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, GOOGL, and represent 12.89% of Curi Capital's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$43M), AZN (+$22M), AMD (+$21M), LUMN (+$17M), AMAT (+$15M), IUSV (+$14M), XBI (+$12M), AAPL (+$12M), CVX (+$12M), IUSG (+$10M).
- Started 90 new stock positions in DAR, EVR, FELG, IRMD, EFSC, DOCU, IGRO, PNFP, VFC, PSBD.
- Reduced shares in these 10 stocks: CRM (-$29M), MTB (-$18M), TYL (-$17M), EQIX (-$15M), MSFT (-$14M), Potlatch Corporation (-$13M), SNPS (-$12M), , CWAN (-$10M), AstraZeneca (-$10M).
- Sold out of its positions in ALNY, OKLO, NLY, APO, AWI, AstraZeneca, AZO, RCEL, BRBR, BBY.
- Curi Capital was a net buyer of stock by $71M.
- Curi Capital has $5.6B in assets under management (AUM), dropping by -2.60%.
- Central Index Key (CIK): 0001332905
Tip: Access up to 7 years of quarterly data
Positions held by RMB Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Curi Capital
Curi Capital holds 859 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Curi Capital has 859 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Curi Capital March 31, 2026 positions
- Download the Curi Capital March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 3.2 | $179M | -7% | 485k | 370.17 |
|
| Apple (AAPL) | 3.1 | $173M | +7% | 681k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $138M | +4% | 791k | 174.41 |
|
| JPMorgan Chase & Co. (JPM) | 2.1 | $120M | 408k | 294.16 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $114M | 397k | 287.56 |
|
|
| Amazon (AMZN) | 2.0 | $112M | -2% | 537k | 208.27 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $108M | +66% | 1.2M | 90.53 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.7 | $93M | 3.6M | 25.64 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $91M | +3% | 140k | 653.20 |
|
| State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY) | 1.4 | $80M | +3% | 122k | 650.34 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $75M | -5% | 262k | 286.86 |
|
| Visa Com Cl A (V) | 1.3 | $74M | -4% | 245k | 302.24 |
|
| Ametek (AME) | 1.1 | $64M | 298k | 214.36 |
|
|
| Eli Lilly & Co. (LLY) | 1.1 | $61M | +10% | 67k | 919.78 |
|
| Broadcom (AVGO) | 1.1 | $60M | +16% | 194k | 309.51 |
|
| Merck & Co (MRK) | 1.0 | $54M | 444k | 121.14 |
|
|
| TJX Companies (TJX) | 1.0 | $54M | -5% | 335k | 159.70 |
|
| Danaher Corporation (DHR) | 0.9 | $53M | 280k | 190.00 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $51M | +8% | 106k | 479.20 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.9 | $49M | +3% | 413k | 118.60 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $48M | -2% | 111k | 430.29 |
|
| Meta Platforms Cl A (META) | 0.8 | $47M | +23% | 81k | 572.13 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.8 | $46M | +44% | 450k | 102.25 |
|
| Raytheon Technologies Corp (RTX) | 0.8 | $45M | +4% | 232k | 192.90 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.8 | $44M | +29% | 281k | 155.11 |
|
| Lumen Technologies (LUMN) | 0.7 | $41M | +74% | 5.9M | 6.95 |
|
| Monolithic Power Systems (MPWR) | 0.7 | $40M | +2% | 36k | 1090.87 |
|
| Nordson Corporation (NDSN) | 0.7 | $39M | -6% | 146k | 266.88 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $37M | +3% | 380k | 97.13 |
|
| Booking Holdings (BKNG) | 0.7 | $37M | -7% | 8.8k | 4209.95 |
|
| Curtiss-Wright (CW) | 0.6 | $36M | -3% | 54k | 681.02 |
|
| EOG Resources (EOG) | 0.6 | $36M | +7% | 251k | 144.56 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $36M | 437k | 82.57 |
|
|
| Whirlpool Corporation (WHR) | 0.6 | $36M | -7% | 665k | 53.91 |
|
