Curi Capital, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$5.3T

Holdings

659

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (659 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
498,408$247.9B4.71%
2
AMZNAMAZON COM INC
562,665$123.4B2.34%
3
AAPLAPPLE INC
600,846$123.3B2.34%Put
4
JPMJPMORGAN CHASE & CO.
418,370$121.3B2.30%
5
NVDANVIDIA CORPORATION
648,846$102.5B1.95%
6
SPYSPDR S&P 500 ETF TR
158,035$97.8B1.86%
7
VVISA INC
267,059$94.8B1.80%
8
SCHXSCHWAB STRATEGIC TR
3,679,430$89.9B1.71%
9
IVVISHARES TR
131,465$81.6B1.55%
10
GOOGLALPHABET INC
425,946$75.1B1.42%
11
TYLTYLER TECHNOLOGIES INC
115,342$68.4B1.30%
12
GOOGALPHABET INC
342,832$60.8B1.15%
13
WHRWHIRLPOOL CORP
568,913$57.7B1.10%
14
BKNGBOOKING HOLDINGS INC
9,880$57.2B1.09%
15
IEIISHARES TR
460,446$54.8B1.04%
16
DHRDANAHER CORPORATION
265,330$52.5B1.00%
17
AMEAMETEK INC
286,522$51.8B0.98%
18
TJXTJX COS INC NEW
411,866$50.9B0.97%
19
SNPSSYNOPSYS INC
95,186$48.8B0.93%
20
CRMSALESFORCE INC
171,924$46.9B0.89%Put
21
PANWPALO ALTO NETWORKS INC
227,334$46.5B0.88%
22
LLYELI LILLY & CO
59,115$46.1B0.87%
23
BRK/BBERKSHIRE HATHAWAY INC DEL
90,976$44.2B0.84%
24
CWCURTISS WRIGHT CORP
84,890$41.5B0.79%
25
SHYISHARES TR
493,639$40.9B0.78%
26
FICOFAIR ISAAC CORP
22,154$40.5B0.77%
27
SPGIS&P GLOBAL INC
71,988$38.0B0.72%
28
AQLTISHARES TR
433,613$36.2B0.69%
29
NDSNNORDSON CORP
161,946$34.8B0.66%
30
ADIANALOG DEVICES INC
135,615$32.3B0.61%
31
4I1PHILIP MORRIS INTL INC
175,807$32.2B0.61%
32
WSOWATSCO INC
72,894$32.2B0.61%
33
SYKSTRYKER CORPORATION
79,596$31.5B0.60%
34
PGRPROGRESSIVE CORP
117,810$31.4B0.60%
35
IBMINTERNATIONAL BUSINESS MACHS
106,549$31.4B0.60%
36
MRKMERCK & CO INC
392,788$31.3B0.59%
37
BLKBLACKROCK INC
29,782$31.2B0.59%
38
EFAISHARES TR
341,496$30.5B0.58%
39
RTXRTX CORPORATION
208,534$30.5B0.58%
40
EOGEOG RES INC
250,409$30.0B0.57%
41
METAMETA PLATFORMS INC
40,549$29.9B0.57%
42
CRSCARPENTER TECHNOLOGY CORP
103,441$28.6B0.54%
43
MPWRMONOLITHIC PWR SYS INC
38,923$28.5B0.54%
44
CMCSACOMCAST CORP NEW
795,019$28.4B0.54%
45
CRWDCROWDSTRIKE HLDGS INC
55,548$28.3B0.54%
46
SCHFSCHWAB STRATEGIC TR
1,274,360$28.2B0.53%
47
FRTFEDERAL RLTY INVT TR NEW
290,672$27.6B0.52%
48
EMXCISHARES INC
428,874$27.1B0.51%
49
SCHMSCHWAB STRATEGIC TR
