Top 50 Curi Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.2% | 484.6K | $179.4M | -7.10%(-37.06K) | $291.24(+44.87%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.03% | 669.9K | $170.0M | +6.38%(+40.16K) | $153.10(+96.10%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.46% | 791.0K | $138.0M | +4.83%(+36.45K) | $125.85(+79.04%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.14% | 407.7K | $119.9M | -0.87%(-3.56K) | $137.63(+116.39%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.04% | 397.4K | $114.3M | -1.40%(-5.66K) | $72.77(+445.28%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2% | 537.0K | $111.8M | -2.72%(-15.01K) | $137.72(+91.79%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.93% | 1.20M | $108.3M | +66.40%(+477.17K) | $84.02(+13.32%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 1.66% | 3.63M | $93.0M | +1.84%(+65.36K) | $20.00(+45.17%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.63% | 139.5K | $91.1M | +3.42%(+4.62K) | $516.52(+43.74%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.39% | 119.6K | $78.0M | +3.97%(+4.57K) | $461.56(+60.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.19% | +45.00% |
| Top 20 Holdings Unweighted | +12.20% | +41.25% |
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