Curat Global, LLC Top Holdings and 13F Report (2025)

About Curat Global, LLC

Investment Activity

Curat Global, LLC has $77.68 million in total holdings as of June 30, 2025.
Curat Global, LLC owns shares of 297 different stocks, but just 76 companies or ETFs make up 80% of its holdings.
Approximately 0.97% of the portfolio was purchased this quarter.
About 16.36% of the portfolio was sold this quarter.
This quarter, Curat Global, LLC has purchased 304 new stocks and bought additional shares in 22 stocks.
Curat Global, LLC sold shares of 55 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Technology Select Sector SPDR Fund: $4,081,055
iShares Core S&P Mid-Cap ETF: $2,730,741
Broadcom: $2,701,370
iShares Core S&P 500 ETF: $2,587,290
Applied Materials: $2,504,581

Largest New Holdings this Quarter

464287713 - iShares U.S. Telecommunications ETF: $22,484 Holding
31620R303 - Fidelity National Financial: $5,606 Holding
428103105 - Hess Midstream Partners: $5,199 Holding
98956P102 - Zimmer Biomet: $5,017 Holding

Largest Purchases this Quarter

Apple: 12,000 shares (about $352.83K)
iShares Core 1-5 Year USD Bond ETF: 1,269 shares (about $61.67K)
iShares Dow Jones U.S. ETF: 400 shares (about $60.35K)
Costco Wholesale: 60 shares (about $59.40K)
Duke Energy: 311 shares (about $36.69K)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF: 23,355 shares (about $2.55M)
Applied Materials: 8,000 shares (about $1.46M)
The Goldman Sachs Group: 1,393 shares (about $986.51K)
Williams-Sonoma: 6,000 shares (about $980.22K)
Broadcom: 3,000 shares (about $826.95K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
XLK Technology Select Sector SPDR Fund	$4,081,055	$214,486 ▼	-5.0%	16,116	5.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,730,741	$38,763 ▼	-1.4%	44,030	3.5%	ETF
AVGO Broadcom	$2,701,370	$826,950 ▼	-23.4%	9,800	3.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$2,587,290	$7,451 ▲	0.3%	4,167	3.3%	ETF
AMAT Applied Materials	$2,504,581	$1,464,560 ▼	-36.9%	13,681	3.2%	Computer and Technology
MSFT Microsoft	$2,427,361		0.0%	4,880	3.1%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$2,379,790	$2,552,468 ▼	-51.8%	21,775	3.1%	ETF
JCI Johnson Controls International	$1,578,491		0.0%	14,945	2.0%	Construction
XLY Consumer Discretionary Select Sector SPDR Fund	$1,477,409		0.0%	6,798	1.9%	Finance
AMGN Amgen	$1,272,639		0.0%	4,558	1.6%	Medical
XLF Financial Select Sector SPDR Fund	$1,067,143	$27,599 ▼	-2.5%	20,377	1.4%	ETF
K Kellanova	$1,046,217		0.0%	13,155	1.3%	Consumer Discretionary
XLV Health Care Select Sector SPDR Fund	$1,027,639	$29,384 ▼	-2.8%	7,624	1.3%	ETF
CSX CSX	$1,022,069	$652,600 ▼	-39.0%	31,323	1.3%	Transportation
TXN Texas Instruments	$957,128	$15,829 ▼	-1.6%	4,535	1.2%	Computer and Technology
MET MetLife	$917,351		0.0%	11,407	1.2%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$909,224	$337,195 ▼	-27.1%	6,733	1.2%	ETF
