Curat Global, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Curat Global, LLC reported 251 stock positions worth $122.4 million. Its top holding was Applied Materials (AMAT) at 10.0% of the portfolio, followed by SS Technology Select Sector (XLK, 6.2%) and iShares Core S&P Midcap ETF (IJH, 5.7%). Compared with Q1 2026, it opened 2 new positions, sold out of 17, added to 50 and reduced 85. The biggest buy was SS Materials Select Sector (XLB, shares +151%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, NH
- CIK
- 0002063003
- Portfolio Value
- $122.4M (Q2 2026)
- SEC Filing
- 0002063003-26-000003 ↗ filed Jul 22, 2026
Holdings Value
Holdings 251 stocks · $122.4M
| AMAT Applied Materials Inc. | 9.96% | 14,756 | $12.2M | Reduce -12.5% |
| XLK SS Technology Select Sector | 6.17% | 34,014 | $7.5M | Reduce -44.3% |
| IJH iShares Core S&P Midcap ETF | 5.68% | 64,233 | $6.9M | Reduce -29.5% |
| IVV iShares Core S&P 500 ETF | 4.85% | 9,487 | $5.9M | Add +4.4% |
| XLB SS Materials Select Sector | 3.59% | 29,690 | $4.4M | Add +150.8% |
| ITOT iShares Core S&P Total U.S. | 3.51% | 26,494 | $4.3M | Add +4.6% |
| XLP SS Consumer Staples Sel Sect | 3.43% | 53,394 | $4.2M | Add +239.1% |
| IJR iShares Core S&P Small-Cap E | 3.01% | 25,727 | $3.7M | Reduce -42.4% |
| XLF SS Financial Select Sector | 2.22% | 21,442 | $2.7M | Reduce -0.9% |
| JCI Johnson Controls Internation | 1.95% | 9,495 | $2.4M | Reduce -35.4% |
| XLY SS Consumer Disc Select Sect | 1.67% | 19,526 | $2.0M | Add +4.2% |
| AVGO Broadcom Inc. | 1.64% | 5,300 | $2.0M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.54% | 9,567 | $1.9M | Add +69.0% |
| MSFT Microsoft Corp. | 1.51% | 4,970 | $1.9M | No change |
| XLV SS Health Care Select Sector | 1.48% | 11,478 | $1.8M | Add +3.4% |
| CSX CSX Corp. | 1.36% | 30,123 | $1.7M | Add +11.3% |
| TPR Tapestry Inc. | 1.33% | 6,105 | $1.6M | Add +7.5% |
| APH Amphenol Corp. Class A | 1.20% | 8,336 | $1.5M | No change |
| ABBV Abbvie Inc. | 1.18% | 5,380 | $1.4M | Reduce -6.7% |
| XLE SS Energy Select Sector | 1.17% | 24,604 | $1.4M | Add +23.1% |
| HBAN Huntington Bancshares Inc. | 1.13% | 11,641 | $1.4M | Add +238.2% |
| AMGN Amgen Inc. | 1.10% | 3,403 | $1.3M | Reduce -15.4% |
| CMI Cummins Inc. | 1.06% | 1,825 | $1.3M | No change |
| XLI SS Industrial Select Sector | 1.01% | 8,779 | $1.2M | Reduce -50.3% |
| INTC Intel Corp. | 1.00% | 3,831 | $1.2M | Reduce -72.5% |
| LLY Eli Lilly & Co. | 0.99% | 1,015 | $1.2M | No change |
| ZION Zions Bancorp NA | 0.98% | 1,600 | $1.2M | Add +220.0% |
| LRCX Lam Research Corp. | 0.98% | 3,201 | $1.2M | Reduce -25.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.86% | 17,957 | $1.1M | Add +13.3% |
