Curat Global, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Curat Global, LLC reported 303 stock positions worth $82.1 million. Its top holding was iShares Core S&P Small-Cap E (IJR) at 5.6% of the portfolio, followed by SS Technology Select Sector (XLK, 4.3%) and Applied Materials (AMAT, 3.8%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, NH
- CIK
- 0002063003
- Portfolio Value
- $82.1M (Q1 2025)
- SEC Filing
- 0002063003-25-000001 ↗ filed Apr 11, 2025
Holdings Value
Holdings 303 stocks · $82.1M
| IJR iShares Core S&P Small-Cap E | 5.61% | 45,130 | $4.6M | — |
| XLK SS Technology Select Sector | 4.27% | 16,963 | $3.5M | — |
| AMAT Applied Materials Inc. | 3.83% | 21,681 | $3.1M | — |
| IJH iShares Core S&P Midcap ETF | 3.18% | 44,655 | $2.6M | — |
| IVV iShares Core S&P 500 ETF | 2.85% | 4,155 | $2.3M | — |
| AVGO Broadcom Inc. | 2.61% | 12,800 | $2.1M | — |
| MSFT Microsoft Corp. | 2.23% | 4,880 | $1.8M | — |
| CSX CSX Corp. | 1.84% | 51,323 | $1.5M | — |
| WSM Williams-Sonoma Inc. | 1.73% | 9,000 | $1.4M | — |
| AMGN Amgen Inc. | 1.73% | 4,558 | $1.4M | — |
| XLY SS Consumer Disc Select Sect | 1.64% | 6,798 | $1.3M | — |
| JCI Johnson Controls Internation | 1.46% | 14,945 | $1.2M | — |
| XLV SS Health Care Select Sector | 1.40% | 7,842 | $1.1M | — |
| ITOT iShares Core S&P Total U.S. | 1.37% | 9,230 | $1.1M | — |
| K Kellanova | 1.32% | 13,155 | $1.1M | — |
| XLF SS Financial Select Sector | 1.27% | 20,904 | $1.0M | — |
| ABBV Abbvie Inc. | 1.17% | 4,572 | $958K | — |
| MET Metlife Inc. | 1.12% | 11,407 | $916K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.09% | 7,352 | $895K | — |
| XLP SS Consumer Staples Sel Sect | 1.07% | 10,772 | $880K | — |
| LLY Eli Lilly & Co. | 1.02% | 1,015 | $838K | — |
| PG The Procter & Gamble Co. | 1.02% | 4,910 | $837K | — |
| TXN Texas Instruments Inc. | 1.01% | 4,610 | $828K | — |
| AXP American Express Co. | 1.01% | 3,075 | $827K | — |
| MRK Merck & Co. Inc. | 1.00% | 9,153 | $822K | — |
| JNJ Johnson & Johnson | 1.00% | 4,935 | $818K | — |
| CMI Cummins Inc. | 0.98% | 2,575 | $807K | — |
| SBUX Starbucks Corp. | 0.98% | 8,170 | $801K | — |
| CVS CVS Health Corp. | 0.95% | 11,560 | $783K | — |
| LOW Lowe's Cos Inc. | 0.93% | 3,275 | $764K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.90% | 2,971 | $739K | — |
| PFE Pfizer Inc. | 0.87% | 28,245 | $716K | — |
| PRU Prudential Financial Inc. | 0.84% | 6,140 | $686K | — |
| ABT Abbott Laboratories | 0.83% | 5,135 | $681K | — |
| XLE SS Energy Select Sector | 0.81% | 7,115 | $665K | — |
| PEP Pepsico Inc. | 0.78% | 4,277 | $641K | — |
| GLW Corning Inc. | 0.78% | 13,900 | $636K | — |
| ADI Analog Devices Inc. | 0.74% | 3,024 | $610K | — |
| EMR Emerson Electric Co. | 0.73% | 5,443 | $597K | — |
| GILD Gilead Sciences Inc. | 0.69% | 5,080 | $569K | — |
| CB Chubb Ltd. | 0.69% | 1,865 | $563K | — |
| AFL Aflac Inc. | 0.68% | 5,028 | $559K | — |
| EG Everest Group Ltd. | 0.67% | 1,601 | $549K | — |
| APH Amphenol Corp. Class A | 0.67% | 8,336 | $547K | — |
| WY Weyerhaeuser Co. | 0.66% | 18,400 | $539K | — |
| SYY Sysco Corp. | 0.65% | 7,130 | $535K | — |
| WTS Watts Water Technologies-A | 0.65% | 2,600 | $530K | — |
| PFG Principal Financial Group | 0.63% | 6,139 | $518K | — |
