RMB Capital Management
Latest statistics and disclosures from Curi Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, GOOGL, AMZN, and represent 12.30% of Curi Capital's stock portfolio.
- Added to shares of these 10 stocks: BCS (+$54M), BKNG (+$34M), SHEL (+$29M), WEC (+$26M), INTC (+$26M), MU (+$24M), CHD (+$23M), VGT (+$20M), ASML (+$20M), IUSV (+$14M).
- Started 119 new stock positions in RMBS, AMC, JEF, UGI, RARE, FNB, GDDY, INSM, LASR, RXT.
- Reduced shares in these 10 stocks: NDSN (-$20M), TYL (-$18M), SYK (-$18M), AME (-$17M), SCHX (-$15M), AMAT (-$13M), AMD (-$12M), JPM (-$11M), MPWR (-$11M), IVV (-$9.3M).
- Sold out of its positions in ADT, Air Lease Corp, ALB, AR, BALL, BBWI, BDX, BLFS, TECH, BKH.
- Curi Capital was a net buyer of stock by $279M.
- Curi Capital has $6.5B in assets under management (AUM), dropping by 16.24%.
- Central Index Key (CIK): 0001332905
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Portfolio Holdings for Curi Capital
Curi Capital holds 888 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Curi Capital has 888 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Curi Capital June 30, 2026 positions
- Download the Curi Capital June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Put Option (AAPL) | 2.9 | $192M | -2% | 662k | 289.36 |
|
| Microsoft Corporation (MSFT) | 2.6 | $173M | -4% | 463k | 373.02 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $161M | 802k | 200.09 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $146M | +2% | 407k | 357.37 |
|
| Amazon (AMZN) | 2.0 | $133M | +4% | 560k | 238.34 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $125M | +8% | 1.3M | 96.58 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $122M | -8% | 374k | 327.33 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $95M | -8% | 127k | 748.88 |
|
| State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY) | 1.4 | $92M | 124k | 746.77 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $92M | -14% | 3.1M | 29.43 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $89M | -3% | 252k | 353.33 |
|
| Visa Com Cl A (V) | 1.2 | $81M | -3% | 236k | 343.09 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $79M | 66k | 1199.39 |
|
|
| Broadcom (AVGO) | 1.2 | $78M | +6% | 206k | 377.75 |
|
| Advanced Micro Devices (AMD) | 1.0 | $67M | -15% | 115k | 580.91 |
|
| Applied Materials (AMAT) | 1.0 | $63M | -16% | 88k | 723.02 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.0 | $63M | +27% | 573k | 110.15 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.0 | $63M | +18% | 332k | 188.09 |
|
| Barclays Adr (BCS) | 0.9 | $61M | +694% | 2.3M | 26.86 |
|
| Palo Alto Networks (PANW) | 0.9 | $57M | -11% | 167k | 341.02 |
|
| Ametek (AME) | 0.9 | $56M | -22% | 230k | 241.95 |
|
| Danaher Corporation (DHR) | 0.8 | $50M | -5% | 264k | 190.87 |
|
| TJX Companies (TJX) | 0.8 | $50M | -2% | 328k | 151.50 |
|
| Merck & Co (MRK) | 0.7 | $49M | -15% | 375k | 129.36 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $46M | -12% | 93k | 500.39 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $46M | -11% | 60k | 763.06 |
|
| Meta Platforms Cl A (META) | 0.7 | $46M | 81k | 563.30 |
|
|
