Curat Global, LLC Top Holdings and 13F Report (2025) About Curat Global, LLCInvestment ActivityCurat Global, LLC has $104.74 million in total holdings as of June 30, 2025.Curat Global, LLC owns shares of 297 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 21.65% of the portfolio was purchased this quarter.About 7.17% of the portfolio was sold this quarter.This quarter, Curat Global, LLC has purchased 304 new stocks and bought additional shares in 88 stocks.Curat Global, LLC sold shares of 37 stocks and completely divested from 11 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $7,412,042iShares Core S&P Mid-Cap ETF $5,514,818iShares Core S&P 500 ETF $5,078,728iShares Core S&P Small-Cap ETF $4,758,487Applied Materials $4,550,388 Largest New Holdings this Quarter 464287713 - iShares U.S. Telecommunications ETF $25,641 Holding31620R303 - Fidelity National Financial $5,606 Holding428103105 - Hess Midstream Partners $5,199 Holding98956P102 - Zimmer Biomet $5,017 Holding Largest Purchases this Quarter Technology Select Sector SPDR Fund 12,307 shares (about $3.12M)iShares Core S&P Mid-Cap ETF 44,265 shares (about $2.75M)iShares Core S&P 500 ETF 4,025 shares (about $2.50M)Industrial Select Sector SPDR Fund 14,101 shares (about $2.08M)iShares Core S&P Total U.S. Stock Market ETF 12,665 shares (about $1.71M) Largest Sales this Quarter The Goldman Sachs Group 1,255 shares (about $888.68K)Broadcom 3,000 shares (about $826.95K)Williams-Sonoma 4,000 shares (about $653.48K)CSX 18,815 shares (about $613.93K)TJX Companies 4,350 shares (about $537.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCurat Global, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLKTechnology Select Sector SPDR Fund$7,412,042$3,116,502 ▲72.6%29,2707.1%ETFIJHiShares Core S&P Mid-Cap ETF$5,514,818$2,745,315 ▲99.1%88,9205.3%ETFIVViShares Core S&P 500 ETF$5,078,728$2,499,007 ▲96.9%8,1804.8%ETFIJRiShares Core S&P Small-Cap ETF$4,758,487$173,771 ▼-3.5%43,5404.5%ETFAMATApplied Materials$4,550,388$581,247 ▲14.6%24,8564.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$2,956,638$1,710,245 ▲137.2%21,8952.8%ETFAVGOBroadcom$2,701,370$826,950 ▼-23.4%9,8002.6%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$2,637,510$2,080,179 ▲373.2%17,8792.5%ETFMSFTMicrosoft$2,472,128$44,767 ▲1.8%4,9702.4%Computer and TechnologyJCIJohnson Controls International$2,291,954$713,463 ▲45.2%21,7002.2%ConstructionXLYConsumer Discretionary Select Sector SPDR Fund$1,885,120$407,711 ▲27.6%8,6741.8%FinanceTXNTexas Instruments$1,860,275$903,147 ▲94.4%8,9601.8%Computer and TechnologyAMGNAmgen$1,709,603$436,964 ▲34.3%6,1231.6%MedicalIBMInternational Business Machines$1,669,044$793,253 ▲90.6%5,6621.6%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$1,439,288$382,265 ▲36.2%10,6781.4%ETFXLPConsumer Staples Select Sector SPDR Fund$1,264,352$392,139 ▲45.0%15,6151.2%ETFMETMetLife$1,217,398$300,047 ▲32.7%15,1381.2%FinanceKKellanova$1,205,277$159,060 ▲15.2%15,1551.2%Consumer DiscretionaryABBVAbbVie$1,196,735$348,050 ▲41.0%6,4471.1%MedicalXLFFinancial Select Sector SPDR Fund$1,132,658$37,916 ▲3.5%21,6281.1%ETFPGProcter & Gamble$1,093,572$311,311 ▲39.8%6,8641.0%Consumer StaplesCSXCSX$1,060,736$613,933 ▼-36.7%32,5081.0%TransportationJNJJohnson & Johnson$1,044,046$290,225 ▲38.5%6,8351.0%MedicalLOWLowe's Companies$992,868$266,244 ▲36.6%4,4750.9%Retail/WholesaleMRKMerck & Co., Inc.