CG
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Curat Global, LLC13F | |
Curat Global, LLC | |
Last update 2025-04-11 | 304 Stocks (0 new) |
Value $82.00 Mil | Turnover 0 % |
Curat Global, LLC Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IJR | iShares Core S&P Small-Cap ETF | 45,130 | 4,602.7 | 0% | 5.610 | 0% | 0.010 | +19.70% | -1.65% | 81,839.2 | ||
XLK | Technology Select Sector SPDR ETF | 16,963 | 3,502.5 | 0% | 4.270 | 0% | 0.010 | +39.50% | +12.92% | 82,594.5 | ||
AMAT | Applied Materials Inc | 21,681 | 3,146.3 | 0% | 3.830 | 0% | 0.000 | +43.34% | +19.76% | 155,492.1 | Semiconductors | |
IJH | iShares Core S&P Mid-Cap ETF | 44,655 | 2,605.6 | 0% | 3.180 | 0% | 0.000 | +18.79% | +2.46% | 97,246.3 | ||
IVV | iShares Core S&P 500 ETF | 4,155 | 2,334.7 | 0% | 2.850 | 0% | 0.000 | +23.05% | +8.27% | 637,295.7 | ||
AVGO | Broadcom Inc | 12,800 | 2,143.1 | 0% | 2.610 | 0% | 0.000 | +73.07% | +24.45% | 1,349,849.1 | Semiconductors | |
MSFT | Microsoft Corp | 4,880 | 1,831.9 | 0% | 2.230 | 0% | 0.000 | +41.96% | +21.19% | 3,782,272.9 | Software | |
CSX | CSX Corp | 51,323 | 1,510.4 | 0% | 1.840 | 0% | 0.000 | +26.42% | +8.01% | 64,941.3 | Transportation | |
WSM | Williams-Sonoma Inc | 9,000 | 1,422.9 | 0% | 1.730 | 0% | 0.010 | +24.85% | -6.33% | 21,090.5 | Retail - Cyclical | |
AMGN | Amgen Inc | 4,558 | 1,420.0 | 0% | 1.730 | 0% | 0.000 | +8.54% | +14.89% | 158,322.2 | Drug Manufacturers |
Curat Global, LLC's Historical Top Holdings Breakdowns
Curat Global, LLC Total Holding History ($B)
Curat Global, LLC's Asset Allocation
Curat Global, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Curat Global, LLC's Hypothetical Growth since 2025-03-31
Curat Global, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Curat Global, LLC's Holdings Heat Map
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Curat Global, LLC's Holdings Bubble Chart
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