Curi Capital, LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$2.8B

Holdings

463

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (463 positions)

#StockSharesValue% PortfolioType
101
OBKORIGIN BANCORP INC
235,000$8.6T306724.57%
102
VGTVANGUARD WORLD FDS
26,643$8.5T302653.92%
103
VEUVANGUARD INTL EQUITY INDEX F
167,755$8.4T299139.98%
104
FOXFFOX FACTORY HLDG CORP
89,928$8.2T291774.43%
105
RGLDROYAL GOLD INC
70,756$8.0T283647.45%
106
DONWISDOMTREE TR
184,545$7.6T270010.84%
107
IWMISHARES TR
43,378$7.6T268986.84%
108
ABBVABBVIE INC
46,748$7.6T268686.53%
109
ABTABBOTT LABS
68,267$7.5T266555.87%
110
TXNTEXAS INSTRS INC
45,216$7.5T265686.47%
111
CFGCITIZENS FINL GROUP INC
189,677$7.5T265579.60%
112
RPMRPM INTL INC
75,113$7.3T260322.44%
113
FBKFB FINL CORP
200,000$7.2T257058.99%
114
CCBCOASTAL FINL CORP WA
150,000$7.1T253502.55%
115
AUBATLANTIC UN BANKSHARES CORP
200,000$7.0T249946.12%
116
ATRAPTARGROUP INC
63,701$7.0T249157.87%
117
WQTMWISDOMTREE TR
265,715$6.7T237005.40%
118
TCBXTHIRD COAST BANCSHARES INC
357,773$6.6T234502.52%
119
USBUS BANCORP DEL
144,143$6.3T223560.09%
120
SFBSSERVISFIRST BANCSHARES INC
90,024$6.2T220625.25%
121
FRTFEDERAL RLTY INVT TR NEW
61,213$6.2T219964.04%
122
EOGEOG RES INC
46,646$6.0T214865.11%
123
LOBLIVE OAK BANCSHARES INC
200,000$6.0T214808.56%
124
BLFSBIOLIFE SOLUTIONS INC
330,977$6.0T214231.74%
125
NYCBEURNEW YORK CMNTY BANCORP INC
700,000$6.0T214097.27%
126
NTBBANK OF NT BUTTERFIELD&SON L
200,000$6.0T212034.54%
127
ABCBAMERIS BANCORP
122,984$5.8T206183.00%
128
OSBCOLD SECOND BANCORP INC ILL
350,000$5.6T199658.16%
129
FRSTPRIMIS FINANCIAL CORP
448,818$5.3T189148.65%
130
SPLVINVESCO EXCH TRADED FD TR II
81,144$5.2T184404.69%
131
DOWDOW INC
101,603$5.1T182081.37%
132
OMCLOMNICELL COM
100,879$5.1T180891.53%
133
SPYDSPDR SER TR
127,750$5.1T179825.53%
134
CPRTCOPART INC
80,780$4.9T174930.06%
135
PEPPEPSICO INC
26,940$4.9T173090.89%
136
IBMINTERNATIONAL BUSINESS MACHS
34,441$4.9T172572.08%
137
BACVERIZON COMMUNICATIONS INC
122,153$4.8T171165.01%
138
BANCBANC OF CALIFORNIA INC
298,600$4.8T169168.78%
139
HDHOME DEPOT INC
15,055$4.8T169118.07%
140
AMTBAMERANT BANCORP INC
175,000$4.7T167045.66%
141
TDYTELEDYNE TECHNOLOGIES INC
11,116$4.4T158097.68%
142
ITTITT INC
54,288$4.4T156581.11%
143
CIVBCIVISTA BANCSHARES INC
200,000$4.4T156554.19%
144
SSBKSOUTHERN STS BANCSHARES INC
151,926$4.4T156421.10%
145
IVVISHARES TR
11,382$4.4T155525.59%
146
TECHBIO-TECHNE CORP
52,297$4.3T154149.15%
147
VEAVANGUARD TAX-MANAGED FDS
101,865$4.3T152047.26%
148
OCFCOCEANFIRST FINL CORP
