Curi Capital, LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$2.9T

Holdings

497

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (497 positions)

#StockSharesValue% PortfolioType
201
HEDJWISDOMTREE TR
62,010$2.4B0.08%
202
OKEONEOK INC NEW
37,919$2.4B0.08%
203
IDXXIDEXX LABS INC
5,318$2.3B0.08%
204
HUBSHUBSPOT INC
4,619$2.3B0.08%
205
MKSIMKS INSTRS INC
26,210$2.3B0.08%
206
ADBEADOBE INC
4,422$2.3B0.08%
207
TFINTRIUMPH FINANCIAL INC
34,721$2.2B0.08%
208
PCYOPURE CYCLE CORP
229,916$2.2B0.08%
209
NVRNVR INC
368$2.2B0.08%
210
METAMETA PLATFORMS INC
7,273$2.2B0.07%
211
OCFCOCEANFIRST FINL CORP
150,000$2.2B0.07%
212
BMIBADGER METER INC
15,062$2.2B0.07%
213
MTDRMATADOR RES CO
35,315$2.1B0.07%
214
HOMBHOME BANCSHARES INC
100,000$2.1B0.07%
215
NICNICOLET BANKSHARES INC
30,000$2.1B0.07%
216
BILSPDR SER TR
22,781$2.1B0.07%
217
FROGJFROG LTD
82,090$2.1B0.07%
218
FTECFIDELITY COVINGTON TRUST
16,933$2.1B0.07%
219
GGGGRACO INC
28,049$2.0B0.07%
220
STLDSTEEL DYNAMICS INC
19,028$2.0B0.07%
221
MCHPMICROCHIP TECHNOLOGY INC.
26,033$2.0B0.07%
222
SHBISHORE BANCSHARES INC
189,929$2.0B0.07%
223
WF2WINTRUST FINL CORP
26,200$2.0B0.07%
224
EPRTESSENTIAL PPTYS RLTY TR INC
91,116$2.0B0.07%
225
RSRELIANCE STEEL & ALUMINUM CO
7,472$2.0B0.07%
226
TEAMATLASSIAN CORPORATION
9,430$1.9B0.06%
227
DTDYNATRACE INC
40,637$1.9B0.06%
228
LBAIUSDLAKELAND BANCORP INC
150,000$1.9B0.06%
229
IEXIDEX CORP
9,068$1.9B0.06%
230
COPCONOCOPHILLIPS
15,296$1.8B0.06%
231
FASTFASTENAL CO
33,368$1.8B0.06%
232
HONHONEYWELL INTL INC
9,826$1.8B0.06%
233
ADPAUTOMATIC DATA PROCESSING IN
7,459$1.8B0.06%
234
AIVLWISDOMTREE TR
19,348$1.7B0.06%
235
PRUPRUDENTIAL FINL INC
18,046$1.7B0.06%
236
HEIHEICO CORP NEW
10,548$1.7B0.06%
237
MCDMCDONALDS CORP
6,415$1.7B0.06%
238
IJHISHARES TR
6,663$1.7B0.06%
239
COSTCOSTCO WHSL CORP NEW
2,936$1.7B0.06%
240
AREALEXANDRIA REAL ESTATE EQ IN
16,465$1.6B0.06%
241
DEDEERE & CO
4,355$1.6B0.06%
242
SMBKSMARTFINANCIAL INC
75,000$1.6B0.05%
243
VOOVANGUARD INDEX FDS
4,028$1.6B0.05%
244
AVGOBROADCOM INC
1,895$1.6B0.05%
245
VMIVALMONT INDS INC
6,435$1.5B0.05%
246
CSCOCISCO SYS INC
28,310$1.5B0.05%
247
TRMBTRIMBLE INC
28,221$1.5B0.05%
248
HEIHEICO CORP NEW
11,762$1.5B0.05%
249
CATCATERPILLAR INC
5,475$1.5B0.05%
250
NEENEXTERA ENERGY INC
26,068$1.5B0.05%