| Applied Materials (AMAT) | 0.6 | $36M | +71% | 105k | 341.80 |
|
| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.6 | $34M | +33% | 675k | 51.00 |
|
| Philip Morris International (PM) | 0.6 | $34M | 201k | 166.81 |
|
|
| IDEXX Laboratories (IDXX) | 0.6 | $32M | +44% | 57k | 562.02 |
|
| Analog Devices (ADI) | 0.6 | $32M | -22% | 100k | 318.13 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $31M | +46% | 444k | 69.75 |
|
| Palo Alto Networks (PANW) | 0.5 | $30M | -13% | 188k | 160.32 |
|
| Chevron Corporation (CVX) | 0.5 | $30M | +62% | 145k | 206.90 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.5 | $30M | 281k | 106.21 |
|
|
| Hubbell (HUBB) | 0.5 | $30M | +7% | 60k | 490.82 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $29M | -2% | 1.2M | 24.75 |
|
| Blackrock (BLK) | 0.5 | $29M | -3% | 30k | 961.72 |
|
| Synopsys (SNPS) | 0.5 | $29M | -29% | 72k | 396.50 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $28M | +33% | 58k | 492.01 |
|
| International Business Machines Put Option (IBM) | 0.5 | $28M | +8% | 116k | 242.39 |
|
| Fair Isaac Corporation (FICO) | 0.5 | $28M | +11% | 26k | 1067.54 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.5 | $28M | -11% | 350k | 78.66 |
|
| Advanced Micro Devices (AMD) | 0.5 | $28M | +310% | 136k | 203.42 |
|
| Stryker Corporation (SYK) | 0.5 | $28M | +4% | 84k | 329.48 |
|
| Johnson & Johnson (JNJ) | 0.5 | $27M | -13% | 111k | 244.44 |
|
| RBC Bearings Incorporated (RBC) | 0.5 | $27M | 50k | 543.07 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $27M | -3% | 214k | 124.31 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $27M | +9% | 68k | 390.29 |
|
| International Paper Company (IP) | 0.4 | $25M | +37% | 707k | 35.70 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $25M | -7% | 799k | 30.96 |
|
| EastGroup Properties (EGP) | 0.4 | $25M | 133k | 184.29 |
|
|
| Kinder Morgan (KMI) | 0.4 | $24M | -6% | 726k | 33.53 |
|
| Watsco, Incorporated (WSO) | 0.4 | $24M | 66k | 363.70 |
|
|
| Carpenter Technology Corporation (CRS) | 0.4 | $24M | -3% | 60k | 394.29 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.4 | $24M | 38k | 618.27 |
|
|
| Eagle Materials (EXP) | 0.4 | $23M | 119k | 189.71 |
|
|
| Astrazeneca Ord (AZN) | 0.4 | $22M | NEW | 112k | 197.22 |
|
| S&p Global (SPGI) | 0.4 | $22M | -7% | 52k | 425.32 |
|
| Range Resources (RRC) | 0.4 | $22M | 488k | 45.17 |
|
|
| Applied Industrial Technologies (AIT) | 0.4 | $22M | 83k | 265.37 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $22M | -2% | 709k | 30.68 |
|
| Stock Yards Ban (SYBT) | 0.4 | $21M | +10% | 321k | 66.49 |
|
| CRH Ord (CRH) | 0.4 | $21M | +68% | 202k | 105.75 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.4 | $21M | +17% | 1.3M | 15.80 |
|
| Tyler Technologies (TYL) | 0.4 | $21M | -44% | 62k | 342.36 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $21M | 367k | 57.20 |
|
|
| Spdr Series Trust State Street Spd (KRE) | 0.4 | $21M | 315k | 65.15 |
|
|
| IDEX Corporation (IEX) | 0.4 | $20M | 104k | 189.55 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $19M | 88k | 215.06 |
|
|
| Abbvie (ABBV) | 0.3 | $19M | +3% | 86k | 217.49 |
|
| Morgan Stanley Com New (MS) | 0.3 | $19M | -6% | 113k | 164.57 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.3 | $18M | +201% | 144k | 127.73 |
|
| West Pharmaceutical Services (WST) | 0.3 | $18M | 72k | 250.64 |
|
|
| Tesla Motors (TSLA) | 0.3 | $18M | +45% | 48k | 371.75 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $18M | 35k | 499.68 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $18M | -9% | 260k | 67.53 |
|
