Curat Global, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Curat Global, LLC reported 296 stock positions worth $104.7 million. Its top holding was SS Technology Select Sector (XLK) at 7.1% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 5.3%) and iShares Core S&P 500 ETF (IVV, 4.8%). Compared with Q1 2025, it opened 4 new positions, sold out of 11, added to 88 and reduced 37. The biggest buy was SS Technology Select Sector (XLK, shares +73%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SPRINGFIELD, NH
- CIK
- 0002063003
- Portfolio Value
- $104.7M (Q2 2025)
- SEC Filing
- 0002063003-25-000003 ↗ filed Aug 7, 2025
Holdings Value
Holdings 296 stocks · $104.7M
| XLK SS Technology Select Sector | 7.08% | 29,270 | $7.4M | Add +72.5% |
| IJH iShares Core S&P Midcap ETF | 5.27% | 88,920 | $5.5M | Add +99.1% |
| IVV iShares Core S&P 500 ETF | 4.85% | 8,180 | $5.1M | Add +96.9% |
| IJR iShares Core S&P Small-Cap E | 4.54% | 43,540 | $4.8M | Reduce -3.5% |
| AMAT Applied Materials Inc. | 4.34% | 24,856 | $4.6M | Add +14.6% |
| ITOT iShares Core S&P Total U.S. | 2.82% | 21,895 | $3.0M | Add +137.2% |
| AVGO Broadcom Inc. | 2.58% | 9,800 | $2.7M | Reduce -23.4% |
| XLI SS Industrial Select Sector | 2.52% | 17,879 | $2.6M | Add +373.2% |
| MSFT Microsoft Corp. | 2.36% | 4,970 | $2.5M | Add +1.8% |
| JCI Johnson Controls Internation | 2.19% | 21,700 | $2.3M | Add +45.2% |
| XLY SS Consumer Disc Select Sect | 1.80% | 8,674 | $1.9M | Add +27.6% |
| TXN Texas Instruments Inc. | 1.78% | 8,960 | $1.9M | Add +94.4% |
| AMGN Amgen Inc. | 1.63% | 6,123 | $1.7M | Add +34.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.59% | 5,662 | $1.7M | Add +90.6% |
| XLV SS Health Care Select Sector | 1.37% | 10,678 | $1.4M | Add +36.2% |
| XLP SS Consumer Staples Sel Sect | 1.21% | 15,615 | $1.3M | Add +45.0% |
| MET Metlife Inc. | 1.16% | 15,138 | $1.2M | Add +32.7% |
| K Kellanova | 1.15% | 15,155 | $1.2M | Add +15.2% |
| ABBV Abbvie Inc. | 1.14% | 6,447 | $1.2M | Add +41.0% |
| XLF SS Financial Select Sector | 1.08% | 21,628 | $1.1M | Add +3.5% |
| PG The Procter & Gamble Co. | 1.04% | 6,864 | $1.1M | Add +39.8% |
| CSX CSX Corp. | 1.01% | 32,508 | $1.1M | Reduce -36.7% |
| JNJ Johnson & Johnson | 1.00% | 6,835 | $1.0M | Add +38.5% |
| LOW Lowe's Cos Inc. | 0.95% | 4,475 | $993K | Add +36.6% |
| MRK Merck & Co. Inc. | 0.92% | 12,187 | $965K | Add +33.1% |
| PRU Prudential Financial Inc. | 0.90% | 8,740 | $939K | Add +42.4% |
| PFE Pfizer Inc. | 0.82% | 35,553 | $862K | Add +25.9% |
| XLE SS Energy Select Sector | 0.81% | 9,996 | $848K | Add +40.5% |
| CMI Cummins Inc. | 0.81% | 2,575 | $843K | No change |
| APH Amphenol Corp. Class A | 0.79% | 8,336 | $823K | No change |
| WSM Williams-Sonoma Inc. | 0.78% | 5,000 | $817K | Reduce -44.4% |
| CVS CVS Health Corp. | 0.78% | 11,800 | $814K | Add +2.1% |
| LLY Eli Lilly & Co. | 0.76% | 1,015 | $791K | No change |
| TPR Tapestry Inc. | 0.72% | 8,580 | $753K | Add +58.0% |
| SBUX Starbucks Corp. | 0.71% | 8,170 | $749K | No change |
| GLW Corning Inc. | 0.70% | 13,900 | $731K | No change |
| ADI Analog Devices Inc. | 0.69% | 3,054 | $727K | Add +1.0% |
| AXP American Express Co. | 0.65% | 2,140 | $683K | Reduce -30.4% |
| PFG Principal Financial Group | 0.64% | 8,424 | $669K | Add +37.2% |
| SYY Sysco Corp. | 0.64% | 8,830 | $669K | Add +23.8% |
| META Meta Platforms Inc. Class A | 0.61% | 861 | $635K | No change |
| PEP Pepsico Inc. | 0.60% | 4,777 | $631K | Add +11.7% |
| OMC Omnicom Group | 0.56% | 8,180 | $588K | Add +32.4% |
| GS Goldman Sachs Group Inc. | 0.55% | 810 | $574K | Reduce -60.8% |
| GILD Gilead Sciences Inc. | 0.54% | 5,080 | $563K | No change |
| EWG iShares MSCI Germany ETF | 0.54% | 13,299 | $563K | Add +1.3% |
