← Every investor
Curated Wealth Partners LLC Portfolio
$1.2B across 500 positions as of 2026-09-30, with 59% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
-5.4%
-19.9% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
11 of 20
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +3.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +7.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -18.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +4.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | -3.0% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -13.8% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +17.2% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| APOApollo Global Management Inc | $255.4M | 21.2% | 2,200,741 |
| ARESAres Management Corp | $168.5M | 14.0% | 1,450,854 |
| VOOVanguard S&P 500 ETF | $79M | 6.6% | 112,666 |
| SPYState Street SPDR S&P 500 ETF Trust | $41.8M | 3.5% | 54,763 |
| DFAIDimensional International Core Equity Market ETF | $38.5M | 3.2% | 930,221 |
| AAPLApple Inc | $29.5M | 2.5% | 88,652 |
| GSSCGOLDMAN SACHS ETF TR | $26.9M | 2.2% | 313,174 |
| DIMENSIONAL ETF TRUST | $26.7M | 2.2% | 671,148 |
| DOUBLELINE ETF TRUST | $20.8M | 1.7% | 851,178 |
| NVDANVIDIA Corp | $20.7M | 1.7% | 90,598 |
| MSFTMicrosoft Corp | $18.2M | 1.5% | 35,424 |
| AMZNAmazon.com Inc | $14.8M | 1.2% | 59,218 |
| TEXTerex Corp | $12M | 1.0% | 227,473 |
| TOUCHSTONE ETF TRUST | $11.2M | 0.9% | 401,512 |
| IVViShares Core S&P 500 ETF | $10.6M | 0.9% | 13,857 |
| GOOGLAlphabet Inc | $10.5M | 0.9% | 30,545 |
| GLDSPDR Gold Shares | $8.4M | 0.7% | 22,145 |
| METAMeta Platforms Inc | $8.2M | 0.7% | 11,369 |
| GOOGAlphabet Inc | $6.7M | 0.6% | 19,616 |
| DIAMOND HILL FUNDS | $6.5M | 0.5% | 484,060 |
| MUMicron Technology Inc | $6.3M | 0.5% | 5,869 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $6.1M | 0.5% | 66,498 |
| AVGOBroadcom Inc | $5.9M | 0.5% | 16,859 |
| VGTVanguard Information Tech ETF | $4.2M | 0.3% | 33,088 |
| BRK.BBerkshire Hathaway Inc | $4M | 0.3% | 8,003 |
| JPMJPMorgan Chase & Co | $3.7M | 0.3% | 11,177 |
| AMCOR PLC | $3.7M | 0.3% | 87,773 |
| SRLNState Street Blackstone Senior Loan ETF | $3.6M | 0.3% | 88,167 |
| TSLATesla Inc | $3.5M | 0.3% | 9,891 |
| DVADaVita Inc | $3.5M | 0.3% | 19,883 |
| AMDAdvanced Micro Devices Inc | $3.2M | 0.3% | 5,236 |
| INTCIntel Corp | $3.2M | 0.3% | 26,578 |
| ARCCAres Capital Corp | $3.1M | 0.3% | 161,873 |
| BAILLIE GIFFORD ETF TR | $3.1M | 0.3% | 123,411 |
| MAMastercard Inc | $3.1M | 0.3% | 5,538 |
| BRK.ABerkshire Hathaway Inc | $3M | 0.2% | 4 |
| SNAPSnap Inc | $2.9M | 0.2% | 544,828 |
| GOLDMAN SACHS ETF TR | $2.8M | 0.2% | 56,973 |
| TPLTexas Pacific Land Corp | $2.7M | 0.2% | 8,353 |
| LLYEli Lilly and Co | $2.7M | 0.2% | 2,348 |
| DGROiShares Core Dividend Growth ETF | $2.3M | 0.2% | 30,460 |
| PKGPackaging Corp of America | $2.3M | 0.2% | 9,902 |
| IWFiShares Russell 1000 Growth ETF | $2.2M | 0.2% | 17,310 |
| VVisa Inc | $2.1M | 0.2% | 5,866 |
| MRKMerck & Co Inc | $2.1M | 0.2% | 14,395 |
| CVXChevron Corp | $2.1M | 0.2% | 10,205 |
| GEVGE Vernova Inc | $2.1M | 0.2% | 2,180 |
| EFAiShares MSCI EAFE ETF | $2M | 0.2% | 19,578 |
| TEAMAtlassian Corp | $2M | 0.2% | 11,232 |
| FIXComfort Systems USA Inc | $2M | 0.2% | 1,197 |
| VTVVanguard Value ETF | $1.9M | 0.2% | 9,004 |
