Curi Capital, LLC Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$2.7T

Holdings

465

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (465 positions)

#StockSharesValue% PortfolioType
1
DHRDANAHER CORPORATION
215,105$55.6B2.07%
2
MSFTMICROSOFT CORP
235,292$54.8B2.04%
3
AAPLAPPLE INC
363,231$50.2B1.87%
4
VVISA INC
253,016$44.9B1.67%
5
DGDOLLAR GEN CORP NEW
173,123$41.5B1.55%
6
JPMJPMORGAN CHASE & CO
395,989$41.4B1.54%
7
SNPSSYNOPSYS INC
134,929$41.2B1.54%
8
PTCPTC INC
378,269$39.6B1.47%
9
AMZNAMAZON COM INC
347,999$39.3B1.46%
10
SPYSPDR S&P 500 ETF TR
110,046$39.3B1.46%
11
GOOGLALPHABET INC
379,596$36.3B1.35%
12
NDSNNORDSON CORP
165,373$35.1B1.31%
13
EWEDWARDS LIFESCIENCES CORP
423,193$35.0B1.30%
14
SPGIS&P GLOBAL INC
114,371$34.9B1.30%
15
TJXTJX COS INC NEW
557,785$34.6B1.29%
16
TYLTYLER TECHNOLOGIES INC
95,350$33.1B1.23%
17
UNHUNITEDHEALTH GROUP INC
60,464$30.5B1.14%
18
GOOGALPHABET INC
316,906$30.5B1.14%
19
FRCBFIRST REP BK SAN FRANCISCO C
232,833$30.4B1.13%
20
STESTERIS PLC
178,940$29.8B1.11%
21
COOCOOPER COS INC
110,506$29.2B1.09%
22
BKNGBOOKING HOLDINGS INC
16,104$26.5B0.99%
23
PGRPROGRESSIVE CORP
227,024$26.4B0.98%
24
EQIXEQUINIX INC
45,390$25.8B0.96%
25
DVNDEVON ENERGY CORP NEW
414,878$24.9B0.93%
26
KDPKEURIG DR PEPPER INC
692,095$24.8B0.92%
27
JKHYHENRY JACK & ASSOC INC
132,639$24.2B0.90%
28
CDWCDW CORP
151,407$23.6B0.88%
29
DISDISNEY WALT CO
245,393$23.1B0.86%
30
SCHDSCHWAB STRATEGIC TR
340,943$22.6B0.84%
31
AVYAVERY DENNISON CORP
136,909$22.3B0.83%
32
CMECME GROUP INC
124,890$22.1B0.82%
33
FBINFORTUNE BRANDS HOME & SEC IN
406,699$21.8B0.81%
34
MTNVAIL RESORTS INC
101,258$21.8B0.81%
35
MKTXMARKETAXESS HLDGS INC
96,960$21.6B0.80%
36
UNPUNION PAC CORP
106,530$20.8B0.77%
37
AMTAMERICAN TOWER CORP NEW
96,009$20.6B0.77%
38
CBCHUBB LIMITED
112,535$20.5B0.76%
39
RGENREPLIGEN CORP
108,536$20.3B0.76%
40
LOWLOWES COS INC
107,023$20.1B0.75%
41
BDXBECTON DICKINSON & CO
89,962$20.0B0.75%
42
SIVBEURSVB FINANCIAL GROUP
59,475$20.0B0.74%
43
EGPEASTGROUP PPTYS INC
136,008$19.6B0.73%
44
DWDMORGAN STANLEY
247,051$19.5B0.73%
45
WSOWATSCO INC
71,581$18.4B0.69%
46
MPWRMONOLITHIC PWR SYS INC
49,515$18.0B0.67%
47
ENQENTEGRIS INC
207,863$17.3B0.64%
48
ACNACCENTURE PLC IRELAND
66,750$17.2B0.64%
49
WSTWEST PHARMACEUTICAL SVSC INC