| Lumen Technologies (LUMN) | 0.7 | $45M | 5.9M | 7.68 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $44M | +19% | 533k | 82.84 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $42M | +3% | 115k | 368.38 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.6 | $41M | -16% | 346k | 117.45 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $40M | 387k | 103.88 |
|
|
| Monolithic Power Systems (MPWR) | 0.6 | $39M | -21% | 29k | 1381.15 |
|
| Shell Spon Ads (SHEL) | 0.6 | $37M | +331% | 481k | 77.54 |
|
| Raytheon Technologies Corp (RTX) | 0.6 | $37M | -16% | 194k | 189.73 |
|
| Booking Holdings (BKNG) | 0.5 | $36M | +2185% | 201k | 178.24 |
|
| Curtiss-Wright (CW) | 0.5 | $35M | -12% | 47k | 757.82 |
|
| Philip Morris International (PM) | 0.5 | $35M | -3% | 193k | 182.38 |
|
| Analog Devices (ADI) | 0.5 | $35M | -12% | 87k | 397.18 |
|
| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 0.5 | $35M | 680k | 50.68 |
|
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.5 | $34M | 276k | 123.44 |
|
|
| International Business Machines Put Option (IBM) | 0.5 | $34M | +2% | 119k | 281.21 |
|
| Whirlpool Corporation (WHR) | 0.5 | $33M | +27% | 848k | 39.42 |
|
| EOG Resources (EOG) | 0.5 | $33M | +2% | 256k | 129.73 |
|
| Hubbell (HUBB) | 0.5 | $33M | +4% | 63k | 523.13 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.5 | $33M | +44% | 208k | 158.25 |
|
| Micron Technology (MU) | 0.5 | $33M | +262% | 28k | 1154.26 |
|
| RBC Bearings Incorporated (RBC) | 0.5 | $33M | 50k | 643.66 |
|
|
| Thermo Fisher Scientific Put Option (TMO) | 0.5 | $32M | +11% | 64k | 501.36 |
|
| Carpenter Technology Corporation (CRS) | 0.5 | $32M | -14% | 51k | 616.76 |
|
| IDEXX Laboratories (IDXX) | 0.5 | $31M | +4% | 60k | 526.50 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $31M | +189% | 16k | 1990.24 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $30M | -16% | 364k | 82.11 |
|
| Synopsys (SNPS) | 0.5 | $30M | -7% | 67k | 446.05 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $30M | -6% | 201k | 148.31 |
|
| Applied Industrial Technologies (AIT) | 0.5 | $30M | +5% | 88k | 338.04 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.5 | $30M | -17% | 290k | 102.30 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $30M | -9% | 1.1M | 27.70 |
|
| Chevron Corporation (CVX) | 0.5 | $30M | +22% | 178k | 165.76 |
|
| EastGroup Properties (EGP) | 0.4 | $29M | +7% | 143k | 203.67 |
|
| Watsco, Incorporated (WSO) | 0.4 | $29M | +5% | 69k | 416.67 |
|
| International Paper Company (IP) | 0.4 | $29M | +7% | 756k | 38.10 |
|
| Eagle Materials (EXP) | 0.4 | $28M | +5% | 126k | 225.18 |
|
| CRH Ord (CRH) | 0.4 | $28M | +31% | 265k | 107.00 |
|
| Intel Corporation (INTC) | 0.4 | $28M | +1030% | 202k | 139.63 |
|
| Wec Energy Group (WEC) | 0.4 | $27M | +1564% | 235k | 116.77 |
|
| West Pharmaceutical Services (WST) | 0.4 | $27M | +5% | 76k | 359.10 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.4 | $27M | 38k | 705.05 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $25M | -14% | 683k | 36.87 |
|
| Stock Yards Ban (SYBT) | 0.4 | $25M | 325k | 76.84 |
|
|
| Blackrock (BLK) | 0.4 | $25M | -15% | 26k | 961.54 |
|