916,099$25.7B0.49%
50
JMTGJ P MORGAN EXCHANGE TRADED F
505,766$25.4B0.48%
51
EXPEAGLE MATLS INC
125,303$25.3B0.48%
52
EGPEASTGROUP PPTYS INC
144,946$24.4B0.46%
53
AVGOBROADCOM INC
87,319$24.1B0.46%
54
IJRISHARES TR
212,258$23.2B0.44%
55
IWBISHARES TR
67,143$22.8B0.43%
56
KMIKINDER MORGAN INC DEL
746,819$22.0B0.42%
57
DWDMORGAN STANLEY
155,609$21.9B0.42%
58
RRCRANGE RES CORP
534,356$21.7B0.41%
59
WQTMWISDOMTREE TR
598,972$21.6B0.41%
60
MDYSPDR S&P MIDCAP 400 ETF TR
37,933$21.6B0.41%
61
SCHDSCHWAB STRATEGIC TR
805,953$21.4B0.41%
62
MAMASTERCARD INCORPORATED
37,200$20.9B0.40%
63
SYBTSTOCK YDS BANCORP INC
262,990$20.8B0.40%
64
IPINTERNATIONAL PAPER CO
443,903$20.8B0.39%
65
HUBBHUBBELL INC
50,150$20.5B0.39%
66
RBCRBC BEARINGS INC
53,111$20.4B0.39%
67
AITAPPLIED INDL TECHNOLOGIES IN
87,143$20.3B0.38%
68
JNJJOHNSON & JOHNSON
131,149$20.0B0.38%
69
EQIXEQUINIX INC
25,005$19.9B0.38%
70
KAIKADANT INC
61,622$19.6B0.37%
71
NETCLOUDFLARE INC
98,561$19.3B0.37%
72
MTBM & T BK CORP
99,200$19.2B0.37%
73
COOCOOPER COS INC
269,697$19.2B0.36%
74
LVLNSPDR SERIES TRUST
321,421$19.1B0.36%
75
ATRAPTARGROUP INC
115,819$18.1B0.34%
76
IEXIDEX CORP
102,789$18.0B0.34%
77
VIGVANGUARD SPECIALIZED FUNDS
87,311$17.9B0.34%
78
IJHISHARES TR
284,300$17.6B0.33%
79
IFRAISHARES TR
358,035$17.6B0.33%
80
VGTVANGUARD WORLD FD
25,822$17.1B0.33%
81
AFGAMERICAN FINL GROUP INC OHIO
135,677$17.1B0.33%
82
DGRWWISDOMTREE TR
203,575$17.0B0.32%
83
IDXXIDEXX LABS INC
31,645$17.0B0.32%
84
WSTWEST PHARMACEUTICAL SVSC INC
76,725$16.8B0.32%
85
VRSKVERISK ANALYTICS INC
53,307$16.6B0.32%
86
BJBJS WHSL CLUB HLDGS INC
153,929$16.6B0.32%
87
DYHTARGET CORP
166,582$16.4B0.31%
88
SBG1SEACOAST BKG CORP FLA
588,744$16.3B0.31%
89
ABTABBOTT LABS
119,252$16.2B0.31%
90
BACVERIZON COMMUNICATIONS INC
367,891$15.9B0.30%
91
SCHWSCHWAB CHARLES CORP
172,348$15.7B0.30%
92
WRBBERKLEY W R CORP
212,066$15.6B0.30%
93
POOLPOOL CORP
52,622$15.3B0.29%
94
MRSHMARSH & MCLENNAN COS INC
70,151$15.3B0.29%
95
VBTXVERITEX HLDGS INC
587,255$15.3B0.29%
96
IWPISHARES TR
110,183$15.3B0.29%
97
TCBKTRICO BANCSHARES
375,579$15.2B0.29%
98
USFDUS FOODS HLDG CORP
196,652$15.1B0.29%
99
GQ9SPDR GOLD TR
48,721$14.9B0.28%
100
IWFISHARES TR
34,856$14.8B0.28%
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