Curat Global, LLC

Q2 2026 13F-HR Holdings

Location
Springfield, NH
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
251
Total value ($000)
$122,401
Net value change ($000)
+20,885 (20.6%)
New positions
5
Sold out positions
19
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 6,426 111.5%
XLB 3,789 632.6%
XLP 2,904 224.4%
XLF 1,654 154.9%
HBAN 1,328 2459.3%
ZION 1,169 4031.0%
TPR 820 102.2%
IJH 796 12.9%
KR 676 248.5%
ITOT 668 18.4%
Top Reduces (Value $000, Stocks/ETFs)
IJR -1,864 -33.6%
XLI -1,586 -56.3%
TXN -745 -75.8%
XLK -496 -6.2%
KLAC -468 -67.2%
CAH -327 -100.0%
RPMGX -285 -100.0%
RCL -274 -74.7%
GLW -272 -100.0%
LOW -271 -58.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type