$964,709$240,168 ▲33.1%12,1870.9%MedicalPRUPrudential Financial$939,026$279,344 ▲42.3%8,7400.9%FinancePFEPfizer$861,805$177,146 ▲25.9%35,5530.8%MedicalXLEEnergy Select Sector SPDR Fund$847,757$244,337 ▲40.5%9,9960.8%ETFCMICummins$843,3130.0%2,5750.8%Auto/Tires/TrucksAPHAmphenol$823,1800.0%8,3360.8%Computer and TechnologyWSMWilliams-Sonoma$816,850$653,480 ▼-44.4%5,0000.8%Retail/WholesaleCVSCVS Health$813,964$16,555 ▲2.1%11,8000.8%MedicalLLYEli Lilly and Company$790,8750.0%1,0150.8%MedicalTPRTapestry$753,410$276,602 ▲58.0%8,5800.7%Retail/WholesaleSBUXStarbucks$748,6170.0%8,1700.7%Retail/WholesaleGLWCorning$731,0010.0%13,9000.7%Computer and TechnologyADIAnalog Devices$726,913$7,141 ▲1.0%3,0540.7%Computer and TechnologyAXPAmerican Express$682,617$298,246 ▼-30.4%2,1400.7%FinancePFGPrincipal Financial Group$669,118$181,497 ▲37.2%8,4240.6%FinanceSYYSysco$668,784$128,758 ▲23.8%8,8300.6%Consumer StaplesMETAMeta Platforms$635,4950.0%8610.6%Computer and TechnologyPEPPepsiCo$630,714$66,016 ▲11.7%4,7770.6%Consumer StaplesOMCOmnicom Group$588,469$143,880 ▲32.4%8,1800.6%Business ServicesGSThe Goldman Sachs Group$573,573$888,684 ▼-60.8%8100.5%FinanceGILDGilead Sciences$563,2200.0%5,0800.5%MedicalEWGiShares MSCI Germany ETF$562,681$6,981 ▲1.3%13,2990.5%ETFEWJiShares MSCI Japan ETF$559,051$3,898 ▲0.7%7,4570.5%ETFBACBank of America$549,622$138,411 ▲33.7%11,6150.5%FinanceCBChubb$540,3280.0%1,8650.5%FinanceEGEverest Group$538,160$5,776 ▼-1.1%1,5840.5%FinanceAFLAflac$530,2530.0%5,0280.5%FinanceONON Semiconductor$487,4130.0%9,3000.5%Computer and TechnologyWYWeyerhaeuser$476,806$4,110 ▲0.9%18,5600.5%ConstructionXLBMaterials Select Sector SPDR Fund$475,316$186,070 ▲64.3%5,4130.5%ETFEPPiShares MSCI Pacific ex Japan ETF$462,4980.0%9,3680.4%FinanceTAT&T$457,168$49,690 ▲12.2%15,7970.4%Computer and TechnologyAAPLApple$455,946$393,385 ▲628.8%14,1680.4%Computer and TechnologyLAM RESEARCH CORP$447,861$29,202 ▲7.0%4,6010.4%COM NEWEMREmerson Electric$435,056$290,660 ▼-40.1%3,2630.4%IndustrialsXLUUtilities Select Sector SPDR Fund$432,553$130,003 ▲43.0%5,2970.4%ETFABTAbbott Laboratories$426,391$272,020 ▼-38.9%3,1350.4%MedicalAMZNAmazon.com$425,617$26,327 ▲6.6%1,9400.4%Retail/WholesaleKLACKLA$423,685$98,531 ▼-18.9%4730.4%Computer and TechnologyRCLRoyal Caribbean Cruises$418,0420.0%1,3350.4%Consumer DiscretionaryLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$415,199$38,353 ▲10.2%3,7890.4%FinanceIPGInterpublic Group of Companies$402,451$116,035 ▲40.5%16,4400.4%Business ServicesQCOMQUALCOMM$393,372$6,370 ▲1.6%2,4700.4%Computer and TechnologyITWIllinois Tool Works$389,1720.0%1,5740.4%IndustrialsORCLOracle$384,7890.0%1,7600.4%Computer and TechnologyUNPUnion Pacific$381,933$102,386 ▲36.6%1,6600.4%TransportationWMTWalmart$381,929$168,671 ▼-30.6%3,9060.4%Retail/WholesaleCAHCardinal Health$373,1830.0%2,2220.4%MedicalTJXTJX Companies$370,717$537,182 ▼-59.2%3,0020.4%Retail/WholesaleNUENucor$345,257$45,343 ▼-11.6%2,6650.3%Basic MaterialsDDominion Energy$342,7940.0%6,0650.3%UtilitiesSWKSSkyworks Solutions$339,290$21,611 ▲6.8%4,5530.3%Computer and TechnologyINTCIntel$327,286$10,864 ▲3.4%14,6110.3%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$313,076$61,672 ▲24.5%6,4420.3%ManufacturingCOSTCostco Wholesale$311,831$59,396 ▲23.5%3150.3%Retail/WholesaleUPSUnited Parcel Service$302,820$50,470 ▲20.0%3,0000.3%TransportationMDTMedtronic$302,4800.0%3,4700.3%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$288,163$237,492 ▲468.7%6540.3%FinanceDUKDuke Energy$277,733$36,693 ▲15.2%2,3540.3%UtilitiesKRKroger$269,7050.0%3,7600.3%Retail/WholesaleHCAHCA Healthcare$268,1700.0%7000.3%MedicalLINDE PLC$265,0870.0%5650.3%SHSNVONovo Nordisk A/S$264,3470.0%3,8300.3%MedicalETREntergy$263,657$137,314 ▲108.7%3,1720.3%UtilitiesORIOld Republic International$261,392$69,192 ▲36.0%6,8000.2%FinanceNSCNorfolk Southern$258,530$26,877 ▲11.6%1,0100.2%TransportationVZVerizon Communications$248,363$54,519 ▲28.1%5,7400.2%Computer and TechnologyCEGConstellation Energy$240,456$20,334 ▼-7.8%7450.2%EnergyELVElevance Health$233,3760.0%6000.2%MedicalIYYiShares Dow Jones U.S. ETF$218,767$60,350 ▲38.1%1,4500.2%ETFVMCVulcan Materials$204,7440.0%7850.2%ConstructionCOFCapital One Financial$204,462$280,630 ▼-57.9%9610.2%FinanceWSOWatsco$203,1450.0%4600.2%ConstructionALLAllstate$199,700$106,695 ▼-34.8%9920.2%FinanceBMYBristol Myers Squibb$195,733$35,832 ▲22.4%4,2280.2%MedicalISRGIntuitive Surgical$195,6280.0%3600.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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