| Wintrust Financial Corporation (WTFC) | 0.3 | $18M | +16% | 126k | 138.94 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.3 | $18M | +8% | 177k | 98.42 |
|
| Kadant (KAI) | 0.3 | $17M | 59k | 292.58 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $17M | 193k | 87.84 |
|
|
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.3 | $17M | 560k | 30.30 |
|
|
| TriCo Bancshares (TCBK) | 0.3 | $17M | 353k | 47.54 |
|
|
| Cloudflare Cl A Com (NET) | 0.3 | $17M | -8% | 80k | 206.33 |
|
| American Financial (AFG) | 0.3 | $16M | 129k | 127.55 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $16M | 23k | 697.72 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $16M | +8% | 38k | 426.40 |
|
| Progressive Corporation (PGR) | 0.3 | $16M | -17% | 79k | 198.24 |
|
| Equity Bancshares Com Cl A (EQBK) | 0.3 | $16M | 350k | 44.41 |
|
|
| Northrop Grumman Corporation (NOC) | 0.3 | $15M | -9% | 21k | 682.12 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $15M | 113k | 128.12 |
|
|
| Abacus Global Mgmt Cl A (ABX) | 0.3 | $14M | -3% | 1.8M | 7.88 |
|
| W.R. Berkley Corporation (WRB) | 0.3 | $14M | 212k | 66.28 |
|
|
| Verizon Communications (VZ) | 0.3 | $14M | -7% | 280k | 50.20 |
|
| Repligen Corporation (RGEN) | 0.2 | $14M | 119k | 117.95 |
|
|
| Bwx Technologies (BWXT) | 0.2 | $14M | -3% | 67k | 204.58 |
|
| Stifel Financial (SF) | 0.2 | $14M | +71% | 185k | 73.91 |
|
| Primis Financial Corp (FRST) | 0.2 | $13M | 1.0M | 13.28 |
|
|
| Aptar (ATR) | 0.2 | $13M | 105k | 126.05 |
|
|
| RPM International (RPM) | 0.2 | $13M | -2% | 134k | 99.40 |
|
| Visteon Corp Com New (VC) | 0.2 | $13M | 143k | 91.10 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $13M | 139k | 93.98 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $13M | +3% | 168k | 75.10 |
|
| MKS Instruments (MKSI) | 0.2 | $13M | +103% | 54k | 229.81 |
|
| Casey's General Stores (CASY) | 0.2 | $12M | -3% | 17k | 728.16 |
|
| Home Depot (HD) | 0.2 | $12M | 38k | 328.89 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $12M | -5% | 119k | 102.67 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $12M | -2% | 34k | 356.56 |
|
| BP Sponsored Adr (BP) | 0.2 | $12M | 258k | 47.00 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.2 | $12M | 130k | 92.23 |
|
|
| Tanger Factory Outlet Centers (SKT) | 0.2 | $12M | +59% | 353k | 33.99 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $12M | 247k | 48.15 |
|
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.2 | $12M | -4% | 156k | 76.35 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $12M | +3% | 221k | 52.54 |
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| Dow (DOW) | 0.2 | $12M | 277k | 41.65 |
|
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| Ensign (ENSG) | 0.2 | $11M | 57k | 201.58 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $11M | +9% | 36k | 320.82 |
|
| Versabank (VBNK) | 0.2 | $11M | +2% | 805k | 14.17 |
|
| PNC Financial Services (PNC) | 0.2 | $11M | +307% | 54k | 208.10 |
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| Renasant (RNST) | 0.2 | $11M | +10% | 307k | 36.18 |
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| Merit Medical Systems (MMSI) | 0.2 | $11M | +4% | 161k | 68.89 |
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| Royal Gold (RGLD) | 0.2 | $11M | 44k | 254.32 |
|
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $11M | +20% | 139k | 78.41 |
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| Nicolet Bankshares (NIC) | 0.2 | $11M | +244% | 73k | 148.62 |
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| Datadog Cl A Com (DDOG) | 0.2 | $11M | 91k | 118.05 |
