Curi Capital, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$3.3T

Holdings

503

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (503 positions)

StockValue
MSFTMICROSOFT CORP
$84.1B
VVISA INC
$63.3B
AAPLAPPLE INC
$63.1B
AMZNAMAZON COM INC
$62.6B
JPMJPMORGAN CHASE & CO
$61.8B
SPYSPDR S&P 500 ETF TR
$55.1B
PTCPTC INC
$53.8B
GOOGLALPHABET INC
$50.8B
CRMSALESFORCE INC
$47.6B
SPGIS&P GLOBAL INC
$47.2B
SNPSSYNOPSYS INC
$44.7B
TYLTYLER TECHNOLOGIES INC
$44.6B
GOOGALPHABET INC
$40.7B
BKNGBOOKING HOLDINGS INC
$40.5B
STESTERIS PLC
$40.4B
NDSNNORDSON CORP
$40.2B
DHRDANAHER CORPORATION
$39.5B
COOCOOPER COS INC
$38.9B
TJXTJX COS INC NEW
$38.4B
PANWPALO ALTO NETWORKS INC
$36.1B
EQIXEQUINIX INC
$35.4B
WSOWATSCO INC
$31.5B
ENQENTEGRIS INC
$31.2B
PGRPROGRESSIVE CORP
$30.8B
MPWRMONOLITHIC PWR SYS INC
$30.1B
AMEAMETEK INC
$29.6B
CMECME GROUP INC
$29.1B
UNHUNITEDHEALTH GROUP INC
$28.9B
EWEDWARDS LIFESCIENCES CORP
$28.7B
FICOFAIR ISAAC CORP
$27.2B
DISDISNEY WALT CO
$27.0B
KVUEKENVUE INC
$25.4B
INTUINTUIT
$25.1B
MKTXMARKETAXESS HLDGS INC
$24.9B
ACNACCENTURE PLC IRELAND
$23.8B
UNPUNION PAC CORP
$23.6B
WSTWEST PHARMACEUTICAL SVSC INC
$23.2B
EXPEAGLE MATLS INC
$23.2B
CDWCDW CORP
$23.0B
FBINFORTUNE BRANDS INNOVATIONS I
$23.0B
EGPEASTGROUP PPTYS INC
$23.0B
CWCURTISS WRIGHT CORP
$22.9B
AMTAMERICAN TOWER CORP NEW
$22.8B
SCHDSCHWAB STRATEGIC TR
$22.7B
AVYAVERY DENNISON CORP
$22.4B
CBCHUBB LIMITED
$22.2B
ITWILLINOIS TOOL WKS INC
$21.7B
SYKSTRYKER CORPORATION
$21.4B
DWDMORGAN STANLEY
$21.3B
EFAISHARES TR
$20.3B
ADIANALOG DEVICES INC
$20.1B
BDXBECTON DICKINSON & CO
$19.8B
KDPKEURIG DR PEPPER INC
$19.4B
KAIKADANT INC
$19.3B
RGENREPLIGEN CORP
$19.2B
POOLPOOL CORP
$19.2B
LOWLOWES COS INC
$19.1B
JKHYHENRY JACK & ASSOC INC
$18.7B
MTNVAIL RESORTS INC
$18.7B
CRSCARPENTER TECHNOLOGY CORP
$17.5B
IJRISHARES TR
$16.4B
MRKMERCK & CO INC
$15.9B
AMGNAMGEN INC
$15.8B
DVNDEVON ENERGY CORP NEW
$15.7B
PCHPOTLATCHDELTIC CORPORATION
$15.4B
ZTSZOETIS INC
$15.3B
DGRWWISDOMTREE TR
$15.0B
JNJJOHNSON & JOHNSON
$14.9B
AFGAMERICAN FINL GROUP INC OHIO
$14.6B
MRSHMARSH & MCLENNAN COS INC
$14.2B
VIGVANGUARD SPECIALIZED FUNDS
$13.9B
RBCRBC BEARINGS INC
$13.7B
SBG1SEACOAST BKG CORP FLA
$13.7B
TCBKTRICO BANCSHARES
$13.6B
VBTXVERITEX HLDGS INC
$13.6B
EQBKEQUITY BANCSHARES INC
$13.6B
AITAPPLIED INDL TECHNOLOGIES IN
$13.1B
CVXCHEVRON CORP NEW
$12.9B
VCVISTEON CORP
$12.8B
VGTVANGUARD WORLD FDS
$12.6B
MDYSPDR S&P MIDCAP 400 ETF TR
$12.6B
COLMCOLUMBIA SPORTSWEAR CO
$12.4B
IWBISHARES TR
$12.2B
KMIKINDER MORGAN INC DEL
$12.1B
IWPISHARES TR
$12.0B
IWFISHARES TR
$11.7B
FRSTPRIMIS FINANCIAL CORP
$11.5B
SYBTSTOCK YDS BANCORP INC
$11.5B
RRCRANGE RES CORP
$11.1B
IHDGWISDOMTREE TR
$11.1B
FBMSUSDFIRST BANCSHARES INC MS
$11.0B
DEODIAGEO PLC
$10.8B
MOALTRIA GROUP INC
$10.5B
CPKCHESAPEAKE UTILS CORP
$10.5B
TXNTEXAS INSTRS INC
$10.0B
BFSTBUSINESS FIRST BANCSHARES IN
$9.9B
BLKCHFBLACKROCK INC
$9.5B
BPBP PLC
$9.1B
DONWISDOMTREE TR
$9.1B
RGLDROYAL GOLD INC
$8.8B
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