69,755$17.2B0.64%
50
EXPEAGLE MATLS INC
155,477$16.7B0.62%
51
FICOFAIR ISAAC CORP
39,955$16.5B0.61%
52
ITWILLINOIS TOOL WKS INC
90,803$16.4B0.61%
53
CTLTEURCATALENT INC
224,658$16.3B0.61%
54
SYKSTRYKER CORPORATION
78,825$16.0B0.59%
55
AFGAMERICAN FINL GROUP INC OHIO
127,372$15.7B0.58%
56
ADIANALOG DEVICES INC
111,746$15.6B0.58%
57
INTUINTUIT
40,079$15.5B0.58%
58
SBG1SEACOAST BKG CORP FLA
504,190$15.2B0.57%
59
POOLPOOL CORP
47,218$15.0B0.56%
60
S76STORE CAP CORP
465,915$14.6B0.54%
61
IGVISHARES TR
58,148$14.5B0.54%
62
RBAGBPRITCHIE BROS AUCTIONEERS
228,516$14.3B0.53%
63
AMGNAMGEN INC
62,944$14.2B0.53%
64
DEODIAGEO PLC
83,267$14.1B0.53%
65
CWCURTISS WRIGHT CORP
98,961$13.8B0.51%
66
IJRISHARES TR
155,598$13.6B0.51%
67
DGRWWISDOMTREE TR
250,314$13.5B0.50%
68
PCHPOTLATCHDELTIC CORPORATION
328,373$13.5B0.50%
69
EQBKEQUITY BANCSHARES INC
450,000$13.3B0.50%
70
TCBKTRICO BANCSHARES
296,568$13.2B0.49%
71
FIBKFIRST INTST BANCSYSTEM INC
325,000$13.1B0.49%
72
VCVISTEON CORP
119,290$12.7B0.47%
73
MRSHMARSH & MCLENNAN COS INC
83,551$12.5B0.46%
74
FBMSUSDFIRST BANCSHARES INC MS
410,000$12.2B0.46%
75
VIGVANGUARD SPECIALIZED FUNDS
84,760$11.5B0.43%
76
COLMCOLUMBIA SPORTSWEAR CO
168,717$11.4B0.42%
77
CRMSALESFORCE INC
78,661$11.3B0.42%
78
KAIKADANT INC
67,815$11.3B0.42%
79
LVLNSPDR SER TR
186,016$11.0B0.41%
80
VBTXVERITEX HLDGS INC
407,453$10.8B0.40%
81
SFBSSERVISFIRST BANCSHARES INC
135,194$10.8B0.40%
82
MDYSPDR S&P MIDCAP 400 ETF TR
26,191$10.5B0.39%
83
EXPOEXPONENT INC
119,393$10.5B0.39%
84
CVXCHEVRON CORP NEW
67,073$9.6B0.36%
85
IHDGWISDOMTREE TR
264,780$9.5B0.35%
86
CRSCARPENTER TECHNOLOGY CORP
300,877$9.4B0.35%
87
IWBISHARES TR
47,257$9.3B0.35%
88
RBCRBC BEARINGS INC
44,334$9.2B0.34%
89
BYBYLINE BANCORP INC
453,172$9.2B0.34%
90
OMCLOMNICELL COM
104,441$9.1B0.34%
91
OBKORIGIN BANCORP INC
235,000$9.0B0.34%
92
JNJJOHNSON & JOHNSON
54,148$8.8B0.33%
93
CPKCHESAPEAKE UTILS CORP
74,700$8.6B0.32%
94
IWPISHARES TR
109,520$8.6B0.32%
95
VOVANGUARD INDEX FDS
45,648$8.6B0.32%
96
VGTVANGUARD WORLD FDS
26,930$8.3B0.31%
97
VEUVANGUARD INTL EQUITY INDEX F
179,804$8.0B0.30%
98
FOXFFOX FACTORY HLDG CORP
99,759$7.9B0.29%
99
KMIKINDER MORGAN INC DEL
470,346$7.8B0.29%
100
BLFSBIOLIFE SOLUTIONS INC
343,943$7.8B0.29%
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