| LRCXLam Research Corp | $1.9M | 0.2% | 5,869 |
| WDCWestern Digital Corp | $1.9M | 0.2% | 4,229 |
| XOMExxonmobil Holdings Corp | $1.9M | 0.2% | 11,636 |
| GEGeneral Electric Co | $1.8M | 0.2% | 5,816 |
| BXBlackstone Inc | $1.8M | 0.1% | 15,938 |
| IEFAiShares Core MSCI EAFE ETF | $1.8M | 0.1% | 18,377 |
| COFCapital One Financial Corp | $1.8M | 0.1% | 9,120 |
| AMTAmerican Tower Corp | $1.7M | 0.1% | 10,646 |
| VEAVanguard FTSE Developed Markets ETF | $1.7M | 0.1% | 24,514 |
| ANETArista Networks Inc | $1.7M | 0.1% | 8,425 |
| CCitigroup Inc | $1.7M | 0.1% | 13,172 |
| FTNTFortinet Inc | $1.7M | 0.1% | 9,465 |
| BMYBristol-Myers Squibb Co | $1.7M | 0.1% | 26,635 |
| ABNBAirbnb Inc | $1.7M | 0.1% | 10,332 |
| PHOENIX ED PARTNERS INC | $1.7M | 0.1% | 65,004 |
| PSXPhillips 66 | $1.6M | 0.1% | 6,456 |
| IWOiShares Russell 2000 Growth Fund | $1.6M | 0.1% | 4,582 |
| LYVLive Nation Entertainment Inc | $1.6M | 0.1% | 9,597 |
| VTIVanguard Total Stock Market ETF | $1.6M | 0.1% | 4,320 |
| PLTRPalantir Technologies Inc | $1.6M | 0.1% | 8,500 |
| LINDE PLC | $1.6M | 0.1% | 3,296 |
| BACBank of America Corp | $1.6M | 0.1% | 28,578 |
| APHAmphenol Corp | $1.6M | 0.1% | 18,402 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $1.5M | 0.1% | 9,301 |
| JNJJohnson & Johnson | $1.5M | 0.1% | 5,763 |
| ORCLOracle Corp | $1.5M | 0.1% | 11,084 |
| WFCWells Fargo & Co | $1.5M | 0.1% | 18,988 |
| HDHome Depot Inc | $1.5M | 0.1% | 5,239 |
| EQIXEquinix Inc | $1.5M | 0.1% | 1,472 |
| CNCCentene Corp | $1.5M | 0.1% | 23,914 |
| SNOWSnowflake Inc | $1.5M | 0.1% | 4,296 |
| PGProcter & Gamble Co | $1.5M | 0.1% | 10,006 |
| EOGEOG Resources Inc | $1.4M | 0.1% | 10,438 |
| SNDKSandisk Corp | $1.4M | 0.1% | 804 |
| CHUBB LIMITED | $1.4M | 0.1% | 4,274 |
| TECHNIPFMC PLC | $1.4M | 0.1% | 20,200 |
| PNCPNC Financial Services Group Inc | $1.4M | 0.1% | 6,132 |
| DHRDanaher Corp | $1.4M | 0.1% | 6,145 |
| COSTCostco Wholesale Corp | $1.4M | 0.1% | 1,489 |
| FCXFreeport-McMoRan Inc | $1.3M | 0.1% | 19,190 |
| ABBVAbbVie Inc | $1.3M | 0.1% | 5,130 |
| CSCOCisco Systems Inc | $1.3M | 0.1% | 12,404 |
| QQQInvesco QQQ Trust, Series 1 | $1.3M | 0.1% | 1,803 |
| CARRCarrier Global Corp | $1.3M | 0.1% | 24,113 |
| NEMNewmont Corporation | $1.3M | 0.1% | 11,438 |
| OXYOccidental Petroleum Corp | $1.3M | 0.1% | 23,650 |
| ABTAbbott Laboratories | $1.3M | 0.1% | 13,175 |
| NFLXNetflix Inc | $1.3M | 0.1% | 18,693 |
| DARDarling Ingredients Inc | $1.3M | 0.1% | 21,419 |
| TXNTexas Instruments Inc | $1.3M | 0.1% | 4,635 |
| PMPhilip Morris International Inc | $1.3M | 0.1% | 6,765 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $1.3M | 0.1% | 16,522 |
| VWOVanguard FTSE Emerging Markets ETF | $1.3M | 0.1% | 21,581 |
| UNHUnitedHealth Group Inc | $1.2M | 0.1% | 3,377 |
| GMGeneral Motors Co | $1.2M | 0.1% | 16,091 |
| DGDollar General Corp | $1.2M | 0.1% | 10,314 |
| TTCToro Co | $1.2M | 0.1% | 12,487 |
| JBHTJ B Hunt Transport Services Inc | $1.2M | 0.1% | 5,276 |
| PFEPfizer Inc | $1.2M | 0.1% | 41,019 |
| RUBRIK INC. | $1.2M | 0.1% | 10,069 |
| WELLWelltower Inc | $1.1M | 0.1% | 4,929 |
| BLKBlackRock Inc | $1.1M | 0.1% | 1,064 |
| WTSWatts Water Technologies Inc | $1.1M | 0.1% | 3,179 |
| VEEVVeeva Systems Inc | $1.1M | 0.1% | 3,924 |
| MOAltria Group Inc | $1.1M | 0.1% | 16,580 |
| VLOValero Energy Corp | $1.1M | 0.1% | 2,862 |
