Curran Financial Partners, LLC

13F filer · CIK 0001843867

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$672MU.S. long equity reported on 13F

Positions6611 new · 2 closed

Net flow last quarter-$4.01MBuys minus sells

Top 10 positions weight7.5%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 12, 202666 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.48M	1.41%	Not reported	-36.6%	Q4 2020
PULSPulse Electronics Corp	$8.1M	1.21%	0.93%	-9.3%	Q3 2024
AAPLApple Inc.	$8.05M	1.20%	0.00%	-0.7%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$4.31M	0.64%	Not reported	+20.2%	Q3 2022
GLDSPDR Gold Trust	$4.08M	0.61%	0.00%	-30.3%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$4.01M	0.60%	Not reported	-1.0%	Q4 2020
NVDANvidia Corp	$3.9M	0.58%	0.00%	+2.3%	Q4 2020
SHWSherwin Williams Co	$2.97M	0.44%	0.00%	-5.6%	Q4 2020
SMHMarket Vectors ETF Trust	$2.63M	0.39%	Not reported	+13.4%	Q1 2025
MSFTMicrosoft Corp	$2.61M	0.39%	0.00%	-0.4%	Q4 2020
AMZNAmazon Com Inc	$2.39M	0.36%	0.00%	+0.8%	Q4 2020
COSTCostco Wholesale Corp	$2.31M	0.34%	0.00%	-3.3%	Q4 2020
AIQAlliance HealthCare Services, Inc	$1.96M	0.29%	0.28%	+22.6%	Q4 2024
GOOGLAlphabet Inc.	$1.92M	0.29%	0.00%	+2.9%	Q3 2021
SHLDSears Holdings Corp	$1.25M	0.19%	0.02%	+39.7%	Q3 2025
CVXChevron Corp	$1.21M	0.18%	0.00%	+11.2%	Q4 2020
XOMExxonMobil Holdings Corp	$1.2M	0.18%	0.00%	-2.5%	Q4 2020
MUMicron Technology Inc	$938K	0.14%	0.00%	-5.8%	Q4 2021
SLViShares Silver Trust	$929K	0.14%	0.00%	+6.9%	Q4 2021
GEGeneral Electric Co	$911K	0.14%	0.00%	+2.4%	Q2 2023
BRK.BBerkshire Hathaway Inc	$867K	0.13%	Not reported	-13.3%	Q1 2022
