RMB Capital Management
Latest statistics and disclosures from Curi Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, JPM, AMZN, and represent 15.10% of Curi Capital's stock portfolio.
- Added to shares of these 10 stocks: GLD (+$23M), META (+$17M), NVDA (+$16M), MSFT (+$13M), IUSG (+$13M), IEFA (+$12M), WHR (+$12M), MCHB (+$9.8M), IUSV (+$9.7M), RNST (+$9.2M).
- Started 65 new stock positions in WGS, EPRT, OWL, WABC, PPH, DAL, DFIS, VFL, COSO, LB.
- Reduced shares in these 10 stocks: SPY (-$27M), WCLD (-$21M), CW (-$12M), IWB (-$12M), VBTX (-$11M), ENTG (-$11M), COLM (-$9.9M), CRS (-$7.7M), TJX (-$6.7M), KDP (-$6.4M).
- Sold out of its positions in ANSS, DJP, BDC, BTI, Brookline Ban, CPT, CDNA, CGNX, COLM, CNOB.
- Curi Capital was a net seller of stock by $-47M.
- Curi Capital has $5.4B in assets under management (AUM), dropping by 3.44%.
- Central Index Key (CIK): 0001332905
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Portfolio Holdings for Curi Capital
Curi Capital holds 698 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Curi Capital has 698 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Curi Capital Sept. 30, 2025 positions
- Download the Curi Capital September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.0 | $271M | +5% | 524k | 517.95 |
|
| Apple (AAPL) | 3.0 | $162M | +5% | 636k | 254.63 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $137M | +12% | 732k | 186.59 |
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $130M | 413k | 315.43 |
|
|
| Amazon (AMZN) | 2.3 | $123M | 560k | 219.57 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $98M | -5% | 403k | 243.10 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.7 | $95M | -2% | 3.6M | 26.34 |
|
| Visa Com Cl A (V) | 1.6 | $89M | -2% | 262k | 341.38 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $86M | -2% | 129k | 669.30 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $79M | -25% | 118k | 667.74 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $77M | -7% | 318k | 243.55 |
|
| Tyler Technologies (TYL) | 1.2 | $63M | +4% | 120k | 523.16 |
|
| Whirlpool Corporation (WHR) | 1.0 | $57M | +26% | 719k | 78.62 |
|
| Ametek (AME) | 1.0 | $55M | +2% | 295k | 188.00 |
|
| Synopsys (SNPS) | 1.0 | $53M | +12% | 108k | 493.39 |
|
| TJX Companies (TJX) | 1.0 | $53M | -11% | 365k | 144.54 |
|
| Booking Holdings (BKNG) | 0.9 | $52M | -3% | 9.5k | 5399.01 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $50M | +32% | 576k | 87.31 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.9 | $49M | -10% | 410k | 119.51 |
|
| Danaher Corporation (DHR) | 0.9 | $48M | -8% | 242k | 198.54 |
|
| Meta Platforms Cl A (META) | 0.9 | $47M | +56% | 64k | 734.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $47M | 93k | 502.73 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $45M | 59k | 763.03 |
|
|
| Palo Alto Networks (PANW) | 0.8 | $45M | -2% | 221k | 203.62 |
|
| salesforce (CRM) | 0.7 | $40M | 170k | 237.42 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $40M | +130% | 112k | 355.47 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $38M | +10% | 230k | 167.33 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $38M | -7% | 457k | 82.96 |
|
| Broadcom (AVGO) | 0.7 | $38M | +31% | 115k | 329.91 |
|
