Fund HoldingsCuri Capital, LLC

Total Portfolio Value
$2.92B
Total Bought
$158.25M
Total Sold
$199.68M
Net Transaction
-$41.43M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
KENVUE INC(KVUE)01,096,458+1,096,458022,0170.75%+22,017
STOCK YDS BANCORP INC(SYBT)0149,104+149,10405,8580.20%+5,858
SOUTHSTATE CORPORATION090,104+90,10406,0690.21%+6,069
AGNC INVT CORP(AGNC)0430,074+430,07404,0600.14%+4,060
CARPENTER TECHNOLOGY CORP(CRS)306,543311,814+5,27117,20620,9570.72%+3,751
SYNOVUS FINL CORP0100,000+100,00002,7800.10%+2,780
AMGEN INC(AMGN)57,27457,658+38412,71615,4960.53%+2,780
RENASANT CORP0100,000+100,00002,6190.09%+2,619
CME GROUP INC(CME)143,851146,110+2,25926,65429,2541.00%+2,600
ONEOK INC NEW(OKE)037,919+37,91902,4050.08%+2,405
REPLIGEN CORP(RGEN)102,612106,408+3,79614,51616,9200.58%+2,404
ALPHABET INC(GOOG)385,011369,329-15,68246,08648,3301.65%+2,245
INTUIT(INTU)41,52141,549+2819,02521,2290.73%+2,204
BANK OF NT BUTTERFIELD&SON L
SHS NEW
0276,000+276,00007,4740.26%+7,474
UNITEDHEALTH GROUP INC(UNH)59,36560,179+81428,53330,3421.04%+1,808
ORACLE CORP(ORCL)037,001+37,00103,9190.13%+3,919
CHEVRON CORP NEW(CVX)90,98995,463+4,47414,31716,0970.55%+1,780
BJS WHSL CLUB HLDGS INC(BJ)0106,665+106,66507,6130.26%+7,613
FIRST HORIZON CORPORATION(FHN)0250,250+250,25002,7580.09%+2,758
CURTISS WRIGHT CORP(CW)99,678101,894+2,21618,30719,9340.68%+1,627
PROVIDENT FINL SVCS INC(PFS)0265,906+265,90604,0660.14%+4,066
FAIR ISAAC CORP(FICO)23,32723,579+25218,87620,4790.70%+1,603
VERITEX HLDGS INC495,910583,703+87,7938,89210,4770.36%+1,586
ATLANTIC UN BANKSHARES CORP(AUB)0100,000+100,00002,8780.10%+2,878
STELLAR BANCORP INC0175,000+175,00003,7310.13%+3,731
CHUBB LIMITED
COM
102,535101,648-88719,74421,1610.72%+1,417
BLACKROCK INC(BLK)010,113+10,11306,5380.22%+6,538
ALPHABET INC(GOOG)314,840298,327-16,51338,08639,3341.35%+1,248
HUNTINGTON BANCSHARES INC(HBAN)0111,778+111,77801,1620.04%+1,162
AMETEK INC127,948147,939+19,99120,71221,8600.75%+1,147
RBC BEARINGS INC(RBC)46,39547,893+1,49810,08911,2130.38%+1,124
TYLER TECHNOLOGIES INC(TYL)97,448107,932+10,48440,58441,6771.43%+1,093
RANGE RES CORP(RRC)314,641319,020+4,3799,25010,3390.35%+1,089
CROWDSTRIKE HLDGS INC(CRWD)035,672+35,67205,9710.20%+5,971
ABBVIE INC(ABBV)050,482+50,48207,5250.26%+7,525
BP PLC(BP)258,190258,280+909,11210,0010.34%+889
DANAHER CORPORATION(DHR)171,790169,640-2,15041,23042,0881.44%+858
APPLIED INDL TECHNOLOGIES IN(AIT)73,97674,760+78410,71411,5590.40%+845
SHORE BANCSHARES INC0189,929+189,92901,9980.07%+1,998
APTARGROUP INC068,686+68,68608,5880.29%+8,588
AN2 THERAPEUTICS INC045,942+45,94207390.03%+739
KADANT INC(KAI)66,70768,950+2,24314,81615,5520.53%+736
AVERY DENNISON CORP116,428113,240-3,18820,00220,6860.71%+683
TJX COS INC NEW(TJX)430,553418,424-12,12936,50737,1901.27%+683
PROGRESSIVE CORP(PGR)200,393195,268-5,12526,52627,2010.93%+675
DONALDSON INC(DCI)011,255+11,25506710.02%+671
