Curi Capital, LLC Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$3.0T

Holdings

463

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (463 positions)

#StockSharesValue% PortfolioType
201
HEIHEICO CORP NEW
17,037$2.1B0.07%
202
PACWUSDPACWEST BANCORP DEL
51,365$2.1B0.07%
203
XLFISELECT SECTOR SPDR TR
56,751$2.1B0.07%
204
ILMNILLUMINA INC
4,361$2.1B0.07%
205
AVALARA INC
12,641$2.0B0.07%
206
USBUS BANCORP DEL
35,830$2.0B0.07%
207
BHCBAUSCH HEALTH COS INC
68,952$2.0B0.07%
208
DTDYNATRACE INC
34,086$2.0B0.07%
209
AXPAMERICAN EXPRESS CO
11,890$2.0B0.07%
210
CDNACAREDX INC
21,402$2.0B0.07%
211
MCDMCDONALDS CORP
8,479$2.0B0.07%
212
FASTFASTENAL CO
37,281$1.9B0.06%
213
PCORPROCORE TECHNOLOGIES INC
20,400$1.9B0.06%
214
NEENEXTERA ENERGY INC
26,281$1.9B0.06%
215
PRUPRUDENTIAL FINL INC
18,495$1.9B0.06%
216
VMIVALMONT INDS INC
7,967$1.9B0.06%
217
SYBTSTOCK YDS BANCORP INC
36,838$1.9B0.06%
218
DGROISHARES TR
37,061$1.9B0.06%
219
ABXBARRICK GOLD CORP
88,910$1.8B0.06%
220
AVDAMERICAN VANGUARD CORP
103,950$1.8B0.06%
221
IRINGERSOLL RAND INC
37,126$1.8B0.06%
222
OKTAOKTA INC
7,300$1.8B0.06%
223
LMTLOCKHEED MARTIN CORP
4,564$1.7B0.06%
224
COHRII-VI INC
23,793$1.7B0.06%
225
NTRSNORTHERN TR CORP
14,932$1.7B0.06%
226
WP CAREY INC
22,861$1.7B0.06%
227
CWBSPDR SER TR
19,490$1.7B0.06%
228
BACVERIZON COMMUNICATIONS INC
30,033$1.7B0.06%
229
AMATAPPLIED MATLS INC
11,490$1.6B0.05%
230
LLYLILLY ELI & CO
6,964$1.6B0.05%
231
LECOLINCOLN ELEC HLDGS INC
11,908$1.6B0.05%
232
EEMISHARES TR
28,063$1.5B0.05%
233
FIDELITY NATL INFORMATION SV
10,751$1.5B0.05%
234
HOGHARLEY DAVIDSON INC
32,685$1.5B0.05%
235
SYKSTRYKER CORPORATION
5,758$1.5B0.05%
236
CMCSACOMCAST CORP NEW
26,067$1.5B0.05%
237
ICEINTERCONTINENTAL EXCHANGE IN
12,479$1.5B0.05%
238
EPDENTERPRISE PRODS PARTNERS L
61,383$1.5B0.05%
239
TSLATESLA INC
2,175$1.5B0.05%
240
WBAWALGREENS BOOTS ALLIANCE INC
27,468$1.4B0.05%
241
CMCOCOLUMBUS MCKINNON CORP N Y
29,584$1.4B0.05%
242
CATCHMARK TIMBER TR INC
120,544$1.4B0.05%
243
ADPAUTOMATIC DATA PROCESSING IN
6,990$1.4B0.05%
244
ROPROPER TECHNOLOGIES INC
2,929$1.4B0.05%
245
VROOM INC
31,826$1.3B0.04%
246
NPFINUVEEN PFD & INCOME OPPORTUN
133,133$1.3B0.04%
247
BABOEING CO
5,484$1.3B0.04%
248
ETF MANAGERS TR
21,605$1.3B0.04%
249