| Fair Isaac Corporation (FICO) | 0.7 | $38M | +13% | 25k | 1496.53 |
|
| Nordson Corporation (NDSN) | 0.7 | $36M | 160k | 226.95 |
|
|
| Monolithic Power Systems (MPWR) | 0.7 | $36M | 39k | 920.76 |
|
|
| Blackrock (BLK) | 0.6 | $35M | 30k | 1165.86 |
|
|
| Curtiss-Wright (CW) | 0.6 | $34M | -26% | 62k | 543.11 |
|
| Merck & Co (MRK) | 0.6 | $33M | 390k | 84.75 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $32M | 338k | 93.37 |
|
|
| Analog Devices (ADI) | 0.6 | $31M | -5% | 128k | 245.70 |
|
| Philip Morris International (PM) | 0.6 | $31M | +10% | 193k | 162.20 |
|
| Stryker Corporation (SYK) | 0.6 | $30M | +2% | 82k | 370.52 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $30M | +9% | 61k | 490.38 |
|
| International Business Machines (IBM) | 0.5 | $30M | 106k | 282.17 |
|
|
| S&p Global (SPGI) | 0.5 | $30M | -15% | 61k | 486.74 |
|
| Eagle Materials (EXP) | 0.5 | $28M | -3% | 121k | 233.27 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $28M | -6% | 1.2M | 23.28 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.5 | $28M | -5% | 273k | 101.31 |
|
| EOG Resources (EOG) | 0.5 | $28M | 247k | 112.12 |
|
|
| Watsco, Incorporated (WSO) | 0.5 | $28M | -6% | 68k | 404.30 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.5 | $27M | -5% | 404k | 67.51 |
|
| Progressive Corporation (PGR) | 0.5 | $26M | -10% | 105k | 246.95 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $26M | -4% | 871k | 29.64 |
|
| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.5 | $25M | -2% | 491k | 51.00 |
|
| Johnson & Johnson (JNJ) | 0.5 | $25M | +2% | 134k | 185.42 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $25M | 779k | 31.42 |
|
|
| EastGroup Properties (EGP) | 0.4 | $24M | -3% | 140k | 170.81 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $24M | -5% | 200k | 118.83 |
|
| IDEXX Laboratories (IDXX) | 0.4 | $23M | +14% | 36k | 638.92 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $23M | 38k | 597.65 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $22M | +137% | 136k | 164.55 |
|
| Applied Industrial Technologies (AIT) | 0.4 | $22M | -3% | 84k | 261.05 |
|
| Kinder Morgan (KMI) | 0.4 | $21M | 751k | 28.31 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $21M | 37k | 568.80 |
|
|
| Stock Yards Ban (SYBT) | 0.4 | $21M | +13% | 298k | 70.29 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $21M | -5% | 761k | 27.30 |
|
| Hubbell (HUBB) | 0.4 | $21M | -4% | 48k | 430.68 |
|
| Morgan Stanley Com New (MS) | 0.4 | $21M | -16% | 130k | 158.96 |
|
| Lumen Technologies (LUMN) | 0.4 | $21M | +4% | 3.4M | 6.12 |
|
| International Paper Company (IP) | 0.4 | $20M | -2% | 434k | 46.40 |
|
| RBC Bearings Incorporated (RBC) | 0.4 | $20M | -2% | 52k | 390.29 |
|
| M&T Bank Corporation (MTB) | 0.4 | $20M | +2% | 101k | 197.63 |
|
| Spdr Series Trust S&p Regl Bkg (KRE) | 0.4 | $20M | -2% | 315k | 63.30 |
|
| West Pharmaceutical Services (WST) | 0.4 | $20M | -2% | 75k | 262.24 |
|
| Abbvie (ABBV) | 0.4 | $20M | +7% | 84k | 231.54 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $20M | +2% | 369k | 52.82 |
|
| Range Resources (RRC) | 0.4 | $19M | -3% | 516k | 37.64 |
|
| Cloudflare Cl A Com (NET) | 0.4 | $19M | -8% | 90k | 214.65 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $19M | 26k | 746.63 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $19M | 89k | 216.62 |