| OMC Omnicom Group | 0.62% | 6,180 | $512K | — |
| EWJ iShares MSCI Japan ETF | 0.62% | 7,405 | $508K | — |
| META Meta Platforms Inc. Class A | 0.60% | 861 | $496K | — |
| XLI SS Industrial Select Sector | 0.60% | 3,778 | $495K | — |
| WMT Walmart Inc. | 0.60% | 5,631 | $494K | — |
| EWG iShares MSCI Germany ETF | 0.59% | 13,134 | $487K | — |
| AAPL Apple Inc. | 0.53% | 1,944 | $432K | — |
| GS Goldman Sachs Group Inc. | 0.52% | 2,065 | $427K | — |
| EPP iShares MSCI Pacific Ex Japa | 0.50% | 9,368 | $413K | — |
| COF Capital One Financial Corp. | 0.50% | 2,280 | $409K | — |
| T AT&T Inc. | 0.49% | 14,080 | $398K | — |
| KLAC KLA Corp. | 0.48% | 583 | $396K | — |
| ITW Illinois Tool Works | 0.48% | 1,574 | $390K | — |
| TPR Tapestry Inc. | 0.47% | 5,430 | $382K | — |
| ON On Semiconductor | 0.46% | 9,300 | $378K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.46% | 3,439 | $374K | — |
| QCOM Qualcomm Inc. | 0.45% | 2,430 | $373K | — |
| NUE Nucor Corp. | 0.44% | 3,015 | $363K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.44% | 8,690 | $363K | — |
| AMZN Amazon.com Inc. | 0.42% | 1,820 | $346K | — |
| D Dominion Energy Inc. | 0.41% | 6,065 | $340K | — |
| AIG American International Group | 0.41% | 3,840 | $334K | — |
| INTC Intel Corp. | 0.39% | 14,126 | $321K | — |
| OC Owens Corning | 0.39% | 2,242 | $320K | — |
| IPG Interpublic Group of Cos Inc. | 0.39% | 11,700 | $318K | — |
| ALL Allstate Corp. | 0.38% | 1,522 | $315K | — |
| LRCX Lam Research Corp. | 0.38% | 4,301 | $313K | — |
| MDT Medtronic PLC | 0.38% | 3,470 | $312K | — |
| CAH Cardinal Health Inc. | 0.37% | 2,222 | $306K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.36% | 3,705 | $292K | — |
| UNP Union Pacific Corp. | 0.35% | 1,215 | $287K | — |
| XLB SS Materials Select Sector | 0.35% | 3,294 | $283K | — |
| SWKS Skyworks Solutions Inc. | 0.34% | 4,263 | $276K | — |
| UPS United Parcel Service Class B | 0.34% | 2,500 | $275K | — |
| RCL Royal Caribbean Cruises Ltd. | 0.33% | 1,335 | $274K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.32% | 3,830 | $266K | — |
| LIN Linde PLC | 0.32% | 565 | $263K | — |
| ISTB iShares Core 1-5 Year Usd Bo | 0.32% | 5,173 | $261K | — |
| ELV Elevance Health Inc. | 0.32% | 600 | $261K | — |
| DUK Duke Energy Corp. | 0.32% | 2,043 | $260K | — |
| KR Kroger Co. | 0.31% | 3,760 | $255K | — |
| ORCL Oracle Corp. | 0.30% | 1,760 | $246K | — |
| HCA HCA Healthcare Inc. | 0.29% | 700 | $242K | — |
| COST Costco Wholesale Corp. | 0.29% | 255 | $241K | — |
| WSO Watsco Inc. | 0.28% | 460 | $234K | — |
| NSC Norfolk Southern Corp. | 0.26% | 905 | $214K | — |
| PCAR Paccar Inc. | 0.26% | 2,197 | $214K | — |
| BMY Bristol-Myers Squibb Co. | 0.26% | 3,454 | $211K | — |
| MOH Molina Healthcare Inc. | 0.25% | 635 | $209K | — |
| CBOE Cboe Global Markets Inc. | 0.25% | 900 | $204K | — |
| VZ Verizon Communications Inc. | 0.25% | 4,480 | $203K | — |
| ORI Old Republic Intl Corp. | 0.24% | 5,000 | $196K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $332 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 12 | $332 | — |
Total filed on the 13F, all lines: $82.1M.
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
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 |