Curi Capital, LLC Q2 2017 Filing

Filed August 14, 2017

Portfolio Value

$3.5T

Holdings

691

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (691 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
294,284$71.2B2.04%Put
2
XLFISELECT SECTOR SPDR TR
2,358,255$58.2B1.66%Put
3
AAPLAPPLE INC
334,031$48.1B1.38%
4
IWMISHARES TR
339,857$47.9B1.37%Put
5
VVISA INC
477,193$44.8B1.28%Put
6
FRCBFIRST REP BK SAN FRANCISCO C
407,886$40.8B1.17%
7
HYGISHARES TR
458,893$40.6B1.16%Put
8
SPDR SERIES TRUST
673,688$37.0B1.06%Put
9
BKNGPRICELINE GRP INC
16,583$31.0B0.89%
10
GOOGLALPHABET INC
32,658$30.4B0.87%
11
MSFTMICROSOFT CORP
420,005$29.0B0.83%
12
EOGEOG RES INC
318,393$28.8B0.82%
13
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
431,035$28.6B0.82%
14
SERVICEMASTER GLOBAL HLDGS I
677,328$26.5B0.76%
15
BFHALLIANCE DATA SYSTEMS CORP
102,547$26.3B0.75%
16
JAPAN SMALLER CAPTLZTN FD IN
2,259,041$25.9B0.74%
17
COOCOOPER COS INC
108,070$25.9B0.74%
18
ALPHABET INC
28,307$25.7B0.74%
19
IHS MARKIT LTD
579,994$25.5B0.73%
20
JKHYHENRY JACK & ASSOC INC
245,201$25.5B0.73%
21
STESTERIS PLC
299,999$24.4B0.70%
22
AFGAMERICAN FINL GROUP INC OHIO
245,461$24.4B0.70%
23
CASYCASEYS GEN STORES INC
220,737$23.6B0.68%
24
WFCWELLS FARGO CO NEW
421,770$23.4B0.67%Put
25
MTNVAIL RESORTS INC
114,824$23.3B0.67%
26
NVRNVR INC
9,311$22.4B0.64%
27
GWRUSDGENESEE & WYO INC
326,678$22.3B0.64%
28
USBUS BANCORP DEL
423,617$22.0B0.63%Put
29
ALSALLSTATE CORP
241,766$21.4B0.61%Put
30
DWDMORGAN STANLEY
468,895$20.9B0.60%Put
31
DHRDANAHER CORP DEL
246,402$20.8B0.60%
32
AMTAMERICAN TOWER CORP NEW
156,483$20.7B0.59%
33
BBTUSDBB&T CORP
448,057$20.3B0.58%Put
34
MCHPMICROCHIP TECHNOLOGY INC
261,638$20.2B0.58%
35
EQBKEQUITY BANCSHARES INC
652,442$20.0B0.57%
36
AXPAMERICAN EXPRESS CO
234,760$19.8B0.57%Put
37
PARK STERLING CORP
1,662,611$19.8B0.57%
38
ATLANTIC CAP BANCSHARES INC
1,013,469$19.3B0.55%
39
AFWALIGN TECHNOLOGY INC
127,330$19.1B0.55%
40
JPMORGAN CHASE & CO
207,501$19.0B0.54%Put
41
EEMISHARES TR
456,415$18.9B0.54%Put
42
DISCKUSDDISCOVERY COMMUNICATNS NEW
734,096$18.5B0.53%
43
UGIUGI CORP NEW
371,657$18.0B0.51%
44
PACIFIC PREMIER BANCORP
473,851$17.5B0.50%
45
TJXTJX COS INC NEW
240,154$17.3B0.50%
46
XL GROUP LTD
392,168$17.2B0.49%Put
47
ISBCUSDINVESTORS BANCORP INC NEW
1,272,115$17.0B0.49%
48
WSTWEST PHARMACEUTICAL SVSC INC
