Curat Global, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Curat Global, LLC reported 279 stock positions worth $90.0 million. Its top holding was SS Technology Select Sector (XLK) at 8.6% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 5.5%) and iShares Core S&P Small-Cap E (IJR, 4.7%). Compared with Q3 2025, it sold out of 15, added to 13 and reduced 58. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +303%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −33%).

Most Recent 13F
Q2 2026
Location
SPRINGFIELD, NH
CIK
0002063003
Portfolio Value
$90.0M (Q4 2025)
SEC Filing
0002063003-26-000001 ↗ filed Feb 6, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2025: $82.1M Q1 2025 Q2 2025: $104.7M Q2 2025 Q3 2025: $106.6M Q3 2025 Q4 2025: $90.0M $90.0M Q4 2025 Q1 2026: $101.5M Q1 2026 Q2 2026: $122.4M Q2 2026

Holdings 279 stocks · $90.0M
XLK SS Technology Select Sector 8.58% 53,658 $7.7M Reduce -8.3%
IJH iShares Core S&P Midcap ETF 5.46% 74,414 $4.9M Reduce -18.5%
IJR iShares Core S&P Small-Cap E 4.74% 35,528 $4.3M Reduce -20.8%
IVV iShares Core S&P 500 ETF 4.66% 6,127 $4.2M Reduce -32.9%
AMAT Applied Materials Inc. 4.57% 16,021 $4.1M Reduce -35.5%
ITOT iShares Core S&P Total U.S. 4.16% 25,161 $3.7M Add +7.3%
XLI SS Industrial Select Sector 2.82% 16,359 $2.5M Reduce -8.4%
MSFT Microsoft Corp. 2.67% 4,970 $2.4M No change
AVGO Broadcom Inc. 2.04% 5,300 $1.8M No change
JCI Johnson Controls Internation 1.80% 13,500 $1.6M Reduce -37.8%
XLY SS Consumer Disc Select Sect 1.64% 12,398 $1.5M Reduce -28.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.42% 4,312 $1.3M Reduce -23.8%
XLF SS Financial Select Sector 1.32% 21,628 $1.2M No change
AGG iShares Core U.S. Aggregate 1.27% 11,466 $1.1M Add +302.9%
APH Amphenol Corp. Class A 1.25% 8,336 $1.1M No change
AMGN Amgen Inc. 1.22% 3,353 $1.1M Reduce -45.2%
LLY Eli Lilly & Co. 1.21% 1,015 $1.1M No change
CVS CVS Health Corp. 1.04% 11,800 $936K No change
XLV SS Health Care Select Sector 1.03% 5,965 $923K Reduce -44.0%
ABBV Abbvie Inc. 1.01% 3,971 $907K Reduce -38.4%
TXN Texas Instruments Inc. 0.96% 4,960 $861K No change
ADI Analog Devices Inc. 0.92% 3,054 $828K No change
AXP American Express Co. 0.88% 2,140 $792K No change
LRCX Lam Research Corp. 0.87% 4,601 $788K No change
MRK Merck & Co. Inc. 0.87% 7,427 $782K Reduce -39.1%
TPR Tapestry Inc. 0.82% 5,780 $738K No change
WSM Williams-Sonoma Inc. 0.79% 4,000 $714K No change
PG The Procter & Gamble Co. 0.74% 4,629 $663K Reduce -32.6%
XLE SS Energy Select Sector 0.73% 14,792 $661K Reduce -26.0%
XLP SS Consumer Staples Sel Sect 0.72% 8,307 $645K Reduce -46.7%
GILD Gilead Sciences Inc. 0.69% 5,080 $624K No change
EWJ iShares MSCI Japan ETF 0.67% 7,457 $602K No change
AAPL Apple Inc. 0.65% 2,168 $589K No change
CB Chubb Ltd. 0.65% 1,865 $582K No change
KLAC KLA Corp. 0.64% 473 $575K No change
CMI Cummins Inc. 0.64% 1,125 $574K Reduce -56.3%
META Meta Platforms Inc. Class A 0.63% 861 $568K No change
EWG iShares MSCI Germany ETF 0.63% 13,299 $565K No change
PFG Principal Financial Group 0.63% 6,382 $563K Reduce -24.2%
MET Metlife Inc. 0.62% 7,102 $561K Reduce -53.1%
SYY Sysco Corp. 0.60% 7,330 $540K No change
PRU Prudential Financial Inc. 0.59% 4,740 $535K Reduce -45.8%
EG Everest Group Ltd. 0.59% 1,554 $527K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.58% 4,779 $527K Add +26.1%