| ADI Analog Devices Inc. | 0.83% | 2,054 | $1.0M | Reduce -32.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.80% | 10,850 | $985K | Add +75.0% |
| KR Kroger Co. | 0.77% | 3,460 | $948K | Reduce -8.0% |
| PFG Principal Financial Group | 0.74% | 7,239 | $907K | Reduce -14.1% |
| ON On Semiconductor | 0.72% | 9,300 | $879K | No change |
| PFE Pfizer Inc. | 0.64% | 28,763 | $788K | Reduce -18.5% |
| MRK Merck & Co. Inc. | 0.61% | 4,752 | $752K | Reduce -32.3% |
| PG The Procter & Gamble Co. | 0.61% | 5,354 | $749K | Add +10.1% |
| PEP Pepsico Inc. | 0.60% | 10,097 | $735K | Add +111.4% |
| AXP American Express Co. | 0.55% | 1,705 | $679K | Reduce -15.4% |
| EWG iShares MSCI Germany ETF | 0.55% | 9,273 | $673K | Reduce -30.3% |
| BAC Bank of America Corp. | 0.54% | 11,615 | $662K | No change |
| CVS CVS Health Corp. | 0.52% | 4,449 | $638K | Reduce -59.6% |
| AAPL Apple Inc. | 0.49% | 2,168 | $603K | No change |
| AFL Aflac Inc. | 0.48% | 5,028 | $587K | No change |
| NUE Nucor Corp. | 0.47% | 3,406 | $571K | Add +27.8% |
| EMR Emerson Electric Co. | 0.46% | 3,175 | $564K | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.45% | 3,552 | $550K | Add +18.3% |
| SYY Sysco Corp. | 0.43% | 4,287 | $532K | Reduce -40.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.41% | 3,458 | $507K | Add +424.7% |
| WSM Williams-Sonoma Inc. | 0.41% | 900 | $501K | Reduce -70.0% |
| EPP iShares MSCI Pacific Ex Japa | 0.41% | 6,173 | $499K | Reduce -34.1% |
| EWJ iShares MSCI Japan ETF | 0.40% | 6,328 | $490K | Reduce -15.1% |
| GILD Gilead Sciences Inc. | 0.38% | 2,088 | $466K | Reduce -58.9% |
| ORI Old Republic Intl Corp. | 0.37% | 7,782 | $458K | Add +14.4% |
| CB Chubb Ltd. | 0.37% | 1,253 | $458K | Reduce -32.8% |
| WY Weyerhaeuser Co. | 0.36% | 9,560 | $438K | Reduce -48.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.36% | 4,539 | $436K | Reduce -2.2% |
| RGA Reinsurance Group of America | 0.36% | 1,369 | $435K | Add +399.6% |
| ITW Illinois Tool Works | 0.35% | 729 | $426K | Reduce -53.7% |
| MATX Matson Inc. | 0.33% | 2,830 | $410K | Add +352.8% |
| AMZN Amazon.com Inc. | 0.33% | 1,740 | $408K | No change |
| XLC SS Comm Select Sector SPDR | 0.33% | 3,492 | $407K | Reduce -7.9% |
| WMT Walmart Inc. | 0.32% | 2,606 | $392K | Reduce -33.3% |
| D Dominion Energy Inc. | 0.32% | 3,600 | $388K | Reduce -40.6% |
| EG Everest Group Ltd. | 0.31% | 835 | $379K | Reduce -22.3% |
| IYY iShares Dow Jones U.S. ETF | 0.29% | 1,198 | $355K | Reduce -38.5% |
| SWKS Skyworks Solutions Inc. | 0.28% | 4,603 | $348K | Add +1.1% |
| MET Metlife Inc. | 0.28% | 1,854 | $343K | Reduce -55.2% |
| META Meta Platforms Inc. Class A | 0.26% | 911 | $323K | Add +5.8% |
| OMC Omnicom Group | 0.26% | 1,953 | $318K | Reduce -65.3% |
| GNRC Generac Holdings Inc. | 0.26% | 2,500 | $316K | Add +3025.0% |