LOWLowes Companies Inc	$825K	0.12%	0.00%	-0.7%	Q4 2020
TSLATesla, Inc.	$824K	0.12%	0.00%	+0.1%	Q1 2022
GEVGE Vernova Inc.	$730K	0.11%	0.00%	-1.9%	Q2 2024
SPCXSpace Exploration Technologies Corp	$690K	0.10%	Not reported	New	Q2 2026
METAMeta Platforms, Inc.	$661K	0.10%	Not reported	+1.7%	Q4 2020
GOOGAlphabet Inc.	$656K	0.10%	Not reported	-0.6%	Q3 2023
PGPROCTER & GAMBLE Co	$645K	0.10%	0.00%	-2.3%	Q4 2020
GBTCGrayscale Bitcoin Trust ETF	$595K	0.09%	0.01%	-7.1%	Q3 2023
ABBVAbbVie Inc.	$501K	0.07%	0.00%	-2.8%	Q4 2021
CMICummins Inc	$489K	0.07%	0.00%	Not reported	Q1 2025
WMTWalmart Inc.	$486K	0.07%	0.00%	-5.7%	Q1 2024
PLTRPalantir Technologies Inc.	$414K	0.06%	0.00%	+13.3%	Q1 2025
UBSIUnited Bankshares Inc	$405K	0.06%	0.01%	Not reported	Q1 2023
MRKMerck & Co., Inc.	$359K	0.05%	0.00%	+2.7%	Q1 2023
GLWCorning Inc	$347K	0.05%	0.00%	New	Q2 2026
CATCaterpillar Inc	$344K	0.05%	0.00%	+1.6%	Q1 2026
JPMJPMorgan Chase & Co	$343K	0.05%	0.00%	-18.9%	Q4 2021
CSCOCisco Systems, Inc.	$343K	0.05%	0.00%	-5.2%	Q4 2025
INTCIntel Corp	$336K	0.05%	0.00%	New	Q2 2026
FIBKFirst Interstate Bancsystem Inc	$333K	0.05%	0.01%	Not reported	Q1 2023
KOCoca Cola Co	$326K	0.05%	0.00%	-2.7%	Q1 2024
CASYCaseys General Stores Inc	$318K	0.05%	0.00%	Not reported	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$301K	0.04%	0.00%	-3.1%	Q1 2026
SOSouthern Co	$299K	0.04%	0.00%	+3.1%	Q2 2024
HCAHCA Healthcare, Inc.	$282K	0.04%	0.00%	-1.4%	Q3 2024
CSXCSX Corp	$277K	0.04%	0.00%	-3.0%	Q4 2020
BALTBaltic Trading Ltd	$268K	0.04%	Not reported	-0.1%	Q1 2026
AVGOBroadcom Inc.	$260K	0.04%	0.00%	+1.3%	Q2 2025
VVisa Inc.	$250K	0.04%	0.00%	-4.8%	Q4 2024