| EWJ iShares MSCI Japan ETF | 0.53% | 7,457 | $559K | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 11,615 | $550K | Add +33.7% |
| CB Chubb Ltd. | 0.52% | 1,865 | $540K | No change |
| EG Everest Group Ltd. | 0.51% | 1,584 | $538K | Reduce -1.1% |
| AFL Aflac Inc. | 0.51% | 5,028 | $530K | No change |
| ON On Semiconductor | 0.47% | 9,300 | $487K | No change |
| WY Weyerhaeuser Co. | 0.46% | 18,560 | $477K | Add +0.9% |
| XLB SS Materials Select Sector | 0.45% | 5,413 | $475K | Add +64.3% |
| EPP iShares MSCI Pacific Ex Japa | 0.44% | 9,368 | $462K | No change |
| T AT&T Inc. | 0.44% | 15,797 | $457K | Add +12.2% |
| AAPL Apple Inc. | 0.44% | 14,168 | $456K | Add +628.8% |
| LRCX Lam Research Corp. | 0.43% | 4,601 | $448K | Add +7.0% |
| EMR Emerson Electric Co. | 0.42% | 3,263 | $435K | Reduce -40.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.41% | 5,297 | $433K | Add +43.0% |
| ABT Abbott Laboratories | 0.41% | 3,135 | $426K | Reduce -39.0% |
| AMZN Amazon.com Inc. | 0.41% | 1,940 | $426K | Add +6.6% |
| KLAC KLA Corp. | 0.40% | 473 | $424K | Reduce -18.9% |
| RCL Royal Caribbean Cruises Ltd. | 0.40% | 1,335 | $418K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.40% | 3,789 | $415K | Add +10.2% |
| IPG Interpublic Group of Cos Inc. | 0.38% | 16,440 | $402K | Add +40.5% |
| QCOM Qualcomm Inc. | 0.38% | 2,470 | $393K | Add +1.6% |
| ITW Illinois Tool Works | 0.37% | 1,574 | $389K | No change |
| ORCL Oracle Corp. | 0.37% | 1,760 | $385K | No change |
| UNP Union Pacific Corp. | 0.36% | 1,660 | $382K | Add +36.6% |
| WMT Walmart Inc. | 0.36% | 3,906 | $382K | Reduce -30.6% |
| CAH Cardinal Health Inc. | 0.36% | 2,222 | $373K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 3,002 | $371K | Reduce -59.2% |
| NUE Nucor Corp. | 0.33% | 2,665 | $345K | Reduce -11.6% |
| D Dominion Energy Inc. | 0.33% | 6,065 | $343K | No change |
| SWKS Skyworks Solutions Inc. | 0.32% | 4,553 | $339K | Add +6.8% |
| INTC Intel Corp. | 0.31% | 14,611 | $327K | Add +3.4% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.30% | 6,442 | $313K | Add +24.5% |
| COST Costco Wholesale Corp. | 0.30% | 315 | $312K | Add +23.5% |
| UPS United Parcel Service Class B | 0.29% | 3,000 | $303K | Add +20.0% |
| MDT Medtronic PLC | 0.29% | 3,470 | $302K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.28% | 654 | $288K | Add +468.7% |
| DUK Duke Energy Corp. | 0.27% | 2,354 | $278K | Add +15.2% |
| KR Kroger Co. | 0.26% | 3,760 | $270K | No change |
| HCA HCA Healthcare Inc. | 0.26% | 700 | $268K | No change |
| LIN Linde PLC | 0.25% | 565 | $265K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.25% | 3,830 | $264K | No change |
| ETR Entergy Corp. | 0.25% | 3,172 | $264K | Add +108.7% |
| ORI Old Republic Intl Corp. | 0.25% | 6,800 | $261K | Add +36.0% |
| NSC Norfolk Southern Corp. | 0.25% | 1,010 | $259K | Add +11.6% |
| VZ Verizon Communications Inc. | 0.24% | 5,740 | $248K | Add +28.1% |
| CEG Constellation Energy | 0.23% | 745 | $240K | Reduce -7.8% |
| ELV Elevance Health Inc. | 0.22% | 600 | $233K | No change |
| IYY iShares Dow Jones U.S. ETF | 0.21% | 1,450 | $219K | Add +38.1% |
| VMC Vulcan Materials Co. | 0.20% | 785 | $205K | No change |
| COF Capital One Financial Corp. | 0.20% | 961 | $204K | Reduce -57.9% |
| WSO Watsco Inc. | 0.19% | 460 | $203K | No change |
| ALL Allstate Corp. | 0.19% | 992 | $200K | Reduce -34.8% |
| BMY Bristol-Myers Squibb Co. | 0.19% | 4,228 | $196K | Add +22.4% |
| ISRG Intuitive Surgical Inc. | 0.19% | 360 | $196K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $249 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 12 | $249 | No change |
Total filed on the 13F, all lines: $104.7M.
