Fund Holdings

Curated Wealth Partners LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
PFIZER INC(PFE)10,7281,407,435+1,396,707301,243152,489,79019.71%+152,188,547
TOUCHSTONE ETF TRUST05,049,583+5,049,583015,077,9161.95%+15,077,916
TEXAS PACIFIC LAND CORPORATI(TPL)8,298255,012+246,7143,937,89918,412,6872.38%+14,474,788
DOUBLELINE ETF TRUST09,874,958+9,874,958013,578,2741.76%+13,578,274
DIMENSIONAL ETF TRUST02,761,926+2,761,926010,498,9011.36%+10,498,901
SOUTHERN CO(SO)019,873+19,87307,988,0261.03%+7,988,026
ARISTA NETWORKS INC(ANET)8,6258,091,457+8,082,8321,058,9788,988,9811.16%+7,930,003
KRAFT HEINZ CO(KHC)081,304+81,30407,661,2490.99%+7,661,249
UNITEDHEALTH GROUP INC(UNH)1,08621,322+20,236293,8617,337,8080.95%+7,043,947
DIAMOND HILL FUNDS01,928,983+1,928,98306,796,5360.88%+6,796,536
SEMPRA(SRE)2,266134,171+131,905220,1896,991,8980.90%+6,771,709
UNION PAC CORP(UNP)4,0177,469,154+7,465,137974,6017,614,0830.98%+6,639,482
PNC FINL SVCS GROUP INC(PNC)1,637122,536+120,899340,6446,514,6420.84%+6,173,998
AT&T INC(T)0114,071+114,07106,154,3620.80%+6,154,362
PHILIP MORRIS INTL INC(PM)2,4865,896,886+5,894,400411,0356,173,4770.80%+5,762,442
XPEL INC(XPEL)054,316+54,31605,526,3020.71%+5,526,302
S&P GLOBAL INC(SPGI)7443,509,288+3,508,544316,4525,735,8330.74%+5,419,381
GOLDMAN SACHS ETF TR01,588,401+1,588,40105,248,3290.68%+5,248,329
PARKER-HANNIFIN CORP(PH)0322,690+322,69004,728,7580.61%+4,728,758
BERKSHIRE HATHAWAY INC DEL5,3842,207,403+2,202,0192,580,0127,299,0580.94%+4,719,046
TARGET CORP(TGT)04,115,219+4,115,21904,581,2370.59%+4,581,237
VERIZON COMMUNICATIONS INC(VZ)036,757+36,75704,507,9250.58%+4,507,925
KIMBERLY-CLARK CORP(KMB)0211,186+211,18604,410,8080.57%+4,410,808
WARNER BROS DISCOVERY INC(WBD)033,610+33,61004,195,1980.54%+4,195,198
CITIGROUP INC(C)2,5641,164,726+1,162,162290,7834,260,6400.55%+3,969,857
BLACK ROCK COFFEE BAR INC0145,460+145,46003,927,4080.51%+3,927,408
WABTEC(WAB)0179,818+179,81803,923,7960.51%+3,923,796
YUM BRANDS INC(YUM)011,540+11,54003,909,8450.51%+3,909,845
ABBOTT LABORATORIES13,2584,037,393+4,024,1351,361,1974,870,0970.63%+3,508,900
PROCTER & GAMBLE CO(PG)01,891,931+1,891,93103,419,7140.44%+3,419,714
ALTRIA GROUP INC(MO)0200,600+200,60003,193,4590.41%+3,193,459
SLB LIMITED(SLB)066,927+66,92703,003,9100.39%+3,003,910
MORGAN STANLEY(MS)0117,928+117,92802,953,9270.38%+2,953,927
JOHNSON & JOHNSON(JNJ)2,985185,595+182,610729,6553,498,8160.45%+2,769,161
ROSS STORES INC(ROST)0208,037+208,03702,719,8980.35%+2,719,898
DELL TECHNOLOGIES INC(DELL)0396,181+396,18102,700,4340.35%+2,700,434
TRAVELERS COMPANIES INC(TRV)7962,757,456+2,756,660232,1772,896,5060.37%+2,664,329
JOHNSON CONTROLS INTERNATION0253,605+253,60502,655,6740.34%+2,655,674
COHERENT CORP(COHR)0541,465+541,46502,555,9870.33%+2,555,987
RESMED INC(RMD)0297,057+297,05702,505,4190.32%+2,505,419
TRUIST FINL CORP(TFC)5,3142,571,543+2,566,229244,2852,607,0450.34%+2,362,760
PROLOGIS INC.(PLD)0130,763+130,76302,291,3660.30%+2,291,366
CARMAX INC(KMX)082,997+82,99702,289,8740.30%+2,289,874
SIMON PPTY GROUP INC NEW(SPG)021,029+21,02902,273,3490.29%+2,273,349
JACOBS SOLUTIONS INC(J)0103,989+103,98902,257,0460.29%+2,257,046
WALMART INC(WMT)3,213101,930+98,717399,3142,655,4530.34%+2,256,139
TREX INC(TREX)03,569+3,56902,207,6540.29%+2,207,654
JPMORGAN CHASE & CO(JPM)5,379290,481+285,1021,582,2873,721,2350.48%+2,138,948
THERMO FISHER SCIENTIFIC INC(TMO)466368,666+368,200229,0522,365,0830.31%+2,136,031
