Institutional Fund
Curi Capital, LLC
Chicago, ILCIK 13329055 filings on record
Portfolio Value
$5.61B
Q1 2026
Holdings
859
Reported positions
New Buys
90
Opened this quarter
QoQ Change
-2.7%
from $5.76B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp3.2%
- Apple Inc3.0%
- Nvidia Corporation2.5%
- Jpmorgan Chase & Co.2.1%
- Alphabet Inc2.0%
- Amazon Com Inc2.0%
- Other85.1%
Portfolio Holdings
859 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 484.6K | $179.38M | 3.2% | −37.1K | Reduced |
| 2 | Apple Inc | 669.9K | $170.02M | 3.0% | +40.2K | Added |
| 3 | Nvidia Corporation | 791.0K | $137.96M | 2.5% | +36.5K | Added |
| 4 | Jpmorgan Chase & Co. | 407.7K | $119.92M | 2.1% | −3.6K | Reduced |
| 5 | Alphabet Inc | 397.4K | $114.29M | 2.0% | −5.7K | Reduced |
| 6 | Amazon Com Inc | 537.0K | $111.85M | 2.0% | −15.0K | Reduced |
| 7 | Ishares Tr | 1.20M | $108.26M | 1.9% | +477.2K | Added |
| 8 | Schwab Strategic Tr | 3.63M | $93.00M | 1.7% | +65.4K | Added |
| 9 | Ishares Tr | 139.5K | $91.15M | 1.6% | +4.6K | Added |
| 10 | Spdr S&P 500 ETF Tr | 119.6K | $78.00M | 1.4% | +4.6K | Added |
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