Curi Capital, LLC Q4 2020 Filing

Filed February 11, 2021

Portfolio Value

$2.7T

Holdings

578

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (578 positions)

#StockSharesValue% PortfolioType
101
TECHBIO-TECHNE CORP
21,866$6.9B0.25%
102
CRSCARPENTER TECHNOLOGY CORP
237,626$6.9B0.25%
103
CWCURTISS WRIGHT CORP
57,307$6.7B0.24%
104
GWREGUIDEWIRE SOFTWARE INC
50,733$6.5B0.24%
105
WSOWATSCO INC
28,727$6.5B0.24%
106
GTLSCHART INDS INC
53,769$6.3B0.23%
107
RGLDROYAL GOLD INC
59,386$6.3B0.23%
108
ITTITT INC
81,854$6.3B0.23%
109
DONWISDOMTREE TR
179,452$6.2B0.23%
110
PNFPPINNACLE FINL PARTNERS INC
95,418$6.1B0.22%
111
RBCRBC BEARINGS INC
33,959$6.1B0.22%
112
MKLMARKEL CORP
5,884$6.1B0.22%
113
ABBVABBVIE INC
55,463$5.9B0.22%
114
MLMMARTIN MARIETTA MATLS INC
20,565$5.8B0.21%
115
IDXXIDEXX LABS INC
11,426$5.7B0.21%
116
STLDSTEEL DYNAMICS INC
152,402$5.6B0.21%
117
AGGISHARES TR
46,781$5.5B0.20%
118
FIVNFIVE9 INC
31,549$5.5B0.20%
119
SSBUSDSOUTH ST CORP
75,069$5.4B0.20%
120
AREALEXANDRIA REAL ESTATE EQ IN
30,268$5.4B0.20%
121
HDHOME DEPOT INC
20,273$5.4B0.20%
122
FTECFIDELITY COVINGTON TRUST
51,271$5.4B0.20%
123
SFSTIFEL FINL CORP
105,786$5.3B0.20%
124
NOBLPROSHARES TR
64,906$5.2B0.19%
125
GGGGRACO INC
68,971$5.0B0.18%
126
IEXIDEX CORP
24,999$5.0B0.18%
127
SPLVINVESCO EXCH TRADED FD TR II
87,628$4.9B0.18%
128
CPKCHESAPEAKE UTILS CORP
45,313$4.9B0.18%
129
JNJJOHNSON & JOHNSON
30,747$4.8B0.18%
130
SFBSSERVISFIRST BANCSHARES INC
116,434$4.7B0.17%
131
TRMBTRIMBLE INC
69,816$4.7B0.17%
132
FOXFFOX FACTORY HLDG CORP
43,117$4.6B0.17%
133
VEAVANGUARD TAX-MANAGED INTL FD
96,229$4.5B0.17%
134
FISFIDELITY NATL INFORMATION SV
31,841$4.5B0.16%
135
BPBP PLC
216,260$4.4B0.16%
136
KMIKINDER MORGAN INC DEL
324,361$4.4B0.16%
137
PYPLPAYPAL HLDGS INC
18,683$4.4B0.16%
138
ZZILLOW GROUP INC
33,045$4.3B0.16%
139
TREXTREX CO INC
50,707$4.2B0.16%
140
IWMISHARES TR
21,450$4.2B0.15%
141
IVVISHARES TR
11,159$4.2B0.15%
142
BMYBRISTOL-MYERS SQUIBB CO
65,383$4.1B0.15%
143
APHAMPHENOL CORP NEW
30,821$4.0B0.15%
144
ODFLOLD DOMINION FREIGHT LINE IN
20,499$4.0B0.15%
145
CHNGUSDCHANGE HEALTHCARE INC
214,426$4.0B0.15%
146
RAREULTRAGENYX PHARMACEUTICAL IN
28,689$4.0B0.15%
147
AHCOADAPTHEALTH CORP
105,394$4.0B0.14%
148
IVWISHARES TR
61,588$3.9B0.14%
149
WNSNWNS HLDGS LTD
53,720$3.9B0.14%
150
