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
401
VUSBVANGUARD BD INDEX FDS
6,574$322.0M0.01%
402
CHWCALAMOS GBL DYN INCOME FUND
52,845$321.0M0.01%
403
XARSPDR SER TR
3,505$321.0M0.01%
404
SCHWSCHWAB CHARLES CORP
4,223$304.0M0.01%
405
DBEFDBX ETF TR
8,960$300.0M0.01%
406
EDITEDITAS MEDICINE INC
24,536$300.0M0.01%
407
BAXBAXTER INTL INC
5,511$297.0M0.01%
408
NVONOVO-NORDISK A S
2,907$290.0M0.01%
409
BMRNBIOMARIN PHARMACEUTICAL INC
3,400$288.0M0.01%
410
CSTMCONSTELLIUM SE
28,203$286.0M0.01%
411
XJPIXNUVEEN PFD & INCOME TERM FD
15,465$285.0M0.01%
412
RYROYAL BK CDA
3,151$284.0M0.01%
413
VWOVANGUARD INTL EQUITY INDEX F
7,781$284.0M0.01%
414
TAT&T INC
18,408$282.0M0.01%
415
GMGENERAL MTRS CO
8,797$282.0M0.01%
416
XIFRNEXTERA ENERGY PARTNERS LP
3,886$281.0M0.01%
417
AMHAMERICAN HOMES 4 RENT
8,316$273.0M0.01%
418
FNDASCHWAB STRATEGIC TR
6,409$273.0M0.01%
419
BECNUSDBEACON ROOFING SUPPLY INC
4,950$271.0M0.01%
420
AKXANSYS INC
1,217$270.0M0.01%
421
SCZISHARES TR
5,502$268.0M0.01%
422
CFRCULLEN FROST BANKERS INC
2,000$264.0M0.01%
423
IRINGERSOLL RAND INC
6,094$264.0M0.01%
424
EMREMERSON ELEC CO
3,595$263.0M0.01%
425
OXYOCCIDENTAL PETE CORP
4,115$253.0M0.01%
426
IJTISHARES TR
2,470$251.0M0.01%
427
JJACOBS SOLUTIONS INC
2,301$250.0M0.01%
428
3TYTITAN MACHY INC
8,800$249.0M0.01%
429
APDAIR PRODS & CHEMS INC
1,049$244.0M0.01%
430
TRYBARINGS BDC INC
29,372$243.0M0.01%
431
BDCBELDEN INC
4,000$240.0M0.01%
432
CBSHCOMMERCE BANCSHARES INC
3,584$237.0M0.01%
433
NKENIKE INC
2,831$235.0M0.01%
434
PNCPNC FINL SVCS GROUP INC
1,564$234.0M0.01%
435
MDTMEDTRONIC PLC
2,897$234.0M0.01%
436
BUGGLOBAL X FDS
9,656$232.0M0.01%
437
IVEISHARES TR
1,797$231.0M0.01%
438
LRCXEURLAM RESEARCH CORP
629$230.0M0.01%
439
XLVSELECT SECTOR SPDR TR
1,888$229.0M0.01%
440
KRKROGER CO
5,221$228.0M0.01%
441
MARMARRIOTT INTL INC NEW
1,615$226.0M0.01%
442
CVSCVS HEALTH CORP
2,364$225.0M0.01%
443
4I1PHILIP MORRIS INTL INC
2,711$225.0M0.01%
444
VVVANGUARD INDEX FDS
1,370$224.0M0.01%
445
AORISHARES TR
5,000$224.0M0.01%
446
GLVCLOUGH GLOBAL DIVID & INCOME
32,686$217.0M0.01%
447
IYHISHARES TR
855$216.0M0.01%
448
CITCINTAS CORP
556$216.0M0.01%
449
CMGCHIPOTLE MEXICAN GRILL INC
141$212.0M0.01%
450
BRBROADRIDGE FINL SOLUTIONS IN
1,463$211.0M0.01%
451
TROWPRICE T ROWE GROUP INC
2,000$210.0M0.01%
452
ELSEQUITY LIFESTYLE PPTYS INC
3,332$209.0M0.01%
453
BCCCGLOBAL X FDS
9,035$208.0M0.01%
454
TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO
250,000$207.0M0.01%
455
TRVTRAVELERS COMPANIES INC
1,331$204.0M0.01%
456
SCHGSCHWAB STRATEGIC TR
3,584$200.0M0.01%
457
ALLOALLOGENE THERAPEUTICS INC
18,229$197.0M0.01%
458
MCIBARINGS CORPORATE INVS
15,000$194.0M0.01%
459
NADNUVEEN QUALITY MUNCP INCOME
15,000$165.0M0.01%
460
NSUSDNUSTAR ENERGY LP
12,102$163.0M0.01%
461
XNEAXNUVEEN AMT FREE QLTY MUN INC
14,062$149.0M0.01%
462
AGNCAGNC INVT CORP
16,404$138.0M0.01%
463
XBGYXBLACKROCK ENHANCED INTL DIV
11,690$52.0M0.00%
464
GOEVQCANOO INC
27,906$52.0M0.00%
465
GLOBAL BLUE GROUP HOLDING AG
131,385$37.0M0.00%
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