Institutional manager
Curi Capital, LLC
Holds positions in 323 of the S&P 500, worth $3.13bn as reported for the quarter ended 31-mar-2026.
Positions held323of 488 index companies covered
Reported value$3.13bnS&P 500 positions only
Top ten weight39%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 323 held. The rest are smaller than every one of these.
Alphabet Inc. (Class A)GOOGL655,608$188mCommunication ServicesMicrosoftMSFT484,587$179mInformation TechnologyApple Inc.AAPL669,941$170mInformation TechnologyNvidiaNVDA791,005$138mInformation TechnologyState Street CorporationSTT838,236$126mFinancialsJPMorgan ChaseJPM407,680$120mFinancialsAmazonAMZN537,040$112mConsumer DiscretionaryVisa Inc.V244,467$74mFinancialsAmetekAME298,156$64mIndustrialsLilly (Eli)LLY66,573$61mHealth CareBroadcomAVGO194,361$60mInformation TechnologyBerkshire HathawayBRK.B105,506$56mFinancialsMerck & Co.MRK443,638$54mHealth CareTJX CompaniesTJX335,408$54mConsumer DiscretionaryDanaher CorporationDHR280,064$53mHealth CareMeta PlatformsMETA81,360$47mCommunication ServicesRTX CorporationRTX231,689$45mIndustrialsMonolithic Power SystemsMPWR36,275$40mInformation TechnologyNordson CorporationNDSN146,156$39mIndustrialsBooking HoldingsBKNG8,774$37mConsumer DiscretionaryEOG ResourcesEOG251,277$36mEnergyApplied MaterialsAMAT104,809$36mInformation TechnologyPhilip Morris InternationalPM201,120$34mConsumer StaplesIdexx LaboratoriesIDXX57,201$32mHealth CareAnalog DevicesADI99,558$32mInformation TechnologyPalo Alto NetworksPANW188,198$30mInformation TechnologyChevron CorporationCVX145,006$30mEnergyFederal Realty Investment TrustFRT281,034$30mReal EstateHubbell IncorporatedHUBB60,146$30mIndustrialsBlackRockBLK30,414$29mFinancialsSynopsysSNPS72,033$29mInformation TechnologyFair IsaacFICO26,181$28mInformation TechnologyIBMIBM114,864$28mInformation TechnologyAdvanced Micro DevicesAMD135,454$28mInformation TechnologyStryker CorporationSYK83,583$28mHealth CareJohnson & JohnsonJNJ110,740$27mHealth CareCrowdStrikeCRWD67,973$27mInformation TechnologyInternational PaperIP706,555$25mMaterialsKinder MorganKMI726,270$24mEnergyThermo Fisher ScientificTMO46,597$23mHealth CareS&P GlobalSPGI52,107$22mFinancialsHuntington BancsharesHBAN1.3m$21mFinancialsCRH plcCRH201,989$21mMaterialsTyler TechnologiesTYL62,153$21mInformation TechnologyIDEX CorporationIEX103,971$20mIndustrialsAbbVieABBV86,122$19mHealth CareMorgan StanleyMS113,297$19mFinancialsWest Pharmaceutical ServicesWST72,166$18mHealth CareMastercardMA35,280$18mFinancialsTesla, Inc.TSLA45,992$17mConsumer DiscretionaryProgressive CorporationPGR79,243$16mFinancialsNorthrop GrummanNOC21,386$15mIndustrialsW. R. Berkley CorporationWRB212,241$14mFinancialsVerizonVZ279,993$14mCommunication ServicesCharles Schwab CorporationSCHW138,775$13mFinancialsWells FargoWFC129,255$13mFinancialsHome Depot (The)HD37,512$12mConsumer DiscretionaryAbbott LaboratoriesABT118,996$12mHealth CareDow Inc.DOW277,388$12mMaterialsPNC Financial ServicesPNC54,180$11mFinancials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.