StockDriftsStockDriftsTop 50 Curi Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.94% | 656.9K | $190.1M | -1.94%(-13.03K) | $153.10(+99.46%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.67% | 463.1K | $172.7M | -4.44%(-21.51K) | $291.24(+66.90%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.48% | 802.4K | $160.6M | +1.44%(+11.40K) | $126.65(+78.49%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.25% | 407.2K | $145.5M | +2.45%(+9.74K) | $78.57(+338.73%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.06% | 559.6K | $133.4M | +4.20%(+22.53K) | $141.02(+86.17%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.93% | 1.29M | $124.9M | +8.18%(+97.79K) | $84.64(+19.71%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.89% | 373.7K | $122.3M | -8.33%(-33.95K) | $137.63(+165.01%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.47% | 127.2K | $95.2M | -8.85%(-12.36K) | $516.52(+50.80%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 1.42% | 3.12M | $91.7M | -14.07%(-510.37K) | $19.42(+57.14%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.4% | 120.6K | $90.3M | +0.83%(+995) | $463.44(+67.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.94% | +51.86% | +7.29% | +42.19% |
| Top 20 Holdings Unweighted | +14.02% | +48.22% | +6.49% | +36.94% |
Curi Capital LLC reports $6.48B in US-listed equity holdings across 888 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.9%), MSFT (2.7%) and NVDA (2.5%). The top 20 holdings account for 31.24% of reported assets. Its disclosed equity book has returned +51.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Curi Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1332905). View Curi Capital LLC’s 13F filings on SEC