| Nordson Corporation (NDSN) | 0.4 | $24M | -45% | 80k | 302.61 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.4 | $24M | 1.3M | 17.89 |
|
|
| Fair Isaac Corporation (FICO) | 0.4 | $23M | -25% | 20k | 1194.78 |
|
| Morgan Stanley Com New (MS) | 0.4 | $23M | 112k | 209.04 |
|
|
| IDEX Corporation (IEX) | 0.4 | $23M | 103k | 226.96 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $23M | +734% | 193k | 119.52 |
|
| Church & Dwight (CHD) | 0.4 | $23M | NEW | 237k | 96.88 |
|
| Johnson & Johnson (JNJ) | 0.3 | $23M | -20% | 89k | 253.97 |
|
| Datadog Cl A Com (DDOG) | 0.3 | $22M | -4% | 86k | 260.36 |
|
| MKS Instruments (MKSI) | 0.3 | $22M | -7% | 50k | 444.80 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.3 | $22M | -3% | 354k | 63.04 |
|
| Abbvie (ABBV) | 0.3 | $22M | +2% | 88k | 251.64 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $22M | -3% | 686k | 31.71 |
|
| Wintrust Financial Corporation (WTFC) | 0.3 | $21M | +4% | 132k | 160.72 |
|
| Acushnet Holdings Corp (GOLF) | 0.3 | $21M | +125% | 177k | 118.53 |
|
| Verizon Communications (VZ) | 0.3 | $21M | +75% | 491k | 42.34 |
|
| Cisco Systems (CSCO) | 0.3 | $21M | +37% | 176k | 117.46 |
|
| Tesla Motors Put Option (TSLA) | 0.3 | $21M | 49k | 420.60 |
|
|
| Range Resources (RRC) | 0.3 | $20M | +12% | 548k | 37.20 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $20M | 86k | 236.62 |
|
|
| TriCo Bancshares (TCBK) | 0.3 | $20M | +6% | 374k | 53.85 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.3 | $20M | +127% | 244k | 82.38 |
|
| Kinder Morgan (KMI) | 0.3 | $20M | -13% | 628k | 31.97 |
|
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.3 | $20M | +6% | 598k | 33.25 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.3 | $20M | +145% | 987k | 19.89 |
|
| Cloudflare Cl A Com (NET) | 0.3 | $20M | 79k | 245.32 |
|
|
| S&p Global (SPGI) | 0.3 | $19M | -8% | 48k | 407.25 |
|
| Ing Groep Sponsored Adr (ING) | 0.3 | $19M | +148% | 619k | 31.38 |
|
| American Financial (AFG) | 0.3 | $19M | +6% | 138k | 140.03 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.3 | $19M | +30% | 203k | 91.63 |
|
| Abacus Global Mgmt Cl A (ABX) | 0.3 | $18M | -5% | 1.7M | 10.71 |
|
| Snowflake Com Shs (SNOW) | 0.3 | $18M | +27% | 71k | 254.44 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $18M | -2% | 188k | 95.62 |
|
| Spdr Series Trust St Str Sp Regbnk (KRE) | 0.3 | $18M | -24% | 240k | 74.85 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $18M | +151% | 114k | 156.71 |
|
| Kadant (KAI) | 0.3 | $18M | -3% | 57k | 314.42 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $18M | +279% | 143k | 124.17 |
|
| Repligen Corporation (RGEN) | 0.3 | $17M | +5% | 126k | 136.44 |
|
| Astrazeneca Ord (AZN) | 0.3 | $17M | +6% | 120k | 141.01 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $17M | -17% | 215k | 77.11 |
|
| Progressive Corporation (PGR) | 0.3 | $17M | -4% | 76k | 218.45 |
|
| Q2 Holdings (QTWO) | 0.3 | $17M | +62% | 342k | 48.10 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.3 | $16M | +6% | 189k | 87.22 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $16M | -10% | 32k | 513.60 |
|
| Marsh & McLennan Companies (MRSH) | 0.2 | $16M | +59% | 97k | 166.67 |
