Curi Capital, LLC Q3 2021 Filing

Filed October 20, 2021

Portfolio Value

$3.0T

Holdings

441

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (441 positions)

#StockSharesValue% PortfolioType
201
NEENEXTERA ENERGY INC
26,805$2.1B0.07%
202
HONHONEYWELL INTL INC
9,874$2.1B0.07%
203
MCDMCDONALDS CORP
8,625$2.1B0.07%
204
PCORPROCORE TECHNOLOGIES INC
22,920$2.0B0.07%
205
DEDEERE & CO
6,090$2.0B0.07%
206
HEIHEICO CORP NEW
17,037$2.0B0.07%
207
EDITEDITAS MEDICINE INC
48,588$2.0B0.07%
208
EFAISHARES TR
25,590$2.0B0.07%
209
OKTAOKTA INC
8,273$2.0B0.06%
210
PRUPRUDENTIAL FINL INC
18,645$2.0B0.06%
211
CMCOCOLUMBUS MCKINNON CORP N Y
40,451$2.0B0.06%
212
FASTFASTENAL CO
37,281$1.9B0.06%
213
VMIVALMONT INDS INC
7,967$1.9B0.06%
214
BHCBAUSCH HEALTH COS INC
67,149$1.9B0.06%
215
ENSENERSYS
25,104$1.9B0.06%
216
DGROISHARES TR
36,934$1.9B0.06%
217
IRINGERSOLL RAND INC
36,001$1.8B0.06%
218
ILMNILLUMINA INC
4,454$1.8B0.06%
219
WP CAREY INC
22,861$1.7B0.05%
220
CWBSPDR SER TR
19,490$1.7B0.05%
221
ORCLORACLE CORP
18,755$1.6B0.05%
222
TSLATESLA INC
2,105$1.6B0.05%
223
AVDAMERICAN VANGUARD CORP
103,950$1.6B0.05%
224
MRVLMARVELL TECHNOLOGY INC
25,849$1.6B0.05%
225
LECOLINCOLN ELEC HLDGS INC
11,908$1.5B0.05%
226
NEMNEWMONT CORP
28,090$1.5B0.05%
227
SYKSTRYKER CORPORATION
5,758$1.5B0.05%
228
CMCSACOMCAST CORP NEW
26,268$1.5B0.05%
229
LLYLILLY ELI & CO
6,344$1.5B0.05%
230
NTRSNORTHERN TR CORP
13,358$1.4B0.05%
231
ADPAUTOMATIC DATA PROCESSING IN
7,172$1.4B0.05%
232
CATCHMARK TIMBER TR INC
120,544$1.4B0.05%
233
EEMISHARES TR
28,063$1.4B0.05%
234
COHRII-VI INC
23,184$1.4B0.05%
235
PFEPFIZER INC
31,965$1.4B0.05%
236
CDNACAREDX INC
21,402$1.4B0.04%
237
ECLECOLAB INC
6,492$1.4B0.04%
238
ROPROPER TECHNOLOGIES INC
3,035$1.4B0.04%
239
EPDENTERPRISE PRODS PARTNERS L
62,383$1.4B0.04%
240
OGNORGANON & CO
41,019$1.3B0.04%
241
AMATAPPLIED MATLS INC
10,367$1.3B0.04%
242
NPFINUVEEN PFD & INCOME OPPORTUN
134,587$1.3B0.04%
243
ETF MANAGERS TR
21,768$1.3B0.04%
244
CISCO SYS INC
24,256$1.3B0.04%
245
VEEVVEEVA SYS INC
4,566$1.3B0.04%
246
PODDINSULET CORP
4,615$1.3B0.04%
247
RITMNEW RESIDENTIAL INVT CORP
118,860$1.3B0.04%
248
FMFFORMFACTOR INC
35,023$1.3B0.04%
249
ICEINTERCONTINENTAL EXCHANGE IN
11,142$1.3B0.04%
250