ON On Semiconductor 0.56% 9,300 $504K No change
INTC Intel Corp. 0.56% 13,611 $502K Reduce -6.8%
LOW Lowe's Cos Inc. 0.53% 1,975 $476K No change
EPP iShares MSCI Pacific Ex Japa 0.53% 9,368 $473K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.51% 3,002 $461K No change
OMC Omnicom Group 0.51% 5,630 $455K Reduce -31.2%
AMZN Amazon.com Inc. 0.50% 1,940 $448K No change
CAH Cardinal Health Inc. 0.49% 2,158 $443K No change
WY Weyerhaeuser Co. 0.49% 18,560 $440K No change
WMT Walmart Inc. 0.48% 3,906 $435K No change
NUE Nucor Corp. 0.48% 2,666 $435K No change
XLB SS Materials Select Sector 0.48% 9,560 $434K Reduce -11.2%
EMR Emerson Electric Co. 0.48% 3,263 $433K No change
QCOM Qualcomm Inc. 0.47% 2,458 $420K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.46% 9,602 $410K Reduce -8.7%
ABT Abbott Laboratories 0.44% 3,135 $393K No change
T AT&T Inc. 0.43% 15,722 $391K No change
PFE Pfizer Inc. 0.42% 15,358 $382K Reduce -56.8%
RCL Royal Caribbean Cruises Ltd. 0.41% 1,335 $372K No change
D Dominion Energy Inc. 0.39% 6,065 $355K No change
PEP Pepsico Inc. 0.39% 2,427 $348K Reduce -49.2%
ORCL Oracle Corp. 0.38% 1,760 $343K No change
MDT Medtronic PLC 0.37% 3,470 $333K No change
IYY iShares Dow Jones U.S. ETF 0.36% 1,948 $323K No change
GS Goldman Sachs Group Inc. 0.36% 366 $321K Reduce -54.8%
ISTB iShares Core 1-5 Year Usd Bo 0.35% 6,477 $316K Add +0.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.35% 654 $314K No change
HCA HCA Healthcare Inc. 0.34% 650 $303K Reduce -7.1%
CSX CSX Corp. 0.32% 8,064 $292K Reduce -75.2%
SWKS Skyworks Solutions Inc. 0.32% 4,553 $289K No change
DUK Duke Energy Corp. 0.31% 2,360 $277K Add +0.1%
COST Costco Wholesale Corp. 0.30% 309 $266K Reduce -1.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.29% 4,745 $261K Reduce -59.1%
PAHC Phibro Animal Health Corp. Class A 0.28% 6,820 $255K No change
CMC Commercial Metals Co. 0.27% 3,550 $246K Reduce -6.6%
LIN Linde PLC 0.27% 565 $241K No change
KR Kroger Co. 0.26% 3,760 $235K No change
COF Capital One Financial Corp. 0.26% 961 $233K No change
VZ Verizon Communications Inc. 0.26% 5,640 $230K Reduce -1.7%
ORI Old Republic Intl Corp. 0.25% 5,000 $228K Reduce -26.5%
VMC Vulcan Materials Co. 0.25% 785 $224K No change
ITW Illinois Tool Works 0.24% 874 $215K Reduce -44.5%
CEG Constellation Energy 0.23% 595 $210K Reduce -20.1%
ALL Allstate Corp. 0.23% 992 $206K No change
ISRG Intuitive Surgical Inc. 0.23% 360 $204K No change
CACI Caci International Inc. Class A 0.22% 380 $202K No change
UNF Unifirst Corp. 0.22% 1,033 $199K No change
UNP Union Pacific Corp. 0.22% 860 $199K Reduce -48.2%
UPS United Parcel Service Class B 0.22% 2,000 $198K Reduce -33.3%
NVO Novo-Nordisk A/S-Spons ADR 0.22% 3,830 $195K No change
ELV Elevance Health Inc. 0.21% 550 $193K Reduce -8.3%
GLW Corning Inc. 0.20% 2,100 $184K No change
BMY Bristol-Myers Squibb Co. 0.19% 3,228 $174K Reduce -23.6%
UNM Unum Group 0.19% 2,195 $170K No change
AIG American International Group 0.18% 1,940 $166K No change
WTS Watts Water Technologies-A 0.18% 600 $166K No change

Show all 279 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $231 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 12$231No change

Total filed on the 13F, all lines: $90.0M.

