Curat Global, LLC

Q1 2026 13F-HR Holdings

Location
Springfield, NH
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
265
Total value ($000)
$101,516
Net value change ($000)
+11,493 (12.8%)
New positions
13
Sold out positions
27
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 1,740 41.5%
AMAT 1,644 39.9%
IJR 1,280 30.0%
IJH 1,243 25.3%
CSX 819 280.5%
XLP 649 100.6%
XLV 635 68.8%
PFE 609 159.4%
XLE 564 85.3%
XLY 563 38.0%
Top Reduces (Value $000, Stocks/ETFs)
AGG -1,145 -100.0%
MSFT -564 -23.5%
LQD -527 -100.0%
ISTB -316 -100.0%
MET -268 -47.8%
ABT -225 -57.3%
AVGO -194 -10.6%
AXP -183 -23.1%
EG -176 -33.4%
DIA -173 -55.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type