account_balance
Investment manager · 13F filer · SEC CIK 1332905
Curi Capital, LLC
Reported value$6.47Bas of Jun 30, 2026
Positions888 119 new, 90 sold out
Top 10 weight20.5%AAPL alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
2.9%
MSFTMicrosoft Corp
2.7%Trimmed −4%
NVDANvidia Corporation
2.5%
GOOGLAlphabet Inc
2.3%Added +2%
AMZNAmazon Com Inc
2.1%Added +4%
IEFAiShares Tr
1.9%Added +8%
JPMJPMorgan Chase & Co
1.9%Trimmed −8%
IVViShares Tr
1.5%Trimmed −9%
SCHXSchwab Strategic Tr
1.4%Trimmed −14%
SPYState STR SPDR S&P 500 ETF T
1.4%
GOOGAlphabet Inc
1.4%Trimmed −4%
V1.2%AAPL2.9%MSFT2.7%NVDA2.5%
GOOGLAlphabet Inc
2.3%Added +2%
AMZNAmazon Com Inc
2.1%Added +4%
IEFAiShares Tr
1.9%Added +8%
JPM1.9%IVV1.5%SCHX1.4%SPY1.4%GOOG1.4%V1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 2.9% HeldMSFT Microsoft Corp 2.7% Trimmed −4%NVDA Nvidia Corporation 2.5% HeldGOOGL Alphabet Inc 2.3% Added +2%AMZN Amazon Com Inc 2.1% Added +4%IEFA iShares Tr 1.9% Added +8%JPM JPMorgan Chase & Co 1.9% Trimmed −8%IVV iShares Tr 1.5% Trimmed −9%SCHX Schwab Strategic Tr 1.4% Trimmed −14%SPY State STR SPDR S&P 500 ETF T 1.4% HeldGOOG Alphabet Inc 1.4% Trimmed −4%V Visa Inc 1.2% Trimmed −4%
What changed