Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Curi Capital, LLC (CIK 1332905) reported $5.62B across 846 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($179.4M, 3.19%), AAPL ($172.8M, 3.07%), NVDA ($138.0M, 2.45%), JPM ($119.9M, 2.13%), GOOGL ($114.3M, 2.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $179.4M | 3.19% | 484,587 | Trimmed |
| 2 | AAPL | APPLE INC | $172.8M | 3.07% | 680,741 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $138.0M | 2.45% | 791,005 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $119.9M | 2.13% | 407,680 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $114.3M | 2.03% | 397,433 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $111.8M | 1.99% | 537,040 | Trimmed |
| 7 | IEFA | ISHARES TR | $108.3M | 1.93% | 1.2M | Added |
| 8 | SCHX | SCHWAB STRATEGIC TR | $93.0M | 1.65% | 3.6M | Added |
| 9 | IVV | ISHARES TR | $91.1M | 1.62% | 139,538 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $79.8M | 1.42% | 122,442 | Added |
| 11 | GOOG | ALPHABET INC | $75.0M | 1.33% | 261,575 | Trimmed |
| 12 | V | VISA INC | $73.9M | 1.31% | 244,467 | Trimmed |
| 13 | AME | AMETEK INC | $64.4M | 1.15% | 298,156 | Added |
| 14 | LLY | ELI LILLY & CO | $61.2M | 1.09% | 66,573 | Added |
| 15 | AVGO | BROADCOM INC | $60.2M | 1.07% | 194,361 | Added |
| 16 | MRK | MERCK & CO INC | $53.7M | 0.96% | 443,638 | Added |
| 17 | TJX | TJX COS INC NEW | $53.6M | 0.95% | 335,408 | Trimmed |
| 18 | DHR | DANAHER CORP DEL | $53.2M | 0.95% | 280,064 | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.6M | 0.90% | 105,499 | Added |
| 20 | IEI | ISHARES TR | $48.9M | 0.87% | 412,543 | Added |
| 21 | GLD | SPDR GOLD TR | $47.6M | 0.85% | 110,693 | Trimmed |
| 22 | META | META PLATFORMS INC | $46.5M | 0.83% | 81,360 | Added |
| 23 | IUSV | ISHARES TR | $46.0M | 0.82% | 449,471 | Added |
| 24 | RTX | RTX CORPORATION | $44.7M | 0.80% | 231,689 | Added |
| 25 | IUSG | ISHARES TR | $43.5M | 0.77% | 280,491 | Added |
Source: SEC Form 13F filings · as of 2026-03-31