| NETCloudflare Inc | $1.1M | 0.1% | 3,194 |
| NXP SEMICONDUCTORS N V | $1.1M | 0.1% | 4,667 |
| BAIN CAP SPECIALTY FIN INC | $1.1M | 0.1% | 100,000 |
| EMEEMCOR Group Inc | $1.1M | 0.1% | 1,448 |
| AMATApplied Materials Inc | $1.1M | 0.1% | 2,077 |
| ARES DYNAMIC CR ALLOCATION F | $1.1M | 0.1% | 92,143 |
| DISWalt Disney Co | $1.1M | 0.1% | 10,095 |
| TERTeradyne Inc | $1.1M | 0.1% | 2,628 |
| GDGeneral Dynamics Corp | $1M | 0.1% | 3,159 |
| DLTRDollar Tree Inc | $1M | 0.1% | 9,115 |
| REGNRegeneron Pharmaceuticals Inc | $1M | 0.1% | 1,365 |
| TGTTarget Corp | $1M | 0.1% | 6,587 |
| DALDelta Air Lines Inc | $1M | 0.1% | 12,295 |
| TMOThermo Fisher Scientific Inc | $1M | 0.1% | 1,497 |
| CATCaterpillar Inc | $1M | 0.1% | 1,246 |
| DELLDell Technologies Inc | $1M | 0.1% | 1,877 |
| SSDSimpson Manufacturing Co Inc | $1M | 0.1% | 5,865 |
| NOWServiceNow Inc | $998.5K | 0.1% | 7,451 |
| SEAGATE TECHNOLOGY HLDNGS PL | $990.6K | 0.1% | 1,074 |
| IBMInternational Business Machines Corp | $990.1K | 0.1% | 4,502 |
| EPDEnterprise Products Partners L.P | $985.3K | 0.1% | 27,670 |
| KLACKLA Corp | $985K | 0.1% | 5,053 |
| ACCENTURE PLC IRELAND | $978.3K | 0.1% | 5,335 |
| FDXFedEx Corp | $956.2K | 0.1% | 3,354 |
| INTUIntuit Inc | $953.7K | 0.1% | 3,459 |
| PRIPrimerica Inc | $950.6K | 0.1% | 3,490 |
| HPEHewlett Packard Enterprise Co | $946.5K | 0.1% | 14,815 |
| MRSHMarsh & McLennan Companies Inc | $933.7K | 0.1% | 5,469 |
| GSGoldman Sachs Group Inc | $931.9K | 0.1% | 1,035 |
| COPConocoPhillips | $912.2K | 0.1% | 7,289 |
| ATOAtmos Energy Corp | $912K | 0.1% | 5,830 |
| ISRGIntuitive Surgical Inc | $908.4K | 0.1% | 2,234 |
| SPGIS&P Global Inc | $907.3K | 0.1% | 2,300 |
| NTRANatera Inc | $907.2K | 0.1% | 2,195 |
| TRVTravelers Companies Inc | $904.5K | 0.1% | 2,537 |
| WMTWalmart Inc | $903.5K | 0.1% | 8,694 |
| EFXEquifax Inc | $892.3K | 0.1% | 6,502 |
| SCHFSchwab International Equity ETF | $883.2K | 0.1% | 32,150 |
| AIGAmerican International Group Inc | $875.6K | 0.1% | 11,765 |
| RTXRTX Corp | $874K | 0.1% | 4,708 |
| SCHWCharles Schwab Corp | $860.6K | 0.1% | 8,805 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $858.4K | 0.1% | 33,807 |
| CBRECBRE Group Inc | $840.7K | 0.1% | 6,544 |
| ILMNIllumina Inc | $840.5K | 0.1% | 3,071 |
| DINOHF Sinclair Corp | $840.1K | 0.1% | 7,828 |
| GISGeneral Mills Inc | $836.5K | 0.1% | 26,009 |
| ACWIiShares MSCI ACWI ETF | $835.4K | 0.1% | 5,262 |
| DCIDonaldson Company Inc | $832.1K | 0.1% | 9,560 |
| JOHNSON CONTROLS INTERNATION | $814.3K | 0.1% | 5,478 |
| MEDTRONIC PLC | $808.5K | 0.1% | 9,369 |
| ADIAnalog Devices Inc | $806.9K | 0.1% | 2,034 |
| LMTLockheed Martin Corp | $805.6K | 0.1% | 1,582 |
| VRSNVeriSign, Inc | $804.9K | 0.1% | 2,854 |
| RBCRBC Bearings Inc | $804.8K | 0.1% | 1,612 |
| DOWDow Inc | $804.6K | 0.1% | 29,215 |
| PANWPalo Alto Networks Inc | $787.9K | 0.1% | 1,983 |
| EXPEExpedia Group Inc | $786.9K | 0.1% | 2,988 |
| INCYIncyte Corp | $782K | 0.1% | 6,444 |
| PLDPrologis Inc | $779.7K | 0.1% | 6,005 |
| BBJPJPMorgan BetaBuilders Japan ETF | $768.7K | 0.1% | 9,792 |
| LYONDELLBASELL INDUSTRIES NV | $765.5K | 0.1% | 13,320 |
| LSTRLandstar System Inc | $761.9K | 0.1% | 4,518 |
| UNPUnion Pacific Corp | $759K | 0.1% | 2,789 |
| LNGCheniere Energy Inc | $757.9K | 0.1% | 2,817 |
