Curat Global, LLC — 13F Holdings & Portfolio
CIK 2063003 · latest 13F-HR filed 2026-04-21
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$101.5M
Long-equity book
Holdings
266
Distinct positions
Period
2026-03-31
Filed 2026-04-21
Q/Q Activity
+13 / −28 / ↑102 / ↓93
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.7M +41.5%
- APPLIED MATLS INC$1.6M +39.9%
- ISHARES TR$1.3M +30.0%
- ISHARES TR$1.2M +25.3%
- CSX CORP$818.4K +280.0%
Top Trims
- MICROSOFT CORP-$563.8K -23.5%
- METLIFE INC-$268.0K -47.8%
- ABBOTT LABS-$224.9K -57.3%
- BROADCOM INC-$193.9K -10.6%
- AMERICAN EXPRESS CO-$182.1K -23.0%
New Positions
- SPDR SERIES TRUST$490.2K
- T ROWE PRICE ETF INC$285.1K
- ROCHE HOLDINGS AG$79.6K
- CABOT CORP$75.3K
- GREENBRIER COS INC$57.9K
Exited Positions
- ISHARES TR$1.1M
- ISHARES TR$526.6K
- ISHARES TR$315.7K
- EASTMAN CHEM CO$76.6K
- REGENERON PHARMACEUTICALS$38.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $8.0M | 7.92% | 61,071 | SH |
| 2 | ISHARES TR | IJH | 464287507 | $6.2M | 6.06% | 91,134 | SH |
| 3 | ISHARES TR | IVV | 464287200 | $5.9M | 5.85% | 9,088 | SH |
| 4 | APPLIED MATLS INC | AMAT | 038222105 | $5.8M | 5.68% | 16,856 | SH |
| 5 | ISHARES TR | IJR | 464287804 | $5.5M | 5.47% | 44,646 | SH |
| 6 | ISHARES TR | ITOT | 464287150 | $3.6M | 3.58% | 25,333 | SH |
| 7 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $2.8M | 2.78% | 17,679 | SH |
| 8 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $2.0M | 2.01% | 18,748 | SH |
| 9 | JOHNSON CTLS INTL PLC | JCI | G51502105 | $1.9M | 1.90% | 14,700 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $1.8M | 1.81% | 4,970 | SH |
| 11 | BROADCOM INC | AVGO | 11135F101 | $1.6M | 1.62% | 5,300 | SH |
| 12 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $1.6M | 1.54% | 11,096 | SH |
| 13 | AMGEN INC | AMGN | 031162100 | $1.4M | 1.39% | 4,023 | SH |
| 14 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.4M | 1.35% | 5,662 | SH |
| 15 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $1.3M | 1.27% | 15,746 | SH |
| 16 | ABBVIE INC | ABBV | 00287Y109 | $1.3M | 1.24% | 5,767 | SH |
| 17 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $1.2M | 1.21% | 19,992 | SH |
| 18 | CSX CORP | CSX | 126408103 | $1.1M | 1.09% | 27,058 | SH |
| 19 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $1.1M | 1.05% | 21,628 | SH |
| 20 | AMPHENOL CORP NEW | APH | 032095101 | $1.1M | 1.04% | 8,336 | SH |
| 21 | PFIZER INC | PFE | 717081103 | $991.3K | 0.98% | 35,303 | SH |
| 22 | TEXAS INSTRS INC | TXN | 882508104 | $983.4K | 0.97% | 5,160 | SH |
| 23 | CUMMINS INC | CMI | 231021106 | $981.9K | 0.97% | 1,825 | SH |
| 24 | ANALOG DEVICES INC | ADI | 032654105 | $971.6K | 0.96% | 3,054 | SH |
| 25 | ELI LILLY & CO | LLY | 532457108 | $933.2K | 0.92% | 1,015 | SH |
| 26 | LAM RESEARCH CORP | LRCX | 512807306 | $919.0K | 0.91% | 4,301 | SH |
| 27 | MERCK & CO INC | MRK | 58933Y105 | $844.1K | 0.83% | 7,017 | SH |
| 28 | TAPESTRY INC | TPR | 876030107 | $801.5K | 0.79% | 5,680 | SH |
| 29 | CVS HEALTH CORP | CVS | 126650100 | $791.5K | 0.78% | 11,020 | SH |
| 30 | PRINCIPAL FINANCIAL GROUP IN | PFG | 74251V102 | $759.1K | 0.75% | 8,424 | SH |
| 31 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $749.1K | 0.74% | 15,842 | SH |
| 32 | PEPSICO INC | PEP | 713448108 | $741.8K | 0.73% | 4,777 | SH |
| 33 | GILEAD SCIENCES INC | GILD | 375558103 | $708.0K | 0.70% | 5,080 | SH |
| 34 | PROCTER AND GAMBLE CO | PG | 742718109 | $702.6K | 0.69% | 4,864 | SH |
| 35 | KLA CORP | KLAC | 482480100 | $696.5K | 0.69% | 473 | SH |
| 36 | ISHARES INC | EWJ | 46434G822 | $629.7K | 0.62% | 7,457 | SH |
| 37 | INTEL CORP | INTC | 458140100 | $618.1K | 0.61% | 13,926 | SH |
| 38 | AMERICAN EXPRESS CO | AXP | 025816109 | $609.5K | 0.60% | 2,015 | SH |
| 39 | CHUBB LIMITED | CB | H1467J104 | $607.9K | 0.60% | 1,865 | SH |
| 40 | SELECT SECTOR SPDR TR | XLB | 81369Y100 | $598.7K | 0.59% | 11,840 | SH |
| 41 | ON SEMICONDUCTOR CORP | ON | 682189105 | $575.9K | 0.57% | 9,300 | SH |
| 42 | BANK AMERICA CORP | BAC | 060505104 | $566.2K | 0.56% | 11,615 | SH |
| 43 | AFLAC INC | AFL | 001055102 | $551.6K | 0.54% | 5,028 | SH |
| 44 | APPLE INC | AAPL | 037833100 | $550.2K | 0.54% | 2,168 | SH |
| 45 | WILLIAMS SONOMA INC | WSM | 969904101 | $547.0K | 0.54% | 3,000 | SH |
| 46 | ISHARES INC | EWG | 464286806 | $527.6K | 0.52% | 13,299 | SH |
| 47 | SYSCO CORP | SYY | 871829107 | $515.7K | 0.51% | 7,230 | SH |
| 48 | ISHARES INC | EPP | 464286665 | $497.8K | 0.49% | 9,368 | SH |
| 49 | META PLATFORMS INC | META | 30303M102 | $492.6K | 0.49% | 861 | SH |
| 50 | SPDR SERIES TRUST | SPTM | 78464A805 | $490.2K | 0.48% | 6,200 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $101.5M | 266 | 0002063003-26-000002 |
| 2025-12-31 | 2026-02-06 | $90.0M | 282 | 0002063003-26-000001 |