Curi Capital, LLC - Portfolio overview

Curi Capital, LLC has 927 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JPM - JPMORGAN CHASE & CO, 3.84%
2. SCHX - SCHWAB STRATEGIC TR, 3.41%
3. AAPL - APPLE INC, 2.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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