| NTNXNutanix Inc | $734.6K | 0.1% | 10,433 |
| SRESempra | $729.3K | 0.1% | 9,355 |
| CFGCitizens Financial Group Inc | $728.7K | 0.1% | 11,429 |
| ADBEAdobe Inc | $722.2K | 0.1% | 3,010 |
| DUKDuke Energy Corp | $721.9K | 0.1% | 6,332 |
| GGGGraco Inc | $720.4K | 0.1% | 9,375 |
| ACUSHNET HLDGS CORP | $718.7K | 0.1% | 8,711 |
| HONHoneywell International Inc | $716.1K | 0.1% | 3,395 |
| AAgilent Technologies Inc | $712.3K | 0.1% | 4,134 |
| VICIVICI Properties Inc | $708.5K | 0.1% | 30,844 |
| GOLDMAN SACHS ETF TR | $707.7K | 0.1% | 14,820 |
| MOHMolina Healthcare Inc | $704.2K | 0.1% | 3,724 |
| SNPSSynopsys Inc | $699.8K | 0.1% | 1,609 |
| TTWOTake-Two Interactive Software Inc | $697.2K | 0.1% | 3,360 |
| VIKING HOLDINGS LTD | $690.2K | 0.1% | 8,812 |
| IWRiShares Russell Mid-Cap ETF | $689.2K | 0.1% | 6,459 |
| IWMiShares Russell 2000 Index Fund | $688.6K | 0.1% | 2,478 |
| CLColgate-Palmolive Co | $684.9K | 0.1% | 8,027 |
| AMGNAmgen Inc | $682K | 0.1% | 1,618 |
| KOCoca-Cola Co | $678.9K | 0.1% | 7,887 |
| SCHBSchwab U.S. Broad Market ETF | $674K | 0.1% | 22,996 |
| VFCVF Corp | $673.2K | 0.1% | 47,882 |
| MCOMoody's Corp | $673K | 0.1% | 1,482 |
| NWSANews Corp | $672.1K | 0.1% | 23,458 |
| SSentinelOne Inc | $669.1K | 0.1% | 28,159 |
| ARAntero Resources Corp | $668.9K | 0.1% | 20,033 |
| CMICummins Inc | $667.4K | 0.1% | 1,292 |
| TJXTJX Companies Inc | $658.4K | 0.1% | 4,976 |
| ESEversource Energy | $656.7K | 0.1% | 10,236 |
| NTRSNorthern Trust Corp | $656.1K | 0.1% | 3,874 |
| RBLXRoblox Corp | $655.3K | 0.1% | 15,465 |
| ELVElevance Health Inc | $654.8K | 0.1% | 1,684 |
| GILDGilead Sciences, Inc | $650K | 0.1% | 4,361 |
| ASML HLDG NV | $646.8K | 0.1% | 357 |
| ZSZscaler Inc | $643.3K | 0.1% | 3,226 |
| GDDYGoDaddy Inc | $641.1K | 0.1% | 6,712 |
| WWayfair Inc | $630.1K | 0.1% | 6,144 |
| BSXBoston Scientific Corp | $626.2K | 0.1% | 14,347 |
| XLFState Street Financial Select Sector SPDR ETF | $626K | 0.1% | 11,723 |
| BKNGBooking Holdings Inc | $623.8K | 0.1% | 3,829 |
| WMBWilliams Companies Inc | $623.6K | 0.1% | 9,175 |
| NEENextera Energy Inc | $620.9K | 0.1% | 8,198 |
| TAT&T Inc | $613.4K | 0.1% | 25,141 |
| MUELLER INDS INC | $610.5K | 0.1% | 10,072 |
| AMEAMETEK Inc | $609.2K | 0.1% | 2,459 |
| SLViShares Silver Trust | $605.3K | 0.1% | 11,105 |
| ROSTRoss Stores Inc | $605K | 0.1% | 2,592 |
| IWBiShares Russell 1000 ETF | $603.4K | 0.1% | 1,450 |
| TE CONNECTIVITY PLC | $602.2K | 0.1% | 2,853 |
| DVNDevon Energy Corp | $599.6K | 0.0% | 13,023 |
| MEDPMedpace Holdings Inc | $598.6K | 0.0% | 959 |
| FDSFactset Research Systems Inc | $593.1K | 0.0% | 2,197 |
| AEPAmerican Electric Power Company Inc | $592.7K | 0.0% | 4,996 |
| MANHManhattan Associates Inc | $590.9K | 0.0% | 2,974 |
| KMXCarmax Inc | $587.3K | 0.0% | 10,657 |
| AWKAmerican Water Works Co Inc | $581.3K | 0.0% | 4,490 |
| MRVLMarvell Technology Inc | $579.1K | 0.0% | 2,192 |
| OCOwens Corning | $578.1K | 0.0% | 4,952 |
| VRTVertiv Holdings Co | $576.2K | 0.0% | 2,388 |
| MSCIMSCI Inc | $575.8K | 0.0% | 1,069 |
| TXRHTexas Roadhouse Inc | $575.5K | 0.0% | 3,681 |
| MPCMarathon Petroleum Corp | $569.8K | 0.0% | 1,441 |
| FCNFTI Consulting Inc | $565.1K | 0.0% | 4,201 |
| PEPPepsiCo Inc | $562.6K | 0.0% | 4,440 |
| INVESCO LTD | $559K | 0.0% | 18,536 |
| VOEVanguard Mid-Cap Value ETF | $557.5K | 0.0% | 2,851 |
