Curi Capital, LLC Q2 2022 Filing

Filed August 1, 2022

Portfolio Value

$2.7T

Holdings

420

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (420 positions)

#StockSharesValue% PortfolioType
1
SCHDSCHWAB STRATEGIC TR
1,043,124$74.7B2.78%
2
MSFTMICROSOFT CORP
244,981$62.9B2.34%
3
DHRDANAHER CORPORATION
228,678$58.0B2.16%
4
VVISA INC
270,786$53.3B1.98%
5
AAPLAPPLE INC
339,969$46.5B1.73%
6
DGDOLLAR GEN CORP NEW
183,327$45.0B1.67%
7
SPYSPDR S&P 500 ETF TR
117,962$44.5B1.66%
8
SNPSSYNOPSYS INC
146,508$44.5B1.66%
9
PTCPTC INC
414,044$44.0B1.64%
10
GOOGLALPHABET INC
19,913$43.4B1.62%
11
JPMJPMORGAN CHASE & CO
378,565$42.6B1.59%
12
EWEDWARDS LIFESCIENCES CORP
443,675$42.2B1.57%
13
SPGIS&P GLOBAL INC
119,958$40.4B1.50%
14
STESTERIS PLC
188,063$38.8B1.44%
15
GOOGALPHABET INC
16,543$36.2B1.35%
16
COOCOOPER COS INC
113,455$35.5B1.32%
17
NDSNNORDSON CORP
174,874$35.4B1.32%
18
FRCBFIRST REP BK SAN FRANCISCO C
243,609$35.1B1.31%
19
JKHYHENRY JACK & ASSOC INC
189,501$34.1B1.27%
20
AMZNAMAZON COM INC
319,723$34.0B1.26%
21
TJXTJX COS INC NEW
590,842$33.0B1.23%
22
UNHUNITEDHEALTH GROUP INC
63,944$32.8B1.22%
23
CRMSALESFORCE INC
192,998$31.9B1.19%
24
TYLTYLER TECHNOLOGIES INC
91,174$30.3B1.13%
25
BKNGBOOKING HOLDINGS INC
16,721$29.2B1.09%
26
EQIXEQUINIX INC
44,401$29.2B1.09%
27
PGRPROGRESSIVE CORP
246,333$28.6B1.07%
28
DVNDEVON ENERGY CORP NEW
504,013$27.8B1.03%
29
MKTXMARKETAXESS HLDGS INC
102,307$26.2B0.97%
30
KDPKEURIG DR PEPPER INC
738,544$26.1B0.97%
31
SIVBEURSVB FINANCIAL GROUP
64,912$25.6B0.95%
32
AMTAMERICAN TOWER CORP NEW
100,119$25.6B0.95%
33
FBINFORTUNE BRANDS HOME & SEC IN
422,871$25.3B0.94%
34
CDWCDW CORP
156,550$24.7B0.92%
35
DISDISNEY WALT CO
258,970$24.4B0.91%
36
CMECME GROUP INC
117,930$24.1B0.90%
37
UNPUNION PAC CORP
109,981$23.5B0.87%
38
BDXBECTON DICKINSON & CO
93,087$22.9B0.85%
39
AVYAVERY DENNISON CORP
140,982$22.8B0.85%
40
CBCHUBB LIMITED
116,000$22.8B0.85%
41
CTLTEURCATALENT INC
212,476$22.8B0.85%
42
MTNVAIL RESORTS INC
103,040$22.5B0.84%
43
LOWLOWES COS INC
128,256$22.4B0.83%
44
WSTWEST PHARMACEUTICAL SVSC INC
69,567$21.0B0.78%
45
EGPEASTGROUP PPTYS INC
135,389$20.9B0.78%
46
ENQENTEGRIS INC
217,545$20.0B0.75%
47
DWDMORGAN STANLEY
256,620$19.5B0.73%
48
AFGAMERICAN FINL GROUP INC OHIO
