1y return+15.8%S&P 500 +20.9%
3y return+44.7%S&P 500 +68.5%
5y return+38.3%S&P 500 +74.5%
10y return+177.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $277 against $357 in the S&P 500.2
Curi Capital, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $190.1M | 2.9% | −1.9% |
| MSFTMicrosoft Corp | $172.7M | 2.7% | −4.4% |
| NVDANvidia Corporation | $160.6M | 2.5% | +1.4% |
| GOOGLAlphabet Inc | $145.5M | 2.3% | +2.5% |
| AMZNAmazon Com Inc | $133.4M | 2.1% | +4.2% |
| IEFAIshares Tr | $124.9M | 1.9% | +8.2% |
| JPMJpmorgan Chase & Co | $122.3M | 1.9% | −8.3% |
| IVVIshares Tr | $95.2M | 1.5% | −8.9% |
| SCHXSchwab Strategic Tr | $91.7M | 1.4% | −14.1% |
| SPYState Str Spdr S&p 500 Etf T | $90.3M | 1.4% | |
| GOOGAlphabet Inc | $87.9M | 1.4% | −3.6% |
| VVisa Inc | $80.8M | 1.2% | −3.7% |
| LLYEli Lilly & Co | $78.7M | 1.2% | −1.4% |
| AVGOBroadcom Inc | $77.8M | 1.2% | +6.0% |
| AMDAdvanced Micro Devices Inc | $66.8M | 1.0% | −15.1% |
| AMATApplied Matls Inc | $63.3M | 1.0% | −16.4% |
| IUSVIshares Tr | $63.1M | 1.0% | +27.5% |
| IUSGIshares Tr | $62.5M | 1.0% | +18.4% |
| PANWPalo Alto Networks Inc | $57.1M | 0.9% | −11.1% |
| AMEAmetek Inc | $55.7M | 0.9% | −22.8% |
| DHRDanaher Corp Del | $50.4M | 0.8% | −5.7% |
| TJXTjx Cos Inc New | $49.7M | 0.8% | −2.2% |
| MRKMerck & Co Inc | $48.5M | 0.8% | −15.4% |
| BRK/BBerkshire Hathaway Inc Del | $46.4M | 0.7% | −12.2% |
| CRWDCrowdstrike Hldgs Inc | $46.1M | 0.7% | −11.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $160.6M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $77.8M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $63.3M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $57.1M |
| CWCurtiss Wright Corp | June 30, 2020 | +748.7% | $35.3M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $78.7M |
| MPWRMonolithic Pwr Sys Inc | June 30, 2020 | +483.3% | $39.5M |
| CRWDCrowdstrike Hldgs Inc | September 30, 2020 | +455.7% | $46.1M |
| AMDAdvanced Micro Devices Inc | June 30, 2023 | +410.0% | $66.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $145.5M |
Sold off last quarter
- Biolife Solutions IncCUSIP 09062W204 was $8.1M
- BFAMBright Horizons Fam Sol In D was $5.0M
- MCHBMechanics Bancorp was $4.7M
- Honeywell Intl IncCUSIP 438516106 was $3.9M
- First Fndtn IncCUSIP 32026V104 was $3.9M
- CPRTCopart Inc was $3.2M
- IWYIshares Tr was $2.9M
- CBCCentral Bancompany was $2.4M
- IYGIshares Tr was $2.2M
- CARECarter Bankshares Inc was $2.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.9% | +14.8% |
| March 31, 2026 | −4.0% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +4.4% | +7.8% |
| June 30, 2025 | +6.4% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | −0.3% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | −0.5% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +12.6% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +5.7% | +7.1% |
| September 30, 2022 | −4.9% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −7.5% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | +0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Curi Capital, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1332905&type=13F-HR&dateb=&owner=include&count=40CIK 1332905
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1332905/000117266126003671/Filed August 14, 2026 · accession 0001172661-26-003671