WBAWALGREENS BOOTS ALLIANCE INC
27,045$1.3B0.04%
251
DISDISNEY WALT CO
7,423$1.3B0.04%
252
BABOEING CO
5,574$1.2B0.04%
253
NDQINVESCO QQQ TR
3,397$1.2B0.04%
254
MCHPMICROCHIP TECHNOLOGY INC.
7,769$1.2B0.04%
255
PANWPALO ALTO NETWORKS INC
2,489$1.2B0.04%
256
AVGOBROADCOM INC
2,457$1.2B0.04%
257
BMIBADGER METER INC
11,648$1.2B0.04%
258
LMTLOCKHEED MARTIN CORP
3,382$1.2B0.04%
259
HOGHARLEY DAVIDSON INC
31,879$1.2B0.04%
260
COSTCOSTCO WHSL CORP NEW
2,586$1.2B0.04%
261
CHYCALAMOS CONV & HIGH INCOME F
73,363$1.1B0.04%
262
ELVANTHEM INC
3,044$1.1B0.04%
263
EATON VANCE TAX-MANAGED BUY-
70,703$1.1B0.04%
264
GKDGRAND CANYON ED INC
12,774$1.1B0.04%
265
BXBLACKSTONE INC
9,643$1.1B0.04%
266
XOMEXXON MOBIL CORP
19,047$1.1B0.04%
267
KLACKLA CORP
3,311$1.1B0.04%
268
BACBK OF AMERICA CORP
26,066$1.1B0.04%
269
APHAMPHENOL CORP NEW
14,497$1.1B0.03%
270
AMGAFFILIATED MANAGERS GROUP IN
7,000$1.1B0.03%
271
WATERSTONE FINL INC MD
51,114$1.0B0.03%
272
IWDISHARES TR
6,347$993.0M0.03%
273
SCHBSCHWAB STRATEGIC TR
9,506$987.0M0.03%
274
FIDELITY NATL INFORMATION SV
7,921$964.0M0.03%
275
KOCOCA COLA CO
18,190$954.0M0.03%
276
LINDE PLC
3,228$947.0M0.03%
277
VCYTVERACYTE INC
20,239$940.0M0.03%
278
BRHYISHARES TR
9,953$938.0M0.03%
279
TELTE CONNECTIVITY LTD
6,754$927.0M0.03%
280
DYHTARGET CORP
4,012$918.0M0.03%
281
ITGARTNER INC
3,000$912.0M0.03%
282
RWTREDWOOD TR INC
70,000$902.0M0.03%
283
FSC1EUROAKTREE SPECIALTY LENDING CO
125,000$882.0M0.03%
284
AFCGAFC GAMMA INC
40,540$875.0M0.03%
285
KBESPDR SER TR
16,061$850.0M0.03%
286
RJFRAYMOND JAMES FINL INC
9,100$840.0M0.03%
287
INTCINTEL CORP
15,719$838.0M0.03%
288
NKENIKE INC
5,751$835.0M0.03%
289
BAMBROOKFIELD ASSET MGMT INC
15,571$833.0M0.03%
290
VOOVANGUARD INDEX FDS
2,105$830.0M0.03%
291
GMGENERAL MTRS CO
15,740$830.0M0.03%
292
VRSKVERISK ANALYTICS INC
4,124$826.0M0.03%
293
BMYBRISTOL-MYERS SQUIBB CO
13,801$817.0M0.03%
294
GSGOLDMAN SACHS GROUP INC
2,159$816.0M0.03%
295
TROWPRICE T ROWE GROUP INC
4,103$807.0M0.03%
296
SPGIS&P GLOBAL INC
1,898$806.0M0.03%
297
SNASNAP ON INC
3,851$805.0M0.03%
298
AXPAMERICAN EXPRESS CO
4,789$802.0M0.03%
299
CATCATERPILLAR INC
4,169$800.0M0.03%
300
EFCELLINGTON FINANCIAL INC
43,500$796.0M0.03%
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