Notify me when Curi Capital, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 699 | $5,445,869,903 | +$329,680,897 | -$379,646,359 | -$49,965,462 | MSFT, AAPL, NVDA, JPM, AMZN | 13F-HR | 13 Nov 2025, 12:35 |
| Q2 2025 | 659 | $5,266,842,137 | +$1,171,715,291 | -$220,138,590 | +$951,576,701 | MSFT, AMZN, AAPL, JPM, NVDA | 13F-HR | 14 Aug 2025, 11:47 |
| Q1 2025 | 476 | $4,055,068,198 | +$411,488,528 | -$538,643,000 | -$127,154,472 | MSFT, AMZN, JPM, V, SCHX | 13F-HR | 15 May 2025, 15:45 |
| Q4 2024 | 512 | $4,339,809,375 | +$459,924,159 | -$371,567,802 | +$88,356,357 | MSFT, AMZN, JPM, SCHX, V | 13F-HR | 13 Feb 2025, 13:04 |
| Q3 2024 | 539 | $4,403,938,106 | +$177,324,258 | -$213,349,517 | -$36,025,259 | MSFT, SCHX, AMZN, JPM, V | 13F-HR | 06 Nov 2024, 11:58 |
| Q2 2024 | 526 | $4,170,659,603 | +$153,599,528 | -$236,015,114 | -$82,415,586 | MSFT, AMZN, JPM, SCHX, V | 13F-HR | 13 Aug 2024, 12:06 |
| Q1 2024 | 560 | $4,282,128,666 | +$942,211,568 | -$126,541,373 | +$815,670,195 | MSFT, JPM, AMZN, V, SCHX | 13F-HR | 14 May 2024, 20:42 |
| Q4 2023 | 503 | $3,274,615,537 | +$108,279,692 | -$123,785,889 | -$15,506,197 | MSFT, V, AAPL, AMZN, JPM | 13F-HR | 14 Feb 2024, 16:16 |
| Q3 2023 | 497 | $2,923,484,823 | +$110,161,699 | -$123,604,010 | -$13,442,311 | MSFT, AAPL, V, JPM, AMZN | 13F-HR | 13 Nov 2023, 12:20 |
| Q2 2023 | 505 | $3,044,312,428 | +$160,339,524 | -$110,751,047 | +$49,588,477 | MSFT, AAPL, V, JPM, AMZN | 13F-HR | 11 Aug 2023, 10:04 |
| Q1 2023 | 481 | $2,862,714,224 | +$213,754,002 | -$222,484,841 | -$8,730,839 | MSFT, AAPL, V, JPM, SNPS | 13F-HR | 11 May 2023, 16:55 |
| Q4 2022 | 463 | $2,747,817,784 | +$213,210,899 | -$293,264,691 | -$80,053,792 | DHR, MSFT, JPM, V, SPY | 13F-HR | 14 Feb 2023, 15:36 |
| Q3 2022 | 465 | $2,684,449,000 | +$190,346,989 | -$207,188,165 | -$16,841,176 | DHR, MSFT, AAPL, V, DG | 13F-HR | 14 Nov 2022, 14:08 |
| Q2 2022 | 466 | $2,905,676,000 | $0 | $0 | $0 | SCHD, MSFT, DHR, V, AAPL | New Holdings | 16 Aug 2022, 16:11 |
| Q2 2022 | 467 | $2,905,876,000 | +$449,952,573 | -$247,276,899 | +$202,675,674 | SCHD, MSFT, DHR, V, AAPL | 13F-HR | 01 Aug 2022, 10:29 |
| Q1 2022 | 435 | $3,163,297,000 | +$257,068,989 | -$161,372,232 | +$95,696,757 | MSFT, DHR, V, AAPL, GOOGL | 13F-HR | 06 May 2022, 16:47 |
