Curi Capital, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$3274.6T

Holdings

503

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (503 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
223,763$84.1T2.57%
2
VVISA INC
243,055$63.3T1.93%
3
AAPLAPPLE INC
327,740$63.1T1.93%
4
AMZNAMAZON COM INC
411,796$62.6T1.91%
5
JPMJPMORGAN CHASE & CO
363,177$61.8T1.89%
6
SPYSPDR S&P 500 ETF TR
115,908$55.1T1.68%
7
PTCPTC INC
307,495$53.8T1.64%
8
GOOGLALPHABET INC
363,520$50.8T1.55%
9
CRMSALESFORCE INC
180,775$47.6T1.45%
10
SPGIS&P GLOBAL INC
107,048$47.2T1.44%
11
SNPSSYNOPSYS INC
86,867$44.7T1.37%
12
TYLTYLER TECHNOLOGIES INC
106,587$44.6T1.36%
13
GOOGALPHABET INC
288,951$40.7T1.24%
14
BKNGBOOKING HOLDINGS INC
11,412$40.5T1.24%
15
STESTERIS PLC
183,611$40.4T1.23%
16
NDSNNORDSON CORP
152,102$40.2T1.23%
17
DHRDANAHER CORPORATION
170,725$39.5T1.21%
18
COOCOOPER COS INC
102,752$38.9T1.19%
19
TJXTJX COS INC NEW
408,932$38.4T1.17%
20
PANWPALO ALTO NETWORKS INC
122,447$36.1T1.10%
21
EQIXEQUINIX INC
43,949$35.4T1.08%
22
WSOWATSCO INC
73,560$31.5T0.96%
23
ENQENTEGRIS INC
260,782$31.2T0.95%
24
PGRPROGRESSIVE CORP
193,058$30.8T0.94%
25
MPWRMONOLITHIC PWR SYS INC
47,707$30.1T0.92%
26
AMEAMETEK INC
179,763$29.6T0.91%
27
CMECME GROUP INC
138,028$29.1T0.89%
28
UNHUNITEDHEALTH GROUP INC
54,896$28.9T0.88%
29
EWEDWARDS LIFESCIENCES CORP
376,452$28.7T0.88%
30
FICOFAIR ISAAC CORP
23,397$27.2T0.83%
31
DISDISNEY WALT CO
299,467$27.0T0.83%
32
KVUEKENVUE INC
1,177,901$25.4T0.77%
33
INTUINTUIT
40,144$25.1T0.77%
34
MKTXMARKETAXESS HLDGS INC
85,108$24.9T0.76%
35
ACNACCENTURE PLC IRELAND
67,936$23.8T0.73%
36
UNPUNION PAC CORP
95,880$23.6T0.72%
37
WSTWEST PHARMACEUTICAL SVSC INC
66,002$23.2T0.71%
38
EXPEAGLE MATLS INC
114,512$23.2T0.71%
39
CDWCDW CORP
101,341$23.0T0.70%
40
FBINFORTUNE BRANDS INNOVATIONS I
302,165$23.0T0.70%
41
EGPEASTGROUP PPTYS INC
125,320$23.0T0.70%
42
CWCURTISS WRIGHT CORP
102,742$22.9T0.70%
43
AMTAMERICAN TOWER CORP NEW
105,682$22.8T0.70%
44
SCHDSCHWAB STRATEGIC TR
298,300$22.7T0.69%
45
AVYAVERY DENNISON CORP
110,855$22.4T0.68%
46
CBCHUBB LIMITED
98,192$22.2T0.68%
47
ITWILLINOIS TOOL WKS INC
82,759$21.7T0.66%
48
SYKSTRYKER CORPORATION
71,366$21.4T0.65%
49
DWDMORGAN STANLEY
228,108$21.3T0.65%
50
