Curat Global, LLC

Q3 2026 13F-HR Holdings

Location
Springfield, NH
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
256
Total value ($000)
$117,489
Net value change ($000)
-4,912 (-4.0%)
New positions
10
Sold out positions
5
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XLK 4,316 57.2%
IJR 2,388 64.8%
XLI 1,761 142.8%
TXN 1,151 483.6%
IVV 1,069 18.0%
MSFT 696 37.6%
KLAC 561 246.1%
INTC 403 32.8%
GLW 308 NEW
META 301 93.2%
Top Reduces (Value $000, Stocks/ETFs)
XLB -3,777 -86.1%
AMAT -3,567 -29.3%
XLP -2,907 -69.2%
XLF -1,567 -57.6%
HBAN -1,329 -96.2%
ZION -1,167 -97.4%
TPR -969 -59.7%
KR -728 -76.8%
IBM -645 -34.1%
TROW -438 -86.4%
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