|
| Bwx Technologies (BWXT) | 0.2 | $16M | +20% | 81k | 194.66 |
|
| Versabank (VBNK) | 0.2 | $16M | -15% | 680k | 23.21 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $16M | -5% | 107k | 146.41 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $16M | +163% | 36k | 433.33 |
|
| Ensign (ENSG) | 0.2 | $15M | +69% | 96k | 160.47 |
|
| W.R. Berkley Corporation (WRB) | 0.2 | $15M | 212k | 71.13 |
|
|
| Equity Bancshares Com Cl A (EQBK) | 0.2 | $15M | -12% | 305k | 48.99 |
|
| Visteon Corp Com New (VC) | 0.2 | $15M | +3% | 148k | 99.31 |
|
| Tanger Factory Outlet Centers (SKT) | 0.2 | $15M | +4% | 370k | 39.46 |
|
| Casey's General Stores (CASY) | 0.2 | $14M | +6% | 18k | 796.89 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.2 | $14M | +93% | 192k | 74.89 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $14M | 169k | 83.75 |
|
|
| Stifel Financial (SF) | 0.2 | $14M | +8% | 201k | 69.75 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $14M | +5% | 38k | 370.09 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $14M | +21% | 168k | 82.27 |
|
| Texas Roadhouse (TXRH) | 0.2 | $14M | +10% | 72k | 193.29 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $14M | -2% | 33k | 409.50 |
|
| Aaon Com Par $0.004 (AAON) | 0.2 | $14M | +5% | 106k | 127.18 |
|
| Mongodb Cl A (MDB) | 0.2 | $13M | 39k | 335.90 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $13M | +128% | 35k | 373.75 |
|
| Aptar (ATR) | 0.2 | $13M | 106k | 125.10 |
|
|
| Primis Financial Corp (FRST) | 0.2 | $13M | -20% | 802k | 16.37 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $13M | 245k | 52.38 |
|
|
| Home Depot (HD) | 0.2 | $13M | -3% | 36k | 352.68 |
|
| RPM International (RPM) | 0.2 | $13M | -14% | 115k | 111.15 |
|
| Us Foods Hldg Corp call (USFD) | 0.2 | $13M | -4% | 125k | 102.22 |
|
| Matador Resources (MTDR) | 0.2 | $13M | +158% | 255k | 49.78 |
|
| FirstSun Capital Bancorp (FSUN) | 0.2 | $12M | +160% | 316k | 38.78 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $12M | -4% | 132k | 92.26 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $12M | -3% | 215k | 56.52 |
|
| Ssga Active Etf Tr St Str Real Etf (RLY) | 0.2 | $12M | +18% | 351k | 34.51 |
|
| Everpure Cl A (P) | 0.2 | $12M | 152k | 78.79 |
|
|
| Amphenol Corp Cl A (APH) | 0.2 | $12M | +14% | 66k | 176.57 |
|
| Renasant (RNST) | 0.2 | $11M | -12% | 267k | 42.54 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $11M | +651% | 107k | 106.10 |
|
| Uscb Financial Holdings Class A Com (USCB) | 0.2 | $11M | +4% | 550k | 20.46 |
|
| Badger Meter (BMI) | 0.2 | $11M | +45% | 76k | 148.30 |
|
| Carlisle Companies (CSL) | 0.2 | $11M | +47% | 30k | 362.75 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $11M | +313% | 136k | 80.57 |
|
| Abbott Laboratories (ABT) | 0.2 | $11M | 119k | 90.74 |
|
|
| Deere & Company (DE) | 0.2 | $11M | +168% | 17k | 635.90 |
|
| Wells Fargo & Company (WFC) | 0.2 | $11M | +2% | 130k | 82.64 |
|
| Target Corporation (TGT) | 0.2 | $11M | -3% | 82k | 130.61 |
|
| First Horizon National Corporation (FHN) | 0.2 | $10M | 405k | 25.80 |
|
|
| Royal Gold (RGLD) | 0.2 | $10M | +19% | 52k | 199.71 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $10M | -5% | 20k | 509.19 |