251
KLACKLA CORP
3,115$1.4B0.05%
252
CRSPCRISPR THERAPEUTICS AG
31,418$1.4B0.05%
253
EXASEXACT SCIENCES CORP
20,810$1.4B0.05%
254
VYMVANGUARD WHITEHALL FDS
13,686$1.4B0.05%
255
HUMHUMANA INC
2,879$1.4B0.05%
256
CBANCOLONY BANKCORP INC
140,000$1.4B0.05%
257
AMATAPPLIED MATLS INC
10,040$1.4B0.05%
258
ISRGINTUITIVE SURGICAL INC
4,676$1.4B0.05%
259
IWVISHARES TR
5,465$1.3B0.05%
260
RITMRITHM CAPITAL CORP
139,083$1.3B0.04%
261
NBTBNBT BANCORP INC
40,000$1.3B0.04%
262
ELVELEVANCE HEALTH INC
2,878$1.3B0.04%
263
LECOLINCOLN ELEC HLDGS INC
6,867$1.2B0.04%
264
ICEINTERCONTINENTAL EXCHANGE IN
11,233$1.2B0.04%
265
HDVISHARES TR
12,315$1.2B0.04%
266
VEEVVEEVA SYS INC
5,954$1.2B0.04%
267
HBANHUNTINGTON BANCSHARES INC
111,778$1.2B0.04%
268
ITGARTNER INC
3,335$1.1B0.04%
269
PFEPFIZER INC
34,426$1.1B0.04%
270
HACKUSDETF MANAGERS TR
21,768$1.1B0.04%
271
FLLFULL HSE RESORTS INC
260,000$1.1B0.04%
272
USBUS BANCORP DEL
33,093$1.1B0.04%
273
DGROISHARES TR
21,344$1.1B0.04%
274
BAC 7.25 PERP LBANK AMERICA CORP
950$1.1B0.04%
275
VTVVANGUARD INDEX FDS
7,613$1.1B0.04%
276
NOCNORTHROP GRUMMAN CORP
2,379$1.0B0.04%
277
CHCTCOMMUNITY HEALTHCARE TR INC
34,161$1.0B0.03%
278
MPLXMPLX LP
28,160$1.0B0.03%
279
IWDISHARES TR
6,389$970.0M0.03%
280
CWBSPDR SER TR
14,201$962.8M0.03%
281
BMYBRISTOL-MYERS SQUIBB CO
16,477$956.3M0.03%
282
LMTLOCKHEED MARTIN CORP
2,320$948.9M0.03%
283
ETVEATON VANCE TAX-MANAGED BUY-
79,167$947.6M0.03%
284
ROKROCKWELL AUTOMATION INC
3,261$932.2M0.03%
285
VONGVANGUARD SCOTTSDALE FDS
13,530$926.0M0.03%
286
SKYSKYLINE CHAMPION CORPORATION
14,431$919.5M0.03%
287
RJFRAYMOND JAMES FINL INC
9,124$916.3M0.03%
288
KOCOCA COLA CO
16,090$900.7M0.03%
289
NTLAINTELLIA THERAPEUTICS INC
28,060$887.3M0.03%
290
BACBANK AMERICA CORP
31,772$869.9M0.03%
291
DFUVDIMENSIONAL ETF TRUST
25,420$864.8M0.03%
292
CAHCARDINAL HEALTH INC
9,854$855.5M0.03%
293
TELTE CONNECTIVITY LTD
6,923$855.2M0.03%
294
EFCELLINGTON FINANCIAL INC
68,410$853.1M0.03%
295
SCHBSCHWAB STRATEGIC TR
17,041$849.5M0.03%
296
CADECADENCE BANK
40,000$848.8M0.03%
297
NTRSNORTHERN TR CORP
12,158$844.7M0.03%
298
XLFSELECT SECTOR SPDR TR
25,411$842.9M0.03%
299
IYWISHARES TR
7,944$833.5M0.03%
300
ETENERGY TRANSFER L P
59,365$832.9M0.03%
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