Curi Capital, LLC Q3 2024 Filing

Filed November 6, 2024

Portfolio Value

$4.4T

Holdings

539

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (539 positions)

#StockSharesValue% PortfolioType
301
EWEDWARDS LIFESCIENCES CORP
23,295$1.5B0.03%
302
HACKAMPLIFY ETF TR
22,453$1.5B0.03%
303
FSBCFIVE STAR BANCORP
50,000$1.5B0.03%
304
ETNEATON CORP PLC
4,380$1.5B0.03%
305
PSTGPURE STORAGE INC
28,770$1.4B0.03%
306
CSCOCISCO SYS INC
26,727$1.4B0.03%
307
VONGVANGUARD SCOTTSDALE FDS
14,731$1.4B0.03%
308
IYWISHARES TR
9,362$1.4B0.03%
309
AGGISHARES TR
13,902$1.4B0.03%
310
GEGE AEROSPACE
7,416$1.4B0.03%
311
USBUS BANCORP DEL
29,732$1.4B0.03%
312
BACBANK AMERICA CORP
34,211$1.4B0.03%
313
RITMRITHM CAPITAL CORP
119,433$1.4B0.03%
314
RSPINVESCO EXCHANGE TRADED FD T
7,454$1.3B0.03%
315
PNCPNC FINL SVCS GROUP INC
7,215$1.3B0.03%
316
SCHBSCHWAB STRATEGIC TR
19,773$1.3B0.03%
317
SKYCHAMPION HOMES INC
13,813$1.3B0.03%
318
FLLFULL HSE RESORTS INC
260,000$1.3B0.03%
319
CDNACAREDX INC
40,547$1.3B0.03%
320
VCYTVERACYTE INC
36,418$1.2B0.03%
321
XLKSELECT SECTOR SPDR TR
5,381$1.2B0.03%
322
ELVELEVANCE HEALTH INC
2,296$1.2B0.03%
323
IVEISHARES TR
6,014$1.2B0.03%
324
NDQINVESCO QQQ TR
2,375$1.2B0.03%
325
NSCNORFOLK SOUTHN CORP
4,614$1.1B0.03%
326
NOWSERVICENOW INC
1,280$1.1B0.03%
327
FLYWFLYWIRE CORPORATION
69,720$1.1B0.03%
328
TELTE CONNECTIVITY PLC
7,556$1.1B0.03%
329
XLFSELECT SECTOR SPDR TR
24,934$1.1B0.03%
330
MPLXMPLX LP
25,095$1.1B0.03%
331
EEMISHARES TR
24,328$1.1B0.03%
332
LINLINDE PLC
2,306$1.1B0.02%
333
BMYBRISTOL-MYERS SQUIBB CO
20,893$1.1B0.02%
334
SPYVSPDR SER TR
19,939$1.1B0.02%
335
PODDINSULET CORP
4,402$1.0B0.02%
336
DGROISHARES TR
16,273$1.0B0.02%
337
IOVAIOVANCE BIOTHERAPEUTICS INC
108,637$1.0B0.02%
338
SPDWSPDR INDEX SHS FDS
26,340$989.3M0.02%
339
AJGGALLAGHER ARTHUR J & CO
3,501$985.1M0.02%
340
COPCONOCOPHILLIPS
9,295$978.5M0.02%
341
FDXFEDEX CORP
3,568$976.4M0.02%
342
VXUSVANGUARD STAR FDS
14,984$970.1M0.02%
343
VYMVANGUARD WHITEHALL FDS
7,414$950.5M0.02%
344
CRVLCORVEL CORP
2,903$949.0M0.02%
345
AUBATLANTIC UN BANKSHARES CORP
25,000$941.8M0.02%
346
VMIVALMONT INDS INC
3,243$940.3M0.02%
347
OCFCOCEANFIRST FINL CORP
50,000$929.5M0.02%
348
ETVEATON VANCE TAX-MANAGED BUY-
66,821$922.1M0.02%
349
MDLZMONDELEZ INTL INC
12,393$913.0M0.02%
350
PCVXVAXCYTE INC
