
215,000$6.7B0.15%
165
CFGCITIZENS FINL GROUP INC
184,978$6.7B0.15%
166
MTBM & T BK CORP
45,400$6.6B0.15%
167
NTBBANK OF NT BUTTERFIELD&SON L
204,022$6.5B0.15%
168
MNDYMONDAY COM LTD
28,386$6.4B0.15%
169
NEOGNEOGEN CORP
396,529$6.3B0.14%
170
GILDGILEAD SCIENCES INC
85,293$6.2B0.14%
171
FT2FIRST HORIZON CORPORATION
400,050$6.2B0.14%
172
VEAVANGUARD TAX-MANAGED FDS
120,512$6.0B0.14%
173
MRVLMARVELL TECHNOLOGY INC
84,507$6.0B0.14%
174
HBANHUNTINGTON BANCSHARES INC
426,720$6.0B0.14%
175
DESWISDOMTREE TR
170,625$5.6B0.13%
176
IWMISHARES TR
26,397$5.6B0.13%
177
MDBMONGODB INC
15,444$5.5B0.13%
178
VBNKVERSABANK NEW
513,550$5.4B0.12%
179
TREXTREX CO INC
54,055$5.4B0.12%
180
TECHBIO-TECHNE CORP
75,456$5.3B0.12%
181
IVWISHARES TR
61,919$5.2B0.12%
182
SPYDSPDR SER TR
127,750$5.2B0.12%
183
SCHZSCHWAB STRATEGIC TR
112,537$5.2B0.12%
184
SPLVINVESCO EXCH TRADED FD TR II
77,602$5.1B0.12%
185
CALIFORNIA BANCORP INC
228,727$5.0B0.12%
186
VUGVANGUARD INDEX FDS
14,538$5.0B0.11%
187
EEMISHARES TR
120,260$4.9B0.11%
188
PNFPPINNACLE FINL PARTNERS INC
57,090$4.9B0.11%
189
RSPTINVESCO EXCHANGE TRADED FD T
132,504$4.7B0.11%
190
AMTBAMERANT BANCORP INC
200,000$4.7B0.11%
191
SFSTIFEL FINL CORP
58,994$4.6B0.11%
192
AZPN1USDASPEN TECHNOLOGY INC
21,474$4.6B0.10%
193
CSLCARLISLE COS INC
11,571$4.5B0.10%
194
MCHBHOMESTREET INC
300,000$4.5B0.10%
195
IWRISHARES TR
53,459$4.5B0.10%
196
MTDRMATADOR RES CO
66,374$4.4B0.10%
197
PQ3PROVIDENT FINL SVCS INC
300,000$4.4B0.10%
198
CADECADENCE BANK
150,000$4.3B0.10%
199
FIVNFIVE9 INC
69,057$4.3B0.10%
200
BILSPDR SER TR
45,898$4.2B0.10%
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