Curi Capital, LLC Q4 2021 Filing

Filed January 26, 2022

Portfolio Value

$3.3T

Holdings

453

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (453 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
235,855$79.3B2.39%
2
DHRDANAHER CORPORATION
230,183$75.7B2.28%
3
EWEDWARDS LIFESCIENCES CORP
516,424$66.9B2.02%
4
VVISA INC
291,025$63.1B1.90%
5
AAPLAPPLE INC
349,464$62.1B1.87%
6
ALPHABET INC
19,979$57.9B1.75%
7
JPMJPMORGAN CHASE & CO
364,270$57.7B1.74%
8
DGDOLLAR GEN CORP NEW
244,172$57.6B1.74%
9
STESTERIS PLC
236,021$57.5B1.73%
10
IHS MARKIT LTD
414,357$55.1B1.66%
11
SNPSSYNOPSYS INC
147,945$54.5B1.64%
12
PTCPTC INC
424,470$51.4B1.55%
13
SPYSPDR S&P 500 ETF TR
105,321$50.0B1.51%
14
SIVBEURSVB FINANCIAL GROUP
73,118$49.6B1.50%
15
COOCOOPER COS INC
117,759$49.3B1.49%
16
CRMSALESFORCE COM INC
189,164$48.1B1.45%
17
FBINFORTUNE BRANDS HOME & SEC IN
448,263$47.9B1.45%
18
GOOGALPHABET INC
16,403$47.5B1.43%
19
JKHYHENRY JACK & ASSOC INC
269,277$45.0B1.36%
20
NDSNNORDSON CORP
170,432$43.5B1.31%
21
TJXTJX COS INC NEW
568,233$43.1B1.30%
22
MKTXMARKETAXESS HLDGS INC
99,594$41.0B1.24%
23
BKNGBOOKING HOLDINGS INC
17,005$40.8B1.23%
24
PGRPROGRESSIVE CORP
387,502$39.8B1.20%
25
TYLTYLER TECHNOLOGIES INC
71,122$38.3B1.15%
26
FRCBFIRST REP BK SAN FRANCISCO C
180,419$37.3B1.12%
27
AZPNUSDASPEN TECHNOLOGY INC
229,219$34.9B1.05%
28
UNHUNITEDHEALTH GROUP INC
68,961$34.6B1.04%
29
LOWLOWES COS INC
123,080$31.8B0.96%
30
WSTWEST PHARMACEUTICAL SVSC INC
67,804$31.8B0.96%
31
EGPEASTGROUP PPTYS INC
136,946$31.2B0.94%
32
CDWCDW CORP
148,391$30.4B0.92%
33
AMTAMERICAN TOWER CORP NEW
102,463$30.0B0.90%
34
UNPUNION PAC CORP
111,715$28.1B0.85%
35
MTNVAIL RESORTS INC
83,733$27.5B0.83%
36
KDPKEURIG DR PEPPER INC
729,219$26.9B0.81%
37
ACNACCENTURE PLC IRELAND
64,824$26.9B0.81%
38
AVYAVERY DENNISON CORP
123,287$26.7B0.81%
39
DVNDEVON ENERGY CORP NEW
603,151$26.6B0.80%
40
DISDISNEY WALT CO
165,956$25.7B0.78%
41
CMECME GROUP INC
110,405$25.2B0.76%
42
EXPEAGLE MATLS INC
149,543$24.9B0.75%
43
POOLPOOL CORP
43,875$24.8B0.75%
44
RGENREPLIGEN CORP
93,207$24.7B0.74%
45
DWDMORGAN STANLEY
247,361$24.3B0.73%
46
EQIXEQUINIX INC
28,513$24.1B0.73%
47
CTLTEURCATALENT INC
188,377$24.1B0.73%
48
MPWRMONOLITHIC PWR SYS INC
48,485$23.9B0.72%