Q1 2026Reported Apr 15, 202657 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$14M	2.51%	Not reported	+86.1%	Q4 2020
PULSPulse Electronics Corp	$8.92M	1.60%	1.03%	-18.9%	Q3 2024
AAPLApple Inc.	$7.11M	1.27%	0.00%	+2.5%	Q4 2020
GLDSPDR Gold Trust	$6.84M	1.22%	0.00%	+74.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.53M	0.63%	Not reported	+15.9%	Q4 2020
NVDANvidia Corp	$3.32M	0.60%	0.00%	+9.4%	Q4 2020
SHWSherwin Williams Co	$2.92M	0.52%	0.00%	-1.9%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$2.81M	0.50%	Not reported	+19.6%	Q3 2022
MSFTMicrosoft Corp	$2.6M	0.47%	0.00%	+14.9%	Q4 2020
COSTCostco Wholesale Corp	$2.55M	0.46%	0.00%	-3.5%	Q4 2020
AMZNAmazon Com Inc	$2.07M	0.37%	0.00%	+29.5%	Q4 2020
XOMExxonMobil Holdings Corp	$1.52M	0.27%	0.00%	+1.3%	Q4 2020
GOOGLAlphabet Inc.	$1.5M	0.27%	0.00%	-1.3%	Q3 2021
SMHMarket Vectors ETF Trust	$1.36M	0.24%	Not reported	+19.4%	Q1 2025
CVXChevron Corp	$1.36M	0.24%	0.00%	-0.2%	Q4 2020
AIQAlliance HealthCare Services, Inc	$1.14M	0.20%	0.22%	+16.5%	Q4 2024
SLViShares Silver Trust	$1.11M	0.20%	0.00%	-4.9%	Q4 2021
SHLDSears Holdings Corp	$1.06M	0.19%	0.01%	+34.6%	Q3 2025
BRK.BBerkshire Hathaway Inc	$958K	0.17%	Not reported	+21.9%	Q1 2022
LOWLowes Companies Inc	$891K	0.16%	0.00%	-0.3%	Q4 2020
GBTCGrayscale Bitcoin Trust ETF	$742K	0.13%	0.01%	-3.5%	Q3 2023
TSLATesla, Inc.	$728K	0.13%	0.00%	+4.1%	Q1 2022
GEGeneral Electric Co	$675K	0.12%	0.00%	+0.3%	Q2 2023
METAMeta Platforms, Inc.	$660K	0.12%	Not reported	+4.0%	Q4 2020
PGPROCTER & GAMBLE Co	$650K	0.12%	0.00%	-4.5%	Q4 2020
WMTWalmart Inc.	$566K	0.10%	0.00%	+7.6%	Q1 2024
GEVGE Vernova Inc.	$553K	0.10%	0.00%	+0.3%	Q2 2024
GOOGAlphabet Inc.	$536K	0.10%	Not reported	+39.3%	Q3 2023
PLTRPalantir Technologies Inc.	$459K	0.08%	0.00%	-21.9%	Q1 2025
ABBVAbbVie Inc.	$445K	0.08%	0.00%	+9.8%	Q4 2021
JPMJPMorgan Chase & Co	$381K	0.07%	0.00%	+39.1%	Q4 2021
CMICummins Inc	$369K	0.07%	0.00%	Not reported	Q1 2025
UBSIUnited Bankshares Inc	$366K	0.07%	0.01%	-18.8%	Q1 2023
HCAHCA Healthcare, Inc.	$346K	0.06%	0.00%	-0.1%	Q3 2024
MSTRStrategy Inc	$335K	0.06%	Not reported	0.0%	Q1 2024
MRKMerck & Co., Inc.	$327K	0.06%	0.00%	+1.5%	Q1 2023
KOCoca Cola Co	$313K	0.06%	0.00%	-4.1%	Q1 2024
SOSouthern Co	$293K	0.05%	0.00%	+24.9%	Q2 2024
MUMicron Technology Inc	$291K	0.05%	0.00%	+6.0%	Q4 2021
CASYCaseys General Stores Inc	$291K	0.05%	0.00%	Not reported	Q2 2025
FIBKFirst Interstate Bancsystem Inc	$288K	0.05%	0.01%	-13.8%	Q1 2023
TAt&T Inc.	$286K	0.05%	0.00%	Not reported	Q1 2025
BTCGrayscale Bitcoin Mini Trust ETF	$280K	0.05%	0.01%	+12.7%	Q3 2024
BALTBaltic Trading Ltd	$262K	0.05%	Not reported	New	Q1 2026
FBTCFidelity Wise Origin Bitcoin Fund	$254K	0.05%	0.00%	+1.5%	Q2 2025
PFEPfizer Inc	$254K	0.05%	0.00%	-0.9%	Q4 2021
CSXCSX Corp	$246K	0.04%	0.00%	-10.0%	Q4 2020
CSCOCisco Systems, Inc.	$239K	0.04%	0.00%	-1.4%	Q4 2025
MCDMcdonalds Corp	$232K	0.04%	0.00%	New	Q1 2026
NOBLNoble International, Ltd.	$231K	0.04%	Not reported	-15.5%	Q4 2020