|
|
| American Financial (AFG) | 0.4 | $19M | -3% | 131k | 145.72 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $19M | +110% | 185k | 99.95 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $18M | -3% | 275k | 65.26 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $18M | -2% | 199k | 88.96 |
|
| Carpenter Technology Corporation (CRS) | 0.3 | $18M | -30% | 72k | 245.54 |
|
| Kadant (KAI) | 0.3 | $18M | -3% | 59k | 297.58 |
|
| Visteon Corp Com New (VC) | 0.3 | $17M | -4% | 144k | 119.86 |
|
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.3 | $17M | -4% | 563k | 30.43 |
|
| Abbott Laboratories (ABT) | 0.3 | $17M | +5% | 126k | 133.94 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $17M | 35k | 468.40 |
|
|
| Target Corporation (TGT) | 0.3 | $17M | +10% | 184k | 89.70 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $16M | 171k | 95.47 |
|
|
| Repligen Corporation (RGEN) | 0.3 | $16M | +8% | 122k | 133.67 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $16M | 212k | 76.62 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $16M | +2% | 113k | 142.40 |
|
| Equinix (EQIX) | 0.3 | $16M | -18% | 20k | 783.25 |
|
| TriCo Bancshares (TCBK) | 0.3 | $16M | -4% | 360k | 44.41 |
|
| IDEX Corporation (IEX) | 0.3 | $16M | -5% | 98k | 162.76 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.3 | $16M | +9% | 169k | 93.25 |
|
| RPM International (RPM) | 0.3 | $16M | +6% | 133k | 117.88 |
|
| Home Depot (HD) | 0.3 | $16M | -3% | 38k | 405.18 |
|
| Pool Corporation (POOL) | 0.3 | $15M | -5% | 50k | 310.64 |
|
| Aptar (ATR) | 0.3 | $15M | -3% | 111k | 133.66 |
|
| Wintrust Financial Corporation (WTFC) | 0.3 | $15M | +12% | 110k | 132.44 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $15M | 24k | 609.52 |
|
|
| Equity Bancshares Com Cl A (EQBK) | 0.3 | $14M | 353k | 40.70 |
|
|
| Chevron Corporation (CVX) | 0.3 | $14M | -9% | 92k | 155.29 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $14M | +4% | 29k | 485.24 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $14M | +94% | 211k | 65.92 |
|
| Chesapeake Utilities Corporation (CPK) | 0.3 | $14M | -4% | 103k | 135.27 |
|
| Cooper Cos (COO) | 0.3 | $14M | -25% | 202k | 68.56 |
|
| Verizon Communications (VZ) | 0.3 | $14M | -15% | 312k | 43.95 |
|
| Datadog Cl A Com (DDOG) | 0.2 | $14M | 96k | 142.40 |
|
|
| Potlatch Corporation (PCH) | 0.2 | $13M | -3% | 328k | 40.75 |
|
| Bwx Technologies (BWXT) | 0.2 | $13M | -2% | 73k | 184.37 |
|
| Merit Medical Systems (MMSI) | 0.2 | $13M | +7% | 160k | 83.23 |
|
| Applied Materials (AMAT) | 0.2 | $13M | -2% | 64k | 204.74 |
|
| Pure Storage Cl A (PSTG) | 0.2 | $13M | 152k | 83.81 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $13M | -48% | 35k | 365.46 |
|
| Stifel Financial (SF) | 0.2 | $13M | +57% | 110k | 113.47 |
|
| Mechanics Bancorp Cl A (MCHB) | 0.2 | $13M | +368% | 937k | 13.31 |
|
| Illinois Tool Works (ITW) | 0.2 | $13M | -11% | 48k | 262.36 |
|
| Mongodb Cl A (MDB) | 0.2 | $12M | -18% | 39k | 310.38 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $12M | -15% | 59k | 201.54 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $12M | 223k | 52.30 |
|
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $12M | -2% | 250k | 46.08 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $11M | -10% | 160k | 71.37 |
