CR

Curi RMB Capital, LLC

13F
Curi RMB Capital, LLC
Last update 2025-05-15 476 Stocks (55 new)
Value $4.05 Bil Turnover 10 %
Countries:
Top Holdings: MSFT(3.52%)AMZN(2.36%)JPM(2.24%)V(2.19%)SCHX(2.09%)
Summary Stock Picks Current Portfolio
Curi RMB Capital, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
379,937
142,624.6
+4.58%
3.520
+0.15%
0.010
+38.94%
+21.47%
3,790,969.0
Software
AMZN
Amazon.com Inc
504,052
95,900.9
+4.76%
2.360
+0.11%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
JPM
JPMorgan Chase & Co
369,564
90,654.1
-3.93%
2.240
-0.08%
0.010
+26.17%
+23.48%
800,897.6
Banks
V
Visa Inc
253,651
88,894.6
-9.68%
2.190
-0.20%
0.010
+6.07%
+10.81%
681,869.3
Credit Services
SCHX
Schwab U.S. Large-Cap ETF
3,838,149
84,746.3
+0.19%
2.090
0%
0.170
+19.93%
+7.89%
56,889.6
 
AAPL
Apple Inc
380,576
84,537.5
+25.05%
2.080
+0.42%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
TYL
Tyler Technologies Inc
103,939
60,429.4
-0.20%
1.490
0%
0.240
-1.02%
-2.13%
24,337.2
Software
IVV
iShares Core S&P 500 ETF
103,687
58,261.8
-16.59%
1.440
-0.28%
0.010
+19.67%
+7.80%
634,518.9
 
GOOGL
Alphabet Inc
368,805
57,032.0
+4.78%
1.410
+0.06%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
IEI
iShares 3-7 Year Treasury Bond ETF
452,838
53,496.0
+46.77%
1.320
+0.42%
0.330
+0.87%
+3.99%
15,676.4
 

Curi RMB Capital, LLC's Historical Top Holdings Breakdowns

Curi RMB Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.55%
●
81.83 ($82.24) 82.73
$82.53
0.35%
Reduce -36.96%
492,509
-288,802
JKHY
Jack Henry & Associates Inc
2025-03-31
Reduce
Reduce
-0.49%
●
166.47 ($174.54) 191.28
$178.64
2.35%
Reduce -90.24%
13,087
-120,936
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.43%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Reduce -25.24%
94,659
-31,955
AAPL
Apple Inc
2025-03-31
Add
Add
+0.42%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 25.05%
380,576
76,244
IEI
iShares 3-7 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.42%
●
114.57 ($116.45) 118.14
$118.13
1.44%
Add 46.77%
452,838
144,305
KRE
SPDR S&P Regional Banking ETF
2025-03-31
New Buy
New Buy
+0.41%
●
55.11 ($60.77) 65.5
$63.27
4.11%
New holding
293,826
293,826
RPM
RPM International Inc
2025-03-31
Reduce
Reduce
-0.34%
●
114.03 ($121.57) 128.31
$111.43
-8.34%
Reduce -88.24%
16,324
-122,478
MRVL
Marvell Technology Inc
2025-03-31
Reduce
Reduce
-0.33%
●
61.57 ($97.02) 126.06
$74.65
-23.06%
Reduce -96.4%
4,772
-127,701
CMCSA
Comcast Corp
2025-03-31
Add
Add
+0.29%
●
33.19 ($36.08) 38.23
$34.54
-4.27%
Add 99.83%
650,260
324,857
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.28%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Reduce -16.59%
103,687
-20,625

Curi RMB Capital, LLC Total Holding History ($B)

To

Curi RMB Capital, LLC's Asset Allocation

To

Curi RMB Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Curi RMB Capital, LLC's Hypothetical Growth since 2025-03-31

Curi RMB Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Curi RMB Capital, LLC's Holdings Heat Map

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Curi RMB Capital, LLC's Holdings Bubble Chart

Curi RMB Capital, LLC News

  • 1

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