Q4 2025Reported Jan 22, 202656 positions
PULSPulse Electronics Corp	$11M	2.09%	1.27%	-7.7%	Q3 2024
AAPLApple Inc.	$7.43M	1.41%	0.00%	-6.3%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$7.29M	1.39%	Not reported	-0.6%	Q4 2020
GLDSPDR Gold Trust	$3.62M	0.69%	0.00%	-5.0%	Q4 2020
NVDANvidia Corp	$3.25M	0.62%	0.00%	-51.9%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.19M	0.61%	Not reported	-2.2%	Q4 2020
SHWSherwin Williams Co	$3.01M	0.57%	0.00%	+7.3%	Q4 2020
MSFTMicrosoft Corp	$2.96M	0.56%	0.00%	-5.3%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$2.5M	0.48%	Not reported	+21.4%	Q3 2022
COSTCostco Wholesale Corp	$2.28M	0.43%	0.00%	-0.6%	Q4 2020
AMZNAmazon Com Inc	$1.77M	0.34%	0.00%	-13.7%	Q4 2020
GOOGLAlphabet Inc.	$1.66M	0.31%	0.00%	-1.8%	Q3 2021
SLViShares Silver Trust	$1.1M	0.21%	0.00%	-4.9%	Q4 2021
SMHMarket Vectors ETF Trust	$1.07M	0.20%	Not reported	+22.2%	Q1 2025
XOMExxonMobil Holdings Corp	$1.07M	0.20%	0.00%	+7.7%	Q4 2020
AIQAlliance HealthCare Services, Inc	$1.06M	0.20%	0.19%	+19.6%	Q4 2024
CVXChevron Corp	$1M	0.19%	0.00%	-1.1%	Q4 2020
GBTCGrayscale Bitcoin Trust ETF	$996K	0.19%	0.01%	-4.4%	Q3 2023
LOWLowes Companies Inc	$912K	0.17%	0.00%	-13.0%	Q4 2020
TSLATesla, Inc.	$846K	0.16%	0.00%	+6.3%	Q1 2022
BRK.BBerkshire Hathaway Inc	$824K	0.16%	Not reported	+6.6%	Q1 2022
METAMeta Platforms, Inc.	$732K	0.14%	Not reported	-23.5%	Q4 2020
GEGeneral Electric Co	$731K	0.14%	0.00%	Not reported	Q2 2023
SHLDSears Holdings Corp	$723K	0.14%	0.01%	+36.8%	Q3 2025
PLTRPalantir Technologies Inc.	$713K	0.14%	0.00%	+16.5%	Q1 2025
PGPROCTER & GAMBLE Co	$675K	0.13%	0.00%	-0.4%	Q4 2020
WMTWalmart Inc.	$471K	0.09%	0.00%	-5.0%	Q1 2024
ABBVAbbVie Inc.	$426K	0.08%	0.00%	Not reported	Q4 2021
GOOGAlphabet Inc.	$421K	0.08%	Not reported	+5.9%	Q3 2023
UBSIUnited Bankshares Inc	$418K	0.08%	0.01%	Not reported	Q1 2023
GEVGE Vernova Inc.	$412K	0.08%	0.00%	+7.0%	Q2 2024
MSTRStrategy Inc	$408K	0.08%	Not reported	Not reported	Q1 2024
CMICummins Inc	$350K	0.07%	0.00%	-34.5%	Q1 2025
FIBKFirst Interstate Bancsystem Inc	$346K	0.07%	0.01%	Not reported	Q1 2023
HCAHCA Healthcare, Inc.	$342K	0.06%	0.00%	Not reported	Q3 2024
FBTCFidelity Wise Origin Bitcoin Fund	$323K	0.06%	0.00%	-12.6%	Q2 2025
BTCGrayscale Bitcoin Mini Trust ETF	$321K	0.06%	0.01%	+17.5%	Q3 2024
VVisa Inc.	$303K	0.06%	0.00%	-1.9%	Q4 2024
KOCoca Cola Co	$300K	0.06%	0.00%	-0.6%	Q1 2024
JPMJPMorgan Chase & Co	$300K	0.06%	0.00%	-16.0%	Q4 2021
MRKMerck & Co., Inc.	$282K	0.05%	0.00%	-3.6%	Q1 2023
NOBLNoble International, Ltd.	$269K	0.05%	Not reported	-77.1%	Q4 2020
CSXCSX Corp	$242K	0.05%	0.00%	-11.4%	Q4 2020
CSCOCisco Systems, Inc.	$241K	0.05%	0.00%	New	Q4 2025
HDHome Depot, Inc.	$235K	0.04%	0.00%	+0.7%	Q4 2023
WSBCWesbanco Inc	$233K	0.04%	0.01%	Not reported	Q4 2020
MUMicron Technology Inc	$232K	0.04%	0.00%	Not reported	Q4 2021
PFEPfizer Inc	$227K	0.04%	0.00%	Not reported	Q4 2021
CASYCaseys General Stores Inc	$221K	0.04%	0.00%	Not reported	Q2 2025
SOSouthern Co	$212K	0.04%	0.00%	+12.5%	Q2 2024

