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
301
ETVEATON VANCE TAX-MANAGED BUY-
72,442$1.1B0.04%
302
EPDENTERPRISE PRODS PARTNERS L
56,123$1.1B0.04%
303
CRWDCROWDSTRIKE HLDGS INC
5,046$1.1B0.04%
304
MCHPMICROCHIP TECHNOLOGY INC.
7,705$1.1B0.04%
305
PCYOPURE CYCLE CORP
93,200$1.0B0.04%
306
BABOEING CO
4,816$1.0B0.04%
307
NQPNUVEEN PENNSYLVANIA QLT MUN
71,076$1.0B0.04%
308
LGF/BEURLIONS GATE ENTMNT CORP
97,678$1.0B0.04%
309
KLACKLA CORP
3,863$1.0B0.04%
310
CSCOCISCO SYS INC
22,308$998.0M0.04%
311
ALLIANZGI CONV & INCOME FD I
194,408$990.0M0.04%
312
VCYTVERACYTE INC
20,239$990.0M0.04%
313
DOCUDOCUSIGN INC
4,417$982.0M0.04%
314
MYFWFIRST WESTN FINL INC
50,000$978.0M0.04%
315
SALIENT MIDSTREAM & MLP FD
228,880$977.0M0.04%
316
COSTCOSTCO WHSL CORP NEW
2,586$974.0M0.04%
317
TELTE CONNECTIVITY LTD
8,020$971.0M0.04%
318
GSGOLDMAN SACHS MLP ENERGY REN
127,209$969.0M0.04%
319
WSBFWATERSTONE FINL INC MD
51,114$962.0M0.04%
320
VRSKVERISK ANALYTICS INC
4,622$959.0M0.04%
321
MDBMONGODB INC
2,665$957.0M0.03%
322
EFAISHARES TR
13,061$953.0M0.03%
323
KOCOCA COLA CO
16,938$929.0M0.03%
324
ELVANTHEM INC
2,873$922.0M0.03%
325
FSC1EUROAKTREE SPECIALTY LENDING CO
165,413$921.0M0.03%
326
COR1EURCORESITE RLTY CORP
7,342$920.0M0.03%
327
GCMGGCM GROSVENOR INC
68,971$919.0M0.03%
328
COUPEURCOUPA SOFTWARE INC
2,700$915.0M0.03%
329
AMATAPPLIED MATLS INC
10,591$914.0M0.03%
330
PGZPRINCIPAL REAL ESTATE INCOME
74,821$912.0M0.03%
331
UAUNDER ARMOUR INC
61,285$912.0M0.03%
332
SOUTHERN NATL BANCORP OF VA
75,000$908.0M0.03%
333
NXGCUSHING NEXTGEN INFRA INCM F
24,862$906.0M0.03%
334
CITUSDCIT GROUP INC
25,000$897.0M0.03%
335
NUVEEN TX ADV TOTAL RET STRG
94,644$892.0M0.03%
336
TRVTRAVELERS COMPANIES INC
6,319$887.0M0.03%
337
SRVCUSHING MLP & INFRASTRUCT
41,094$877.0M0.03%
338
SCHBSCHWAB STRATEGIC TR
9,526$867.0M0.03%
339
BLUEBIRD BIO INC
19,821$858.0M0.03%
340
XJPIXNUVEEN PFD & INCOME TERM FD
34,776$856.0M0.03%
341
NKENIKE INC
6,041$855.0M0.03%
342
KYNKAYNE ANDERSON ENERGY INFRST
148,240$852.0M0.03%
343
LINLINDE PLC
3,207$845.0M0.03%
344
AVLRUSDAVALARA INC
5,052$833.0M0.03%
345
BILLBILL COM HLDGS INC
6,098$832.0M0.03%
346
BMIBADGER METER INC
8,675$816.0M0.03%
347
XOMEXXON MOBIL CORP
19,653$810.0M0.03%
348
MHDBLACKROCK MUNIHOLDINGS FD IN
49,990$810.0M0.03%
349
OKTAOKTA INC
3,180$809.0M0.03%
350
XFDEXFIRST TR DYNAMIC EUROPE EQUI
67,336$795.0M0.03%
351
CGNXCOGNEX CORP