| MSMorgan Stanley | $553.3K | 0.0% | 2,942 |
| DOCUDocuSign Inc | $548K | 0.0% | 8,161 |
| IGViShares Expanded Tech-Software Sector ETF | $547.8K | 0.0% | 5,145 |
| HPQHP Inc | $545.2K | 0.0% | 17,429 |
| BINCiShares Flexible Income Active ETF | $544.8K | 0.0% | 10,727 |
| QCOMQualcomm Inc | $542.2K | 0.0% | 2,946 |
| PFGCPerformance Food Group Co | $539.5K | 0.0% | 5,895 |
| CORVEL CORP | $539.1K | 0.0% | 7,232 |
| UUnity Software Inc | $538.7K | 0.0% | 13,161 |
| MDBMongoDB Inc | $533.4K | 0.0% | 1,530 |
| ARMKAramark | $533.3K | 0.0% | 9,959 |
| MOSMosaic Co | $531.9K | 0.0% | 24,570 |
| CRMSalesforce Inc | $531.5K | 0.0% | 2,315 |
| USBUS Bancorp | $529.5K | 0.0% | 9,168 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $527.4K | 0.0% | 1,156 |
| AMPAmeriprise Financial Inc | $526.3K | 0.0% | 1,069 |
| FIVEFive Below Inc | $525.4K | 0.0% | 2,393 |
| VRTXVertex Pharmaceuticals Inc | $525.4K | 0.0% | 1,005 |
| CEGConstellation Energy Corp | $524K | 0.0% | 2,063 |
| OTISOtis Worldwide Corp | $523.8K | 0.0% | 8,143 |
| DDOGDatadog Inc (Pre-Reincorporation) | $523.1K | 0.0% | 1,910 |
| LENLennar Corp | $522.3K | 0.0% | 6,401 |
| BIIBBiogen Inc | $516.6K | 0.0% | 2,287 |
| BWABorgwarner Inc | $509.4K | 0.0% | 8,474 |
| EATON CORP PLC | $509.2K | 0.0% | 1,185 |
| CRCrane Co | $508K | 0.0% | 2,490 |
| OSKOshkosh Corp | $506.9K | 0.0% | 3,935 |
| NOCNorthrop Grumman Corp | $505.2K | 0.0% | 1,045 |
| TRANE TECHNOLOGIES PLC | $504.9K | 0.0% | 1,117 |
| GARMIN LTD | $504.6K | 0.0% | 1,759 |
| LECOLincoln Electric Holdings Inc | $502.4K | 0.0% | 1,899 |
| VBRVanguard Small-Cap Value ETF | $500.6K | 0.0% | 2,167 |
| EIXEdison International | $500K | 0.0% | 9,305 |
| MTCHMatch Group Inc | $498.9K | 0.0% | 12,426 |
| PCTYPaylocity Holding Corp | $498.4K | 0.0% | 3,496 |
| FHBFirst Hawaiian Inc | $496.6K | 0.0% | 20,169 |
| PAYXPaychex Inc | $496.2K | 0.0% | 5,038 |
| IDXXIDEXX Laboratories Inc | $495K | 0.0% | 948 |
| CRWDCrowdStrike Holdings Inc | $494.3K | 0.0% | 1,867 |
| CCKCrown Holdings Inc | $492.6K | 0.0% | 4,673 |
| PEGPublic Service Enterprise Group Inc | $482.9K | 0.0% | 7,171 |
| DLRDigital Realty Trust Inc | $481.8K | 0.0% | 2,745 |
| SWEETGREEN INC | $479.9K | 0.0% | 54,107 |
| SYYSysco Corp | $479.5K | 0.0% | 6,151 |
| MCMoelis & Co | $477.9K | 0.0% | 8,309 |
| HLTHilton Worldwide Holdings Inc | $477.8K | 0.0% | 1,502 |
| CHEChemed Corp | $471.2K | 0.0% | 933 |
| FFIVF5 Inc | $469.7K | 0.0% | 1,055 |
| UPSUnited Parcel Service Inc | $469.2K | 0.0% | 5,021 |
| HSTHost Hotels and Resorts, Inc | $468.8K | 0.0% | 20,939 |
| DUOLDuolingo Inc | $466.1K | 0.0% | 3,273 |
| WCNWaste Connections, Inc | $465.6K | 0.0% | 3,025 |
| RGAReinsurance Group of America Inc | $465.1K | 0.0% | 1,889 |
| CBSHCommerce Bancshares Inc | $464.8K | 0.0% | 8,491 |
| WABWestinghouse Air Brake Technologies Corp | $461.5K | 0.0% | 1,607 |
| UDRUDR Inc | $459.7K | 0.0% | 13,703 |
| IQVIQVIA Holdings Inc | $458.7K | 0.0% | 1,706 |
| FRTFederal Realty Investment Trust | $456.4K | 0.0% | 4,215 |
| ORLYO'Reilly Automotive Inc | $453.8K | 0.0% | 5,313 |
| LDOSLeidos Holdings Inc | $450.3K | 0.0% | 3,696 |
| DECKDeckers Outdoor Corp | $446.9K | 0.0% | 5,719 |
| NNNNNN REIT Inc | $443K | 0.0% | 10,780 |
| LHLabcorp Holdings Inc | $438.4K | 0.0% | 1,423 |
| EXELExelixis Inc | $438.3K | 0.0% | 7,504 |