140,197$19.5B0.72%
49
ACNACCENTURE PLC IRELAND
68,045$18.9B0.70%
50
MPWRMONOLITHIC PWR SYS INC
48,792$18.7B0.70%
51
RGENREPLIGEN CORP
109,314$17.8B0.66%
52
ADIANALOG DEVICES INC
118,697$17.3B0.65%
53
EXPEAGLE MATLS INC
155,881$17.1B0.64%
54
WSOWATSCO INC
71,023$17.0B0.63%
55
ITWILLINOIS TOOL WKS INC
92,686$16.9B0.63%
56
SBG1SEACOAST BKG CORP FLA
500,995$16.6B0.62%
57
POOLPOOL CORP
46,542$16.3B0.61%
58
AMGNAMGEN INC
66,559$16.2B0.60%
59
FICOFAIR ISAAC CORP
39,799$16.0B0.59%
60
RBAGBPRITCHIE BROS AUCTIONEERS
243,295$15.8B0.59%
61
INTUINTUIT
39,950$15.4B0.57%
62
DGRWWISDOMTREE TR
262,192$15.0B0.56%
63
DEODIAGEO PLC
85,372$14.9B0.55%
64
IJRISHARES TR
157,117$14.5B0.54%
65
MRSHMARSH & MCLENNAN COS INC
88,424$13.7B0.51%
66
PCHPOTLATCHDELTIC CORPORATION
309,645$13.7B0.51%
67
TCBKTRICO BANCSHARES
295,056$13.5B0.50%
68
SYKSTRYKER CORPORATION
67,538$13.4B0.50%
69
CWCURTISS WRIGHT CORP
98,581$13.0B0.48%
70
VIGVANGUARD SPECIALIZED FUNDS
87,058$12.5B0.46%
71
VCVISTEON CORP
119,302$12.4B0.46%
72
KAIKADANT INC
67,433$12.3B0.46%
73
COLMCOLUMBIA SPORTSWEAR CO
164,499$11.8B0.44%
74
OMCLOMNICELL COM
102,079$11.6B0.43%
75
LVLNSPDR SER TR
198,940$11.6B0.43%
76
S76STORE CAP CORP
424,300$11.1B0.41%
77
EXPOEXPONENT INC
119,334$10.9B0.41%
78
MDYSPDR S&P MIDCAP 400 ETF TR
26,171$10.8B0.40%
79
IWFISHARES TR
48,066$10.5B0.39%
80
IHDGWISDOMTREE TR
270,068$10.1B0.38%
81
IWBISHARES TR
47,257$9.8B0.37%
82
VEUVANGUARD INTL EQUITY INDEX F
195,188$9.8B0.36%
83
VOVANGUARD INDEX FDS
45,695$9.0B0.34%
84
CPKCHESAPEAKE UTILS CORP
69,383$9.0B0.33%
85
IWPISHARES TR
112,894$8.9B0.33%
86
GTLSCHART INDS INC
53,103$8.9B0.33%
87
VGTVANGUARD WORLD FDS
26,843$8.8B0.33%
88
RGLDROYAL GOLD INC
79,720$8.5B0.32%
89
ARGO GROUP INTL HLDGS LTD
228,908$8.4B0.31%
90
CRSCARPENTER TECHNOLOGY CORP
299,694$8.4B0.31%
91
RBCRBC BEARINGS INC
44,981$8.3B0.31%
92
ABBVABBVIE INC
52,324$8.0B0.30%
93
DONWISDOMTREE TR
204,888$8.0B0.30%
94
FOXFFOX FACTORY HLDG CORP
97,402$7.8B0.29%
95
WQTMWISDOMTREE TR
271,603$7.6B0.28%
96
ABTABBOTT LABS
69,170$7.5B0.28%
97
BPBP PLC
262,963$7.5B0.28%
98
FIVNFIVE9 INC
79,864$7.3B0.27%
99
CVXCHEVRON CORP NEW
50,043$7.2B0.27%
100
JNJJOHNSON & JOHNSON
39,586$7.0B0.26%
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