FMFFORMFACTOR INC
35,507$1.3B0.04%
250
ECLECOLAB INC
6,282$1.3B0.04%
251
CISCO SYS INC
24,364$1.3B0.04%
252
DISDISNEY WALT CO
7,291$1.3B0.04%
253
OGNORGANON & CO
41,854$1.3B0.04%
254
PODDINSULET CORP
4,612$1.3B0.04%
255
VEEVVEEVA SYS INC
4,060$1.3B0.04%
256
RITMNEW RESIDENTIAL INVT CORP
118,860$1.3B0.04%
257
FRSTPRIMIS FINANCIAL CORP
82,166$1.3B0.04%
258
EFAISHARES TR
15,871$1.3B0.04%
259
LIMESTONE BANCORP INC
75,000$1.2B0.04%
260
ELVANTHEM INC
3,252$1.2B0.04%
261
PFEPFIZER INC
31,439$1.2B0.04%
262
XOMEXXON MOBIL CORP
19,384$1.2B0.04%
263
NDQINVESCO QQQ TR
3,395$1.2B0.04%
264
CHYCALAMOS CONV & HIGH INCOME F
73,363$1.2B0.04%
265
AVGOBROADCOM INC
2,457$1.2B0.04%
266
CATCATERPILLAR INC
5,382$1.2B0.04%
267
MCHPMICROCHIP TECHNOLOGY INC.
7,705$1.2B0.04%
268
EATON VANCE TAX-MANAGED BUY-
70,703$1.2B0.04%
269
GKDGRAND CANYON ED INC
12,774$1.1B0.04%
270
BMIBADGER METER INC
11,634$1.1B0.04%
271
AMGAFFILIATED MANAGERS GROUP IN
7,000$1.1B0.04%
272
BACBK OF AMERICA CORP
26,066$1.1B0.04%
273
KLACKLA CORP
3,311$1.1B0.04%
274
COSTCOSTCO WHSL CORP NEW
2,674$1.1B0.04%
275
MYFWFIRST WESTN FINL INC
40,000$1.0B0.03%
276
CITUSDCIT GROUP INC
20,000$1.0B0.03%
277
FSKFS KKR CAP CORP
47,877$1.0B0.03%
278
WATERSTONE FINL INC MD
51,114$1.0B0.03%
279
OAKTREE SPECIALTY LENDING CO
150,000$1.0B0.03%
280
SCHBSCHWAB STRATEGIC TR
9,506$991.0M0.03%
281
BMYBRISTOL-MYERS SQUIBB CO
14,746$985.0M0.03%
282
KOCOCA COLA CO
18,105$980.0M0.03%
283
BXBLACKSTONE GROUP INC
10,018$973.0M0.03%
284
APHAMPHENOL CORP NEW
14,185$970.0M0.03%
285
BRHYISHARES TR
9,953$961.0M0.03%
286
QTWOQ2 HLDGS INC
9,287$953.0M0.03%
287
NKENIKE INC
6,084$940.0M0.03%
288
GMGENERAL MTRS CO
15,740$931.0M0.03%
289
BFSTBUSINESS FIRST BANCSHARES IN
39,975$917.0M0.03%
290
TELTE CONNECTIVITY LTD
6,739$911.0M0.03%
291
LINDE PLC
3,106$898.0M0.03%
292
SNASNAP ON INC
3,836$857.0M0.03%
293
ORCLORACLE CORP
11,015$857.0M0.03%
294
RWTREDWOOD TR INC
70,000$845.0M0.03%
295
EFCELLINGTON FINANCIAL INC
43,500$833.0M0.03%
296
KBESPDR SER TR
16,056$824.0M0.03%
297
GSGOLDMAN SACHS GROUP INC
2,159$819.0M0.03%
298
NUVEEN PFD & INCOME TERM FD
32,072$818.0M0.03%
299
TGTTARGET CORP
3,367$814.0M0.03%
300
TROWPRICE T ROWE GROUP INC
4,084$809.0M0.03%
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