| T AT&T Inc. | 0.26% | 10,927 | $314K | Reduce -28.2% |
| PPG PPG Industries Inc. | 0.25% | 2,642 | $307K | Add +231.1% |
| GS Goldman Sachs Group Inc. | 0.25% | 1,454 | $301K | Add +267.2% |
| DUK Duke Energy Corp. | 0.24% | 1,666 | $299K | Reduce -29.5% |
| WU Western Union Co. | 0.24% | 15,320 | $293K | Add +39.6% |
| QCOM Qualcomm Inc. | 0.23% | 1,100 | $287K | Reduce -44.1% |
| LIN Linde PLC | 0.23% | 1,730 | $281K | Add +206.2% |
| PRU Prudential Financial Inc. | 0.21% | 1,832 | $258K | Reduce -61.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 4,584 | $238K | Add +71.7% |
| TXN Texas Instruments Inc. | 0.19% | 1,960 | $238K | Reduce -62.0% |
| WTS Watts Water Technologies-A | 0.19% | 600 | $235K | No change |
| NSC Norfolk Southern Corp. | 0.19% | 616 | $234K | Add +11.0% |
| VMC Vulcan Materials Co. | 0.19% | 785 | $232K | No change |
| KLAC KLA Corp. | 0.19% | 2,368 | $228K | Reduce -49.9% |
| UNF Unifirst Corp. | 0.18% | 838 | $225K | Reduce -13.9% |
| ETR Entergy Corp. | 0.18% | 2,520 | $221K | Reduce -20.6% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 2,723 | $220K | Reduce -28.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.17% | 270 | $210K | Reduce -71.9% |
| ALL Allstate Corp. | 0.16% | 862 | $202K | No change |
| HCA HCA Healthcare Inc. | 0.16% | 1,841 | $201K | Add +183.2% |
| ADM Archer-Daniels-Midland Co. | 0.16% | 2,615 | $200K | No change |
| UNM Unum Group | 0.16% | 2,195 | $196K | No change |
| LOW Lowe's Cos Inc. | 0.16% | 405 | $196K | Reduce -79.5% |
| DHR Danaher Corp. | 0.16% | 1,972 | $192K | Add +220.7% |
| UPS United Parcel Service Class B | 0.16% | 1,200 | $192K | Reduce -33.3% |
| TFC Truist Financial Corp. | 0.15% | 1,335 | $186K | Reduce -45.4% |
| VZ Verizon Communications Inc. | 0.15% | 4,002 | $185K | Reduce -25.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.15% | 3,830 | $184K | No change |
| COST Costco Wholesale Corp. | 0.15% | 189 | $179K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| IJR iShares Core S&P Small-Cap E | Reduce -42.4% | 3.01% | −2.46 |
| XLI SS Industrial Select Sector | Reduce -50.3% | 1.01% | −1.77 |
| XLK SS Technology Select Sector | Reduce -44.3% | 6.17% | −1.76 |
| TXN Texas Instruments Inc. | Reduce -62.0% | 0.19% | −0.77 |
| KLAC KLA Corp. | Reduce -49.9% | 0.19% | −0.50 |
| IJH iShares Core S&P Midcap ETF | Reduce -29.5% | 5.68% | −0.38 |
| PFE Pfizer Inc. | Reduce -18.5% | 0.64% | −0.33 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.32 |
| GILD Gilead Sciences Inc. | Reduce -58.9% | 0.38% | −0.32 |
| LOW Lowe's Cos Inc. | Reduce -79.5% | 0.16% | −0.30 |
| AMGN Amgen Inc. | Reduce -15.4% | 1.10% | −0.29 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -25.1% | 0.08% | −0.29 |
| RPMGX T Rowe PR Mid Cap Grow-Inv | Sold out | 0.00% | −0.28 |