9,900$795.0M0.03%
352
BACBK OF AMERICA CORP
26,106$791.0M0.03%
353
FUNDSPROTT FOCUS TR INC
114,317$789.0M0.03%
354
BWGBRANDYWINEGBL GBL INCM OPP F
63,174$789.0M0.03%
355
IWDISHARES TR
5,771$789.0M0.03%
356
CENTER COAST BRKFLD MLP ENRG
82,876$786.0M0.03%
357
LQDISHARES TR
5,671$783.0M0.03%
358
CLEARBRIDGE MLP AND MIDSTRM
53,418$780.0M0.03%
359
XLYSELECT SECTOR SPDR TR
4,735$761.0M0.03%
360
CATCATERPILLAR INC
4,132$752.0M0.03%
361
BSLBLACKSTONE SENIOR FLOATNG RA
52,403$745.0M0.03%
362
QCOMQUALCOMM INC
4,876$743.0M0.03%
363
CHCTCOMMUNITY HEALTHCARE TR INC
15,744$742.0M0.03%
364
DYHTARGET CORP
4,148$732.0M0.03%
365
NMCONUVEEN MUN CR OPPORTUNITIES
55,744$722.0M0.03%
366
DTDYNATRACE INC
16,510$714.0M0.03%
367
AMGAFFILIATED MANAGERS GROUP IN
7,000$712.0M0.03%
368
XRMMXRIVERNORTH MANAGED DUR MUN I
39,859$709.0M0.03%
369
SPGIS&P GLOBAL INC
2,153$707.0M0.03%
370
BFSTBUSINESS FIRST BANCSHARES IN
34,635$705.0M0.03%
371
PEPPEPSICO INC
4,635$687.0M0.03%
372
KIOKKR INCOME OPPORTUNITIES FD
47,589$687.0M0.03%
373
PANWPALO ALTO NETWORKS INC
1,922$683.0M0.02%
374
GGNGAMCO GLOBAL GOLD NAT RES &
193,214$678.0M0.02%
375
NOCNORTHROP GRUMMAN CORP
2,188$667.0M0.02%
376
CMCSACOMCAST CORP NEW
12,674$664.0M0.02%
377
PGPROCTER AND GAMBLE CO
4,770$664.0M0.02%
378
GEGENERAL ELECTRIC CO
61,271$662.0M0.02%
379
XIGDXVOYA GLBL EQTY DIV & PREM OP
126,781$662.0M0.02%
380
VTIVANGUARD INDEX FDS
3,388$659.0M0.02%
381
SNASNAP ON INC
3,836$656.0M0.02%
382
WYWEYERHAEUSER CO MTN BE
19,570$656.0M0.02%
383
VPVINVESCO PA VALUE MUN INC TR
51,285$654.0M0.02%
384
NUVEEN OHIO QLTY MUN INCOME
41,710$653.0M0.02%
385
8CWCROWN CASTLE INTL CORP NEW
4,073$649.0M0.02%
386
NYMTEURNEW YORK MTG TR INC
175,498$648.0M0.02%
387
EFCELLINGTON FINANCIAL INC
43,500$646.0M0.02%
388
PMTPENNYMAC MTG INVT TR
36,521$642.0M0.02%
389
BXBLACKSTONE GROUP INC
9,807$636.0M0.02%
390
TRISTATE CAP HLDGS INC
36,415$634.0M0.02%
391
AKXANSYS INC
1,734$631.0M0.02%
392
ZTSZOETIS INC
3,783$626.0M0.02%
393
INDBINDEPENDENT BANK CORP MASS
8,549$624.0M0.02%
394
FST TR NEW OPPORT MLP & ENE
145,172$620.0M0.02%
395
BAMBROOKFIELD ASSET MGMT INC
14,951$617.0M0.02%
396
INTCINTEL CORP
12,357$616.0M0.02%
397
RWTREDWOOD TR INC
70,000$615.0M0.02%
398
ABERDEEN ASIA-PACIFIC INCOME
137,350$611.0M0.02%
399
TROWPRICE T ROWE GROUP INC
4,011$607.0M0.02%
400
ORCLORACLE CORP
9,351$605.0M0.02%
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