Curi Capital, LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$2811.8T

Holdings

463

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (463 positions)

#StockSharesValue% PortfolioType
1
TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO
750,000$64.0T2.28%
2
DHRDANAHER CORPORATION
207,875$55.2T1.96%
3
MSFTMICROSOFT CORP
225,442$54.1T1.92%
4
JPMJPMORGAN CHASE & CO
401,831$53.9T1.92%
5
VVISA INC
242,779$50.4T1.79%
6
SPYSPDR S&P 500 ETF TR
119,003$45.5T1.62%
7
SNPSSYNOPSYS INC
133,647$42.7T1.52%
8
PTCPTC INC
355,138$42.6T1.52%
9
DGDOLLAR GEN CORP NEW
168,679$41.5T1.48%
10
AAPLAPPLE INC
318,014$41.3T1.47%
11
NDSNNORDSON CORP
158,379$37.6T1.34%
12
SPGIS&P GLOBAL INC
108,716$36.4T1.30%
13
COOCOOPER COS INC
106,166$35.1T1.25%
14
TJXTJX COS INC NEW
437,026$34.8T1.24%
15
STESTERIS PLC
187,449$34.6T1.23%
16
GOOGLALPHABET INC
357,370$31.5T1.12%
17
BKNGBOOKING HOLDINGS INC
15,484$31.2T1.11%
18
FRCBFIRST REP BK SAN FRANCISCO C
249,489$30.4T1.08%
19
UNHUNITEDHEALTH GROUP INC
56,350$29.9T1.06%
20
EQIXEQUINIX INC
45,044$29.5T1.05%
21
TYLTYLER TECHNOLOGIES INC
89,495$28.9T1.03%
22
GOOGALPHABET INC
315,951$28.0T1.00%
23
AMZNAMAZON COM INC
328,618$27.6T0.98%
24
PGRPROGRESSIVE CORP
208,618$27.1T0.96%
25
MKTXMARKETAXESS HLDGS INC
95,206$26.6T0.94%
26
CDWCDW CORP
145,964$26.1T0.93%
27
DISDISNEY WALT CO
296,059$25.7T0.91%
28
EEMISHARES TR
675,461$25.6T0.91%
29
SCHDSCHWAB STRATEGIC TR
327,495$24.7T0.88%
30
KDPKEURIG DR PEPPER INC
666,296$23.8T0.85%
31
CRMSALESFORCE INC
174,556$23.1T0.82%
32
CBCHUBB LIMITED
104,288$23.0T0.82%
33
FBINFORTUNE BRANDS INNOVATIONS I
401,219$22.9T0.81%
34
AMTAMERICAN TOWER CORP NEW
106,454$22.6T0.80%
35
JKHYHENRY JACK & ASSOC INC
124,189$21.8T0.78%
36
IWFISHARES TR
101,605$21.8T0.77%
37
BDXBECTON DICKINSON & CO
85,478$21.7T0.77%
38
MTNVAIL RESORTS INC
90,583$21.6T0.77%
39
CMECME GROUP INC
128,248$21.6T0.77%
40
AVYAVERY DENNISON CORP
118,733$21.5T0.76%
41
DVNDEVON ENERGY CORP NEW
347,435$21.4T0.76%
42
UNPUNION PAC CORP
98,136$20.3T0.72%
43
DWDMORGAN STANLEY
238,707$20.3T0.72%
44
LOWLOWES COS INC
101,483$20.2T0.72%
45
FICOFAIR ISAAC CORP
33,165$19.9T0.71%
46
ITWILLINOIS TOOL WKS INC
87,802$19.3T0.69%
47
WSOWATSCO INC
74,679$18.6T0.66%
48
SYKSTRYKER CORPORATION
75,517$18.5T0.66%
49
MPWRMONOLITHIC PWR SYS INC