| Q4 2021 | 453 | $3,314,747,000 | +$114,190,388 | -$114,796,953 | -$606,565 | MSFT, DHR, EW, V, AAPL | 13F-HR | 26 Jan 2022, 09:00 |
| Q3 2021 | 441 | $3,045,747,000 | +$121,162,114 | -$87,783,726 | +$33,378,388 | DHR, MSFT, V, JPM, EW | 13F-HR | 20 Oct 2021, 15:23 |
| Q2 2021 | 463 | $2,989,669,000 | +$164,893,788 | -$76,792,850 | +$88,100,938 | DHR, V, MSFT, SPY, JPM | 13F-HR | 13 Aug 2021, 09:45 |
| Q1 2021 | 451 | $2,704,906,000 | +$155,161,176 | -$336,332,028 | -$181,170,852 | V, DHR, JPM, MSFT, PTC | 13F-HR | 11 May 2021, 17:52 |
| Q4 2020 | 578 | $2,732,177,000 | +$277,541,983 | -$246,447,032 | +$31,094,951 | V, DHR, PTC, EW, MSFT | 13F-HR | 10 Feb 2021, 21:55 |
| Q3 2020 | 601 | $2,307,342,000 | +$190,435,318 | -$194,295,405 | -$3,860,087 | V, DHR, MSFT, PTC, AAPL | 13F-HR | 10 Nov 2020, 17:13 |
| Q2 2020 | 592 | $2,211,788,000 | +$196,063,750 | -$294,236,633 | -$98,172,883 | V, DHR, MSFT, AAPL, INFO | 13F-HR | 05 Aug 2020, 16:29 |
| Q1 2020 | 642 | $1,947,965,000 | +$339,899,792 | -$550,230,593 | -$210,330,801 | V, DHR, MSFT, STE, JKHY | 13F-HR | 11 May 2020, 10:56 |
| Q4 2019 | 632 | $2,772,375,000 | +$182,358,035 | -$393,392,106 | -$211,034,071 | V, SPY, INFO, DHR, AAPL | 13F-HR | 13 Feb 2020, 17:09 |
| Q3 2019 | 680 | $2,779,309,000 | +$255,293,891 | -$360,189,168 | -$104,895,277 | SPY, V, DHR, INFO, MSFT | 13F-HR | 12 Nov 2019, 09:46 |
| Q2 2019 | 703 | $2,878,302,000 | +$221,337,082 | -$451,887,889 | -$230,550,807 | V, SPY, DHR, COO, STE | 13F-HR | 13 Aug 2019, 17:17 |
| Q1 2019 | 744 | $2,987,967,000 | +$313,058,716 | -$591,276,957 | -$278,218,241 | V, SPY, AAPL, DHR, SSNC | 13F-HR | 15 May 2019, 16:01 |
| Q4 2018 | 857 | $2,938,328,000 | +$522,068,174 | -$433,188,817 | +$88,879,357 | V, SPY, FBK, LION, AAPL | 13F-HR | 13 Feb 2019, 16:41 |
| Q3 2018 | 852 | $3,370,962,000 | +$327,117,110 | -$325,976,404 | +$1,140,706 | SPY, AAPL, V, SERV, FBK | 13F-HR | 14 Nov 2018, 09:43 |
| Q2 2018 | 865 | $3,270,225,000 | +$485,719,883 | -$607,238,704 | -$121,518,821 | SPY, FBK, SERV, V, AAPL | 13F-HR | 13 Aug 2018, 14:35 |
| Q1 2018 | 2 | $616,000 | $0 | $0 | $0 | New Holdings | 13 Aug 2018, 14:30 | |
| Q1 2018 | 859 | $3,257,287,000 | +$522,816,992 | -$502,363,883 | +$20,453,109 | AAPL, V, SERV, IBTX, SPY | 13F-HR | 14 May 2018, 17:21 |
