Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Curi Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Curi Capital, LLC (CIK 1332905) reported $6.48B across 888 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($191.6M, 2.95%), MSFT ($172.7M, 2.66%), NVDA ($160.6M, 2.48%), GOOGL ($145.5M, 2.24%), AMZN ($133.4M, 2.06%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$191.6M2.95%662,115Trimmed
2MSFTMICROSOFT CORP$172.7M2.66%463,081Trimmed
3NVDANVIDIA CORPORATION$160.6M2.48%802,406Added
4GOOGLALPHABET INC$145.5M2.24%407,173Added
5AMZNAMAZON COM INC$133.4M2.06%559,571Added
6IEFAISHARES TR$124.9M1.93%1.3MAdded
7JPMJPMORGAN CHASE & CO$122.3M1.89%373,734Trimmed
8IVVISHARES TR$95.2M1.47%127,183Trimmed
9SPYSTATE STR SPDR S&P 500 ETF T$92.5M1.43%123,537Added
10SCHXSCHWAB STRATEGIC TR$91.7M1.41%3.1MTrimmed
11GOOGALPHABET INC$89.1M1.37%252,086Trimmed
12VVISA INC$80.8M1.25%235,473Trimmed
13LLYELI LILLY & CO$78.7M1.21%65,624Trimmed
14AVGOBROADCOM INC$77.8M1.20%206,028Added
15AMDADVANCED MICRO DEVICES INC$66.8M1.03%114,997Trimmed
16AMATAPPLIED MATLS INC$63.3M0.98%87,589Trimmed
17IUSVISHARES TR$63.1M0.97%573,084Added
18IUSGISHARES TR$62.5M0.96%332,072Added
19PANWPALO ALTO NETWORKS INC$57.1M0.88%167,402Trimmed
20AMEAMETEK INC$55.7M0.86%230,104Trimmed
21DHRDANAHER CORP DEL$50.4M0.78%263,989Trimmed
22TJXTJX COS INC NEW$49.7M0.77%328,087Trimmed
23MRKMERCK & CO INC$48.5M0.75%375,369Trimmed
24BRKBBERKSHIRE HATHAWAY INC DEL$46.4M0.72%92,674Trimmed
25CRWDCROWDSTRIKE HLDGS INC$46.1M0.71%60,381Trimmed

Source: SEC Form 13F filings · as of 2026-06-30