|
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| Ssga Active Etf Tr State Street Mul (RLY) | 0.2 | $11M | +4% | 296k | 36.15 |
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| Texas Roadhouse (TXRH) | 0.2 | $11M | +3% | 65k | 165.12 |
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| Chesapeake Utilities Corporation (CPK) | 0.2 | $11M | 84k | 125.66 |
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| Marsh & McLennan Companies (MRSH) | 0.2 | $11M | +10% | 61k | 173.45 |
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| Gilead Sciences (GILD) | 0.2 | $10M | -14% | 75k | 139.37 |
|
| Shell Spon Ads (SHEL) | 0.2 | $10M | -12% | 112k | 93.00 |
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| Target Corporation (TGT) | 0.2 | $10M | -9% | 85k | 121.20 |
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| Wells Fargo & Company (WFC) | 0.2 | $10M | -3% | 127k | 79.61 |
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| Chubb (CB) | 0.2 | $10M | -23% | 31k | 326.91 |
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| Cisco Systems (CSCO) | 0.2 | $10M | -2% | 129k | 77.59 |
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| Q2 Holdings (QTWO) | 0.2 | $10M | +49% | 211k | 47.31 |
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| Mongodb Cl A (MDB) | 0.2 | $9.8M | +2% | 40k | 244.77 |
|
| Uscb Financial Holdings Class A Com (USCB) | 0.2 | $9.8M | +17% | 527k | 18.54 |
|
| Illinois Tool Works (ITW) | 0.2 | $9.7M | -16% | 37k | 261.81 |
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| Pepsi (PEP) | 0.2 | $9.6M | -9% | 62k | 155.29 |
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| Devon Energy Corporation (DVN) | 0.2 | $9.5M | 189k | 50.32 |
|
|
| First Horizon National Corporation (FHN) | 0.2 | $9.4M | -9% | 412k | 22.92 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $9.4M | 33k | 287.17 |
|
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $9.2M | +3% | 174k | 52.69 |
|
| Installed Bldg Prods (IBP) | 0.2 | $9.1M | 35k | 265.15 |
|
|
| Everpure Cl A (PSTG) | 0.2 | $9.0M | -5% | 152k | 59.04 |
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| Cme (CME) | 0.2 | $8.9M | -10% | 30k | 295.35 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 0.2 | $8.9M | -4% | 224k | 39.73 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $8.4M | +9% | 56k | 150.81 |
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| Diamondback Energy (FANG) | 0.1 | $8.4M | -11% | 42k | 197.75 |
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| Aaon Com Par $0.004 (AAON) | 0.1 | $8.4M | +2% | 101k | 82.97 |
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| Origin Bancorp (OBK) | 0.1 | $8.3M | 201k | 41.46 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $8.3M | -2% | 287k | 29.08 |
|
| Biolife Solutions Com New (BLFS) | 0.1 | $8.1M | 426k | 19.08 |
|
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $8.0M | +3% | 222k | 35.94 |
|
| Badger Meter (BMI) | 0.1 | $7.9M | +3% | 52k | 152.33 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $7.9M | +26% | 123k | 64.08 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $7.9M | -2% | 18k | 436.79 |
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| Lowe's Companies (LOW) | 0.1 | $7.7M | -13% | 33k | 236.29 |
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| Commercial Bancgroup (CBK) | 0.1 | $7.5M | -18% | 290k | 26.02 |
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| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.1 | $7.5M | -7% | 108k | 69.37 |