| GLW Corning Inc. | Sold out | 0.00% | −0.27 |
| CVS CVS Health Corp. | Reduce -59.6% | 0.52% | −0.26 |
| PRU Prudential Financial Inc. | Reduce -61.4% | 0.21% | −0.25 |
| PAHC Phibro Animal Health Corp. Class A | Reduce -38.6% | 0.13% | −0.24 |
| CB Chubb Ltd. | Reduce -32.8% | 0.37% | −0.22 |
| EWJ iShares MSCI Japan ETF | Reduce -15.1% | 0.40% | −0.22 |
| MRK Merck & Co. Inc. | Reduce -32.3% | 0.61% | −0.22 |
| T AT&T Inc. | Reduce -28.2% | 0.26% | −0.18 |
| ETR Entergy Corp. | Reduce -20.6% | 0.18% | −0.17 |
| ORCL Oracle Corp. | Reduce -54.7% | 0.06% | −0.17 |
| MDT Medtronic PLC | Reduce -9.2% | 0.13% | −0.16 |
| OMC Omnicom Group | Reduce -65.3% | 0.26% | −0.16 |
| WMT Walmart Inc. | Reduce -33.3% | 0.32% | −0.16 |
| WSM Williams-Sonoma Inc. | Reduce -70.0% | 0.41% | −0.13 |
| ADI Analog Devices Inc. | Reduce -32.7% | 0.83% | −0.13 |
| VZ Verizon Communications Inc. | Reduce -25.9% | 0.15% | −0.12 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −0.11 |
| WY Weyerhaeuser Co. | Reduce -48.5% | 0.36% | −0.09 |
| EPP iShares MSCI Pacific Ex Japa | Reduce -34.1% | 0.41% | −0.08 |
| XLC SS Comm Select Sector SPDR | Reduce -7.9% | 0.33% | −0.08 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Sold out | 0.00% | −0.08 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.08 |
| MAS Masco Corp. | Sold out | 0.00% | −0.08 |
| SYY Sysco Corp. | Reduce -40.7% | 0.43% | −0.07 |
| UNP Union Pacific Corp. | Reduce -2.3% | 0.13% | −0.07 |
| EXC Exelon Corp. | Reduce -37.8% | 0.10% | −0.06 |
| DUK Duke Energy Corp. | Reduce -29.5% | 0.24% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.2% | 0.36% | −0.06 |
| UNF Unifirst Corp. | Reduce -13.9% | 0.18% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -42.0% | 0.03% | −0.06 |
| CSGS CSG Systems Intl Inc. | Reduce -14.6% | 0.04% | −0.06 |
| ABBV Abbvie Inc. | Reduce -6.7% | 1.18% | −0.06 |
| ITW Illinois Tool Works | Reduce -53.7% | 0.35% | −0.06 |
| D Dominion Energy Inc. | Reduce -40.6% | 0.32% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -28.8% | 0.18% | −0.05 |
| AXP American Express Co. | Reduce -15.4% | 0.55% | −0.05 |
| SNDK Sandisk LLC | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| XLB SS Materials Select Sector | Add +150.8% | 3.59% | +3.00 |
| XLP SS Consumer Staples Sel Sect | Add +239.1% | 3.43% | +2.15 |
| HBAN Huntington Bancshares Inc. | Add +238.2% | 1.13% | +1.08 |
| ZION Zions Bancorp NA | Add +220.0% | 0.98% | +0.95 |
| TPR Tapestry Inc. | Add +7.5% | 1.33% | +0.54 |
| TROW T Rowe Price Group Inc. | Add +424.7% | 0.41% | +0.36 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +75.0% | 0.80% | +0.32 |
| RGA Reinsurance Group of America | Add +399.6% | 0.36% | +0.30 |
| CSX CSX Corp. | Add +11.3% | 1.36% | +0.26 |