49
BDXBECTON DICKINSON & CO
92,124$23.2B0.70%
50
CBCHUBB LIMITED
114,750$22.2B0.67%
51
ITWILLINOIS TOOL WKS INC
86,159$21.3B0.64%
52
ADIANALOG DEVICES INC
120,019$21.1B0.64%
53
AFGAMERICAN FINL GROUP INC OHIO
146,023$20.1B0.60%
54
PCHPOTLATCHDELTIC CORPORATION
314,141$18.9B0.57%
55
LVLNSPDR SER TR
257,689$18.3B0.55%
56
SBUXSTARBUCKS CORP
155,995$18.2B0.55%
57
DEODIAGEO PLC
82,273$18.1B0.55%
58
CERNCHFCERNER CORP
178,979$16.6B0.50%
59
IJRISHARES TR
144,937$16.6B0.50%
60
SBG1SEACOAST BKG CORP FLA
456,936$16.2B0.49%
61
FICOFAIR ISAAC CORP
36,959$16.0B0.48%
62
DGRWWISDOMTREE TR
242,859$16.0B0.48%
63
OMCLOMNICELL COM
88,364$15.9B0.48%
64
VIGVANGUARD SPECIALIZED FUNDS
90,843$15.6B0.47%
65
WSOWATSCO INC
49,036$15.3B0.46%
66
COLMCOLUMBIA SPORTSWEAR CO
156,731$15.3B0.46%
67
AMGNAMGEN INC
66,864$15.0B0.45%
68
MRSHMARSH & MCLENNAN COS INC
86,524$15.0B0.45%
69
FOXFFOX FACTORY HLDG CORP
84,248$14.3B0.43%
70
KAIKADANT INC
61,648$14.2B0.43%
71
MDYSPDR S&P MIDCAP 400 ETF TR
27,323$14.1B0.43%
72
RBAGBPRITCHIE BROS AUCTIONEERS
224,676$13.8B0.41%
73
VEUVANGUARD INTL EQUITY INDEX F
220,201$13.5B0.41%
74
ARGO GROUP INTL HLDGS LTD
225,141$13.1B0.39%
75
S76STORE CAP CORP
379,609$13.1B0.39%
76
EXPOEXPONENT INC
111,716$13.0B0.39%
77
RPMRPM INTL INC
128,530$13.0B0.39%
78
IHDGWISDOMTREE TR
278,197$12.7B0.38%
79
VCVISTEON CORP
113,996$12.7B0.38%
80
VGTVANGUARD WORLD FDS
26,705$12.2B0.37%
81
TCBKTRICO BANCSHARES
275,196$11.8B0.36%
82
VOVANGUARD INDEX FDS
45,802$11.7B0.35%
83
IWPISHARES TR
98,194$11.3B0.34%
84
AMZNAMAZON COM INC
3,320$11.1B0.33%
85
IWBISHARES TR
41,825$11.1B0.33%
86
BLFSBIOLIFE SOLUTIONS INC
286,337$10.7B0.32%
87
IWFISHARES TR
34,614$10.6B0.32%
88
NEOGNEOGEN CORP
231,964$10.5B0.32%
89
TECHBIO-TECHNE CORP
19,156$9.9B0.30%
90
MKS INSTRS INC
56,624$9.9B0.30%
91
CWCURTISS WRIGHT CORP
69,308$9.6B0.29%
92
ABTABBOTT LABS
67,037$9.4B0.28%
93
CPRTCOPART INC
62,200$9.4B0.28%
94
INVESTORS BANCORP INC NEW
614,702$9.3B0.28%
95
PINNACLE FINL PARTNERS INC
93,407$8.9B0.27%
96
RBCRBC BEARINGS INC
42,994$8.7B0.26%
97
NEONEOGENOMICS INC
251,144$8.6B0.26%
98
SFBSSERVISFIRST BANCSHARES INC
99,772$8.5B0.26%
99
DONWISDOMTREE TR
190,202$8.4B0.25%
100
ITTITT INC
81,985$8.4B0.25%
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