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| Coastalsouth Bancshares Com New (COSO) | 0.1 | $7.4M | +24% | 303k | 24.59 |
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| Acushnet Holdings Corp (GOLF) | 0.1 | $7.3M | NEW | 78k | 93.48 |
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| Cardinal Health (CAH) | 0.1 | $7.3M | 35k | 211.30 |
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| Amphenol Corp Cl A (APH) | 0.1 | $7.3M | +143% | 58k | 126.55 |
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| Cooper Cos (COO) | 0.1 | $7.3M | -33% | 102k | 71.50 |
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| Altria (MO) | 0.1 | $7.2M | 109k | 66.53 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $7.2M | -17% | 250k | 28.71 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $7.2M | -8% | 29k | 248.01 |
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| Amgen (AMGN) | 0.1 | $7.1M | -19% | 20k | 351.84 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $7.1M | -38% | 5.3k | 1320.96 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $7.0M | 124k | 56.79 |
|
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| Novartis Sponsored Adr (NVS) | 0.1 | $6.9M | -31% | 45k | 152.76 |
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| Carlisle Companies (CSL) | 0.1 | $6.8M | +200% | 21k | 333.62 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.1 | $6.8M | +29% | 401k | 16.97 |
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| Zscaler Incorporated (ZS) | 0.1 | $6.8M | +31% | 48k | 140.29 |
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| Business First Bancshares (BFST) | 0.1 | $6.8M | 250k | 27.04 |
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| Caterpillar (CAT) | 0.1 | $6.7M | 9.5k | 708.46 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $6.7M | +60% | 35k | 191.92 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $6.5M | +2% | 67k | 97.23 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $6.5M | -30% | 249k | 26.05 |
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| Civista Bancshares Com No Par (CIVB) | 0.1 | $6.5M | +40% | 283k | 22.79 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $6.4M | +4% | 38k | 169.66 |
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| Dick's Sporting Goods (DKS) | 0.1 | $6.3M | -8% | 32k | 199.21 |
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| Matador Resources (MTDR) | 0.1 | $6.2M | -2% | 99k | 63.17 |
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| Southern California Bancorp (BCAL) | 0.1 | $6.1M | +42% | 347k | 17.72 |
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| Barclays Adr (BCS) | 0.1 | $6.1M | -14% | 287k | 21.16 |
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| Fb Finl (FBK) | 0.1 | $6.0M | -4% | 115k | 51.94 |
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| Northern Trust Corporation Put Option (NTRS) | 0.1 | $5.9M | 43k | 139.57 |
|
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| Oceaneering International (OII) | 0.1 | $5.9M | NEW | 166k | 35.47 |
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| Union Pacific Corporation (UNP) | 0.1 | $5.8M | -27% | 24k | 242.62 |
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| Avidbank Holdings (AVBH) | 0.1 | $5.7M | -6% | 200k | 28.50 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.1 | $5.7M | 125k | 45.52 |
|
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $5.6M | 36k | 158.58 |
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| Atlassian Corporation Cl A (TEAM) | 0.1 | $5.6M | +109% | 83k | 68.25 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $5.6M | 15k | 370.68 |