| GNRC Generac Holdings Inc. | Add +3025.0% | 0.26% | +0.24 |
| MATX Matson Inc. | Add +352.8% | 0.33% | +0.23 |
| IBM Intl Business Machines Corp. | Add +69.0% | 1.54% | +0.19 |
| PPG PPG Industries Inc. | Add +231.1% | 0.25% | +0.17 |
| WU Western Union Co. | Add +39.6% | 0.24% | +0.15 |
| SNDK Sandisk Corp. | New | 0.14% | +0.14 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +13.3% | 0.86% | +0.13 |
| ORI Old Republic Intl Corp. | Add +14.4% | 0.37% | +0.11 |
| GIL Gildan Activewear Inc. | Add +19.5% | 0.11% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +17.6% | 0.11% | +0.06 |
| EMR Emerson Electric Co. | Add +0.4% | 0.46% | +0.05 |
| MOH Molina Healthcare Inc. | Add +139.0% | 0.12% | +0.05 |
| SWKS Skyworks Solutions Inc. | Add +1.1% | 0.28% | +0.04 |
| DHR Danaher Corp. | Add +220.7% | 0.16% | +0.04 |
| VLTO Veralto Corp. | Add +693.3% | 0.06% | +0.04 |
| QRVO Qorvo Inc. | Add +23.3% | 0.07% | +0.04 |
| NSC Norfolk Southern Corp. | Add +11.0% | 0.19% | +0.03 |
| NUE Nucor Corp. | Add +27.8% | 0.47% | +0.02 |
| OTIS Otis Worldwide Corp. | Add +106.0% | 0.04% | +0.02 |
| EFA iShares MSCI Eafe ETF | New | 0.01% | +0.01 |
| ENB Enbridge Inc. | Add +0.9% | 0.00% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.03% | −0.00 |
| ARCC Ares Capital Corp. | Add +2.7% | 0.01% | −0.00 |
| WBS Webster Financial Corp. | Add +841.2% | 0.03% | −0.00 |
| TSN Tyson Foods Inc. Class A | Add +0.4% | 0.02% | −0.01 |
| DOW Dow Inc. | Add +1.0% | 0.01% | −0.01 |
| LECO Lincoln Electric Holdings | Add +0.2% | 0.13% | −0.02 |
| JKHY Jack Henry & Associates Inc. | Add +0.2% | 0.06% | −0.02 |
| TJX TJX Companies Inc. | Add +18.3% | 0.45% | −0.02 |
| XLE SS Energy Select Sector | Add +23.1% | 1.17% | −0.04 |
| TOL Toll Brothers Inc. | Add +107.9% | 0.07% | −0.04 |
| PCAR Paccar Inc. | Add +35.9% | 0.11% | −0.04 |
| LIN Linde PLC | Add +206.2% | 0.23% | −0.05 |
| XLV SS Health Care Select Sector | Add +3.4% | 1.48% | −0.06 |
| DIS The Walt Disney Co. | Add +71.7% | 0.19% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Add +4.6% | 3.51% | −0.06 |
| PG The Procter & Gamble Co. | Add +10.1% | 0.61% | −0.08 |
| GS Goldman Sachs Group Inc. | Add +267.2% | 0.25% | −0.08 |
| PEP Pepsico Inc. | Add +111.4% | 0.60% | −0.13 |
| HCA HCA Healthcare Inc. | Add +183.2% | 0.16% | −0.14 |
| META Meta Platforms Inc. Class A | Add +5.8% | 0.26% | −0.22 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 251 | $122.4M | AMAT, XLK, IJH, IVV, XLB |
| Q1 2026 | 265 | $101.5M | XLK, IJH, IVV, AMAT, IJR |
| Q4 2025 | 279 | $90.0M | XLK, IJH, IJR, IVV, AMAT |
| Q3 2025 | 294 | $106.6M | XLK, IVV, IJH, IJR, AMAT |
| Q2 2025Amended | 296 | $104.7M | XLK, IJH, IVV, IJR, AMAT |
| Q1 2025 | 303 | $82.1M | IJR, XLK, AMAT, IJH, IVV |