IBM International Business Machines	$875,791		0.0%	2,971	1.1%	Computer and Technology
XLP Consumer Staples Select Sector SPDR Fund	$853,753	$18,461 ▼	-2.1%	10,544	1.1%	ETF
ABBV AbbVie	$849,069	$371 ▲	0.0%	4,574	1.1%	Medical
CMI Cummins	$843,313		0.0%	2,575	1.1%	Auto/Tires/Trucks
APH Amphenol	$823,180		0.0%	8,336	1.1%	Computer and Technology
CVS CVS Health	$797,409		0.0%	11,560	1.0%	Medical
LLY Eli Lilly and Company	$790,875		0.0%	1,015	1.0%	Medical
PG Procter & Gamble	$782,261		0.0%	4,910	1.0%	Consumer Staples
JNJ Johnson & Johnson	$753,821		0.0%	4,935	1.0%	Medical
SBUX Starbucks	$748,617		0.0%	8,170	1.0%	Retail/Wholesale
GLW Corning	$731,001		0.0%	13,900	0.9%	Computer and Technology
LOW Lowe's Companies	$726,624	$18,194 ▼	-2.4%	3,195	0.9%	Retail/Wholesale
MRK Merck & Co., Inc.	$724,538		0.0%	9,153	0.9%	Medical
ADI Analog Devices	$719,772		0.0%	3,024	0.9%	Computer and Technology
PFE Pfizer	$684,659		0.0%	28,245	0.9%	Medical
AXP American Express	$682,617	$298,246 ▼	-30.4%	2,140	0.9%	Finance
PRU Prudential Financial	$659,682		0.0%	6,140	0.8%	Finance
META Meta Platforms	$635,495		0.0%	861	0.8%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$603,419		0.0%	7,115	0.8%	ETF
PEP PepsiCo	$564,694		0.0%	4,277	0.7%	Consumer Staples
GILD Gilead Sciences	$563,220		0.0%	5,080	0.7%	Medical
EWG iShares MSCI Germany ETF	$555,700		0.0%	13,134	0.7%	ETF
EWJ iShares MSCI Japan ETF	$555,153		0.0%	7,405	0.7%	ETF
CB Chubb	$540,328		0.0%	1,865	0.7%	Finance
SYY Sysco	$540,026		0.0%	7,130	0.7%	Consumer Staples
XLI Industrial Select Sector SPDR Fund	$536,973	$20,358 ▼	-3.7%	3,640	0.7%	ETF
EG Everest Group	$531,363	$12,571 ▼	-2.3%	1,564	0.7%	Finance
AFL Aflac	$530,253		0.0%	5,028	0.7%	Finance
WSM Williams-Sonoma	$490,110	$980,220 ▼	-66.7%	3,000	0.6%	Retail/Wholesale
PFG Principal Financial Group	$487,621		0.0%	6,139	0.6%	Finance
ON ON Semiconductor	$487,413		0.0%	9,300	0.6%	Computer and Technology
TPR Tapestry	$476,808		0.0%	5,430	0.6%	Retail/Wholesale
GS The Goldman Sachs Group	$475,903	$986,507 ▼	-67.5%	672	0.6%	Finance
WY Weyerhaeuser	$472,696		0.0%	18,400	0.6%	Construction
EPP iShares MSCI Pacific ex Japan ETF	$462,498		0.0%	9,368	0.6%	Finance
OMC Omnicom Group	$444,589		0.0%	6,180	0.6%	Business Services
ABT Abbott Laboratories	$426,391	$272,020 ▼	-38.9%	3,135	0.5%	Medical
KLAC KLA	$423,685	$98,531 ▼	-18.9%	473	0.5%	Computer and Technology
LAM RESEARCH CORP	$418,659		0.0%	4,301	0.5%	COM NEW
RCL Royal Caribbean Cruises	$418,042		0.0%	1,335	0.5%	Consumer Discretionary
T AT&T	$411,240	$3,762 ▲	0.9%	14,210	0.5%	Computer and Technology
BAC Bank of America	$411,211		0.0%	8,690	0.5%	Finance
AAPL Apple	$409,988	$352,830 ▲	617.3%	13,944	0.5%	Computer and Technology
EMR Emerson Electric	$404,390	$321,325 ▼	-44.3%	3,033	0.5%	Industrials
AMZN Amazon.com	$399,290		0.0%	1,820	0.5%	Retail/Wholesale
