Curi Capital, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$4.3T

Holdings

512

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (512 positions)

#StockSharesValue% PortfolioType
101
BJBJS WHSL CLUB HLDGS INC
155,054$13.9B0.32%
102
IBMINTERNATIONAL BUSINESS MACHS
62,183$13.7B0.31%
103
CVXCHEVRON CORP NEW
92,737$13.4B0.31%
104
COLMCOLUMBIA SPORTSWEAR CO
159,467$13.4B0.31%
105
CDWCDW CORP
76,550$13.3B0.31%
106
CPKCHESAPEAKE UTILS CORP
109,360$13.3B0.31%
107
HDHOME DEPOT INC
34,059$13.2B0.31%
108
PCHPOTLATCHDELTIC CORPORATION
335,408$13.2B0.30%
109
BACVERIZON COMMUNICATIONS INC
327,136$13.1B0.30%
110
4I1PHILIP MORRIS INTL INC
107,939$13.0B0.30%
111
PEPPEPSICO INC
84,071$12.8B0.29%
112
CRWDCROWDSTRIKE HLDGS INC
36,766$12.6B0.29%
113
VCVISTEON CORP
141,030$12.5B0.29%
114
MTBM & T BK CORP
66,480$12.5B0.29%
115
JNJJOHNSON & JOHNSON
84,934$12.3B0.28%
116
CMCSACOMCAST CORP NEW
325,403$12.2B0.28%
117
IWFISHARES TR
30,280$12.2B0.28%
118
DVNDEVON ENERGY CORP NEW
369,973$12.1B0.28%
119
KVUEKENVUE INC
560,169$12.0B0.28%
120
FANGDIAMONDBACK ENERGY INC
70,643$11.6B0.27%
121
HUBBHUBBELL INC
26,937$11.3B0.26%
122
BLFSBIOLIFE SOLUTIONS INC
433,815$11.3B0.26%
123
AMATAPPLIED MATLS INC
68,012$11.1B0.25%
124
TOTLSSGA ACTIVE ETF TR
279,969$11.0B0.25%
125
BFAMBRIGHT HORIZONS FAM SOL IN D
98,528$10.9B0.25%
126
NETCLOUDFLARE INC
101,199$10.9B0.25%
127
AMGNAMGEN INC
41,685$10.9B0.25%
128
NOCNORTHROP GRUMMAN CORP
21,993$10.3B0.24%
129
USCBUSCB FINANCIAL HOLDINGS INC
570,636$10.1B0.23%
130
FRSTPRIMIS FINANCIAL CORP
868,536$10.1B0.23%
131
HBANHUNTINGTON BANCSHARES INC
619,981$10.1B0.23%
132
IHDGWISDOMTREE TR
231,527$10.1B0.23%
133
ABTABBOTT LABS
85,475$9.7B0.22%
134
BMIBADGER METER INC
45,100$9.6B0.22%
135
MTNVAIL RESORTS INC
51,006$9.6B0.22%
136
RGLDROYAL GOLD INC
72,134$9.5B0.22%
137
TXRHTEXAS ROADHOUSE INC
52,022$9.4B0.22%
138
VOVANGUARD INDEX FDS
35,336$9.3B0.22%
139
DONWISDOMTREE TR
182,997$9.3B0.21%
140
TMOTHERMO FISHER SCIENTIFIC INC
17,901$9.3B0.21%
141
MNDYMONDAY COM LTD
39,514$9.3B0.21%
142
ABXABACUS LIFE INC
1,159,000$9.1B0.21%
143
IQVIQVIA HLDGS INC
46,025$9.0B0.21%
144
ABBVABBVIE INC
50,709$9.0B0.21%
145
FISVFISERV INC
43,166$8.9B0.20%
146
VBNKVERSABANK NEW
636,663$8.8B0.20%
147
EXPOEXPONENT INC
98,738$8.8B0.20%
148
FBMSUSDFIRST BANCSHARES INC MISS