EFAISHARES TR
269,314$20.3T0.62%
51
ADIANALOG DEVICES INC
101,045$20.1T0.61%
52
BDXBECTON DICKINSON & CO
81,244$19.8T0.60%
53
KDPKEURIG DR PEPPER INC
582,484$19.4T0.59%
54
KAIKADANT INC
68,864$19.3T0.59%
55
RGENREPLIGEN CORP
106,955$19.2T0.59%
56
POOLPOOL CORP
48,036$19.2T0.58%
57
LOWLOWES COS INC
85,631$19.1T0.58%
58
JKHYHENRY JACK & ASSOC INC
114,695$18.7T0.57%
59
MTNVAIL RESORTS INC
87,784$18.7T0.57%
60
CRSCARPENTER TECHNOLOGY CORP
246,634$17.5T0.53%
61
IJRISHARES TR
151,652$16.4T0.50%
62
MRKMERCK & CO INC
145,516$15.9T0.48%
63
AMGNAMGEN INC
54,695$15.8T0.48%
64
DVNDEVON ENERGY CORP NEW
346,631$15.7T0.48%
65
PCHPOTLATCHDELTIC CORPORATION
313,913$15.4T0.47%
66
ZTSZOETIS INC
77,632$15.3T0.47%
67
DGRWWISDOMTREE TR
213,231$15.0T0.46%
68
JNJJOHNSON & JOHNSON
95,133$14.9T0.46%
69
AFGAMERICAN FINL GROUP INC OHIO
122,714$14.6T0.45%
70
MRSHMARSH & MCLENNAN COS INC
74,899$14.2T0.43%
71
VIGVANGUARD SPECIALIZED FUNDS
81,821$13.9T0.43%
72
RBCRBC BEARINGS INC
48,174$13.7T0.42%
73
SBG1SEACOAST BKG CORP FLA
481,952$13.7T0.42%
74
TCBKTRICO BANCSHARES
317,496$13.6T0.42%
75
VBTXVERITEX HLDGS INC
586,137$13.6T0.42%
76
EQBKEQUITY BANCSHARES INC
400,000$13.6T0.41%
77
AITAPPLIED INDL TECHNOLOGIES IN
75,599$13.1T0.40%
78
CVXCHEVRON CORP NEW
86,605$12.9T0.39%
79
VCVISTEON CORP
102,731$12.8T0.39%
80
VGTVANGUARD WORLD FDS
26,024$12.6T0.38%
81
MDYSPDR S&P MIDCAP 400 ETF TR
24,815$12.6T0.38%
82
COLMCOLUMBIA SPORTSWEAR CO
155,359$12.4T0.38%
83
IWBISHARES TR
46,602$12.2T0.37%
84
KMIKINDER MORGAN INC DEL
684,918$12.1T0.37%
85
IWPISHARES TR
114,684$12.0T0.37%
86
IWFISHARES TR
38,565$11.7T0.36%
87
FRSTPRIMIS FINANCIAL CORP
909,654$11.5T0.35%
88
SYBTSTOCK YDS BANCORP INC
223,236$11.5T0.35%
89
RRCRANGE RES CORP
364,836$11.1T0.34%
90
IHDGWISDOMTREE TR
263,327$11.1T0.34%
91
FBMSUSDFIRST BANCSHARES INC MS
375,000$11.0T0.34%
92
DEODIAGEO PLC
73,955$10.8T0.33%
93
MOALTRIA GROUP INC
260,532$10.5T0.32%
94
CPKCHESAPEAKE UTILS CORP
99,100$10.5T0.32%
95
TXNTEXAS INSTRS INC
58,891$10.0T0.31%
96
BFSTBUSINESS FIRST BANCSHARES IN
400,000$9.9T0.30%
97
BLKCHFBLACKROCK INC
11,762$9.5T0.29%
98
BPBP PLC
256,846$9.1T0.28%
99
DONWISDOMTREE TR
198,866$9.1T0.28%
100
RGLDROYAL GOLD INC
72,527$8.8T0.27%
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