Portfolio Sells Q3 2025 → Q4 2025
IVV iShares Core S&P 500 ETF Reduce -32.9% 4.66% −1.07
JNJ Johnson & Johnson Sold out 0.00% −0.77
CSX CSX Corp. Reduce -75.2% 0.32% −0.76
MET Metlife Inc. Reduce -53.1% 0.62% −0.55
AFL Aflac Inc. Reduce -87.5% 0.08% −0.45
JCI Johnson Controls Internation Reduce -37.8% 1.80% −0.44
IPG Interpublic Group of Cos Inc. Sold out 0.00% −0.43
XLP SS Consumer Staples Sel Sect Reduce -46.7% 0.72% −0.43
PFE Pfizer Inc. Reduce -56.8% 0.42% −0.42
AMGN Amgen Inc. Reduce -45.2% 1.22% −0.40
ABBV Abbvie Inc. Reduce -38.4% 1.01% −0.39
CMI Cummins Inc. Reduce -56.3% 0.64% −0.38
XLV SS Health Care Select Sector Reduce -44.0% 1.03% −0.37
XLY SS Consumer Disc Select Sect Reduce -28.5% 1.64% −0.31
K Kellanova Sold out 0.00% −0.30
BAC Bank of America Corp. Reduce -59.1% 0.29% −0.27
IJR iShares Core S&P Small-Cap E Reduce -20.8% 4.74% −0.26
PRU Prudential Financial Inc. Reduce -45.8% 0.59% −0.26
PG The Procter & Gamble Co. Reduce -32.6% 0.74% −0.25
GS Goldman Sachs Group Inc. Reduce -54.8% 0.36% −0.25
PEP Pepsico Inc. Reduce -49.2% 0.39% −0.24
AMAT Applied Materials Inc. Reduce -35.5% 4.57% −0.20
UNP Union Pacific Corp. Reduce -48.2% 0.22% −0.15
ITW Illinois Tool Works Reduce -44.5% 0.24% −0.15
ADM Archer-Daniels-Midland Co. Reduce -96.3% 0.01% −0.15
IJH iShares Core S&P Midcap ETF Reduce -18.5% 5.46% −0.13
FE Firstenergy Corp. Reduce -96.3% 0.01% −0.12
OMC Omnicom Group Reduce -31.2% 0.51% −0.12
WSO Watsco Inc. Reduce -65.2% 0.06% −0.11
XLE SS Energy Select Sector Reduce -26.0% 0.73% −0.11
ETR Entergy Corp. Reduce -44.1% 0.18% −0.10
MRK Merck & Co. Inc. Reduce -39.1% 0.87% −0.09
IBM Intl Business Machines Corp. Reduce -23.8% 1.42% −0.08
CBT Cabot Corp. Sold out 0.00% −0.07
OKE Oneok Inc. Reduce -57.0% 0.05% −0.05
GBX Greenbrier Companies Inc. Sold out 0.00% −0.05
BAX Baxter International Inc. Reduce -74.5% 0.02% −0.05
EXC Exelon Corp. Reduce -34.7% 0.11% −0.04
PFG Principal Financial Group Reduce -24.2% 0.63% −0.03
VRTS Virtus Investment Partners Sold out 0.00% −0.02
HBI Hanesbrands Inc. Sold out 0.00% −0.02
ORI Old Republic Intl Corp. Reduce -26.5% 0.25% −0.02
UPS United Parcel Service Class B Reduce -33.3% 0.22% −0.01
KBWB Invesco KBW Bank ETF Sold out 0.00% −0.01
IVZ Invesco Ltd. Reduce -55.9% 0.02% −0.01
KLG WK Kellogg Co. Sold out 0.00% −0.01
ENR Energizer Holdings Inc. Reduce -14.2% 0.03% −0.01
MAN Manpowergroup Inc. Reduce -7.9% 0.04% −0.01
KMI Kinder Morgan Inc. Reduce -47.6% 0.01% −0.01
MBB iShares MBS ETF Reduce -30.8% 0.02% −0.01

Portfolio Buys Q3 2025 → Q4 2025
AGG iShares Core U.S. Aggregate Add +302.9% 1.27% +1.00
ITOT iShares Core S&P Total U.S. Add +7.3% 4.16% +0.95
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +26.1% 0.58% +0.19
ISTB iShares Core 1-5 Year Usd Bo Add +0.3% 0.35% +0.06
DUK Duke Energy Corp. Add +0.1% 0.31% +0.03
LECO Lincoln Electric Holdings Add +0.2% 0.16% +0.03
TSN Tyson Foods Inc. Class A Add +0.4% 0.04% +0.01
SCHB Schwab US Broad Market ETF Add +0.3% 0.04% +0.01
CTVA Corteva Inc. Add +0.3% 0.03% +0.00
ARCC Ares Capital Corp. Add +2.3% 0.02% +0.00
DOW Dow Inc. Add +1.4% 0.01% +0.00
ENB Enbridge Inc. Add +1.0% 0.01% +0.00
DD Dupont DE Nemours Inc. Add +0.5% 0.01% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 251$122.4MAMAT, XLK, IJH, IVV, XLB
Q1 2026 265$101.5MXLK, IJH, IVV, AMAT, IJR
Q4 2025 279$90.0MXLK, IJH, IJR, IVV, AMAT
Q3 2025 294$106.6MXLK, IVV, IJH, IJR, AMAT
Q2 2025Amended 296$104.7MXLK, IJH, IVV, IJR, AMAT
Q1 2025 303$82.1MIJR, XLK, AMAT, IJH, IVV