Curi Capital, LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$4.2T

Holdings

526

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (526 positions)

#StockSharesValue% PortfolioType
301
HACKAMPLIFY ETF TR
22,453$1.5B0.03%
302
MMM3M CO
14,093$1.4B0.03%
303
DFASDIMENSIONAL ETF TRUST
23,926$1.4B0.03%
304
IYWISHARES TR
9,348$1.4B0.03%
305
AGGISHARES TR
14,359$1.4B0.03%
306
ELVELEVANCE HEALTH INC
2,566$1.4B0.03%
307
VONGVANGUARD SCOTTSDALE FDS
14,709$1.4B0.03%
308
GEGE AEROSPACE
8,319$1.3B0.03%
309
KLGWK KELLOGG CO
79,000$1.3B0.03%
310
FLLFULL HSE RESORTS INC
260,000$1.3B0.03%
311
ICEINTERCONTINENTAL EXCHANGE IN
9,275$1.3B0.03%
312
XLKSELECT SECTOR SPDR TR
5,489$1.2B0.03%
313
SCHBSCHWAB STRATEGIC TR
19,614$1.2B0.03%
314
CBANCOLONY BANKCORP INC
100,000$1.2B0.03%
315
NDQINVESCO QQQ TR
2,541$1.2B0.03%
316
USBUS BANCORP DEL
30,618$1.2B0.03%
317
MYFWFIRST WESTN FINL INC
71,415$1.2B0.03%
318
OCFCOCEANFIRST FINL CORP
75,000$1.2B0.03%
319
VTIVANGUARD INDEX FDS
4,438$1.2B0.03%
320
COPCONOCOPHILLIPS
10,179$1.2B0.03%
321
WMTWALMART INC
17,069$1.2B0.03%
322
NOWSERVICENOW INC
1,391$1.1B0.03%
323
VTVVANGUARD INDEX FDS
6,572$1.1B0.03%
324
FDXFEDEX CORP
3,511$1.1B0.03%
325
MPLXMPLX LP
24,456$1.0B0.02%
326
XLFSELECT SECTOR SPDR TR
24,932$1.0B0.02%
327
VXUSVANGUARD STAR FDS
16,973$1.0B0.02%
328
DGROISHARES TR
17,626$1.0B0.02%
329
ETNEATON CORP PLC
3,204$1.0B0.02%
330
EXASEXACT SCIENCES CORP
23,714$1.0B0.02%
331
IWDISHARES TR
5,722$998.3M0.02%
332
RNSTRENASANT CORP
32,115$980.8M0.02%
333
SPYVSPDR SER TR
19,939$971.8M0.02%
334
NSCNORFOLK SOUTHN CORP
4,473$960.4M0.02%
335
SKYSKYLINE CHAMPION CORPORATION
13,813$935.8M0.02%
336
SPDWSPDR INDEX SHS FDS
26,340$924.0M0.02%
337
JJACOBS SOLUTIONS INC
6,609$923.3M0.02%
338
ETVEATON VANCE TAX-MANAGED BUY-
66,678$911.5M0.02%
339
CHCTCOMMUNITY HEALTHCARE TR INC
38,175$892.9M0.02%
340
VMIVALMONT INDS INC
3,243$890.0M0.02%
341
NTRSNORTHERN TR CORP
10,573$887.9M0.02%
342
PNCPNC FINL SVCS GROUP INC
5,701$886.4M0.02%
343
BCALSOUTHERN CALIF BANCORP
65,475$881.9M0.02%
344
VYMVANGUARD WHITEHALL FDS
7,414$879.3M0.02%
345
ROKROCKWELL AUTOMATION INC
3,173$873.5M0.02%
346
PODDINSULET CORP
4,324$872.6M0.02%
347
WFCWELLS FARGO CO NEW
14,656$870.4M0.02%
348
BMYBRISTOL-MYERS SQUIBB CO
20,945$869.9M0.02%
349
HUMHUMANA INC
2,322$867.6M0.02%
350
TELTE CONNECTIVITY LTD