250,000$8.8B0.20%
149
IPINTERNATIONAL PAPER CO
159,578$8.6B0.20%
150
CLOIVANECK ETF TRUST
160,424$8.5B0.20%
151
SOXXISHARES TR
38,392$8.3B0.19%
152
AMTBAMERANT BANCORP INC
364,290$8.2B0.19%
153
RLYSSGA ACTIVE ETF TR
293,708$7.9B0.18%
154
QTWOQ2 HLDGS INC
78,656$7.9B0.18%
155
FT2FIRST HORIZON CORPORATION
390,000$7.9B0.18%
156
GILDGILEAD SCIENCES INC
84,524$7.8B0.18%
157
SGOVISHARES TR
77,799$7.8B0.18%
158
DKSDICKS SPORTING GOODS INC
33,743$7.7B0.18%
159
SFSTIFEL FINL CORP
72,704$7.7B0.18%
160
MDBMONGODB INC
32,901$7.7B0.18%
161
BPBP PLC
258,813$7.7B0.18%
162
BWXTBWX TECHNOLOGIES INC
68,005$7.6B0.17%
163
MCHPMICROCHIP TECHNOLOGY INC.
127,981$7.3B0.17%
164
ADBEADOBE INC
16,158$7.2B0.17%
165
PCORPROCORE TECHNOLOGIES INC
95,652$7.2B0.17%
166
VEUVANGUARD INTL EQUITY INDEX F
124,595$7.2B0.16%
167
AMDADVANCED MICRO DEVICES INC
57,390$6.9B0.16%
168
MTDRMATADOR RES CO
120,689$6.8B0.16%
169
BCALCALIFORNIA BANCORP
409,629$6.8B0.16%
170
CPRTCOPART INC
117,548$6.7B0.16%
171
OBKORIGIN BANCORP INC
200,000$6.7B0.15%
172
TFINTRIUMPH FINANCIAL INC
72,022$6.5B0.15%
173
BFSTBUSINESS FIRST BANCSHARES IN
250,000$6.4B0.15%
174
IWMISHARES TR
28,202$6.2B0.14%
175
PNFPPINNACLE FINL PARTNERS INC
54,034$6.2B0.14%
176
CASYCASEYS GEN STORES INC
15,435$6.1B0.14%
177
CWANCLEARWATER ANALYTICS HLDGS I
214,578$5.9B0.14%
178
MMSIMERIT MED SYS INC
60,731$5.9B0.14%
179
DDOGDATADOG INC
41,055$5.9B0.14%
180
IVWISHARES TR
55,013$5.6B0.13%
181
VUGVANGUARD INDEX FDS
13,526$5.6B0.13%
182
SPYDSPDR SER TR
127,750$5.5B0.13%
183
KOCOCA COLA CO
87,960$5.5B0.13%
184
SPLVINVESCO EXCH TRADED FD TR II
77,450$5.4B0.12%
185
VEAVANGUARD TAX-MANAGED FDS
111,554$5.3B0.12%
186
DOWDOW INC
132,548$5.3B0.12%
187
DESWISDOMTREE TR
153,082$5.3B0.12%
188
NEOGNEOGEN CORP
425,063$5.2B0.12%
189
FBKFB FINL CORP
100,000$5.2B0.12%
190
WF2WINTRUST FINL CORP
41,264$5.1B0.12%
191
MOALTRIA GROUP INC
98,324$5.1B0.12%
192
SCHZSCHWAB STRATEGIC TR
225,950$5.1B0.12%
193
HUBSHUBSPOT INC
7,321$5.1B0.12%
194
XLVSELECT SECTOR SPDR TR
35,494$4.9B0.11%
195
ITTITT INC
33,328$4.8B0.11%
196
TREXTREX CO INC
68,852$4.8B0.11%
197
IWRISHARES TR
53,270$4.7B0.11%
198
METAMETA PLATFORMS INC
8,031$4.7B0.11%
199
ZSZSCALER INC
24,993$4.5B0.10%
200
MOFGMIDWESTONE FINL GROUP INC NE
154,284$4.5B0.10%
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