| CNH INDL N V | $438.2K | 0.0% | 34,105 |
| JKHYJack Henry & Associates Inc | $434K | 0.0% | 3,030 |
| HWMHowmet Aerospace Inc | $432.7K | 0.0% | 1,913 |
| EVERPURE INC | $432.5K | 0.0% | 3,307 |
| SYKStryker Corp | $432.4K | 0.0% | 1,570 |
| MHKMohawk Industries Inc | $432K | 0.0% | 3,464 |
| UALUnited Airlines Holdings Inc | $430.7K | 0.0% | 3,882 |
| NBIXNeurocrine Biosciences Inc | $428.5K | 0.0% | 3,021 |
| INVHInvitation Homes Inc | $423.8K | 0.0% | 16,097 |
| BBYBest Buy Co Inc | $422.1K | 0.0% | 4,784 |
| CCICrown Castle Inc | $421.2K | 0.0% | 6,319 |
| DEDeere & Co | $420.4K | 0.0% | 626 |
| AYIAcuity Inc | $418.6K | 0.0% | 1,351 |
| VTRVentas Inc | $416.3K | 0.0% | 4,896 |
| WCCWesco International Inc | $415.3K | 0.0% | 1,155 |
| ARCH CAP GROUP LTD | $415.2K | 0.0% | 4,496 |
| PYPLPayPal Holdings Inc | $414.8K | 0.0% | 7,896 |
| FFord Motor Co | $414.5K | 0.0% | 34,371 |
| PRUPrudential Financial Inc | $413.3K | 0.0% | 3,639 |
| GTLBGitLab Inc | $407.2K | 0.0% | 8,618 |
| SPGSimon Property Group Inc | $404.9K | 0.0% | 2,017 |
| RLIRLI Corp | $404.2K | 0.0% | 7,307 |
| GLWCorning Inc | $403.3K | 0.0% | 2,623 |
| KAIKadant Inc | $397K | 0.0% | 1,518 |
| ARWArrow Electronics Inc | $396.3K | 0.0% | 1,746 |
| PBFPBF Energy Inc | $394.2K | 0.0% | 5,122 |
| PATRIOT NATL BANCORP INC | $393.7K | 0.0% | 427,980 |
| PCGPG&E Corp | $393.5K | 0.0% | 32,126 |
| LITELumentum Holdings Inc | $392.4K | 0.0% | 404 |
| FERGFerguson Enterprises Inc | $390.7K | 0.0% | 1,755 |
| CVSCVS Health Corp | $390.6K | 0.0% | 4,558 |
| IRMIron Mountain Inc | $389.5K | 0.0% | 3,511 |
| OGEOGE Energy Corp | $388.9K | 0.0% | 8,563 |
| NYTNew York Times Co | $387.9K | 0.0% | 6,089 |
| NVENT ELEC PLC | $386.7K | 0.0% | 2,411 |
| ALLAllstate Corp | $386.5K | 0.0% | 1,742 |
| ITWIllinois Tool Works Inc | $383.3K | 0.0% | 1,490 |
| DKNGDraftKings Inc. - Class A Common Stock | $381.1K | 0.0% | 20,060 |
| CDECoeur Mining, Inc | $380.5K | 0.0% | 21,617 |
| ZBRAZebra Technologies Corp | $380.4K | 0.0% | 1,019 |
| CMCSAComcast Corp | $379.3K | 0.0% | 17,431 |
| BANCFIRST CORP | $378.5K | 0.0% | 3,595 |
| BBCAJPMorgan BetaBuilders Canada ETF | $378K | 0.0% | 3,766 |
| TFCTruist Financial Corp | $377.4K | 0.0% | 8,151 |
| SSBSouthState Bank Corp | $375.9K | 0.0% | 3,776 |
| TDGTransDigm Group Inc | $375.7K | 0.0% | 347 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $373.7K | 0.0% | 3,772 |
| INSMInsmed Inc | $372.9K | 0.0% | 3,267 |
| ICEIntercontinental Exchange Inc | $372.8K | 0.0% | 2,452 |
| AKAMAkamai Technologies Inc | $372.3K | 0.0% | 3,501 |
| SBUXStarbucks Corp | $372.3K | 0.0% | 3,962 |
| ALLEGION PLC | $370.7K | 0.0% | 2,411 |
| UHSUniversal Health Services Inc | $370.3K | 0.0% | 2,125 |
| BRBroadridge Financial Solutions Inc | $369.7K | 0.0% | 2,295 |
| EWBCEast West Bancorp Inc | $369.7K | 0.0% | 2,983 |
| KMIKinder Morgan Inc | $368.1K | 0.0% | 12,208 |
| CORCEPT THERAPEUTICS INC | $367.7K | 0.0% | 3,191 |
| RSGRepublic Services Inc | $366.6K | 0.0% | 1,747 |
| CRSCarpenter Technology Corp | $365.1K | 0.0% | 939 |
| RLRalph Lauren Corp | $359.7K | 0.0% | 1,013 |
| METMetLife Inc | $358.4K | 0.0% | 3,806 |
| DOVDover Corp | $357.3K | 0.0% | 1,910 |
| CVLTCommvault Systems Inc | $356.4K | 0.0% | 2,377 |
| KKRKKR & Co Inc | $355.9K | 0.0% | 3,898 |
| AXPAmerican Express Co | $354.6K | 0.0% | 1,166 |