|
| Verisk Analytics (VRSK) | 0.2 | $11M | -14% | 46k | 251.51 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $11M | -13% | 645k | 17.43 |
|
| Monday SHS (MNDY) | 0.2 | $11M | +43% | 58k | 193.12 |
|
| Biolife Solutions Com New (BLFS) | 0.2 | $11M | -3% | 432k | 25.51 |
|
| Texas Roadhouse (TXRH) | 0.2 | $11M | +18% | 66k | 166.15 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $11M | +38% | 48k | 225.55 |
|
| Zscaler Incorporated (ZS) | 0.2 | $11M | 36k | 299.66 |
|
|
| Chubb (CB) | 0.2 | $11M | -10% | 38k | 283.23 |
|
| Primis Financial Corp (FRST) | 0.2 | $11M | 1.0M | 10.51 |
|
|
| Pepsi (PEP) | 0.2 | $11M | -13% | 75k | 140.44 |
|
| Lowe's Companies (LOW) | 0.2 | $10M | -14% | 41k | 251.32 |
|
| Casey's General Stores (CASY) | 0.2 | $10M | 18k | 565.30 |
|
|
| Cme (CME) | 0.2 | $10M | -16% | 38k | 270.18 |
|
| First Horizon National Corporation (FHN) | 0.2 | $10M | -9% | 452k | 22.76 |
|
| Wells Fargo & Company (WFC) | 0.2 | $10M | +10% | 121k | 83.81 |
|
| Us Foods Hldg Corp call (USFD) | 0.2 | $10M | -33% | 132k | 76.62 |
|
| Abacus Global Mgmt Cl A (ABL) | 0.2 | $10M | +32% | 1.8M | 5.73 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $10M | +13% | 30k | 329.07 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $9.9M | -6% | 245k | 40.57 |
|
| Intuit (INTU) | 0.2 | $9.9M | -11% | 15k | 682.93 |
|
| Gilead Sciences (GILD) | 0.2 | $9.8M | -15% | 88k | 111.00 |
|
| Versabank (VBNK) | 0.2 | $9.8M | 800k | 12.21 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $9.8M | -8% | 33k | 294.78 |
|
| Renasant (RNST) | 0.2 | $9.5M | +3513% | 257k | 36.89 |
|
| Aaon Com Par $0.004 (AAON) | 0.2 | $9.4M | +7% | 100k | 93.45 |
|
| Veritex Hldgs (VBTX) | 0.2 | $9.2M | -53% | 275k | 33.53 |
|
| Royal Gold (RGLD) | 0.2 | $9.1M | -36% | 46k | 200.58 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $9.0M | +3% | 19k | 480.13 |
|
| BP Sponsored Adr (BP) | 0.2 | $9.0M | 261k | 34.46 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $8.9M | -8% | 32k | 281.24 |
|
| Cisco Systems (CSCO) | 0.2 | $8.8M | 129k | 68.42 |
|
|
| Badger Meter (BMI) | 0.2 | $8.7M | +12% | 49k | 178.58 |
|
| Installed Bldg Prods (IBP) | 0.2 | $8.6M | +43% | 35k | 246.66 |
|
| Union Pacific Corporation (UNP) | 0.2 | $8.6M | -13% | 37k | 236.37 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $8.6M | -2% | 161k | 53.10 |
|
| Walt Disney Company (DIS) | 0.2 | $8.6M | -14% | 75k | 114.50 |
|
| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.2 | $8.4M | -3% | 272k | 30.88 |
|
| Cyberark Software SHS (CYBR) | 0.2 | $8.3M | -4% | 17k | 483.15 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $8.2M | -13% | 293k | 27.90 |
|
| Fb Finl (FBK) | 0.1 | $8.1M | +45% | 145k | 55.74 |
|
| Dick's Sporting Goods (DKS) | 0.1 | $7.9M | -15% | 36k | 222.22 |
|
| Uscb Financial Holdings Class A Com (USCB) | 0.1 | $7.8M | -21% | 449k | 17.45 |
|
| Tesla Motors (TSLA) | 0.1 | $7.8M | +14% | 18k | 444.73 |
|
| Amgen (AMGN) | 0.1 | $7.7M | -8% | 28k | 282.18 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $7.7M | -22% | 32k | 241.96 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $7.7M | -16% | 31k | 246.60 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $7.6M | +16% | 70k | 108.57 |
