Curi Capital, LLC

13F filer · CIK 0001332905

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$6.48BU.S. long equity reported on 13F

Positions718108 new · 78 closed

Net flow last quarter+$188MBuys minus sells

Top 10 positions weight19.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026718 positions
AAPLApple Inc.	$190M	2.93%	0.00%	-1.9%	Q3 2013
MSFTMicrosoft Corp	$173M	2.66%	0.01%	-4.4%	Q3 2013
NVDANvidia Corp	$161M	2.48%	0.00%	+1.4%	Q2 2018
GOOGLAlphabet Inc.	$146M	2.24%	0.00%	+2.5%	Q4 2015
AMZNAmazon Com Inc	$133M	2.06%	0.01%	+4.2%	Q3 2015
JPMJPMorgan Chase & Co	$122M	1.89%	0.01%	-8.3%	Q3 2013
SPYSPDR S&P 500 ETF Trust	$90.3M	1.39%	Not reported	+0.8%	Q3 2013
GOOGAlphabet Inc.	$87.9M	1.36%	Not reported	-3.6%	Q3 2015
VVisa Inc.	$80.8M	1.25%	0.01%	-3.7%	Q3 2013
LLYELI LILLY & Co	$78.7M	1.21%	0.01%	-1.4%	Q4 2013
AVGOBroadcom Inc.	$77.8M	1.20%	0.00%	+6.0%	Q1 2017
AMDAdvanced Micro Devices Inc	$66.8M	1.03%	0.01%	-15.1%	Q2 2023
AMATApplied Materials Inc	$63.3M	0.98%	0.01%	-16.4%	Q4 2016
PANWPalo Alto Networks Inc	$57.1M	0.88%	0.02%	-11.1%	Q4 2016
AMEAmetek Inc/	$55.7M	0.86%	0.10%	-22.8%	Q2 2017
DHRDanaher Corp	$50.4M	0.78%	0.04%	-5.7%	Q3 2013
TJXTJX Companies Inc	$49.7M	0.77%	0.03%	-2.2%	Q3 2013
MRKMerck & Co., Inc.	$48.5M	0.75%	0.02%	-15.4%	Q1 2016
BRK.BBerkshire Hathaway Inc	$46.4M	0.72%	Not reported	-12.2%	Q3 2013
CRWDCrowdStrike Holdings, Inc.	$46.1M	0.71%	0.02%	-11.2%	Q3 2020
METAMeta Platforms, Inc.	$45.6M	0.70%	Not reported	-0.6%	Q4 2013
LUMNLumen Technologies, Inc.	$45.1M	0.70%	0.57%	0.0%	Q2 2025
GLDSPDR Gold Trust	$42.3M	0.65%	0.03%	+3.8%	Q1 2015