ITW Illinois Tool Works	$389,172		0.0%	1,574	0.5%	Industrials
QCOM QUALCOMM	$387,002		0.0%	2,430	0.5%	Computer and Technology
ORCL Oracle	$384,789		0.0%	1,760	0.5%	Computer and Technology
WMT Walmart	$381,929	$168,671 ▼	-30.6%	3,906	0.5%	Retail/Wholesale
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$376,835		0.0%	3,439	0.5%	Finance
CAH Cardinal Health	$373,183		0.0%	2,222	0.5%	Medical
TJX TJX Companies	$370,717	$537,182 ▼	-59.2%	3,002	0.5%	Retail/Wholesale
D Dominion Energy	$342,794		0.0%	6,065	0.4%	Utilities
NUE Nucor	$338,780	$51,821 ▼	-13.3%	2,615	0.4%	Basic Materials
INTC Intel	$316,422	$2,848 ▼	-0.9%	14,000	0.4%	Computer and Technology
ISTB iShares Core 1-5 Year USD Bond ETF	$313,076	$61,672 ▲	24.5%	6,442	0.4%	Manufacturing
COST Costco Wholesale	$311,831	$59,396 ▲	23.5%	315	0.4%	Retail/Wholesale
MDT Medtronic	$302,480		0.0%	3,470	0.4%	Medical
SWKS Skyworks Solutions	$301,284	$16,394 ▼	-5.2%	4,043	0.4%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$292,833	$9,718 ▼	-3.2%	3,586	0.4%	ETF
IPG Interpublic Group of Companies	$286,416		0.0%	11,700	0.4%	Business Services
UNP Union Pacific	$279,547		0.0%	1,215	0.4%	Transportation
DUK Duke Energy	$277,733	$36,693 ▲	15.2%	2,354	0.4%	Utilities
XLB Materials Select Sector SPDR Fund	$273,616	$15,630 ▼	-5.4%	3,116	0.4%	ETF
KR Kroger	$269,705	$27,682 ▼	-9.3%	3,410	0.3%	Retail/Wholesale
HCA HCA Healthcare	$268,170		0.0%	700	0.3%	Medical
LINDE PLC	$265,087		0.0%	565	0.3%	SHS
NVO Novo Nordisk A/S	$264,347		0.0%	3,830	0.3%	Medical
UPS United Parcel Service	$252,350		0.0%	2,500	0.3%	Transportation
CEG Constellation Energy	$240,456	$20,334 ▼	-7.8%	745	0.3%	Energy
ELV Elevance Health	$233,376		0.0%	600	0.3%	Medical
NSC Norfolk Southern	$231,653		0.0%	905	0.3%	Transportation
IYY iShares Dow Jones U.S. ETF	$218,767	$60,350 ▲	38.1%	1,450	0.3%	ETF
VMC Vulcan Materials	$204,744		0.0%	785	0.3%	Construction
COF Capital One Financial	$204,462	$280,630 ▼	-57.9%	961	0.3%	Finance
WSO Watsco	$203,145		0.0%	460	0.3%	Construction
ALL Allstate	$199,700	$106,695 ▼	-34.8%	992	0.3%	Finance
ISRG Intuitive Surgical	$195,628		0.0%	360	0.3%	Medical
UNF Unifirst	$194,431		0.0%	1,033	0.3%	Industrials
VZ Verizon Communications	$193,843		0.0%	4,480	0.2%	Computer and Technology
ORI Old Republic International	$192,200		0.0%	5,000	0.2%	Finance
MOH Molina Healthcare	$189,167		0.0%	635	0.2%	Medical
CMC Commercial Metals	$185,858		0.0%	3,800	0.2%	Basic Materials

Showing largest 100 holdings. View all holdings.

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Curat Global, LLC Top Holdings and 13F Report (2025)

About Curat Global, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Curat Global, LLC Top Holdings and 13F Report (2025)

About Curat Global, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCurat Global, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools