Curi Capital, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$5.3B

Holdings

659

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (659 positions)

#StockSharesValue% PortfolioType
201
BRK-BBERKSHIRE HATHAWAY INC DEL
8$5.8B110.67%
202
PNFPPINNACLE FINL PARTNERS INC
51,725$5.7B108.40%
203
MUFGMITSUBISHI UFJ FINL GROUP IN
416,047$5.7B108.35%
204
SPLVINVESCO EXCH TRADED FD TR II
77,404$5.6B106.99%
205
BANCBANC OF CALIFORNIA INC
400,311$5.6B106.76%
206
CAHCARDINAL HEALTH INC
33,466$5.6B106.72%
207
AMTBAMERANT BANCORP INC
300,056$5.5B103.83%
208
SPYDSPDR SERIES TRUST
127,750$5.4B102.91%
209
BCALCALIFORNIA BANCORP
332,320$5.2B99.41%
210
BUSEFIRST BUSEY CORP
225,055$5.2B97.76%
211
ITTITT INC
32,712$5.1B97.38%
212
TMTOYOTA MOTOR CORP
29,095$5.0B95.13%
213
HONHONEYWELL INTL INC
21,497$5.0B95.02%
214
TTTRANE TECHNOLOGIES PLC
11,424$5.0B94.85%
215
BDXBECTON DICKINSON & CO
28,518$4.9B93.24%
216
TEAMATLASSIAN CORPORATION
23,946$4.9B92.31%
217
TSLATESLA INC
15,279$4.9B92.13%
218
MOFGMIDWESTONE FINL GROUP INC NE
167,032$4.8B91.22%
219
CIVBCIVISTA BANCSHARES INC
204,824$4.8B90.20%
220
ADPAUTOMATIC DATA PROCESSING IN
14,681$4.5B86.35%
221
MKLMARKEL GROUP INC
2,269$4.5B86.03%
222
FBKFB FINL CORP
100,000$4.5B85.99%
223
HUBSHUBSPOT INC
8,082$4.5B85.39%
224
IWVISHARES TR
12,737$4.5B84.86%
225
HEIHEICO CORP NEW
13,567$4.4B84.47%
226
MYFWFIRST WESTN FINL INC
197,056$4.4B84.38%
227
BCSBARCLAYS PLC
238,733$4.4B84.24%
228
GFFGRIFFON CORP
61,047$4.4B83.86%
229
IBPINSTALLED BLDG PRODS INC
24,435$4.4B83.64%
230
SCHZSCHWAB STRATEGIC TR
189,313$4.4B83.51%
231
PQ3PROVIDENT FINL SVCS INC
250,245$4.4B83.27%
232
CPRTCOPART INC
87,772$4.3B81.75%
233
PTCPTC INC
24,698$4.3B80.79%
234
DXJWISDOMTREE TR
35,759$4.1B77.56%
235
TXNTEXAS INSTRS INC
19,596$4.1B77.23%
236
MINTPIMCO ETF TR
40,410$4.1B77.12%
237
VGITVANGUARD SCOTTSDALE FDS
67,560$4.0B76.70%
238
APDAIR PRODS & CHEMS INC
14,315$4.0B76.64%
239
VTVVANGUARD INDEX FDS
21,869$3.9B73.75%
240
FRMEFIRST MERCHANTS CORP
100,475$3.8B73.05%
241
EMREMERSON ELEC CO
28,678$3.8B72.58%
242
XOMEXXON MOBIL CORP
35,146$3.8B71.92%
243
RSPINVESCO EXCHANGE TRADED FD T
20,591$3.7B71.03%
244
WBSWEBSTER FINL CORP
68,500$3.7B70.99%
245
MCDMCDONALDS CORP
12,775$3.7B70.85%
246
BYBYLINE BANCORP INC
138,041$3.7B70.04%
247
PGPROCTER AND GAMBLE CO
22,921$3.7B69.32%
248
VOOVANGUARD INDEX FDS
6,379$3.6B68.99%
249
CATCATERPILLAR INC
9,295$3.6B68.50%
250
NTRSNORTHERN TR CORP
28,032$3.6B67.86%
251
COSTCOSTCO WHSL CORP NEW
3,581$3.5B67.29%
252
DEDEERE & CO
6,894$3.5B66.75%
253
DFACDIMENSIONAL ETF TRUST
97,762$3.5B66.51%
254
SMMDISHARES TR
51,384$3.5B66.11%
255
TREXTREX CO INC
63,431$3.4B65.48%
256
SSBUSDSOUTHSTATE CORPORATION
37,378$3.4B65.30%
257
SCHGSCHWAB STRATEGIC TR
116,325$3.4B64.50%
258
TFINTRIUMPH FINANCIAL INC
61,067$3.4B63.88%
259
DTDYNATRACE INC
60,606$3.3B63.51%
260
ABCBAMERIS BANCORP
51,440$3.3B63.27%
261
BACBANK AMERICA CORP
69,880$3.3B62.77%
262
FSUNFIRSTSUN CAP BANCORP
94,640$3.3B62.43%
263
ON1OLD NATL BANCORP IND
150,977$3.2B61.16%
264
SCZISHARES TR
44,099$3.2B60.84%
265
QC10FLAGSTAR FINANCIAL INC
299,818$3.2B60.33%
266
AMDADVANCED MICRO DEVICES INC
22,345$3.2B60.19%
267
OKEONEOK INC NEW
38,819$3.2B60.15%
268
EPDENTERPRISE PRODS PARTNERS L
99,249$3.1B58.42%
269
DCIDONALDSON INC
44,264$3.1B58.27%
270
BILSPDR SERIES TRUST
33,201$3.0B57.81%
271
FASTFASTENAL CO
69,766$2.9B55.62%
272
CCBCOASTAL FINL CORP WA
30,000$2.9B55.16%
273
OMCLOMNICELL COM
97,924$2.9B54.65%
274
CPCANADIAN PACIFIC KANSAS CITY
36,190$2.9B54.57%
275
VTVANGUARD INTL EQUITY INDEX F
21,980$2.8B53.62%
276
ISRGINTUITIVE SURGICAL INC
5,151$2.8B53.13%
277
GEGE AEROSPACE
10,866$2.8B53.09%
278
TECHBIO-TECHNE CORP
54,330$2.8B53.06%
279
STLDSTEEL DYNAMICS INC
21,767$2.8B52.89%
280
HEDJWISDOMTREE TR
57,622$2.8B52.63%
281
SHBISHORE BANCSHARES INC
176,046$2.8B52.53%
282
NPBNORTHPOINTE BANCSHARES INC.
200,090$2.7B52.07%
283
SSBKSOUTHERN STS BANCSHARES INC
75,000$2.7B51.78%
284
NEENEXTERA ENERGY INC
39,020$2.7B51.42%
285
LMTLOCKHEED MARTIN CORP
5,827$2.7B51.23%
286
CSLCARLISLE COS INC
7,214$2.7B51.13%
287
ODFLOLD DOMINION FREIGHT LINE IN
16,453$2.7B50.69%
288
MCHBHOMESTREET INC
200,000$2.6B49.62%
289
TRMBTRIMBLE INC
34,196$2.6B49.32%
290
NVRNVR INC
349$2.6B48.93%
291
FISIFINANCIAL INSTNS INC
100,000$2.6B48.74%
292
GBTCGRAYSCALE BITCOIN TRUST ETF
29,748$2.5B47.90%
293
UNHUNITEDHEALTH GROUP INC
8,065$2.5B47.76%
294
CRSPCRISPR THERAPEUTICS AG
51,417$2.5B47.47%
295
VONEVANGUARD SCOTTSDALE FDS
8,820$2.5B47.02%
296
ITOTISHARES TR
18,328$2.5B46.98%
297
KLACKLA CORP
2,730$2.4B46.41%
298
APHAMPHENOL CORP NEW
24,711$2.4B46.40%
299
XLKSELECT SECTOR SPDR TR
9,632$2.4B46.30%
300
MKSIMKS INC.
24,526$2.4B46.26%
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