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Curi Capital, LLC

Curi Capital, LLC is an Investment Adviser institutional filer with the SEC under CIK 1332905, reporting 888 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Curi Capital, LLC's most recent 13F filing, ranked by reported market value.

  1. APPLE INC (AAPL)
  2. MICROSOFT CORP (MSFT)
  3. NVIDIA CORPORATION (NVDA)
  4. ALPHABET INC (GOOGL)
  5. AMAZON COM INC (AMZN)
  6. ISHARES TR (IEFA)
  7. JPMORGAN CHASE & CO (JPM)
  8. ISHARES TR (IVV)
  9. SCHWAB STRATEGIC TR (SCHX)
  10. STATE STR SPDR S&P 500 ETF T (SPY)
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