|
| Origin Bancorp (OBK) | 0.2 | $10M | 201k | 51.15 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $10M | +791% | 108k | 94.94 |
|
| Axon Enterprise (AXON) | 0.2 | $10M | +2553% | 18k | 560.45 |
|
| Caterpillar (CAT) | 0.2 | $10M | 9.6k | 1064.85 |
|
|
| Chesapeake Utilities Corporation (CPK) | 0.2 | $10M | 84k | 121.77 |
|
|
| Qualcomm (QCOM) | 0.2 | $10M | +339% | 55k | 184.79 |
|
| Ies Hldgs (IESC) | 0.2 | $10M | NEW | 14k | 734.68 |
|
| Solaris Energy Infras Com Cl A (SEI) | 0.2 | $10M | +671% | 125k | 80.46 |
|
| Merit Medical Systems (MMSI) | 0.1 | $9.7M | -12% | 140k | 69.35 |
|
| BP Sponsored Adr (BP) | 0.1 | $9.6M | 260k | 36.95 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $9.4M | -6% | 34k | 272.08 |
|
| Installed Bldg Prods (IBP) | 0.1 | $9.4M | +18% | 41k | 229.84 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $9.3M | +496% | 108k | 86.15 |
|
| Sea Sponsord Ads (SE) | 0.1 | $9.2M | NEW | 95k | 95.90 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $9.1M | 224k | 40.68 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $9.1M | -12% | 251k | 36.13 |
|
| Business First Bancshares (BFST) | 0.1 | $9.0M | +17% | 294k | 30.78 |
|
| Chubb (CB) | 0.1 | $9.0M | -13% | 26k | 341.76 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $8.9M | 125k | 71.25 |
|
|
| Stryker Corporation (SYK) | 0.1 | $8.8M | -66% | 28k | 315.71 |
|
| Rubrik Cl A (RBRK) | 0.1 | $8.7M | NEW | 108k | 80.28 |
|
| First Carolina Finl Svcs Common Stock | 0.1 | $8.5M | NEW | 643k | 13.24 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $8.5M | 124k | 68.41 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $8.5M | -2% | 28k | 300.45 |
|
| Oceaneering International (OII) | 0.1 | $8.5M | +25% | 209k | 40.52 |
|
| Orix Corp Sponsored Adr (IX) | 0.1 | $8.4M | +977% | 220k | 38.09 |
|
| Roper Industries (ROP) | 0.1 | $8.2M | +90% | 24k | 338.48 |
|
| Dow (DOW) | 0.1 | $8.0M | +5% | 292k | 27.36 |
|
| Altria (MO) | 0.1 | $8.0M | 109k | 72.69 |
|
|
| Western Digital (WDC) | 0.1 | $7.8M | +78% | 12k | 638.72 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.1 | $7.8M | -15% | 146k | 52.95 |
|
| Amerant Bancorp Cl A (AMTB) | 0.1 | $7.7M | +19% | 300k | 25.54 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $7.5M | 35k | 212.77 |
|
|
| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.1 | $7.5M | -15% | 189k | 39.46 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $7.4M | 67k | 110.32 |
|
|
| Northern Trust Corporation (NTRS) | 0.1 | $7.4M | 42k | 174.64 |
|
|
| Gilead Sciences (GILD) | 0.1 | $7.4M | -21% | 59k | 126.34 |
|
| PNC Financial Services (PNC) | 0.1 | $7.4M | -44% | 30k | 246.25 |
|
| Banc Of California (BANC) | 0.1 | $7.3M | +39% | 355k | 20.55 |
|
| Ge Vernova (GEV) | 0.1 | $7.2M | +61% | 6.1k | 1175.39 |
|
| Civista Bancshares Com No Par (CIVB) | 0.1 | $7.1M | -11% | 251k | 28.22 |
|
| Nicolet Bankshares (NIC) | 0.1 | $7.1M | -41% | 43k | 165.39 |
|
| Amgen (AMGN) | 0.1 | $7.0M | -4% | 19k | 362.12 |
|
| HEICO Corporation (HEI) | 0.1 | $6.9M | +52% | 20k | 356.21 |
|
| Omnicell (OMCL) | 0.1 | $6.8M | +30% | 165k | 41.49 |
|
| Coastalsouth Bancshares Com New (COSO) | 0.1 | $6.8M | -17% | 250k | 27.00 |
