Curi Capital, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$4.1T

Holdings

476

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (476 positions)

#StockSharesValue% PortfolioType
101
COLMCOLUMBIA SPORTSWEAR CO
160,309$12.1B0.30%
102
RGLDROYAL GOLD INC
74,049$12.1B0.30%
103
IWBISHARES TR
38,545$11.8B0.29%
104
VCVISTEON CORP
148,665$11.5B0.28%
105
NETCLOUDFLARE INC
102,051$11.5B0.28%
106
ACNACCENTURE PLC IRELAND
36,546$11.4B0.28%
107
KVUEKENVUE INC
474,957$11.4B0.28%
108
VGTVANGUARD WORLD FD
20,931$11.4B0.28%
109
NOCNORTHROP GRUMMAN CORP
21,939$11.2B0.28%
110
KDPKEURIG DR PEPPER INC
325,577$11.2B0.28%
111
TOTLSSGA ACTIVE ETF TR
275,803$11.1B0.27%
112
UNPUNION PAC CORP
46,718$11.0B0.27%
113
BDXBECTON DICKINSON & CO
46,506$10.7B0.26%
114
USCBUSCB FINANCIAL HOLDINGS INC
570,636$10.6B0.26%
115
INTUINTUIT
17,168$10.5B0.26%
116
SHELSHELL PLC
138,949$10.2B0.25%
117
IHDGWISDOMTREE TR
232,997$10.1B0.25%
118
BLFSBIOLIFE SOLUTIONS INC
438,685$10.0B0.25%
119
AVGOBROADCOM INC
59,649$10.0B0.25%
120
LOWLOWES COS INC
42,582$9.9B0.24%
121
AMTAMERICAN TOWER CORP NEW
45,583$9.9B0.24%
122
HBANHUNTINGTON BANCSHARES INC
646,343$9.8B0.24%
123
FT2FIRST HORIZON CORPORATION
500,000$9.7B0.24%
124
AMATAPPLIED MATLS INC
66,122$9.6B0.24%
125
ABXABACUS GLOBAL MGMT INC
1,275,000$9.5B0.24%
126
DISDISNEY WALT CO
96,672$9.5B0.24%
127
DVNDEVON ENERGY CORP NEW
248,735$9.3B0.23%
128
MNDYMONDAY COM LTD
38,212$9.3B0.23%
129
DYHTARGET CORP
88,538$9.2B0.23%
130
TXRHTEXAS ROADHOUSE INC
55,108$9.2B0.23%
131
CWANCLEARWATER ANALYTICS HLDGS I
337,153$9.0B0.22%
132
DONWISDOMTREE TR
182,450$9.0B0.22%
133
BMIBADGER METER INC
47,383$9.0B0.22%
134
PEPPEPSICO INC
59,756$9.0B0.22%
135
GILDGILEAD SCIENCES INC
79,577$8.9B0.22%
136
AMGNAMGEN INC
28,602$8.9B0.22%
137
SCHASCHWAB STRATEGIC TR
379,238$8.9B0.22%
138
ABTABBOTT LABS
66,008$8.8B0.22%
139
FRSTPRIMIS FINANCIAL CORP
893,536$8.7B0.22%
140
FISVFISERV INC
39,341$8.7B0.21%
141
CLOIVANECK ETF TRUST
162,657$8.6B0.21%
142
HDHOME DEPOT INC
23,164$8.5B0.21%
143
FBMSUSDFIRST BANCSHARES INC MISS
250,000$8.5B0.21%
144
QTWOQ2 HLDGS INC
104,503$8.4B0.21%
145
VEUVANGUARD INTL EQUITY INDEX F
136,803$8.3B0.20%
146
BPBP PLC
244,294$8.3B0.20%
147
WF2WINTRUST FINL CORP
73,312$8.2B0.20%
148
ZTSZOETIS INC
48,671$8.0B0.20%
149
RLYSSGA ACTIVE ETF TR
277,619$7.9B0.20%