5,530$831.9M0.02%
351
EFCELLINGTON FINANCIAL INC
68,410$826.4M0.02%
352
AUBATLANTIC UN BANKSHARES CORP
25,000$821.3M0.02%
353
TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO
850,000$811.8M0.02%
354
LINLINDE PLC
1,831$803.5M0.02%
355
AJGGALLAGHER ARTHUR J & CO
3,074$797.1M0.02%
356
DCIDONALDSON INC
11,098$794.2M0.02%
357
VCYTVERACYTE INC
36,418$789.2M0.02%
358
MPCMARATHON PETE CORP
4,499$780.5M0.02%
359
NTLAINTELLIA THERAPEUTICS INC
34,525$772.7M0.02%
360
PECOPHILLIPS EDISON & CO INC
23,388$765.0M0.02%
361
UCBUNITED CMNTY BKS BLAIRSVLE G
30,000$763.8M0.02%
362
VONVVANGUARD SCOTTSDALE FDS
9,946$761.6M0.02%
363
SCZISHARES TR
12,306$758.5M0.02%
364
WPCWP CAREY INC
13,667$752.4M0.02%
365
CRVLCORVEL CORP
2,903$738.1M0.02%
366
MFAMFA FINL INC
68,968$733.8M0.02%
367
DYHTARGET CORP
4,897$724.9M0.02%
368
ROPROPER TECHNOLOGIES INC
1,275$718.8M0.02%
369
CWBSPDR SER TR
9,931$715.6M0.02%
370
VLTOVERALTO CORP
7,451$711.3M0.02%
371
TRGPTARGA RES CORP
5,507$709.2M0.02%
372
VRTXVERTEX PHARMACEUTICALS INC
1,509$707.3M0.02%
373
MDLZMONDELEZ INTL INC
10,520$688.5M0.02%
374
AMDADVANCED MICRO DEVICES INC
4,215$683.8M0.02%
375
SARSARATOGA INVT CORP
30,000$681.0M0.02%
376
SBUXSTARBUCKS CORP
8,709$678.0M0.02%
377
KBESPDR SER TR
14,587$676.7M0.02%
378
GPIXGOLDMAN SACHS ETF TR
14,202$674.1M0.02%
379
ETENERGY TRANSFER L P
41,322$670.2M0.02%
380
VEEVVEEVA SYS INC
3,648$667.6M0.02%
381
CIONCION INVT CORP
55,000$666.6M0.02%
382
IVEISHARES TR
3,621$659.1M0.02%
383
ATDATI INC
11,804$654.5M0.02%
384
NFLXNETFLIX INC
969$654.0M0.02%
385
AG8AGILENT TECHNOLOGIES INC
5,032$652.3M0.02%
386
BABOEING CO
3,551$646.2M0.02%
387
SONSONOCO PRODS CO
12,675$642.9M0.02%
388
HRBBLOCK H & R INC
11,632$630.8M0.02%
389
CDNACAREDX INC
40,547$629.7M0.02%
390
FBINFORTUNE BRANDS INNOVATIONS I
9,516$618.0M0.01%
391
BRK-BBERKSHIRE HATHAWAY INC DEL
1$612.2M0.01%
392
WMBWILLIAMS COS INC
14,182$602.7M0.01%
393
XCHYXCALAMOS CONV & HIGH INCOME F
53,820$600.6M0.01%
394
WHRWHIRLPOOL CORP
5,858$598.7M0.01%
395
DFUSDIMENSIONAL ETF TRUST
10,165$598.2M0.01%
396
GSGOLDMAN SACHS GROUP INC
1,315$594.8M0.01%
397
ECLECOLAB INC
2,488$592.2M0.01%
398
RWAYRUNWAY GROWTH FINANCE CORP
50,000$588.0M0.01%
399
IOVAIOVANCE BIOTHERAPEUTICS INC
72,520$581.6M0.01%
400
CBRECBRE GROUP INC
6,516$580.6M0.01%
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