Portfolio Sells Q1 2025 → Q2 2025
| IJR iShares Core S&P Small-Cap E | Reduce -3.5% | 4.54% | −1.07 |
| WSM Williams-Sonoma Inc. | Reduce -44.4% | 0.78% | −0.95 |
| CSX CSX Corp. | Reduce -36.7% | 1.01% | −0.83 |
| TJX TJX Companies Inc. | Reduce -59.2% | 0.35% | −0.74 |
| WTS Watts Water Technologies-A | Reduce -76.9% | 0.14% | −0.51 |
| ABT Abbott Laboratories | Reduce -39.0% | 0.41% | −0.42 |
| AXP American Express Co. | Reduce -30.4% | 0.65% | −0.36 |
| EMR Emerson Electric Co. | Reduce -40.0% | 0.42% | −0.31 |
| COF Capital One Financial Corp. | Reduce -57.9% | 0.20% | −0.30 |
| OC Owens Corning | Reduce -62.4% | 0.11% | −0.28 |
| AIG American International Group | Reduce -49.5% | 0.16% | −0.25 |
| WMT Walmart Inc. | Reduce -30.6% | 0.36% | −0.24 |
| RS Reliance Inc. | Sold out | 0.00% | −0.21 |
| ALL Allstate Corp. | Reduce -34.8% | 0.19% | −0.19 |
| CBOE Cboe Global Markets Inc. | Reduce -55.6% | 0.09% | −0.16 |
| EG Everest Group Ltd. | Reduce -1.1% | 0.51% | −0.16 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.15 |
| PCAR Paccar Inc. | Reduce -37.9% | 0.12% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -25.0% | 0.07% | −0.13 |
| OSK Oshkosh Corp. | Reduce -60.8% | 0.08% | −0.13 |
| STLD Steel Dynamics Inc. | Reduce -71.2% | 0.04% | −0.12 |
| NUE Nucor Corp. | Reduce -11.6% | 0.33% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -33.3% | 0.11% | −0.09 |
| KLAC KLA Corp. | Reduce -18.9% | 0.40% | −0.08 |
| RTX RTX Corp. | Reduce -72.4% | 0.02% | −0.08 |
| AVNT Avient Corp. | Sold out | 0.00% | −0.07 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.07 |
| CARR Carrier Global Corp. | Reduce -63.3% | 0.03% | −0.06 |
| KEY Keycorp | Reduce -80.3% | 0.01% | −0.06 |
| OTIS Otis Worldwide Corp. | Reduce -63.3% | 0.02% | −0.05 |
| MATX Matson Inc. | Reduce -13.5% | 0.07% | −0.05 |
| DHR Danaher Corp. | Reduce -42.4% | 0.12% | −0.05 |
| ENTG Entegris Inc. | Sold out | 0.00% | −0.05 |
| BCC Boise Cascade Co. | Reduce -15.3% | 0.09% | −0.04 |
| IVZ Invesco Ltd. | Reduce -50.0% | 0.02% | −0.04 |
| AVGO Broadcom Inc. | Reduce -23.4% | 2.58% | −0.03 |
| PDCO Patterson Cos Inc. | Sold out | 0.00% | −0.03 |
| PPG PPG Industries Inc. | Reduce -6.8% | 0.09% | −0.03 |
| RGA Reinsurance Group of America | Reduce -14.3% | 0.06% | −0.03 |
| DINO HF Sinclair Corp. | Sold out | 0.00% | −0.02 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.02 |
| BA The Boeing Co. | Sold out | 0.00% | −0.01 |
| SCCO Southern Copper Corp. | Sold out | 0.00% | −0.00 |
| SNDK Sandisk Corp. | Sold out | 0.00% | −0.00 |
| DG Dollar General Corp. | Reduce -1.8% | 0.02% | −0.00 |
| ENB Enbridge Inc. | Reduce -8.9% | 0.00% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -60.8% | 0.55% | +0.03 |
| CEG Constellation Energy | Reduce -7.8% | 0.23% | +0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| XLK SS Technology Select Sector | Add +72.5% | 7.08% | +2.81 |
| IJH iShares Core S&P Midcap ETF | Add +99.1% | 5.27% | +2.09 |