MPWRMonolithic Power Systems, Inc.	$39.5M	0.61%	0.06%	-21.3%	Q2 2017
RTXRTX Corp	$36.8M	0.57%	0.01%	-16.3%	Q2 2020
BKNGBooking Holdings Inc.	$35.7M	0.55%	0.03%	-8.6%	Q1 2018
CWCurtiss Wright Corp	$35.3M	0.54%	0.13%	-12.9%	Q2 2017
PMPhilip Morris International Inc.	$35.3M	0.54%	0.01%	-3.9%	Q3 2013
ADIAnalog Devices Inc	$34.7M	0.53%	0.02%	-12.3%	Q4 2017
FRTFederal Realty Investment Trust	$34M	0.52%	0.32%	-1.9%	Q4 2022
WHRWhirlpool Corp	$33.4M	0.52%	1.31%	+27.7%	Q1 2014
EOGEog Resources Inc	$33.3M	0.51%	0.05%	+2.0%	Q1 2016
HUBBHubbell Inc	$33M	0.51%	0.12%	+5.0%	Q2 2018
MUMicron Technology Inc	$32.8M	0.51%	0.00%	+262.6%	Q1 2024
IBMInternational Business Machines Corp	$32.8M	0.51%	0.01%	+1.6%	Q3 2013
RBCRBC Bearings INC	$32.5M	0.50%	0.15%	+1.9%	Q4 2018
CRSCarpenter Technology Corp	$31.7M	0.49%	0.10%	-14.7%	Q2 2017
IDXXIdexx Laboratories Inc	$31.3M	0.48%	0.08%	+4.0%	Q2 2017
ASMLAsml Holding NV	$30.6M	0.47%	0.00%	+189.4%	Q2 2019
SNPSSynopsys Inc	$29.8M	0.46%	0.03%	-7.1%	Q3 2020
AITApplied Industrial Technologies Inc	$29.7M	0.46%	0.24%	+5.8%	Q2 2017
EMXCEmax Holdings Corp	$29.7M	0.46%	Not reported	-17.3%	Q1 2024
CVXChevron Corp	$29.5M	0.46%	0.01%	+22.8%	Q3 2013
EGPEastgroup Properties Inc	$29.1M	0.45%	0.27%	+7.6%	Q2 2017
WSOWatsco Inc	$28.9M	0.45%	Not reported	+5.8%	Q4 2015
IPInternational Paper Co	$28.8M	0.44%	0.12%	+7.0%	Q3 2024
EXPEagle Materials Inc	$28.4M	0.44%	0.41%	+6.0%	Q2 2017
CRHCRH Public Ltd Co	$28.4M	0.44%	0.04%	+31.2%	Q4 2017
INTCIntel Corp	$28.2M	0.43%	0.00%	+1030.5%	Q3 2017
WECWec Energy Group, Inc.	$27.4M	0.42%	0.07%	+1564.1%	Q3 2015