200,000$4.3T151148.41%
149
HUBBHUBBELL INC
18,059$4.2T150724.69%
150
VBNKVERSABANK NEW
553,108$4.2T149695.68%
151
FISVFISERV INC
41,274$4.2T148358.85%
152
BRK/BBERKSHIRE HATHAWAY INC DEL
13,386$4.1T147056.20%
153
ORIOLD REP INTL CORP
170,810$4.1T146705.07%
154
GILDGILEAD SCIENCES INC
47,100$4.0T143805.62%
155
NEOGNEOGEN CORP
259,070$3.9T140323.91%
156
PNFPPINNACLE FINL PARTNERS INC
53,622$3.9T139976.05%
157
AZPN1USDASPEN TECHNOLOGY INC
19,042$3.9T139100.17%
158
MKLMARKEL CORP
2,965$3.9T138927.01%
159
EMLCVANECK ETF TRUST
160,942$3.9T138687.56%
160
FIVNFIVE9 INC
57,274$3.9T138224.83%
161
CBANCOLONY BANKCORP INC
300,000$3.8T135393.41%
162
CMCSACOMCAST CORP NEW
106,320$3.7T132228.54%
163
RRCRANGE RES CORP
147,148$3.7T130935.17%
164
WBAWALGREENS BOOTS ALLIANCE INC
98,092$3.7T130333.21%
165
TMOTHERMO FISHER SCIENTIFIC INC
6,409$3.5T125519.75%
166
MTBM & T BK CORP
23,877$3.5T123180.55%
167
MKSIMKS INSTRS INC
40,640$3.4T122463.18%
168
IVWISHARES TR
57,559$3.4T119752.29%
169
IWVISHARES TR
14,658$3.2T115040.90%
170
WBSWEBSTER FINL CORP
68,003$3.2T114490.90%
171
IFFINTERNATIONAL FLAVORS&FRAGRA
30,698$3.2T114459.46%
172
AWNADVANCE AUTO PARTS INC
21,823$3.2T114112.99%
173
SFSTIFEL FINL CORP
53,983$3.2T112062.78%
174
DESWISDOMTREE TR
108,366$3.1T109606.74%
175
VMIVALMONT INDS INC
9,248$3.1T108757.01%
176
FCNCAFIRST CTZNS BANCSHARES INC N
4,027$3.1T108610.48%
177
IWDISHARES TR
20,112$3.0T108470.68%
178
NOBLPROSHARES TR
33,636$3.0T107649.82%
179
CSLCARLISLE COS INC
12,838$3.0T107591.88%
180
MBCMASTERBRAND INC
391,450$3.0T105108.53%
181
MCBMETROPOLITAN BK HLDG CORP
50,000$2.9T104327.97%
182
SCZISHARES TR
51,151$2.9T102745.64%
183
LLYLILLY ELI & CO
7,883$2.9T102564.58%
184
BILSPDR SER TR
31,420$2.9T102211.43%
185
HOMBHOME BANCSHARES INC
125,000$2.8T101313.89%
186
MAMASTERCARD INCORPORATED
8,187$2.8T101246.89%
187
VUGVANGUARD INDEX FDS
13,245$2.8T100385.38%
188
MDBMONGODB INC
14,338$2.8T100372.93%
189
WFCWELLS FARGO CO NEW
66,271$2.7T97315.75%
190
FANGDIAMONDBACK ENERGY INC
19,685$2.7T95757.46%
191
PQ3PROVIDENT FINL SVCS INC
125,000$2.7T94956.76%
192
CP.TOCANADIAN PAC RY LTD
35,447$2.6T94031.81%
193
SSBUSDSOUTHSTATE CORPORATION
34,623$2.6T94025.41%
194
LBAIUSDLAKELAND BANCORP INC
150,000$2.6T93943.18%
195
ODFLOLD DOMINION FREIGHT LINE IN
9,153$2.6T92376.15%
196
VTIPVANGUARD MALVERN FDS
54,347$2.5T90281.76%
197
IWRISHARES TR
37,211$2.5T89262.27%
198
IYRISHARES TR
29,578$2.5T88561.30%
199
MCDMCDONALDS CORP
9,328$2.5T87424.52%
200
EVTCEVERTEC INC
75,000$2.4T86367.98%
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