|
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| Amerant Bancorp Cl A (AMTB) | 0.1 | $5.5M | -16% | 250k | 22.04 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $5.5M | -2% | 75k | 73.14 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $5.5M | -4% | 54k | 100.67 |
|
| Wal-Mart Stores (WMT) | 0.1 | $5.3M | 42k | 124.53 |
|
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $5.2M | +428% | 191k | 27.32 |
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| Berkshire Hills Ban (BBT) | 0.1 | $5.1M | +95% | 170k | 30.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $5.0M | -4% | 8.4k | 597.56 |
|
| Hubspot (HUBS) | 0.1 | $5.0M | +80% | 21k | 244.10 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $5.0M | -12% | 7.00 | 718140.00 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $5.0M | -11% | 61k | 82.13 |
|
| Simmons First Natl Corp Cl A $1 Par (SFNC) | 0.1 | $4.9M | 252k | 19.45 |
|
|
| Itt (ITT) | 0.1 | $4.9M | 26k | 190.78 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $4.9M | +7% | 33k | 147.11 |
|
| First Westn Finl (MYFW) | 0.1 | $4.8M | 197k | 24.58 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $4.8M | -8% | 81k | 59.55 |
|
| Trane Technologies SHS (TT) | 0.1 | $4.8M | 12k | 416.75 |
|
|
| Mechanics Bancorp Cl A (MCHB) | 0.1 | $4.7M | -53% | 319k | 14.75 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $4.7M | -17% | 47k | 100.57 |
|
| Sonoco Products Company (SON) | 0.1 | $4.6M | +22% | 86k | 54.09 |
|
| Byline Ban (BY) | 0.1 | $4.6M | +4% | 144k | 31.57 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $4.5M | 7.5k | 604.32 |
|
|
| Roper Industries (ROP) | 0.1 | $4.5M | +3% | 13k | 353.88 |
|
| Banc Of California (BANC) | 0.1 | $4.5M | 254k | 17.58 |
|
|
| FirstSun Capital Bancorp (FSUN) | 0.1 | $4.4M | -9% | 121k | 36.46 |
|
| Ge Aerospace Com New (GE) | 0.1 | $4.4M | +36% | 16k | 284.27 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $4.4M | 23k | 196.12 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $4.4M | +13% | 116k | 37.84 |
|
| Dynatrace Com New (DT) | 0.1 | $4.4M | +97% | 118k | 36.98 |
|
| Donaldson Company (DCI) | 0.1 | $4.3M | 51k | 84.87 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $4.2M | +23% | 7.4k | 577.17 |
|
| Northpointe Bancshares Com Shs (NPB) | 0.1 | $4.2M | +47% | 245k | 17.26 |
|
| Omnicell (OMCL) | 0.1 | $4.2M | 126k | 33.40 |
|
|
| Us Bancorp Com New (USB) | 0.1 | $4.1M | +6% | 79k | 52.53 |
|
| salesforce Put Option (CRM) | 0.1 | $4.1M | -87% | 22k | 186.67 |
|
| McDonald's Corporation (MCD) | 0.1 | $4.1M | -3% | 13k | 310.85 |
|
| Air Products & Chemicals (APD) | 0.1 | $4.1M | 14k | 290.57 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $4.0M | +4% | 4.0k | 996.44 |
|
| Walt Disney Company (DIS) | 0.1 | $4.0M | -36% | 41k | 96.38 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $4.0M | -3% | 171k | 23.22 |
|
| Honeywell International (HON) | 0.1 | $3.9M | +19% | 17k | 226.02 |
|
| First Fndtn | 0.1 | $3.9M | +64% | 659k | 5.90 |
|
| Atlantic Union B (AUB) | 0.1 | $3.8M | 107k | 35.75 |
|
|
| First Merchants Corporation (FRME) | 0.1 | $3.8M | 98k | 38.73 |
|
|
| Coastal Finl Corp Wa Com New (CCB) | 0.1 | $3.8M | +66% | 50k | 76.10 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $3.8M | 20k | 194.14 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $3.8M | 64k | 58.54 |
|
Past Filings by Curi Capital
SEC 13F filings are viewable for Curi Capital going back to 2010
- Curi Capital 2026 Q1 filed May 15, 2026
- Curi Capital 2025 Q4 filed Feb. 17, 2026
- 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