Q1 2026Reported May 15, 2026686 positions
MSFTMicrosoft Corp	$179M	3.19%	0.01%	-7.1%	Q3 2013
AAPLApple Inc.	$170M	3.02%	0.00%	+6.4%	Q3 2013
NVDANvidia Corp	$138M	2.45%	0.00%	+4.8%	Q2 2018
JPMJPMorgan Chase & Co	$120M	2.13%	0.02%	-0.9%	Q3 2013
GOOGLAlphabet Inc.	$114M	2.03%	0.00%	-1.4%	Q4 2015
AMZNAmazon Com Inc	$112M	1.99%	0.01%	-2.7%	Q3 2015
SPYSPDR S&P 500 ETF Trust	$78M	1.39%	Not reported	+4.0%	Q3 2013
GOOGAlphabet Inc.	$74.1M	1.32%	Not reported	-6.0%	Q3 2015
VVisa Inc.	$73.9M	1.31%	0.01%	-4.3%	Q3 2013
AMEAmetek Inc/	$64.4M	1.15%	0.13%	+2.0%	Q2 2017
LLYELI LILLY & Co	$61.2M	1.09%	0.01%	+10.8%	Q4 2013
AVGOBroadcom Inc.	$60.2M	1.07%	0.00%	+16.1%	Q1 2017
MRKMerck & Co., Inc.	$53.7M	0.96%	0.02%	+0.1%	Q1 2016
TJXTJX Companies Inc	$53.6M	0.95%	0.03%	-5.8%	Q3 2013
DHRDanaher Corp	$53.2M	0.95%	0.04%	-0.5%	Q3 2013
BRK.BBerkshire Hathaway Inc	$50.6M	0.90%	Not reported	+8.3%	Q3 2013
GLDSPDR Gold Trust	$47.6M	0.85%	0.03%	-2.9%	Q1 2015
METAMeta Platforms, Inc.	$46.5M	0.83%	Not reported	+23.8%	Q4 2013
RTXRTX Corp	$44.7M	0.80%	0.02%	+4.4%	Q2 2020
LUMNLumen Technologies, Inc.	$40.8M	0.73%	0.57%	+74.5%	Q2 2025
MPWRMonolithic Power Systems, Inc.	$39.7M	0.71%	0.07%	+2.1%	Q2 2017
NDSNNordson Corp	$39M	0.69%	0.26%	-6.5%	Q3 2013
BKNGBooking Holdings Inc.	$36.9M	0.66%	0.03%	-7.0%	Q1 2018
CWCurtiss Wright Corp	$36.4M	0.65%	0.14%	-3.3%	Q2 2017
EOGEog Resources Inc	$36.3M	0.65%	0.05%	+7.1%	Q1 2016
WHRWhirlpool Corp	$35.8M	0.64%	1.02%	-7.9%	Q1 2014
AMATApplied Materials Inc	$35.8M	0.64%	0.01%	+71.8%	Q4 2016
PMPhilip Morris International Inc.	$33.5M	0.60%	0.01%	-0.7%	Q3 2013
IDXXIdexx Laboratories Inc	$32.1M	0.57%	0.07%	+44.3%	Q2 2017
ADIAnalog Devices Inc	$31.7M	0.56%	0.02%	-22.4%	Q4 2017
PANWPalo Alto Networks Inc	$30.2M	0.54%	0.02%	-13.3%	Q4 2016
CVXChevron Corp	$30M	0.53%	0.01%	+62.1%	Q3 2013
FRTFederal Realty Investment Trust	$29.8M	0.53%	0.33%	+0.9%	Q4 2022
HUBBHubbell Inc	$29.5M	0.53%	0.11%	+7.2%	Q2 2018
BLKBlackRock, Inc.	$29.2M	0.52%	0.02%	-3.0%	Q3 2017
SNPSSynopsys Inc	$28.6M	0.51%	0.04%	-29.8%	Q3 2020
FICOFair Isaac Corp	$27.9M	0.50%	0.11%	+12.0%	Q2 2017
IBMInternational Business Machines Corp	$27.8M	0.50%	0.01%	+8.5%	Q3 2013
EMXCEmax Holdings Corp	$27.6M	0.49%	Not reported	-11.3%	Q1 2024
AMDAdvanced Micro Devices Inc	$27.6M	0.49%	0.01%	+310.5%	Q2 2023
SYKStryker Corp	$27.5M	0.49%	0.02%	+4.2%	Q3 2013
JNJJohnson & Johnson	$27.1M	0.48%	0.00%	-13.7%	Q3 2013
RBCRBC Bearings INC	$26.9M	0.48%	0.15%	-0.6%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$26.5M	0.47%	0.03%	+9.5%	Q3 2020
IPInternational Paper Co	$25.2M	0.45%	0.11%	+37.1%	Q3 2024
EGPEastgroup Properties Inc	$24.8M	0.44%	0.25%	-1.2%	Q2 2017
KMIKinder Morgan, Inc.	$24.4M	0.43%	0.03%	-6.3%	Q3 2013
WSOWatsco Inc	$23.9M	0.42%	Not reported	-2.0%	Q4 2015
CRSCarpenter Technology Corp	$23.7M	0.42%	0.12%	-3.5%	Q2 2017
MDYSPDR S&P Midcap 400 ETF Trust	$23.5M	0.42%	Not reported	+0.6%	Q2 2016