| AREAlexandria Real Estate Equities, Inc | $352K | 0.0% | 7,416 |
| ZMZoom Communications Inc | $351.4K | 0.0% | 3,871 |
| NDAQNasdaq Inc | $348.6K | 0.0% | 3,789 |
| IVWiShares S&P 500 Growth ETF | $346.4K | 0.0% | 2,435 |
| ATI INC | $345.8K | 0.0% | 1,826 |
| PRFInvesco FTSE RAFI US 1000 ETF | $345.4K | 0.0% | 6,345 |
| ETEnergy Transfer LP | $345K | 0.0% | 17,450 |
| AXIS CAP HLDGS LTD | $345K | 0.0% | 3,662 |
| UBERUber Technologies Inc | $342.4K | 0.0% | 4,998 |
| MCKMcKesson Corp | $342.4K | 0.0% | 401 |
| EQHEquitable Holdings Inc | $339.6K | 0.0% | 6,624 |
| HIGHartford Insurance Group Inc | $339.6K | 0.0% | 2,775 |
| THCTenet Healthcare Corp | $335.3K | 0.0% | 1,312 |
| CHDChurch & Dwight Co Inc | $335.2K | 0.0% | 3,558 |
| BBVABanco Bilbao Vizcaya Argentaria SA | $335.1K | 0.0% | 12,023 |
| BANK OF NY MELLON CORP | $333.7K | 0.0% | 2,307 |
| POOLPool Corp | $333.1K | 0.0% | 2,058 |
| DXCMDexcom Inc | $333.1K | 0.0% | 3,860 |
| SITESiteOne Landscape Supply Inc | $329.2K | 0.0% | 3,645 |
| VIGVanguard Div Appreciation ETF | $329K | 0.0% | 1,410 |
| VLYValley National Bancorp | $329K | 0.0% | 26,067 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $327.4K | 0.0% | 4,329 |
| SPOTIFY TECHNOLOGY S A | $326.1K | 0.0% | 669 |
| VLTOVeralto Corp | $323.1K | 0.0% | 3,426 |
| CIENCiena Corp | $322.6K | 0.0% | 917 |
| SPLVInvesco S&P 500 Low Volatility ETF | $322.2K | 0.0% | 4,570 |
| PHParker-Hannifin Corp | $322K | 0.0% | 337 |
| PODDInsulet Corp | $321.5K | 0.0% | 2,464 |
| WECWEC Energy Group Inc | $319.7K | 0.0% | 3,172 |
| TOLToll Brothers Inc | $318.4K | 0.0% | 2,363 |
| TMUST-Mobile US Inc | $316.2K | 0.0% | 1,939 |
| PPGPPG Industries Inc | $315.4K | 0.0% | 3,023 |
| CSXCSX Corp | $314.4K | 0.0% | 6,760 |
| GAPGap Inc | $311.6K | 0.0% | 13,642 |
| UFPIUFP Industries Inc | $311.4K | 0.0% | 4,033 |
| AITApplied Industrial Technologies Inc | $307.7K | 0.0% | 926 |
| INNOVATOR ETFS TRUST | $307K | 0.0% | 6,580 |
| VZVerizon Communications Inc | $306.6K | 0.0% | 6,685 |
| MMM3M Co | $305.6K | 0.0% | 1,862 |
| CMECME Group Inc | $304.7K | 0.0% | 1,163 |
| CHTRCharter Communications Inc | $304.2K | 0.0% | 2,743 |
| ELASTIC N V | $303.7K | 0.0% | 3,312 |
| PBProsperity Bancshares, Inc | $303.7K | 0.0% | 4,587 |
| VIGIVanguard International Dividend Appreciation ETF | $303.6K | 0.0% | 3,215 |
| EMREmerson Electric Co | $303.5K | 0.0% | 1,957 |
| KEYSKeysight Technologies Inc | $302.9K | 0.0% | 832 |
| CHIME FINL INC | $302.6K | 0.0% | 11,360 |
| TPRTapestry Inc | $301.7K | 0.0% | 2,623 |
| BJBJ's Wholesale Club Holdings Inc | $300.7K | 0.0% | 3,268 |
| OMCOmnicom Group Inc | $300.3K | 0.0% | 4,079 |
| CDNSCadence Design Systems Inc | $300.1K | 0.0% | 909 |
| SWKStanley Black & Decker Inc | $296.7K | 0.0% | 3,349 |
| APAMArtisan Partners Asset Management Inc | $296.3K | 0.0% | 8,202 |
| IJRiShares Core S&P Small-Cap ETF | $293.8K | 0.0% | 2,160 |
| DTEDTE Energy Co | $293.7K | 0.0% | 2,411 |
| WRBW. R. Berkley Corp | $292K | 0.0% | 4,324 |
| CRWVCoreWeave Inc | $289.3K | 0.0% | 3,321 |
| HUBSHubSpot Inc | $288.8K | 0.0% | 1,409 |
| BRKRBruker Corp | $287.8K | 0.0% | 4,445 |
| A2Z CUST2MATE SOLUTIONS CORP | $287.5K | 0.0% | 49,999 |
| SJMJ.M. Smucker Co | $287.3K | 0.0% | 2,416 |
| WALWestern Alliance Bancorp | $287.3K | 0.0% | 3,825 |
| SYFSynchrony Financial | $286.1K | 0.0% | 4,031 |