| IVV iShares Core S&P 500 ETF | Add +96.9% | 4.85% | +2.00 |
| XLI SS Industrial Select Sector | Add +373.2% | 2.52% | +1.91 |
| ITOT iShares Core S&P Total U.S. | Add +137.2% | 2.82% | +1.45 |
| TXN Texas Instruments Inc. | Add +94.4% | 1.78% | +0.77 |
| JCI Johnson Controls Internation | Add +45.2% | 2.19% | +0.73 |
| IBM Intl Business Machines Corp. | Add +90.6% | 1.59% | +0.69 |
| AMAT Applied Materials Inc. | Add +14.6% | 4.34% | +0.51 |
| TPR Tapestry Inc. | Add +58.0% | 0.72% | +0.25 |
| DIA SS SPDR Dow Jones Indus Avg | Add +468.7% | 0.28% | +0.22 |
| XLY SS Consumer Disc Select Sect | Add +27.6% | 1.80% | +0.16 |
| XLP SS Consumer Staples Sel Sect | Add +45.0% | 1.21% | +0.14 |
| MSFT Microsoft Corp. | Add +1.8% | 2.36% | +0.13 |
| XLB SS Materials Select Sector | Add +64.3% | 0.45% | +0.11 |
| ETR Entergy Corp. | Add +108.7% | 0.25% | +0.09 |
| BAC Bank of America Corp. | Add +33.7% | 0.52% | +0.08 |
| PRU Prudential Financial Inc. | Add +42.4% | 0.90% | +0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +43.0% | 0.41% | +0.06 |
| LRCX Lam Research Corp. | Add +7.0% | 0.43% | +0.05 |
| MET Metlife Inc. | Add +32.7% | 1.16% | +0.05 |
| IYY iShares Dow Jones U.S. ETF | Add +38.1% | 0.21% | +0.03 |
| IYZ iShares US Telecommunication | New | 0.02% | +0.02 |
| PG The Procter & Gamble Co. | Add +39.8% | 1.04% | +0.02 |
| LOW Lowe's Cos Inc. | Add +36.6% | 0.95% | +0.02 |
| UNP Union Pacific Corp. | Add +36.6% | 0.36% | +0.01 |
| PARAA Paramount Global Class B | Add +42.2% | 0.08% | +0.01 |
| CPB The Campbell's Company | Add +93.1% | 0.08% | +0.01 |
| ORI Old Republic Intl Corp. | Add +36.0% | 0.25% | +0.01 |
| DD Dupont DE Nemours Inc. | Add +462.2% | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +33.3% | 0.05% | +0.01 |
| CTVA Corteva Inc. | Add +93.7% | 0.03% | +0.01 |
| PFG Principal Financial Group | Add +37.2% | 0.64% | +0.01 |
| V Visa Inc. Class A | Add +63.6% | 0.03% | +0.01 |
| EXC Exelon Corp. | Add +41.1% | 0.14% | +0.01 |
| FNF Fidelity National Financial | New | 0.01% | +0.01 |
| HESM Hess Midstream LP Class A | New | 0.01% | +0.01 |
| ZBH Zimmer Biomet Holdings Inc. | New | 0.00% | +0.00 |
| BWA Borgwarner Inc. | Add +112.0% | 0.01% | +0.00 |
| COST Costco Wholesale Corp. | Add +23.5% | 0.30% | +0.00 |
| KD Kyndryl Holdings Inc. | Add +5.5% | 0.03% | +0.00 |
| CHD Church & Dwight Co. Inc. | Add +60.8% | 0.02% | +0.00 |
| HOG Harley-Davidson Inc. | Add +76.9% | 0.01% | +0.00 |
| PHIN Phinia Inc. | Add +112.0% | 0.00% | +0.00 |
| CMCSA Comcast Corp. Class A | Add +39.3% | 0.02% | +0.00 |
| CAT Caterpillar Inc. | Add +10.0% | 0.04% | +0.00 |
| JNJ Johnson & Johnson | Add +38.5% | 1.00% | −0.00 |
| XLE SS Energy Select Sector | Add +40.5% | 0.81% | −0.00 |
| HON Honeywell International Inc. | Add +14.3% | 0.18% | −0.00 |
| IPG Interpublic Group of Cos Inc. | Add +40.5% | 0.38% | −0.00 |
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 |