Q4 2025Reported Feb 17, 2026697 positions
MSFTMicrosoft Corp	$252M	4.37%	0.01%	-0.4%	Q3 2013
AAPLApple Inc.	$171M	2.97%	0.00%	0.0%	Q3 2013
NVDANvidia Corp	$141M	2.44%	0.00%	+3.0%	Q2 2018
JPMJPMorgan Chase & Co	$133M	2.30%	0.02%	-0.3%	Q3 2013
AMZNAmazon Com Inc	$127M	2.21%	0.01%	-1.4%	Q3 2015
GOOGLAlphabet Inc.	$126M	2.19%	0.00%	-0.1%	Q4 2015
VVisa Inc.	$89.6M	1.55%	0.01%	-2.3%	Q3 2013
GOOGAlphabet Inc.	$86.2M	1.49%	Not reported	-12.9%	Q3 2015
SPYSPDR S&P 500 ETF Trust	$78.7M	1.36%	Not reported	-1.3%	Q3 2013
LLYELI LILLY & Co	$64.5M	1.12%	0.01%	+1.5%	Q4 2013
DHRDanaher Corp	$64.5M	1.12%	0.04%	+16.2%	Q3 2013
AMEAmetek Inc/	$60M	1.04%	0.13%	-0.8%	Q2 2017
AVGOBroadcom Inc.	$57.9M	1.00%	0.00%	+46.1%	Q1 2017
TJXTJX Companies Inc	$54.7M	0.95%	0.03%	-2.6%	Q3 2013
WHRWhirlpool Corp	$52.1M	0.90%	1.29%	+0.3%	Q1 2014
TYLTyler Technologies Inc	$50.9M	0.88%	0.23%	-6.9%	Q2 2017
BKNGBooking Holdings Inc.	$50.5M	0.88%	0.03%	-1.1%	Q1 2018
BRK.BBerkshire Hathaway Inc	$49M	0.85%	Not reported	+5.2%	Q3 2013
SNPSSynopsys Inc	$48.2M	0.83%	0.05%	-4.6%	Q3 2020
MRKMerck & Co., Inc.	$47M	0.81%	0.02%	+13.5%	Q1 2016
CRMSalesforce, Inc.	$46.2M	0.80%	0.02%	+3.1%	Q1 2017
GLDSPDR Gold Trust	$45.2M	0.78%	0.03%	+1.7%	Q1 2015
METAMeta Platforms, Inc.	$43.4M	0.75%	Not reported	+3.5%	Q4 2013
RTXRTX Corp	$40.7M	0.70%	0.02%	-3.5%	Q2 2020
PANWPalo Alto Networks Inc	$40M	0.69%	0.03%	-1.6%	Q4 2016
FICOFair Isaac Corp	$39.5M	0.68%	0.10%	-7.1%	Q2 2017
NDSNNordson Corp	$37.7M	0.65%	0.28%	-2.6%	Q3 2013
ADIAnalog Devices Inc	$34.8M	0.60%	0.03%	+0.3%	Q4 2017
BLKBlackRock, Inc.	$33.6M	0.58%	0.02%	+4.5%	Q3 2017
PMPhilip Morris International Inc.	$32.8M	0.57%	0.01%	+4.7%	Q3 2013
MPWRMonolithic Power Systems, Inc.	$32.3M	0.56%	0.07%	-8.3%	Q2 2017
IBMInternational Business Machines Corp	$31.4M	0.54%	0.01%	+0.2%	Q3 2013
CWCurtiss Wright Corp	$30.5M	0.53%	0.15%	-11.0%	Q2 2017
SPGIS&P Global Inc.	$29.5M	0.51%	0.02%	-7.3%	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$29.1M	0.50%	0.02%	+2.2%	Q3 2020
EMXCEmax Holdings Corp	$28.7M	0.50%	Not reported	-2.4%	Q1 2024
SYKStryker Corp	$28.3M	0.49%	0.02%	-1.9%	Q3 2013
FRTFederal Realty Investment Trust	$28.1M	0.49%	0.32%	+1.9%	Q4 2022
IDXXIdexx Laboratories Inc	$26.8M	0.46%	0.05%	+9.3%	Q2 2017
JNJJohnson & Johnson	$26.5M	0.46%	0.01%	-4.4%	Q3 2013
LUMNLumen Technologies, Inc.	$26.2M	0.45%	0.33%	0.0%	Q2 2025
TMOThermo Fisher Scientific Inc.	$25M	0.43%	0.01%	+49.3%	Q2 2017
HUBBHubbell Inc	$24.9M	0.43%	0.11%	+16.6%	Q2 2018
EOGEog Resources Inc	$24.6M	0.43%	0.04%	-4.9%	Q1 2016
EXPEagle Materials Inc	$24.6M	0.43%	0.38%	-2.0%	Q2 2017
EGPEastgroup Properties Inc	$24.1M	0.42%	0.25%	-3.6%	Q2 2017
MDYSPDR S&P Midcap 400 ETF Trust	$22.9M	0.40%	Not reported	+0.1%	Q2 2016
WSOWatsco Inc	$22.6M	0.39%	Not reported	-2.0%	Q4 2015
RBCRBC Bearings INC	$22.3M	0.39%	0.15%	-3.4%	Q4 2018
PGRProgressive Corp	$22M	0.38%	0.02%	-8.4%	Q1 2017