|
| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $7.4M | NEW | 389k | 19.17 |
|
| Q2 Holdings (QTWO) | 0.1 | $7.4M | -2% | 103k | 72.39 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $7.4M | +94% | 100k | 73.73 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $7.3M | -27% | 7.5k | 968.63 |
|
| Adtalem Global Ed (ATGE) | 0.1 | $7.2M | +346% | 47k | 154.45 |
|
| Coca-Cola Company (KO) | 0.1 | $7.2M | 109k | 66.56 |
|
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $7.2M | 214k | 33.68 |
|
|
| Altria (MO) | 0.1 | $7.1M | 107k | 67.04 |
|
|
| Diamondback Energy (FANG) | 0.1 | $7.1M | -20% | 50k | 143.10 |
|
| Devon Energy Corporation (DVN) | 0.1 | $7.0M | -13% | 201k | 35.06 |
|
| Origin Bancorp (OBK) | 0.1 | $6.9M | -4% | 200k | 34.53 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $6.8M | -28% | 262k | 26.08 |
|
| Shell Spon Ads (SHEL) | 0.1 | $6.8M | -26% | 95k | 71.53 |
|
| Pure Cycle Corp Com New (PCYO) | 0.1 | $6.7M | -9% | 605k | 11.07 |
|
| Coastalsouth Bancshares Com New (COSO) | 0.1 | $6.7M | NEW | 307k | 21.81 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $6.6M | 124k | 53.40 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $6.5M | +91% | 85k | 76.72 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $6.4M | +2% | 67k | 96.55 |
|
| Dow (DOW) | 0.1 | $6.4M | -7% | 280k | 22.93 |
|
| Kenvue (KVUE) | 0.1 | $6.4M | -16% | 394k | 16.23 |
|
| American Tower Reit (AMT) | 0.1 | $6.2M | -20% | 32k | 194.03 |
|
| Ensign (ENSG) | 0.1 | $6.2M | NEW | 36k | 172.82 |
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| Avidbank Holdings (AVBH) | 0.1 | $6.2M | NEW | 242k | 25.50 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $6.1M | -28% | 80k | 76.72 |
|
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.1 | $6.1M | -4% | 340k | 18.02 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $6.0M | 8.00 | 754200.00 |
|
|
| Business First Bancshares (BFST) | 0.1 | $5.9M | 250k | 23.61 |
|
|
| Itt (ITT) | 0.1 | $5.9M | 33k | 178.76 |
|
|
| Tanger Factory Outlet Centers (SKT) | 0.1 | $5.8M | NEW | 172k | 33.84 |
|
| Amerant Bancorp Cl A (AMTB) | 0.1 | $5.8M | 300k | 19.27 |
|
|
| Fiserv (FI) | 0.1 | $5.7M | 44k | 128.93 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $5.7M | 77k | 73.48 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $5.7M | -11% | 95k | 59.92 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $5.6M | -11% | 56k | 100.70 |
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.1 | $5.6M | 128k | 44.00 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $5.5M | -28% | 43k | 128.24 |
|
| Southern California Bancorp (BCAL) | 0.1 | $5.4M | -2% | 325k | 16.68 |
|
| Cardinal Health (CAH) | 0.1 | $5.3M | 34k | 156.96 |
|
|
| Northern Trust Corporation Put Option (Principal) (NTRS) | 0.1 | $5.2M | +36% | 38k | 134.60 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $5.1M | +25% | 85k | 60.03 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $5.0M | -9% | 14k | 352.74 |
|
| Banc Of California (BANC) | 0.1 | $5.0M | -24% | 301k | 16.55 |
|
| Barclays Adr (BCS) | 0.1 | $4.9M | 236k | 20.67 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $4.8M | 12k | 422.05 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $4.8M | -29% | 81k | 59.49 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $4.6M | +19% | 29k | 161.50 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $4.6M | +13% | 46k | 100.69 |
