Q3 2026 13F · SEC CIK 2063003

Curat Global, LLC

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $117.5M
Reported positions: 256
Holdings vs S&P 500, 3 yrs: —
Assets under management: $117.5M

Curat Global, LLC is a wealth manager that reported 256 positions worth $117.5M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Select Sector Spdr Tr (XLK, 10.1%), Applied Matls Inc (AMAT, 7.3%), Ishares Tr (IVV, 6.0%).

Curat Global, LLC holdings largest 50 of 256 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Curat Global, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
XLKSelect Sector Spdr Tr	10.1%	6.2%	60,614	+78.2%	$11.9M
AMATApplied Matls Inc	7.3%	10.0%	16,856	+14.2%	$8.6M
IVVIshares Tr	6.0%	4.8%	9,146	-3.6%	$7.0M
IJHIshares Tr	5.6%	5.7%	91,533	+42.5%	$6.6M
IJRIshares Tr	5.2%	3.0%	44,645	+73.5%	$6.1M
ITOTIshares Tr	3.7%	3.5%	26,142	-1.3%	$4.3M
XLISelect Sector Spdr Tr	2.5%	1.0%	17,929	+104.2%	$3.0M
MSFTMicrosoft Corp	2.2%	1.5%	4,970	+0.0%	$2.5M
JCIJohnson Controls Internation	1.9%	1.9%	14,700	+54.8%	$2.2M
XLYSelect Sector Spdr Tr	1.7%	1.7%	18,748	-4.0%	$2.0M
XLVSelect Sector Spdr Tr	1.6%	1.5%	11,216	-2.3%	$1.9M
AVGOBroadcom Inc	1.6%	1.6%	5,300	+0.0%	$1.9M
INTCIntel Corp	1.4%	1.0%	13,561	+254.0%	$1.6M
AMGNAmgen Inc	1.3%	1.1%	3,723	+9.4%	$1.6M
ABBVAbbvie Inc	1.3%	1.2%	5,771	+7.3%	$1.5M
APHAmphenol Corp	1.2%	1.2%	16,672	+100.0%	$1.4M
TXNTexas Instrs Inc	1.2%	—	4,960	—	$1.4M
LRCXLam Research Corp	1.1%	1.0%	3,950	+23.4%	$1.3M
XLPSelect Sector Spdr Tr	1.1%	3.4%	16,023	-70.0%	$1.3M
CSXCsx Corp	1.1%	1.4%	27,058	-10.2%	$1.3M
IBMInternational Business Machs	1.1%	1.5%	5,662	-40.8%	$1.2M
XLESelect Sector Spdr Tr	1.0%	1.2%	19,990	-18.8%	$1.2M
LLYEli Lilly & Co	1.0%	1.0%	1,015	+0.0%	$1.2M
XLFSelect Sector Spdr Tr	1.0%	2.2%	21,628	+0.9%	$1.2M
MRKMerck & Co Inc	0.9%	0.6%	7,017	+47.7%	$1.0M
ADIAnalog Devices Inc	0.9%	0.8%	2,554	+24.3%	$1.0M
PFEPfizer Inc	0.9%	0.6%	35,303	+22.7%	$1.0M
SPTMSpdr Series Trust	0.8%	0.8%	10,700	-1.4%	$985K
PFGPrincipal Financial Group in	0.8%	0.7%	8,424	+16.4%	$943K
CMICummins Inc	0.8%	1.1%	1,825	+0.0%	$943K
CVSCvs Health Corp	0.7%	0.5%	10,020	+125.2%	$859K
XLUSelect Sector Spdr Tr	0.7%	0.9%	21,372	+19.0%	$843K
KLACKla Corp	0.7%	—	4,050	—	$789K
GILDGilead Sciences Inc	0.6%	—	5,080	—	$757K
EWJIshares Inc	0.6%	—	7,457	—	$727K
AAPLApple Inc	0.6%	0.5%	2,168	+0.0%	$722K
ONOn Semiconductor Corp	0.6%	0.7%	9,300	+0.0%	$715K
PGProcter & Gamble Co	0.6%	0.6%	4,864	-9.2%	$707K
WSMWilliams Sonoma Inc	0.6%	0.4%	3,000	+233.3%	$684K
TPRTapestry Inc	0.6%	1.3%	5,680	-7.0%	$653K
BACBank of Amer Corp	0.5%	0.5%	11,615	+0.0%	$632K
METAMeta Platforms Inc	0.5%	—	861	—	$624K
NUENucor Corp	0.5%	0.5%	2,667	-21.7%	$623K
AXPAmerican Express Co	0.5%	0.6%	2,015	+18.2%	$613K
XLBSelect Sector Spdr Tr	0.5%	3.6%	12,540	-57.8%	$611K
CBChubb Limited	0.5%	—	1,865	—	$607K
PEPPepsico Inc	0.5%	0.6%	4,777	-52.7%	$605K
SYYSysco Corp	0.5%	0.4%	7,230	+68.6%	$564K
AFLAflac Inc	0.5%	0.5%	5,028	+0.0%	$562K
EWGIshares Inc	0.5%	0.6%	13,299	+43.4%	$549K

What Curat Global, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +39.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$117.5M	256
Q2 2026	$122.4M	251
Q1 2026	$101.5M	264
Q4 2025	$90.0M	280
Q3 2025	$106.6M	295
Q2 2025	$104.7M	297
Q1 2025	$82.1M	304

Questions about Curat Global, LLC's portfolio

What stocks does Curat Global, LLC own?

Curat Global, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 256 positions worth $117.5M. The largest are Select Sector Spdr Tr (XLK) at 10.1%, Applied Matls Inc (AMAT) at 7.3%, Ishares Tr (IVV) at 6.0%, Ishares Tr (IJH) at 5.6% and Ishares Tr (IJR) at 5.2%.

What did Curat Global, LLC buy last quarter?

In Q3 2026, Curat Global, LLC added Intel Corp (INTC) (+254.0% shares), Williams Sonoma Inc (WSM) (+233.3% shares) and Cvs Health Corp (CVS) (+125.2% shares), compared with its Q2 2026 filing.

What did Curat Global, LLC sell last quarter?

In Q3 2026, Curat Global, LLC cut from its top 50 Huntington Bancshares Inc (HBAN), cut from its top 50 Zions Bancorporation Natl As (ZION), cut from its top 50 Kroger Co (KR), cut from its top 50 Emerson Elec Co (EMR), cut from its top 50 Tjx Cos Inc New (TJX), Select Sector Spdr Tr (XLP) (-70.0% shares), Select Sector Spdr Tr (XLB) (-57.8% shares) and Pepsico Inc (PEP) (-52.7% shares), compared with its Q2 2026 filing.

When is Curat Global, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Curat Global, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Curat Global, LLC manage?

Curat Global, LLC reported $117.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $117.5M.