WHIRLPOOL CORP(WHR)05,015+5,01506710.02%+671
EATON CORP PLC(ETN)03,120+3,12006650.02%+665
EOG RES INC(EOG)059,243+59,24307,5100.26%+7,510
BYLINE BANCORP INC(BY)0378,172+378,17207,4540.25%+7,454
ASPEN TECHNOLOGY INC018,915+18,91503,8640.13%+3,864
ZOETIS INC(ZTS)54,51157,310+2,7999,3879,9710.34%+584
EQUITY BANCSHARES INC(EQBK)450,000450,000010,25110,8320.37%+581
NVIDIA CORPORATION(NVDA)09,244+9,24404,0210.14%+4,021
PINNACLE FINL PARTNERS INC053,622+53,62203,5950.12%+3,595
COMCAST CORP NEW(CCZ)0172,010+172,01007,6270.26%+7,627
OLD REP INTL CORP(ORI)0256,863+256,86306,9200.24%+6,920
EXXON MOBIL CORP037,131+37,13104,3660.15%+4,366
ATLASSIAN CORPORATION09,430+9,43001,9000.06%+1,900
XCEL ENERGY INC(XEL)08,086+8,08604630.02%+463
MARSH & MCLENNAN COS INC(MRSH)75,80077,331+1,53114,25614,7160.50%+460
AMERIS BANCORP(ABCB)0108,668+108,66804,1720.14%+4,172
ELI LILLY & CO(LLY)07,763+7,76304,1700.14%+4,170
DIGIMARC CORP NEW
COM
0110,670+110,67003,5960.12%+3,596
GENUINE PARTS CO(GPC)02,958+2,95804270.01%+427
WEST PHARMACEUTICAL SVSC INC(WST)65,02467,421+2,39724,87025,2970.87%+427
FIRST BANCSHARES INC MS375,000375,00009,69010,1140.35%+424
ENTERPRISE PRODS PARTNERS L(EPD)093,487+93,48702,5590.09%+2,559
CDW CORP(CDW)123,959114,723-9,23622,74723,1470.79%+400
ITT INC(ITT)055,650+55,65005,4490.19%+5,449
INTERNATIONAL BUSINESS MACHS(IBM)050,709+50,70907,1140.24%+7,114
HERSHEY CO(HSY)03,258+3,25806520.02%+652
FIRST BANCORP P R(FBP)059,499+59,49908010.03%+801
PROCORE TECHNOLOGIES INC(PCOR)074,975+74,97504,8970.17%+4,897
META PLATFORMS INC(META)07,273+7,27302,1830.07%+2,183
MATADOR RES CO(MTDR)035,315+35,31502,1010.07%+2,101
BADGER METER INC015,062+15,06202,1670.07%+2,167
CONOCOPHILLIPS(COP)015,296+15,29601,8320.06%+1,832
VANGUARD INDEX FDS07,613+7,61301,0500.04%+1,050
SEACOAST BKG CORP FLA(SBCF)462,856479,123+16,26710,22910,5220.36%+292
M & T BK CORP(MTB)040,299+40,29905,0960.17%+5,096
ZSCALER INC(ZS)018,523+18,52302,8820.10%+2,882
PURE CYCLE CORP0229,916+229,91602,2070.08%+2,207
ENBRIDGE INC(ENB)08,178+8,17802710.01%+271
USCB FINANCIAL HOLDINGS INC0828,269+828,26908,7050.30%+8,705
GLOBAL PMTS INC(GPN)02,189+2,18902530.01%+253
NIKE INC(NKE)05,605+5,60505360.02%+536
CITIZENS FINL GROUP INC(CFG)0177,819+177,81904,7660.16%+4,766
ROCKWELL AUTOMATION INC(ROK)03,261+3,26109320.03%+932
ARES MANAGEMENT CORPORATION(ARES)02,161+2,16102220.01%+222
SOUTHERN STS BANCSHARES INC0140,000+140,00003,1630.11%+3,163
MERCADOLIBRE INC(MELI)0160+16002030.01%+203
FORTUNE BRANDS INNOVATIONS I(FBIN)262,759307,343+44,58418,90619,1040.65%+199
VERSABANK NEW0630,773+630,77304,9550.17%+4,955
INTEL CORP(INTC)017,861+17,86106350.02%+635
DIAMONDBACK ENERGY INC(FANG)017,960+17,96002,7820.10%+2,782
WISDOMTREE TR(WT)037,205+37,20503,2830.11%+3,283
ACCENTURE PLC IRELAND
SHS CLASS A
68,51969,439+92021,14321,3250.73%+182
WEBSTER FINL CORP(WBS)068,003+68,00302,7410.09%+2,741
MARATHON PETE CORP(MPC)04,890+4,89007400.03%+740
Page 1 of 1