51,518$18.2T0.65%
50
ACNACCENTURE PLC IRELAND
66,798$17.8T0.63%
51
ADIANALOG DEVICES INC
108,287$17.8T0.63%
52
EXPEAGLE MATLS INC
131,844$17.5T0.62%
53
EGPEASTGROUP PPTYS INC
117,596$17.4T0.62%
54
ENQENTEGRIS INC
251,519$16.5T0.59%
55
RGENREPLIGEN CORP
97,254$16.5T0.59%
56
CWCURTISS WRIGHT CORP
95,825$16.0T0.57%
57
SBG1SEACOAST BKG CORP FLA
510,953$15.9T0.57%
58
AMGNAMGEN INC
59,477$15.6T0.56%
59
AFGAMERICAN FINL GROUP INC OHIO
113,091$15.5T0.55%
60
INTUINTUIT
38,077$14.8T0.53%
61
EQBKEQUITY BANCSHARES INC
450,000$14.7T0.52%
62
WSTWEST PHARMACEUTICAL SVSC INC
62,156$14.6T0.52%
63
TCBKTRICO BANCSHARES
282,737$14.4T0.51%
64
DGRWWISDOMTREE TR
238,269$14.4T0.51%
65
DEODIAGEO PLC
80,652$14.4T0.51%
66
SIVBEURSVB FINANCIAL GROUP
60,693$14.0T0.50%
67
IJRISHARES TR
144,679$13.7T0.49%
68
VBTXVERITEX HLDGS INC
485,882$13.6T0.49%
69
POOLPOOL CORP
44,587$13.5T0.48%
70
EFAISHARES TR
201,115$13.2T0.47%
71
MRSHMARSH & MCLENNAN COS INC
79,327$13.1T0.47%
72
VCVISTEON CORP
98,489$12.9T0.46%
73
PCHPOTLATCHDELTIC CORPORATION
292,501$12.9T0.46%
74
VIGVANGUARD SPECIALIZED FUNDS
84,595$12.8T0.46%
75
COLMCOLUMBIA SPORTSWEAR CO
146,518$12.8T0.46%
76
RBAGBPRITCHIE BROS AUCTIONEERS
220,873$12.8T0.45%
77
CVXCHEVRON CORP NEW
70,950$12.7T0.45%
78
FBMSUSDFIRST BANCSHARES INC MS
390,000$12.5T0.44%
79
LVLNSPDR SER TR
209,618$12.3T0.44%
80
EXPOEXPONENT INC
121,871$12.1T0.43%
81
JNJJOHNSON & JOHNSON
67,635$11.9T0.42%
82
MBBISHARES TR
125,026$11.6T0.41%
83
KAIKADANT INC
64,050$11.4T0.40%
84
MDYSPDR S&P MIDCAP 400 ETF TR
25,652$11.4T0.40%
85
CRSCARPENTER TECHNOLOGY CORP
299,742$11.1T0.39%
86
BFSTBUSINESS FIRST BANCSHARES IN
500,000$11.1T0.39%
87
MRKMERCK & CO INC
98,043$10.9T0.39%
88
BYBYLINE BANCORP INC
453,172$10.4T0.37%
89
KMIKINDER MORGAN INC DEL
564,415$10.2T0.36%
90
USCBUSCB FINANCIAL HOLDINGS INC
828,269$10.1T0.36%
91
IWBISHARES TR
46,823$9.9T0.35%
92
FIBKFIRST INTST BANCSYSTEM INC
251,123$9.7T0.35%
93
IHDGWISDOMTREE TR
269,207$9.6T0.34%
94
CPKCHESAPEAKE UTILS CORP
77,892$9.2T0.33%
95
BPBP PLC
261,711$9.1T0.33%
96
RBCRBC BEARINGS INC
43,518$9.1T0.32%
97
IWPISHARES TR
107,149$9.0T0.32%
98
CTLTEURCATALENT INC
197,711$8.9T0.32%
99
VOVANGUARD INDEX FDS
43,173$8.8T0.31%
100
MOALTRIA GROUP INC
192,269$8.8T0.31%
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