HALOHALOZYME THERAPEUTICS INC
89,403$3.8B0.14%
151
MPCMARATHON PETE CORP
91,716$3.8B0.14%
152
IGRCBRE CLARION GLOBAL REAL EST
541,894$3.7B0.14%
153
WBSWEBSTER FINL CORP CONN
87,739$3.7B0.14%
154
VTRSVIATRIS INC
194,469$3.6B0.13%
155
FLIRFLIR SYS INC
81,120$3.6B0.13%
156
IWRISHARES TR
50,670$3.5B0.13%
157
ROKUROKU INC
10,455$3.5B0.13%
158
BRK/BBERKSHIRE HATHAWAY INC DEL
14,884$3.5B0.13%
159
CDLXCARDLYTICS INC
24,015$3.4B0.13%
160
LSPDEURLIGHTSPEED POS INC
61,466$3.4B0.12%
161
TSAACI WORLDWIDE INC
87,553$3.4B0.12%
162
LM05LIBERTY MEDIA CORP DEL
88,139$3.3B0.12%
163
VUGVANGUARD INDEX FDS
13,206$3.3B0.12%
164
TYGTORTOISE ENERGY INFRA CORP
166,108$3.3B0.12%
165
TXNTEXAS INSTRS INC
19,979$3.3B0.12%
166
ZNGAEURZYNGA INC
330,609$3.3B0.12%
167
CSLCARLISLE COS INC
20,301$3.2B0.12%
168
NVRNVR INC
736$3.0B0.11%
169
JXC1J2 GLOBAL INC
30,249$3.0B0.11%
170
ATATLANTIC POWER CORP
1,400,000$2.9B0.11%
171
CVXCHEVRON CORP NEW
34,787$2.9B0.11%
172
NXJNUVEEN NEW JERSEY QULT MUN F
203,993$2.9B0.11%
173
HEIHEICO CORP NEW
22,000$2.9B0.11%
174
ABCBAMERIS BANCORP
74,116$2.8B0.10%
175
AKAMAKAMAI TECHNOLOGIES INC
26,874$2.8B0.10%
176
GW PHARMACEUTICALS PLC
24,089$2.8B0.10%
177
AIVLWISDOMTREE TR
32,938$2.8B0.10%
178
MAMASTERCARD INCORPORATED
7,662$2.7B0.10%
179
RPAYREPAY HLDGS CORP
98,769$2.7B0.10%
180
CYRUSONE INC
36,571$2.7B0.10%
181
EPRTESSENTIAL PPTYS RLTY TR INC
125,081$2.7B0.10%
182
DESWISDOMTREE TR
98,158$2.6B0.10%
183
APOLLO SR FLOATING RATE FD I
178,054$2.6B0.09%
184
KYNKAYNE ANDERSON NEXTGEN ENRGY
441,723$2.5B0.09%
185
KSUEURKANSAS CITY SOUTHERN
12,075$2.5B0.09%
186
EBCEASTERN BANKSHARES INC
150,000$2.4B0.09%
187
BRK-BBERKSHIRE HATHAWAY INC DEL
7$2.4B0.09%
188
AQN.TOALGONQUIN PWR UTILS CORP
147,702$2.4B0.09%
189
ADBEADOBE SYSTEMS INCORPORATED
4,859$2.4B0.09%
190
MOALTRIA GROUP INC
59,187$2.4B0.09%
191
MNSBMAINSTREET BANCSHARES INC
142,670$2.4B0.09%
192
IJHISHARES TR
10,485$2.4B0.09%
193
BACVERIZON COMMUNICATIONS INC
41,001$2.4B0.09%
194
MTZMASTEC INC
35,101$2.4B0.09%
195
NTRSNORTHERN TR CORP
25,389$2.4B0.09%
196
ISRGINTUITIVE SURGICAL INC
2,890$2.4B0.09%
197
MRKMERCK & CO. INC
28,849$2.4B0.09%
198
FMSFRESENIUS MED CARE AG&CO KGA
56,441$2.3B0.09%
199
CDNACAREDX INC
31,849$2.3B0.08%
200
HEDJWISDOMTREE TR
34,407$2.3B0.08%
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