150
VBNKVERSABANK NEW
761,663$7.9B0.19%
151
IQVIQVIA HLDGS INC
44,408$7.8B0.19%
152
CASYCASEYS GEN STORES INC
17,881$7.8B0.19%
153
ABBVABBVIE INC
36,151$7.6B0.19%
154
BUSEFIRST BUSEY CORP
350,000$7.6B0.19%
155
AMTBAMERANT BANCORP INC
364,290$7.5B0.19%
156
BFAMBRIGHT HORIZONS FAM SOL IN D
59,077$7.5B0.19%
157
OBKORIGIN BANCORP INC
210,000$7.3B0.18%
158
AAONAAON INC
92,981$7.3B0.18%
159
SGOVISHARES TR
71,507$7.2B0.18%
160
AVYAVERY DENNISON CORP
40,217$7.2B0.18%
161
DKSDICKS SPORTING GOODS INC
34,656$7.0B0.17%
162
BUDANHEUSER BUSCH INBEV SA/NV
113,244$7.0B0.17%
163
BWXTBWX TECHNOLOGIES INC
70,384$6.9B0.17%
164
ZSZSCALER INC
34,705$6.9B0.17%
165
VOVANGUARD INDEX FDS
26,599$6.9B0.17%
166
INGING GROEP N.V.
348,792$6.8B0.17%
167
TMOTHERMO FISHER SCIENTIFIC INC
13,199$6.6B0.16%
168
AZNASTRAZENECA PLC
87,698$6.4B0.16%
169
CPRTCOPART INC
112,998$6.4B0.16%
170
ASMLASML HOLDING N V
9,562$6.3B0.16%
171
MDBMONGODB INC
35,977$6.3B0.16%
172
MCHPMICROCHIP TECHNOLOGY INC.
130,018$6.3B0.16%
173
PCORPROCORE TECHNOLOGIES INC
94,832$6.3B0.15%
174
SFSTIFEL FINL CORP
66,070$6.2B0.15%
175
NVSNNOVARTIS AG
55,850$6.2B0.15%
176
IYKISHARES TR
85,139$6.1B0.15%
177
BFSTBUSINESS FIRST BANCSHARES IN
250,000$6.1B0.15%
178
KOCOCA COLA CO
82,332$5.9B0.15%
179
MTDRMATADOR RES CO
115,088$5.9B0.14%
180
CYBRCYBERARK SOFTWARE LTD
17,393$5.9B0.14%
181
BCALCALIFORNIA BANCORP
409,629$5.9B0.14%
182
DDOGDATADOG INC
57,774$5.7B0.14%
183
SPYDSPDR SER TR
127,750$5.7B0.14%
184
BRK-BBERKSHIRE HATHAWAY INC DEL
7$5.6B0.14%
185
DESWISDOMTREE TR
173,017$5.5B0.14%
186
PNFPPINNACLE FINL PARTNERS INC
51,624$5.5B0.13%
187
BB3BROOKLINE BANCORP INC DEL
500,000$5.5B0.13%
188
EXPOEXPONENT INC
66,897$5.4B0.13%
189
MOALTRIA GROUP INC
88,123$5.4B0.13%
190
MUFGMITSUBISHI UFJ FINL GROUP IN
391,244$5.3B0.13%
191
SPLVINVESCO EXCH TRADED FD TR II
69,235$5.2B0.13%
192
PQ3PROVIDENT FINL SVCS INC
300,000$5.2B0.13%
193
SCHZSCHWAB STRATEGIC TR
218,665$5.1B0.12%
194
FRMEFIRST MERCHANTS CORP
125,000$5.1B0.12%
195
BANCBANC OF CALIFORNIA INC
350,000$5.0B0.12%
196
TMTOYOTA MOTOR CORP
27,777$4.9B0.12%
197
FBKFB FINL CORP
100,000$4.6B0.11%
198
MOFGMIDWESTONE FINL GROUP INC NE
154,284$4.6B0.11%
199
ADBEADOBE INC
11,689$4.5B0.11%
200
TFINTRIUMPH FINANCIAL INC
77,393$4.5B0.11%
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