Q3 2025Reported Oct 16, 202556 positions
PULSPulse Electronics Corp	$12M	2.37%	1.37%	-18.4%	Q3 2024
AAPLApple Inc.	$7.43M	1.47%	0.00%	+2.2%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$7.2M	1.43%	Not reported	+15.0%	Q4 2020
NVDANvidia Corp	$6.76M	1.34%	0.00%	+4.0%	Q4 2020
GLDSPDR Gold Trust	$3.42M	0.68%	0.00%	+4.7%	Q4 2020
MSFTMicrosoft Corp	$3.35M	0.66%	0.00%	+2.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.19M	0.63%	Not reported	+3.9%	Q4 2020
SHWSherwin Williams Co	$3M	0.59%	0.00%	-1.0%	Q4 2020
COSTCostco Wholesale Corp	$2.46M	0.49%	0.00%	+1.3%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$2.01M	0.40%	Not reported	+29.9%	Q3 2022
AMZNAmazon Com Inc	$1.95M	0.39%	0.00%	-2.2%	Q4 2020
AVGOBroadcom Inc.	$1.53M	0.30%	0.00%	-10.5%	Q2 2025
GBTCGrayscale Bitcoin Trust ETF	$1.37M	0.27%	0.01%	+0.5%	Q3 2023
GOOGLAlphabet Inc.	$1.31M	0.26%	0.00%	-6.4%	Q3 2021
NOBLNoble International, Ltd.	$1.16M	0.23%	Not reported	-54.6%	Q4 2020
LOWLowes Companies Inc	$1.09M	0.22%	0.00%	-5.4%	Q4 2020
METAMeta Platforms, Inc.	$1.07M	0.21%	Not reported	-0.1%	Q4 2020
CVXChevron Corp	$1.03M	0.20%	0.00%	-1.3%	Q4 2020
XOMExxonMobil Holdings Corp	$927K	0.18%	0.00%	-3.8%	Q4 2020
MSTRStrategy Inc	$865K	0.17%	Not reported	+0.2%	Q1 2024
AIQAlliance HealthCare Services, Inc	$863K	0.17%	0.16%	+38.3%	Q4 2024
DIVHancock John Patriot Select Dividend Trust	$823K	0.16%	Not reported	-61.9%	Q4 2021
SMHMarket Vectors ETF Trust	$792K	0.16%	Not reported	+43.6%	Q1 2025
TSLATesla, Inc.	$787K	0.16%	0.00%	+10.6%	Q1 2022
BRK.BBerkshire Hathaway Inc	$774K	0.15%	Not reported	+0.6%	Q1 2022
SLViShares Silver Trust	$762K	0.15%	0.00%	+5.9%	Q4 2021
PGPROCTER & GAMBLE Co	$727K	0.14%	0.00%	-1.5%	Q4 2020
GEGeneral Electric Co	$713K	0.14%	0.00%	+6.9%	Q2 2023
PLTRPalantir Technologies Inc.	$629K	0.12%	0.00%	-10.6%	Q1 2025
SHLDSears Holdings Corp	$573K	0.11%	0.01%	New	Q3 2025
ORCLOracle Corp	$517K	0.10%	0.00%	-5.6%	Q2 2025
FBTCFidelity Wise Origin Bitcoin Fund	$484K	0.10%	0.00%	+46.8%	Q2 2025
WMTWalmart Inc.	$459K	0.09%	0.00%	-8.3%	Q1 2024
CMICummins Inc	$443K	0.09%	0.00%	-9.3%	Q1 2025
ABBVAbbVie Inc.	$432K	0.09%	0.00%	-15.8%	Q4 2021
UBSIUnited Bankshares Inc	$405K	0.08%	0.01%	+0.9%	Q1 2023
GEVGE Vernova Inc.	$363K	0.07%	0.00%	+7.3%	Q2 2024
BTCGrayscale Bitcoin Mini Trust ETF	$357K	0.07%	0.01%	+38.4%	Q3 2024
NFLXNetflix Inc	$355K	0.07%	0.00%	-18.7%	Q4 2024
JPMJPMorgan Chase & Co	$349K	0.07%	0.00%	-14.5%	Q4 2021
ETHEGrayscale Ethereum Staking ETF	$327K	0.06%	0.01%	Not reported	Q3 2023
FIBKFirst Interstate Bancsystem Inc	$319K	0.06%	0.01%	Not reported	Q1 2023
UNHUnitedhealth Group Inc	$316K	0.06%	0.00%	-4.9%	Q4 2020
GOOGAlphabet Inc.	$308K	0.06%	Not reported	-2.2%	Q3 2023
VVisa Inc.	$301K	0.06%	0.00%	-3.1%	Q4 2024
KOCoca Cola Co	$287K	0.06%	0.00%	+9.8%	Q1 2024
HDHome Depot, Inc.	$275K	0.05%	0.00%	-10.7%	Q4 2023
CSXCSX Corp	$267K	0.05%	0.00%	-26.3%	Q4 2020
FERGFerguson Enterprises Inc.	$252K	0.05%	0.00%	-17.0%	Q4 2021
MRKMerck & Co., Inc.	$233K	0.05%	0.00%	-1.9%	Q1 2023

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