| Q4 2017 | 859 | $3,214,689,000 | +$672,467,962 | -$624,840,478 | +$47,627,484 | AAPL, V, SERV, JPM, PCLN | 13F-HR | 14 Feb 2018, 09:45 |
| Q3 2017 | 670 | $3,059,499,000 | +$334,378,713 | -$401,914,870 | -$67,536,157 | AAPL, FRCB, V, EOG, MSFT | 13F-HR | 14 Nov 2017, 09:14 |
| Q2 2017 | 692 | $2,991,249,000 | +$1,419,075,735 | -$348,063,420 | +$1,071,012,315 | AAPL, FRCB, V, PCLN, GOOGL | 13F-HR | 14 Aug 2017, 09:04 |
| Q1 2017 | 523 | $1,878,557,000 | +$465,591,622 | -$232,860,470 | +$232,731,152 | AAPL, PCLN, COO, V, CTSH | 13F-HR | 12 May 2017, 16:43 |
| Q4 2016 | 440 | $1,565,351,000 | +$352,991,080 | -$359,922,220 | -$6,931,140 | AAPL, PCLN, CTSH, COO, GOOG | Restatement | 10 Mar 2017, 13:18 |
| Q3 2016 | 403 | $1,475,749,000 | +$300,442,662 | -$274,089,036 | +$26,353,626 | COO, PCLN, JOF, V, CWST | Restatement | 17 Nov 2016, 10:01 |
| Q2 2016 | 415 | $1,367,866,000 | +$221,388,626 | -$229,175,158 | -$7,786,532 | CWST, COO, JOF, DHR, PCLN | 13F-HR | 03 Aug 2016, 11:17 |
| Q1 2016 | 370 | $1,346,657,000 | +$294,295,621 | -$321,816,672 | -$27,521,051 | COO, YDKN, JOF, DHR, CWST | 13F-HR | 09 May 2016, 12:22 |
| Q4 2015 | 418 | $1,373,188,000 | +$264,176,824 | -$443,737,078 | -$179,560,254 | DHR, JOF, ANSS, COO, NEO | 13F-HR | 12 Feb 2016, 13:23 |
| Q3 2015 | 456 | $1,506,475,000 | +$375,797,970 | -$296,943,281 | +$78,854,689 | DHR, JOF, ANSS, LBYYQ, TJX | 13F-HR | 12 Nov 2015, 10:18 |
| Q2 2015 | 467 | $1,535,060,000 | +$246,546,730 | -$1,172,949,078 | -$926,402,348 | DHR, JOF, LBYYQ, DISCK, ANSS | 13F-HR | 13 Aug 2015, 10:31 |
| Q1 2015 | 517 | $1,659,369,000 | +$332,444,542 | -$331,511,196 | +$933,346 | LBYYQ, DXJ, DHR, JOF, TJX | 13F-HR | 12 May 2015, 10:42 |
| Q4 2014 | 436 | $1,641,703,000 | +$234,414,364 | -$269,443,932 | -$35,029,568 | DHR, DXJ, LBYYQ, HOG, SNI | 13F-HR | 11 Feb 2015, 16:16 |
| Q3 2014 | 442 | $1,635,414,000 | +$313,018,479 | -$196,929,936 | +$116,088,543 | DXJ, DHR, TJX, VRTS, LBYYQ | 13F-HR | 13 Nov 2014, 09:52 |
| Q2 2014 | 428 | $1,581,813,000 | +$246,506,993 | -$157,382,287 | +$89,124,706 | VRTS, DHR, HOG, TJX, SNI | 13F-HR | 11 Aug 2014, 10:15 |
| Q1 2014 | 378 | $1,452,230,000 | +$194,962,211 | -$176,430,153 | +$18,532,058 | VRTS, HOG, EMC, DHR, LBYYQ | 13F-HR | 12 May 2014, 14:34 |
| Q4 2013 | 387 | $1,442,702,000 | $0 | $0 | $0 | HOG, VRTS, DHR, GOOGL, SNI | 13F-HR | 10 Feb 2014, 15:01 |