|
| Cme (CME) | 0.1 | $6.4M | -3% | 29k | 220.83 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $6.4M | +10% | 9.3k | 686.80 |
|
| Lowe's Companies (LOW) | 0.1 | $6.4M | -10% | 29k | 220.50 |
|
| Fb Finl (FBK) | 0.1 | $6.4M | 115k | 55.35 |
|
|
| Commercial Bancgroup (CBK) | 0.1 | $6.3M | -32% | 196k | 32.29 |
|
| Union Pacific Corporation (UNP) | 0.1 | $6.2M | -3% | 23k | 272.00 |
|
| Zscaler Incorporated (ZS) | 0.1 | $6.2M | -9% | 44k | 141.15 |
|
| Capital One Financial (COF) | 0.1 | $6.2M | +75% | 31k | 200.61 |
|
| First Westn Finl (MYFW) | 0.1 | $6.1M | -3% | 190k | 32.14 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $6.1M | -4% | 79k | 77.79 |
|
| Berkshire Hills Ban (BBT) | 0.1 | $6.1M | +17% | 200k | 30.45 |
|
| Avidbank Holdings (AVBH) | 0.1 | $6.0M | -9% | 181k | 33.03 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $6.0M | +6% | 80k | 74.90 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $6.0M | -6% | 14k | 426.40 |
|
| Spdr Series Trust St Str Sp500div (SPYD) | 0.1 | $5.9M | 125k | 47.71 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $5.8M | 19k | 298.07 |
|
|
| Simmons First Natl Corp Cl A $1 Par (SFNC) | 0.1 | $5.8M | 252k | 22.87 |
|
|
| Diamondback Energy (FANG) | 0.1 | $5.7M | -22% | 33k | 175.78 |
|
| Trane Technologies SHS (TT) | 0.1 | $5.6M | 12k | 491.16 |
|
|
| Itt (ITT) | 0.1 | $5.6M | +10% | 28k | 198.15 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $5.5M | -11% | 32k | 173.53 |
|
| Dick's Sporting Goods (DKS) | 0.1 | $5.4M | -24% | 24k | 226.76 |
|
| Dynatrace Com New (DT) | 0.1 | $5.4M | +4% | 124k | 43.91 |
|
| Byline Ban (BY) | 0.1 | $5.4M | 143k | 37.66 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $5.4M | +4% | 39k | 136.72 |
|
| Markel Corporation (MKL) | 0.1 | $5.4M | +41% | 2.8k | 1940.21 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $5.2M | 7.00 | 748850.00 |
|
|
| UnitedHealth (UNH) | 0.1 | $5.2M | +54% | 13k | 415.89 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $5.1M | +7% | 87k | 58.98 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $5.0M | -7% | 6.8k | 736.52 |
|
| Oracle Corporation (ORCL) | 0.1 | $4.9M | 34k | 146.55 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $4.9M | +4% | 49k | 100.81 |
|
| Sonoco Products Company (SON) | 0.1 | $4.8M | 86k | 56.35 |
|
|
| Us Bancorp Com New (USB) | 0.1 | $4.8M | 78k | 60.92 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $4.8M | +677% | 16k | 301.71 |
|
| Southern California Bancorp (BCAL) | 0.1 | $4.7M | -35% | 225k | 20.84 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $4.6M | -5% | 21k | 217.99 |
|
| Atlantic Union B (AUB) | 0.1 | $4.5M | 107k | 42.33 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $4.5M | -5% | 40k | 113.26 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $4.4M | +22% | 131k | 33.84 |
|
| Enterprise Products Partners (EPD) | 0.1 | $4.4M | +3% | 120k | 36.76 |
|
| Nlight (LASR) | 0.1 | $4.2M | NEW | 61k | 69.62 |
|
Past Filings by Curi Capital
SEC 13F filings are viewable for Curi Capital going back to 2010
- Curi Capital 2026 Q2 filed Aug. 14, 2026
- 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