|
| Caterpillar (CAT) | 0.1 | $4.6M | +3% | 9.6k | 477.12 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $4.6M | 36k | 128.05 |
|
|
| Matador Resources (MTDR) | 0.1 | $4.6M | -17% | 102k | 44.93 |
|
| Advanced Micro Devices (AMD) | 0.1 | $4.6M | +25% | 28k | 161.80 |
|
| First Westn Finl (MYFW) | 0.1 | $4.5M | 197k | 23.02 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $4.4M | -7% | 12k | 378.94 |
|
| Avery Dennison Corporation (AVY) | 0.1 | $4.4M | -20% | 27k | 162.17 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $4.4M | 189k | 23.47 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $4.4M | +11% | 7.1k | 614.12 |
|
| LKQ Corporation (LKQ) | 0.1 | $4.4M | -12% | 143k | 30.54 |
|
| HEICO Corporation (HEI) | 0.1 | $4.4M | 14k | 322.82 |
|
|
| Markel Corporation (MKL) | 0.1 | $4.3M | 2.3k | 1911.36 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $4.3M | +4% | 23k | 187.43 |
|
| MidWestOne Financial (MOFG) | 0.1 | $4.3M | -9% | 151k | 28.29 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $4.2M | +6% | 37k | 112.75 |
|
| Automatic Data Processing (ADP) | 0.1 | $4.2M | -3% | 14k | 295.04 |
|
| Donaldson Company (DCI) | 0.1 | $4.1M | +13% | 50k | 81.79 |
|
| Hubspot (HUBS) | 0.1 | $4.1M | +8% | 8.8k | 465.04 |
|
| Honeywell International (HON) | 0.1 | $4.1M | -10% | 19k | 210.50 |
|
| Civista Bancshares Com No Par (CIVB) | 0.1 | $4.1M | -2% | 200k | 20.31 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.0M | +3% | 21k | 189.69 |
|
| McDonald's Corporation (MCD) | 0.1 | $4.0M | +2% | 13k | 303.84 |
|
| Bank of America Corporation (BAC) | 0.1 | $3.9M | +6% | 75k | 51.59 |
|
| Byline Ban (BY) | 0.1 | $3.8M | 138k | 27.73 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $3.8M | -2% | 14k | 272.71 |
|
| Becton, Dickinson and (BDX) | 0.1 | $3.8M | -28% | 20k | 187.17 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $3.8M | 98k | 38.57 |
|
|
| Emerson Electric (EMR) | 0.1 | $3.8M | 29k | 131.18 |
|
|
| Southstate Bk Corp (SSB) | 0.1 | $3.7M | NEW | 38k | 98.87 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $3.7M | 114k | 31.91 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $3.6M | -45% | 229k | 15.94 |
|
| Copart (CPRT) | 0.1 | $3.6M | -8% | 81k | 44.97 |
|
Past Filings by Curi Capital
SEC 13F filings are viewable for Curi Capital going back to 2010
- Curi Capital 2025 Q3 filed Nov. 13, 2025
- Curi Capital 2025 Q2 filed Aug. 14, 2025
- Curi RMB Capital 2025 Q1 filed May 15, 2025
- Curi RMB Capital 2024 Q4 filed Feb. 13, 2025
- Curi RMB Capital 2024 Q3 filed Nov. 6, 2024
- Curi RMB Capital 2024 Q2 filed Aug. 13, 2024
- Curi RMB Capital 2024 Q1 filed May 15, 2024
- RMB Capital Management 2023 Q4 filed Feb. 14, 2024
- RMB Capital Management 2023 Q3 filed Nov. 13, 2023
- RMB Capital Management 2023 Q2 filed Aug. 11, 2023
- RMB Capital Management 2023 Q1 filed May 11, 2023
- RMB Capital Management 2022 Q4 filed Feb. 14, 2023
- RMB Capital Management 2022 Q3 filed Nov. 14, 2022
- RMB Capital Management 2022 Q2 amended filed Aug. 16, 2022
- RMB Capital Management 2022 Q2 filed Aug. 1, 2022
- RMB Capital Management 2022 Q1 filed May 6, 2022