Q3 2025Reported Nov 13, 2025537 positions
MSFTMicrosoft Corp	$271M	4.98%	0.01%	+5.1%	Q3 2013
AAPLApple Inc.	$160M	2.94%	0.00%	+5.8%	Q3 2013
NVDANvidia Corp	$137M	2.51%	0.00%	+12.9%	Q2 2018
JPMJPMorgan Chase & Co	$130M	2.39%	0.02%	-1.4%	Q3 2013
AMZNAmazon Com Inc	$123M	2.25%	0.01%	-0.5%	Q3 2015
GOOGLAlphabet Inc.	$98.1M	1.80%	0.00%	-5.3%	Q4 2015
VVisa Inc.	$89.3M	1.64%	0.01%	-2.1%	Q3 2013
SPYSPDR S&P 500 ETF Trust	$77.9M	1.43%	Not reported	-26.2%	Q3 2013
GOOGAlphabet Inc.	$76.7M	1.41%	Not reported	-8.1%	Q3 2015
TYLTyler Technologies Inc	$63M	1.16%	0.25%	+4.4%	Q2 2017
WHRWhirlpool Corp	$56.5M	1.04%	1.28%	+26.4%	Q1 2014
AMEAmetek Inc/	$55.4M	1.02%	0.13%	+2.9%	Q2 2017
SNPSSynopsys Inc	$53M	0.97%	0.06%	+12.9%	Q3 2020
TJXTJX Companies Inc	$52.8M	0.97%	0.03%	-11.3%	Q3 2013
BKNGBooking Holdings Inc.	$51.5M	0.95%	0.03%	-3.4%	Q1 2018
DHRDanaher Corp	$48.1M	0.88%	0.03%	-8.7%	Q3 2013
METAMeta Platforms, Inc.	$46.6M	0.86%	Not reported	+56.5%	Q4 2013
BRK.BBerkshire Hathaway Inc	$46.6M	0.85%	Not reported	+1.8%	Q3 2013
LLYELI LILLY & Co	$45.1M	0.83%	0.01%	+0.1%	Q4 2013
PANWPalo Alto Networks Inc	$44.9M	0.82%	0.03%	-3.0%	Q4 2016
CRMSalesforce, Inc.	$40.1M	0.74%	0.02%	-1.2%	Q1 2017
GLDSPDR Gold Trust	$39.9M	0.73%	0.03%	+130.1%	Q1 2015
RTXRTX Corp	$38.4M	0.71%	0.02%	+10.2%	Q2 2020
AVGOBroadcom Inc.	$37.8M	0.69%	0.00%	+31.3%	Q1 2017
FICOFair Isaac Corp	$37.7M	0.69%	0.11%	+13.6%	Q2 2017
NDSNNordson Corp	$36.4M	0.67%	0.29%	-1.0%	Q3 2013
MPWRMonolithic Power Systems, Inc.	$35.7M	0.66%	0.08%	-0.4%	Q2 2017
BLKBlackRock, Inc.	$35M	0.64%	0.02%	+0.8%	Q3 2017
CWCurtiss Wright Corp	$33.8M	0.62%	0.17%	-26.8%	Q2 2017
MRKMerck & Co., Inc.	$33M	0.61%	0.02%	-0.6%	Q1 2016
ADIAnalog Devices Inc	$31.4M	0.58%	0.03%	-5.7%	Q4 2017
PMPhilip Morris International Inc.	$31.4M	0.58%	0.01%	+10.0%	Q3 2013
SYKStryker Corp	$30.3M	0.56%	0.02%	+2.7%	Q3 2013
CRWDCrowdStrike Holdings, Inc.	$29.8M	0.55%	0.02%	+9.4%	Q3 2020
IBMInternational Business Machines Corp	$29.8M	0.55%	0.01%	-0.9%	Q3 2013
SPGIS&P Global Inc.	$29.6M	0.54%	0.02%	-15.4%	Q4 2017
EXPEagle Materials Inc	$28.3M	0.52%	0.38%	-3.1%	Q2 2017
FRTFederal Realty Investment Trust	$27.7M	0.51%	0.32%	-6.0%	Q4 2022
EOGEog Resources Inc	$27.7M	0.51%	0.05%	-1.5%	Q1 2016
WSOWatsco Inc	$27.6M	0.51%	Not reported	-6.2%	Q4 2015
EMXCEmax Holdings Corp	$27.3M	0.50%	Not reported	-5.7%	Q1 2024
PGRProgressive Corp	$26M	0.48%	0.02%	-10.7%	Q1 2017
JNJJohnson & Johnson	$24.9M	0.46%	0.01%	+2.2%	Q3 2013
CMCSAComcast Corp	$24.5M	0.45%	0.02%	-2.0%	Q3 2013
EGPEastgroup Properties Inc	$23.8M	0.44%	0.26%	-3.6%	Q2 2017
IDXXIdexx Laboratories Inc	$23.2M	0.43%	0.05%	+14.6%	Q2 2017
MDYSPDR S&P Midcap 400 ETF Trust	$22.6M	0.41%	Not reported	-0.4%	Q2 2016
AITApplied Industrial Technologies Inc	$21.9M	0.40%	0.22%	-3.6%	Q2 2017
KMIKinder Morgan, Inc.	$21.3M	0.39%	0.03%	+0.6%	Q3 2013
MAMastercard Inc	$21.2M	0.39%	0.00%	+0.2%	Q4 2013

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