Curi Capital, LLC 13F Holdings

CIK 0001332905 · CHICAGO, IL

As of Sep 30, 2025, Curi Capital, LLC reported 1,273 positions worth $4.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology523,662$271.2M6.10%
APPLE INCAAPLTechnology629,928 60.4M3.61%
NVIDIA CORPNVDATechnology732,428 36.7M3.07%
JPMORGAN CHASE & COJPMFinancial Services412,556 30.1M2.93%
AMAZON.COM INCAMZNEquity559,657 22.9M2.76%
ALPHABET INCGOOGLEquity403,333$98.1M2.21%
SCHWAB US LARGE-CAP ETFSCHXEquity3,402,520$89.6M2.02%
VISA INC-CLASS A SHARESVFinancial Services261,488$89.3M2.01%
ISHARES CORE S&P 500 ETFIVV—128,483$86.0M1.93%
SPDR S&P 500 ETF TRUSTSPY—116,586$77.9M1.75%
ALPHABET INCGOOGEquity315,119$76.7M1.73%
TYLER TECHNOLOGIES INCTYLTechnology116,701$61.1M1.37%
WHIRLPOOL CORPWHRConsumer Cyclical717,689$56.4M1.27%
AMETEK INCAMEIndustrials288,632$54.3M1.22%
TJX COMPANIES INCTJXConsumer Cyclical365,347$52.8M1.19%
SYNOPSYS INCSNPSTechnology103,218$50.9M1.15%
ISHARES CORE MSCI EAFE ETFIEFA—576,204$50.3M1.13%
ISHARES 3-7 YEAR TREASURY BOND ETFIEI—406,459$48.6M1.09%
BOOKING HOLDINGS INCBKNGIndustrials8,830$47.7M1.07%
META PLATFORMS INCMETACommunication Services63,473$46.6M1.05%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services92,632$46.6M1.05%
DANAHER CORPDHRHealthcare229,123$45.5M1.02%
PALO ALTO NETWORKS INCPANWTechnology204,366$41.6M0.94%
ELI LILLY & COLLYHealthcare51,529$39.3M0.88%
BROADCOM INCAVGOTechnology114,633$37.8M0.85%