Curi Capital, LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$2923.5T

Holdings

497

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (497 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
230,225$72.7T2.49%
2
AAPLAPPLE INC
336,135$57.5T1.97%
3
VVISA INC
246,477$56.7T1.94%
4
JPMJPMORGAN CHASE & CO
383,912$55.7T1.90%
5
AMZNAMAZON COM INC
418,085$53.1T1.82%
6
GOOGLALPHABET INC
369,329$48.3T1.65%
7
SPYSPDR S&P 500 ETF TR
112,977$48.3T1.65%
8
SNPSSYNOPSYS INC
102,781$47.2T1.61%
9
PTCPTC INC
313,713$44.4T1.52%
10
DHRDANAHER CORPORATION
169,640$42.1T1.44%
11
TYLTYLER TECHNOLOGIES INC
107,932$41.7T1.43%
12
STESTERIS PLC
184,493$40.5T1.38%
13
SPGIS&P GLOBAL INC
109,616$40.1T1.37%
14
GOOGALPHABET INC
298,327$39.3T1.35%
15
CRMSALESFORCE INC
183,915$37.3T1.28%
16
TJXTJX COS INC NEW
418,424$37.2T1.27%
17
BKNGBOOKING HOLDINGS INC
11,934$36.8T1.26%
18
NDSNNORDSON CORP
153,660$34.3T1.17%
19
COOCOOPER COS INC
103,944$33.1T1.13%
20
EQIXEQUINIX INC
44,637$32.4T1.11%
21
WSOWATSCO INC
81,270$30.7T1.05%
22
UNHUNITEDHEALTH GROUP INC
60,179$30.3T1.04%
23
CMECME GROUP INC
146,110$29.3T1.00%
24
PANWPALO ALTO NETWORKS INC
123,738$29.0T0.99%
25
PGRPROGRESSIVE CORP
195,268$27.2T0.93%
26
EWEDWARDS LIFESCIENCES CORP
374,886$26.0T0.89%
27
WSTWEST PHARMACEUTICAL SVSC INC
67,421$25.3T0.87%
28
DISDISNEY WALT CO
305,746$24.8T0.85%
29
ENQENTEGRIS INC
263,613$24.8T0.85%
30
CDWCDW CORP
114,723$23.1T0.79%
31
SCHDSCHWAB STRATEGIC TR
314,692$22.3T0.76%
32
MPWRMONOLITHIC PWR SYS INC
47,828$22.1T0.76%
33
KVUEKENVUE INC
1,096,458$22.0T0.75%
34
AMEAMETEK INC
147,939$21.9T0.75%
35
BDXBECTON DICKINSON & CO
83,634$21.6T0.74%
36
ACNACCENTURE PLC IRELAND
69,439$21.3T0.73%
37
INTUINTUIT
41,549$21.2T0.73%
38
CBCHUBB LIMITED
101,648$21.2T0.72%
39
CRSCARPENTER TECHNOLOGY CORP
311,814$21.0T0.72%
40
AVYAVERY DENNISON CORP
113,240$20.7T0.71%
41
EGPEASTGROUP PPTYS INC
123,820$20.6T0.71%
42
FICOFAIR ISAAC CORP
23,579$20.5T0.70%
43
UNPUNION PAC CORP
99,110$20.2T0.69%
44
SYKSTRYKER CORPORATION
73,362$20.0T0.69%
45
CWCURTISS WRIGHT CORP
101,894$19.9T0.68%
46
MTNVAIL RESORTS INC
89,152$19.8T0.68%
47
MKTXMARKETAXESS HLDGS INC
92,519$19.8T0.68%
48
ITWILLINOIS TOOL WKS INC
85,024$19.6T0.67%
49
DWDMORGAN STANLEY
234,047$19.1T0.65%
50