7,901$902.8M0.02%
351
ROKROCKWELL AUTOMATION INC
3,289$883.0M0.02%
352
EFCELLINGTON FINANCIAL INC
68,410$881.8M0.02%
353
MFAMFA FINL INC
68,968$877.3M0.02%
354
JAAAJANUS DETROIT STR TR
17,169$873.6M0.02%
355
VTVVANGUARD INDEX FDS
4,996$872.3M0.02%
356
NTRSNORTHERN TR CORP
9,688$872.2M0.02%
357
GPIXGOLDMAN SACHS ETF TR
17,747$871.2M0.02%
358
JJACOBS SOLUTIONS INC
6,609$865.1M0.02%
359
PECOPHILLIPS EDISON & CO INC
22,858$862.0M0.02%
360
VLTOVERALTO CORP
7,680$859.1M0.02%
361
DCIDONALDSON INC
11,383$838.9M0.02%
362
AG8AGILENT TECHNOLOGIES INC
5,606$832.4M0.02%
363
SCZISHARES TR
12,268$830.5M0.02%
364
VONVVANGUARD SCOTTSDALE FDS
9,946$828.8M0.02%
365
WPCWP CAREY INC
13,089$815.4M0.02%
366
CBRECBRE GROUP INC
6,513$810.7M0.02%
367
NTLAINTELLIA THERAPEUTICS INC
39,187$805.3M0.02%
368
IWDISHARES TR
4,212$799.4M0.02%
369
WMWASTE MGMT INC DEL
3,828$794.7M0.02%
370
ATDATI INC
11,823$791.1M0.02%
371
CYBRCYBERARK SOFTWARE LTD
2,654$773.9M0.02%
372
KBESPDR SER TR
14,587$771.5M0.02%
373
SMBKSMARTFINANCIAL INC
26,469$771.3M0.02%
374
ECLECOLAB INC
3,005$767.3M0.02%
375
VEEVVEEVA SYS INC
3,648$765.6M0.02%
376
CWBSPDR SER TR
9,793$750.0M0.02%
377
HUMHUMANA INC
2,353$745.3M0.02%
378
NFLXNETFLIX INC
1,045$741.2M0.02%
379
HRBBLOCK H & R INC
11,632$739.2M0.02%
380
MPCMARATHON PETE CORP
4,511$734.9M0.02%
381
VRTXVERTEX PHARMACEUTICALS INC
1,580$734.8M0.02%
382
SBUXSTARBUCKS CORP
7,403$721.7M0.02%
383
WFCWELLS FARGO CO NEW
12,773$721.5M0.02%
384
ETENERGY TRANSFER L P
44,930$721.1M0.02%
385
SONSONOCO PRODS CO
12,979$709.0M0.02%
386
BNBROOKFIELD CORP
13,290$706.4M0.02%
387
FBINFORTUNE BRANDS INNOVATIONS I
7,828$700.8M0.02%
388
SARSARATOGA INVT CORP
30,000$695.7M0.02%
389
BRK-BBERKSHIRE HATHAWAY INC DEL
1$691.2M0.02%
390
JEPIJ P MORGAN EXCHANGE TRADED F
11,381$677.3M0.02%
391
ORLYOREILLY AUTOMOTIVE INC
586$674.8M0.02%
392
WMBWILLIAMS COS INC
14,326$654.0M0.01%
393
ROPROPER TECHNOLOGIES INC
1,166$649.0M0.01%
394
XCHYXCALAMOS CONV & HIGH INCOME F
53,820$642.1M0.01%
395
RWTREDWOOD TRUST INC
82,840$640.4M0.01%
396
DFUSDIMENSIONAL ETF TRUST
10,190$633.8M0.01%
397
KMBKIMBERLY-CLARK CORP
4,453$633.6M0.01%
398
SHYGISHARES TR
14,457$627.7M0.01%
399
AXPAMERICAN EXPRESS CO
2,299$623.5M0.01%
400
BXBLACKSTONE INC
4,071$623.4M0.01%
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