ASTRANA HEALTH INC(ASTH)08,174+8,17402,135,1900.28%+2,135,190
PHILLIPS 66(PSX)1,209970,976+969,767220,2562,319,1460.30%+2,098,890
OTIS WORLDWIDE CORP(OTIS)7,44037,064+29,624573,4752,653,4780.34%+2,080,003
SALESFORCE INC(CRM)4,965672,874+667,909926,8162,931,2260.38%+2,004,410
VEEVA SYS INC(VEEV)07,215+7,21501,998,6550.26%+1,998,655
TE CONNECTIVITY PLC(TEL)01,827,552+1,827,55201,959,3590.25%+1,959,359
SAILPOINT INC(SAIL)066,303+66,30301,908,7450.25%+1,908,745
HOME DEPOT INC(HD)0258,251+258,25101,901,4840.25%+1,901,484
WILLSCOT HLDGS CORP(WSC)02,753+2,75301,890,7880.24%+1,890,788
KEYCORP(KEY)0100,967+100,96701,877,9930.24%+1,877,993
SEAGATE TECHNOLOGY HLDNGS PL0103,144+103,14401,851,0270.24%+1,851,027
PACKAGING CORP AMER(PKG)9,4502,842,143+2,832,6932,005,4793,841,4430.50%+1,835,964
GE VERNOVA INC(GEV)1,267207,787+206,5201,105,9662,898,4810.37%+1,792,515
MICROSOFT CORP(MSFT)15,107236,411+221,3045,592,1607,365,7270.95%+1,773,567
PALO ALTO NETWORKS INC(PANW)01,073,881+1,073,88101,744,8820.23%+1,744,882
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)02,707+2,70701,736,0940.22%+1,736,094
LINDE PLC(LIN)674107,831+107,157334,1421,970,2150.25%+1,636,073
GOLDMAN SACHS ETF TR0371,067+371,06701,623,7520.21%+1,623,752
WELLS FARGO & CO(WFC)2,76715,401+12,634220,2811,838,4390.24%+1,618,158
AMERICAN ELEC PWR CO INC0557,560+557,56001,588,4470.21%+1,588,447
KLA CORP(KLAC)27234,752+34,480400,4951,964,7600.25%+1,564,265
SNAP ON INC(SNA)037,595+37,59501,528,7460.20%+1,528,746
QUALCOMM INC(QCOM)0695,928+695,92801,526,6840.20%+1,526,684
SAIA INC(SAIA)66454,102+53,438233,2491,747,4970.23%+1,514,248
WILLIAMS COS INC(WMB)5,93934,568+28,629432,2401,942,1270.25%+1,509,887
SCHWAB CHARLES CORP(SCHW)2,330561,401+559,071218,9731,727,0300.22%+1,508,057
SANDISK CORP(SNDK)020,257+20,25701,487,3430.19%+1,487,343
MARTIN MARIETTA MATLS INC(MLM)1,50096,497+94,997883,0202,252,8400.29%+1,369,820
KLARNA GROUP PLC(KLAR)049,717+49,71701,343,6680.17%+1,343,668
KENVUE INC(KVUE)0983,816+983,81601,334,5860.17%+1,334,586
TOLL BROTHERS INC(TOL)06,553+6,55301,309,5560.17%+1,309,556
AIRBNB INC0359,739+359,73901,290,9780.17%+1,290,978
CUMMINS INC(CMI)0629,542+629,54201,254,2670.16%+1,254,267
REKOR SYSTEMS INC200,000792,766+592,766164,0001,388,8850.18%+1,224,885
ASURE SOFTWARE INC01,637+1,63701,222,4620.16%+1,222,462
GUIDEWIRE SOFTWARE INC(GWRE)01,120,357+1,120,35701,208,5010.16%+1,208,501
PREFORMED LINE PRODS CO(PLPC)040,226+40,22601,200,7940.16%+1,200,794
FEDEX CORP(FDX)0204,600+204,60001,191,3010.15%+1,191,301
ADVANCED MICRO DEVICES INC(AMD)1,659543,893+542,234337,4901,522,9080.20%+1,185,418
INTERCONTINENTAL EXCHANGE IN(ICE)0117,154+117,15401,181,2610.15%+1,181,261
DEERE & CO(DE)0271,148+271,14801,179,1540.15%+1,179,154
HOWMET AEROSPACE INC(HWM)2,714127,981+125,267625,4681,791,6720.23%+1,166,204
MSCI INC(MSCI)056,294+56,29401,159,8490.15%+1,159,849
PRIMO BRANDS CORPORATION(PRMB)05,538+5,53801,158,9780.15%+1,158,978
BOSTON SCIENTIFIC CORP(BSX)0612,699+612,69901,148,9290.15%+1,148,929
PROGRESSIVE CORP(PGR)080,284+80,28401,146,6190.15%+1,146,619
AVERY DENNISON CORP0616,461+616,46101,135,2570.15%+1,135,257
ABBVIE INC(ABBV)2,117363,902+361,785460,4261,594,5420.21%+1,134,116
HONEYWELL INTL INC0155,622+155,62201,114,2290.14%+1,114,229
REALTY INCOME CORP(O)0110,425+110,42501,106,5130.14%+1,106,513
PJT PARTNERS INC(PJT)037,479+37,47901,091,6490.14%+1,091,649
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