FBINFORTUNE BRANDS INNOVATIONS I
307,343$19.1T0.65%
51
EXPEAGLE MATLS INC
114,155$19.0T0.65%
52
KDPKEURIG DR PEPPER INC
598,383$18.9T0.65%
53
ADIANALOG DEVICES INC
103,899$18.2T0.62%
54
LOWLOWES COS INC
87,110$18.1T0.62%
55
AMTAMERICAN TOWER CORP NEW
109,423$18.0T0.62%
56
EFAISHARES TR
259,098$17.9T0.61%
57
JKHYHENRY JACK & ASSOC INC
114,247$17.3T0.59%
58
POOLPOOL CORP
48,262$17.2T0.59%
59
RGENREPLIGEN CORP
106,408$16.9T0.58%
60
DVNDEVON ENERGY CORP NEW
344,150$16.4T0.56%
61
CVXCHEVRON CORP NEW
95,463$16.1T0.55%
62
KAIKADANT INC
68,950$15.6T0.53%
63
AMGNAMGEN INC
57,658$15.5T0.53%
64
MRSHMARSH & MCLENNAN COS INC
77,331$14.7T0.50%
65
PCHPOTLATCHDELTIC CORPORATION
313,947$14.3T0.49%
66
DGRWWISDOMTREE TR
223,210$14.2T0.48%
67
VCVISTEON CORP
101,848$14.1T0.48%
68
MRKMERCK & CO INC
136,052$14.0T0.48%
69
JNJJOHNSON & JOHNSON
88,657$13.8T0.47%
70
IJRISHARES TR
145,385$13.7T0.47%
71
AFGAMERICAN FINL GROUP INC OHIO
122,157$13.6T0.47%
72
VIGVANGUARD SPECIALIZED FUNDS
82,819$12.9T0.44%
73
MDYSPDR S&P MIDCAP 400 ETF TR
25,943$11.8T0.41%
74
COLMCOLUMBIA SPORTSWEAR CO
156,701$11.6T0.40%
75
AITAPPLIED INDL TECHNOLOGIES IN
74,760$11.6T0.40%
76
DEODIAGEO PLC
75,965$11.3T0.39%
77
EXPOEXPONENT INC
132,029$11.3T0.39%
78
RBCRBC BEARINGS INC
47,893$11.2T0.38%
79
KMIKINDER MORGAN INC DEL
674,503$11.2T0.38%
80
VGTVANGUARD WORLD FDS
26,531$11.0T0.38%
81
IWBISHARES TR
46,269$10.9T0.37%
82
EQBKEQUITY BANCSHARES INC
450,000$10.8T0.37%
83
SBG1SEACOAST BKG CORP FLA
479,123$10.5T0.36%
84
VBTXVERITEX HLDGS INC
583,703$10.5T0.36%
85
RRCRANGE RES CORP
319,020$10.3T0.35%
86
IHDGWISDOMTREE TR
265,286$10.3T0.35%
87
NYCBEURNEW YORK CMNTY BANCORP INC
899,170$10.2T0.35%
88
TCBKTRICO BANCSHARES
316,656$10.1T0.35%
89
IWFISHARES TR
38,062$10.1T0.35%
90
FBMSUSDFIRST BANCSHARES INC MS
375,000$10.1T0.35%
91
MOALTRIA GROUP INC
240,479$10.1T0.35%
92
BPBP PLC
258,280$10.0T0.34%
93
ZTSZOETIS INC
57,310$10.0T0.34%
94
CPKCHESAPEAKE UTILS CORP
98,777$9.7T0.33%
95
FOXFFOX FACTORY HLDG CORP
95,193$9.4T0.32%
96
TXNTEXAS INSTRS INC
58,938$9.4T0.32%
97
IWPISHARES TR
100,262$9.2T0.31%
98
USCBUSCB FINANCIAL HOLDINGS INC
828,269$8.7T0.30%
99
ATRAPTARGROUP INC
68,686$8.6T0.29%
100
VOVANGUARD INDEX FDS
37,799$7.9T0.27%
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