172,163$16.3B0.47%
49
BDXBECTON DICKINSON & CO
83,397$16.3B0.47%
50
MACQUARIE INFRASTRUCTURE COR
205,800$16.1B0.46%
51
DFJWISDOMTREE TR
310,126$16.1B0.46%
52
MIDDMIDDLEBY CORP
127,314$15.5B0.44%
53
SUN BANCORP INC
627,294$15.5B0.44%
54
IEXIDEX CORP
135,770$15.3B0.44%
55
TYLTYLER TECHNOLOGIES INC
86,894$15.3B0.44%
56
SNASNAP ON INC
95,774$15.1B0.43%
57
GEGENERAL ELECTRIC CO
553,707$15.0B0.43%
58
SLBSCHLUMBERGER LTD
226,109$14.9B0.43%
59
UNPUNION PAC CORP
135,283$14.7B0.42%
60
AMGNAMGEN INC
84,181$14.5B0.41%
61
CMECME GROUP INC
114,769$14.4B0.41%
62
HP5AEQUITY COMWLTH
453,646$14.3B0.41%
63
TFINTRIUMPH BANCORP INC
583,838$14.3B0.41%
64
FBMSUSDFIRST BANCSHARES INC MS
512,052$14.1B0.40%
65
AIGAMERICAN INTL GROUP INC
225,231$14.1B0.40%Put
66
NDSNNORDSON CORP
113,499$13.8B0.39%
67
MAMASTERCARD INCORPORATED
113,286$13.8B0.39%Put
68
LOWLOWES COS INC
174,871$13.6B0.39%
69
LFUSLITTELFUSE INC
80,565$13.3B0.38%
70
EVBNUSDEVANS BANCORP INC
330,847$13.2B0.38%
71
SSFSENSIENT TECHNOLOGIES CORP
163,153$13.1B0.38%
72
CORE LABORATORIES N V
128,901$13.1B0.37%
73
ITWILLINOIS TOOL WKS INC
89,969$12.9B0.37%
74
CMCSACOMCAST CORP NEW
330,509$12.9B0.37%
75
CVSCVS HEALTH CORP
156,574$12.6B0.36%
76
CVXCHEVRON CORP NEW
120,073$12.5B0.36%
77
PTCPTC INC
226,365$12.5B0.36%
78
CYPRESS SEMICONDUCTOR CORP
913,314$12.5B0.36%
79
ACNACCENTURE PLC IRELAND
99,492$12.3B0.35%
80
URIUNITED RENTALS INC
108,128$12.2B0.35%
81
ENERGEN CORP
244,951$12.1B0.35%
82
AMTTD AMERITRADE HLDG CORP
280,000$12.0B0.34%Put
83
PNFPPINNACLE FINL PARTNERS INC
191,177$12.0B0.34%
84
ELLIE MAE INC
108,433$11.9B0.34%
85
RCLROYAL CARIBBEAN CRUISES LTD
108,597$11.9B0.34%
86
AKRACADIA RLTY TR
422,576$11.7B0.34%
87
FBNCFIRST BANCORP N C
373,281$11.7B0.33%
88
LASALLE HOTEL PPTYS
389,831$11.6B0.33%
89
OPUS BK IRVINE CALIF
473,410$11.5B0.33%
90
ESTERLINE TECHNOLOGIES CORP
120,414$11.4B0.33%
91
VMIVALMONT INDS INC
75,928$11.4B0.33%
92
RBAGBPRITCHIE BROS AUCTIONEERS
387,950$11.2B0.32%
93
MRSHMARSH & MCLENNAN COS INC
142,871$11.1B0.32%
94
GUARANTY BANCORP DEL
407,693$11.1B0.32%
95
FICOFAIR ISAAC CORP
78,403$10.9B0.31%
96
CANTEL MEDICAL CORP
138,863$10.8B0.31%
97
CHDCHURCH & DWIGHT INC
208,427$10.8B0.31%
98
BUFFALO WILD WINGS INC
84,333$10.7B0.31%
99
ECLECOLAB INC
79,742$10.6B0.30%
100
MKLMARKEL CORP
10,800$10.5B0.30%
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