| IWDiShares Russell 1000 Value ETF | $285.1K | 0.0% | 1,150 |
| WESWestern Midstream Partners LP | $284K | 0.0% | 6,400 |
| IRIngersoll Rand Inc | $283.4K | 0.0% | 3,773 |
| EVERCORE INC | $279.4K | 0.0% | 1,085 |
| ELEstee Lauder Companies Inc | $275.6K | 0.0% | 2,971 |
| RGLDRoyal Gold Inc | $275.2K | 0.0% | 1,166 |
| KEYKeyCorp | $274.6K | 0.0% | 13,684 |
| REVOLUTION MEDICINES INC | $272.8K | 0.0% | 1,329 |
| IBPInstalled Building Products Inc | $272.7K | 0.0% | 1,421 |
| PGRProgressive Corp | $272K | 0.0% | 1,312 |
| VMCVulcan Materials Co | $271.5K | 0.0% | 1,110 |
| ANAutoNation Inc | $271.4K | 0.0% | 1,724 |
| MCDMcDonald's Corp | $270.9K | 0.0% | 1,173 |
| INGING Groep NV | $270.3K | 0.0% | 7,613 |
| ALNYAlnylam Pharmaceuticals Inc | $270.2K | 0.0% | 1,095 |
| AMKRAmkor Technology Inc | $268.3K | 0.0% | 5,122 |
| EXRExtra Space Storage Inc | $266.7K | 0.0% | 2,028 |
| ADPAutomatic Data Processing Inc | $266.3K | 0.0% | 1,032 |
| VUGVanguard Growth ETF | $266K | 0.0% | 2,952 |
| PRPermian Resources Corp | $263.2K | 0.0% | 12,464 |
| MORNMorningstar Inc | $262.8K | 0.0% | 1,383 |
| CARIS LIFE SCIENCES INC | $261.1K | 0.0% | 8,525 |
| LEALear Corp | $260.5K | 0.0% | 2,207 |
| BDXBecton Dickinson and Co | $260.4K | 0.0% | 1,455 |
| CPAYCorpay Inc | $260.4K | 0.0% | 670 |
| DPZDomino's Pizza Inc | $259.2K | 0.0% | 865 |
| CARNIVAL CORP LTD | $258.3K | 0.0% | 10,527 |
| IFFInternational Flavors & Fragrances Inc | $257.5K | 0.0% | 3,085 |
| HQYHealthequity Inc | $257.2K | 0.0% | 2,908 |
| DDDupont De Nemours Inc | $255.8K | 0.0% | 1,969 |
| MLMMartin Marietta Materials Inc | $255.7K | 0.0% | 533 |
| IBKRInteractive Brokers Group Inc | $254.3K | 0.0% | 2,977 |
| BABoeing Co | $253.6K | 0.0% | 1,363 |
| OVVOvintiv Inc | $251.6K | 0.0% | 4,351 |
| MASMasco Corp | $250.8K | 0.0% | 3,721 |
| TSNTyson Foods Inc | $250.2K | 0.0% | 4,951 |
| SPCXSpace Exploration Technologies Corp | $249.1K | 0.0% | 1,651 |
| ABERCROMBIE & FITCH CO | $248.9K | 0.0% | 1,848 |
| WMWaste Management Inc | $248.8K | 0.0% | 1,220 |
| ALGNAlign Technology Inc | $248.4K | 0.0% | 1,709 |
| NUENucor Corp | $248K | 0.0% | 1,061 |
| CHWYChewy Inc | $246.4K | 0.0% | 13,537 |
| NVRNVR Inc | $246.2K | 0.0% | 40 |
| PFGPrincipal Financial Group Inc | $245.6K | 0.0% | 2,194 |
| OMFOneMain Holdings Inc | $243K | 0.0% | 4,387 |
| BBAXJPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF | $242.7K | 0.0% | 3,934 |
| AON PLC | $242.5K | 0.0% | 876 |
| SOTERA HEALTH CO | $242.3K | 0.0% | 13,106 |
| GLGlobe Life Inc | $240.5K | 0.0% | 1,452 |
| SHWSherwin-Williams Co | $240.5K | 0.0% | 744 |
| 10X GENOMICS INC | $239.5K | 0.0% | 2,650 |
| CMGChipotle Mexican Grill Inc | $238.6K | 0.0% | 7,468 |
| ITGartner Inc | $237.7K | 0.0% | 1,274 |
| RSPInvesco S&P 500 Equal Weight ETF | $236.4K | 0.0% | 1,137 |
| DHID.R. Horton Inc | $236.1K | 0.0% | 1,728 |
| PCARPaccar Inc | $236.1K | 0.0% | 2,150 |
| BAXBaxter International Inc | $235.3K | 0.0% | 9,805 |
| CWCurtiss-Wright Corp | $234.4K | 0.0% | 431 |
| MKTXMarketaxess Holdings Inc | $234.2K | 0.0% | 1,429 |
| DTMDT Midstream Inc | $233K | 0.0% | 1,950 |
| NSCNorfolk Southern Corp | $232.7K | 0.0% | 753 |
Quarter ending 2026-09-30.
Follow Curated Wealth Partners LLC by email
Curated Wealth Partners LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.