Curi Capital, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$5.8B

Holdings

866

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (866 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
521,648$251.0M4.35%
2
AAPLAPPLE INC
635,377$172.0M2.98%Put
3
NVDANVIDIA CORPORATION
754,550$140.0M2.43%
4
JPMJPMORGAN CHASE & CO.
411,240$131.0M2.27%
5
AMZNAMAZON COM INC
552,046$126.0M2.18%
6
GOOGLALPHABET INC
403,092$125.0M2.17%
7
SCHXSCHWAB STRATEGIC TR
3,561,826$94.0M1.63%
8
IVVISHARES TR
134,921$92.0M1.59%
9
VVISA INC
255,393$89.0M1.54%
10
GOOGALPHABET INC
277,086$85.0M1.47%Put
11
SPYSPDR S&P 500 ETF TR
117,873$79.0M1.37%Put
12
AQLTISHARES TR
718,628$64.0M1.11%
13
LLYELI LILLY & CO
60,060$64.0M1.11%
14
DHRDANAHER CORPORATION
281,575$64.0M1.11%
15
AMEAMETEK INC
292,398$59.0M1.02%
16
AVGOBROADCOM INC
167,435$57.0M0.99%
17
TJXTJX COS INC NEW
355,861$54.0M0.94%
18
WHRWHIRLPOOL CORP
721,738$51.0M0.88%
19
TYLTYLER TECHNOLOGIES INC
112,112$50.0M0.87%
20
BKNGBOOKING HOLDINGS INC
9,437$49.0M0.85%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
97,402$48.0M0.83%
22
IEIISHARES TR
399,700$47.0M0.81%
23
SNPSSYNOPSYS INC
102,568$47.0M0.81%
24
MRKMERCK & CO INC
443,222$46.0M0.80%
25
CRMSALESFORCE INC
175,077$45.0M0.78%Put
26
GQ9SPDR GOLD TR
114,030$44.0M0.76%
27
METAMETA PLATFORMS INC
65,711$42.0M0.73%
28
RTXRTX CORPORATION
221,842$40.0M0.69%
29
PANWPALO ALTO NETWORKS INC
217,090$39.0M0.68%
30
FICOFAIR ISAAC CORP
23,379$39.0M0.68%
31
NDSNNORDSON CORP
156,292$37.0M0.64%
32
IUSGISHARES TR
215,771$36.0M0.62%
33
SHYISHARES TR
430,405$35.0M0.61%
34
EFAISHARES TR
368,638$34.0M0.59%
35
ADIANALOG DEVICES INC
128,339$33.0M0.57%
36
4I1PHILIP MORRIS INTL INC
202,557$32.0M0.55%
37
MPWRMONOLITHIC PWR SYS INC
35,548$32.0M0.55%
38
BLKBLACKROCK INC
31,360$32.0M0.55%
39
IUSVISHARES TR
310,799$31.0M0.54%
40
IBMINTERNATIONAL BUSINESS MACHS
106,848$30.0M0.52%Put
41
CWCURTISS WRIGHT CORP
55,322$30.0M0.52%
42
SPGIS&P GLOBAL INC
56,497$28.0M0.49%
43
EMXCISHARES INC
394,785$28.0M0.49%
44
CRWDCROWDSTRIKE HLDGS INC
62,082$28.0M0.49%
45
SYKSTRYKER CORPORATION
80,247$28.0M0.49%
46
SCHFSCHWAB STRATEGIC TR
1,214,200$28.0M0.49%
47
FRTFEDERAL RLTY INVT TR NEW
278,501$27.0M0.47%
48
JNJJOHNSON & JOHNSON
128,247$26.0M0.45%
49
IDXXIDEXX LABS INC
39,642$26.0M0.45%
50
LUMNLUMEN TECHNOLOGIES INC
3,365,870$26.0M0.45%
51
JMTGJ P MORGAN EXCHANGE TRADED F
504,860$25.0M0.43%
52
IJRISHARES TR
221,700$25.0M0.43%
53
SCHMSCHWAB STRATEGIC TR
859,208$25.0M0.43%
54
EOGEOG RES INC
234,634$24.0M0.42%
55
EXPEAGLE MATLS INC
119,004$24.0M0.42%
56
TMOTHERMO FISHER SCIENTIFIC INC
43,146$24.0M0.42%
57
EGPEASTGROUP PPTYS INC
134,633$24.0M0.42%
58
HUBBHUBBELL INC
56,119$24.0M0.42%
59
MDYSPDR S&P MIDCAP 400 ETF TR
37,832$22.0M0.38%
60
RBCRBC BEARINGS INC
49,778$22.0M0.38%
61
WSOWATSCO INC
66,985$22.0M0.38%
62
AITAPPLIED INDL TECHNOLOGIES IN
82,301$21.0M0.36%
63
DWDMORGAN STANLEY
120,595$21.0M0.36%
64
PGRPROGRESSIVE CORP
96,448$21.0M0.36%
65
KMIKINDER MORGAN INC DEL
775,410$20.0M0.35%
66
IPINTERNATIONAL PAPER CO
515,484$20.0M0.35%
67
HBANHUNTINGTON BANCSHARES INC
1,152,256$19.0M0.33%
68
SCHDSCHWAB STRATEGIC TR
724,612$19.0M0.33%
69
LVLNSPDR SERIES TRUST
311,135$19.0M0.33%
70
CRSCARPENTER TECHNOLOGY CORP
62,405$19.0M0.33%
71
WSTWEST PHARMACEUTICAL SVSC INC
72,533$19.0M0.33%
72
RGENREPLIGEN CORP
117,936$19.0M0.33%
73
IEMGISHARES INC
303,994$19.0M0.33%
74
MTBM & T BK CORP
98,073$19.0M0.33%
75
MAMASTERCARD INCORPORATED
35,344$19.0M0.33%
76
VIGVANGUARD SPECIALIZED FUNDS
86,712$18.0M0.31%
77
ABBVABBVIE INC
83,347$18.0M0.31%
78
IJHISHARES TR
288,498$18.0M0.31%
79
SYBTSTOCK YDS BANCORP INC
291,825$18.0M0.31%
80
IFRAISHARES TR
364,524$18.0M0.31%
81
RRCRANGE RES CORP
492,776$17.0M0.29%
82
SBG1SEACOAST BKG CORP FLA
550,436$17.0M0.29%
83
IEXIDEX CORP
102,095$17.0M0.29%
84
AFGAMERICAN FINL GROUP INC OHIO
127,884$17.0M0.29%
85
KAIKADANT INC
57,872$16.0M0.28%
86
IWFISHARES TR
34,590$16.0M0.28%
87
VGTVANGUARD WORLD FD
23,162$16.0M0.28%
88
TCBKTRICO BANCSHARES
349,658$16.0M0.28%
89
NETCLOUDFLARE INC
87,370$16.0M0.28%
90
DGRWWISDOMTREE TR
192,709$16.0M0.28%
91
MDBMONGODB INC
38,928$16.0M0.28%
92
EQBKEQUITY BANCSHARES INC
353,186$15.0M0.26%
93
AMATAPPLIED MATLS INC
61,015$15.0M0.26%
94
ABXABACUS GLOBAL MGMT INC
1,862,500$15.0M0.26%
95
TSLATESLA INC
33,034$14.0M0.24%
96
BJBJS WHSL CLUB HLDGS INC
163,595$14.0M0.24%
97
WF2WINTRUST FINL CORP
108,866$14.0M0.24%
98
ABTABBOTT LABS
125,312$14.0M0.24%
99
WRBBERKLEY W R CORP
212,300$14.0M0.24%
100
IWPISHARES TR
113,010$14.0M0.24%
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