# Curat Global, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2063003. Source: https://holderbook.com/funds/2063003-curat-global-llc/

- Reported value: $122.4M
- Positions: 251
- Weight of the ten largest: 44.4%
- Filed: 2026-07-22

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $12.2M | 14,756 | 10.0% | 6 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $7.5M | 34,014 | 6.2% | 6 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $6.9M | 64,233 | 5.7% | 6 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $5.9M | 9,487 | 4.8% | 6 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $4.4M | 29,690 | 3.6% | 6 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $4.3M | 26,494 | 3.5% | 6 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $4.2M | 53,394 | 3.4% | 6 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $3.7M | 25,727 | 3.0% | 6 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $2.7M | 21,442 | 2.2% | 6 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $2.4M | 9,495 | 1.9% | 6 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $2.0M | 19,526 | 1.7% | 6 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.0M | 5,300 | 1.6% | 6 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.9M | 9,567 | 1.5% | 6 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.9M | 4,970 | 1.5% | 6 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $1.8M | 11,478 | 1.5% | 6 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $1.7M | 30,123 | 1.4% | 6 |
| TAPESTRY INC | [TPR](https://holderbook.com/stocks/TPR/) | $1.6M | 6,105 | 1.3% | 6 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.5M | 8,336 | 1.2% | 6 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.4M | 5,380 | 1.2% | 6 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $1.4M | 24,604 | 1.2% | 6 |
| HUNTINGTON BANCSHARES INC | [HBAN](https://holderbook.com/stocks/HBAN/) | $1.4M | 11,641 | 1.1% | 6 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.3M | 3,403 | 1.1% | 6 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $1.3M | 1,825 | 1.1% | 6 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $1.2M | 8,779 | 1.0% | 6 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.2M | 3,831 | 1.0% | 6 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.2M | 1,015 | 1.0% | 6 |
| ZIONS BANCORPORATION NATL AS | [ZION](https://holderbook.com/stocks/ZION/) | $1.2M | 1,600 | 1.0% | 6 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.2M | 3,201 | 1.0% | 6 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $1.1M | 17,957 | 0.9% | 6 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $1.0M | 2,054 | 0.8% | 6 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $985.1K | 10,850 | 0.8% | 2 |
| KROGER CO | [KR](https://holderbook.com/stocks/KR/) | $947.7K | 3,460 | 0.8% | 6 |
| PRINCIPAL FINANCIAL GROUP IN | [PFG](https://holderbook.com/stocks/PFG/) | $906.5K | 7,239 | 0.7% | 6 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $879.2K | 9,300 | 0.7% | 6 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $787.7K | 28,763 | 0.6% | 6 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $751.7K | 4,752 | 0.6% | 6 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $748.5K | 5,354 | 0.6% | 6 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $734.9K | 10,097 | 0.6% | 6 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $678.9K | 1,705 | 0.6% | 6 |
| ISHARES INC | [EWG](https://holderbook.com/stocks/EWG/) | $673.0K | 9,273 | 0.5% | 6 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $661.8K | 11,615 | 0.5% | 6 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $638.3K | 4,449 | 0.5% | 6 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $603.4K | 2,168 | 0.5% | 6 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $587.3K | 5,028 | 0.5% | 6 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $571.3K | 3,406 | 0.5% | 6 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $563.7K | 3,175 | 0.5% | 6 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $549.6K | 3,552 | 0.4% | 6 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $531.8K | 4,287 | 0.4% | 6 |
| PRICE T ROWE GROUP INC | [TROW](https://holderbook.com/stocks/TROW/) | $507.4K | 3,458 | 0.4% | 6 |
| WILLIAMS SONOMA INC | [WSM](https://holderbook.com/stocks/WSM/) | $500.8K | 900 | 0.4% | 6 |
| ISHARES INC | [EPP](https://holderbook.com/stocks/EPP/) | $498.9K | 6,173 | 0.4% | 6 |
| ISHARES INC | [EWJ](https://holderbook.com/stocks/EWJ/) | $489.8K | 6,328 | 0.4% | 6 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $465.5K | 2,088 | 0.4% | 6 |
| OLD REP INTL CORP | [ORI](https://holderbook.com/stocks/ORI/) | $458.2K | 7,782 | 0.4% | 6 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $458.2K | 1,253 | 0.4% | 6 |
| WEYERHAEUSER CO | [WY](https://holderbook.com/stocks/WY/) | $438.0K | 9,560 | 0.4% | 6 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $436.3K | 4,539 | 0.4% | 6 |
| REINSURANCE GROUP AMER INC | [RGA](https://holderbook.com/stocks/RGA/) | $435.3K | 1,369 | 0.4% | 6 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $425.7K | 729 | 0.3% | 6 |
| MATSON INC | [MATX](https://holderbook.com/stocks/MATX/) | $409.7K | 2,830 | 0.3% | 6 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $408.1K | 1,740 | 0.3% | 6 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $406.7K | 3,492 | 0.3% | 6 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $392.0K | 2,606 | 0.3% | 6 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $388.3K | 3,600 | 0.3% | 6 |
| EVEREST GROUP LTD | [EG](https://holderbook.com/stocks/EG/) | $379.1K | 835 | 0.3% | 6 |
| ISHARES TR | [IYY](https://holderbook.com/stocks/IYY/) | $355.1K | 1,198 | 0.3% | 6 |
| SKYWORKS SOLUTIONS INC | [SWKS](https://holderbook.com/stocks/SWKS/) | $348.0K | 4,603 | 0.3% | 6 |
| METLIFE INC | [MET](https://holderbook.com/stocks/MET/) | $342.5K | 1,854 | 0.3% | 6 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $323.0K | 911 | 0.3% | 6 |
| OMNICOM GROUP INC | [OMC](https://holderbook.com/stocks/OMC/) | $317.8K | 1,953 | 0.3% | 6 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $315.9K | 2,500 | 0.3% | 6 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $314.0K | 10,927 | 0.3% | 6 |
| PPG INDS INC | [PPG](https://holderbook.com/stocks/PPG/) | $307.0K | 2,642 | 0.3% | 6 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $300.6K | 1,454 | 0.2% | 6 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $299.5K | 1,666 | 0.2% | 6 |
| WESTERN UN CO | [WU](https://holderbook.com/stocks/WU/) | $293.1K | 15,320 | 0.2% | 6 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $286.9K | 1,100 | 0.2% | 6 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $280.8K | 1,730 | 0.2% | 6 |
| PRUDENTIAL FINL INC | [PRU](https://holderbook.com/stocks/PRU/) | $257.5K | 1,832 | 0.2% | 6 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $238.4K | 4,584 | 0.2% | 6 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $237.7K | 1,960 | 0.2% | 6 |
| WATTS WATER TECHNOLOGIES INC | [WTS](https://holderbook.com/stocks/WTS/) | $234.9K | 600 | 0.2% | 6 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $234.2K | 616 | 0.2% | 6 |
| VULCAN MATLS CO | [VMC](https://holderbook.com/stocks/VMC/) | $231.6K | 785 | 0.2% | 6 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $227.8K | 2,368 | 0.2% | 6 |
| UNIFIRST CORP MASS | [UNF](https://holderbook.com/stocks/UNF/) | $224.8K | 838 | 0.2% | 6 |
| ENTERGY CORP NEW | [ETR](https://holderbook.com/stocks/ETR/) | $221.2K | 2,520 | 0.2% | 6 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $220.3K | 2,723 | 0.2% | 6 |
| SMUCKER J M CO | [SJM](https://holderbook.com/stocks/SJM/) | $210.4K | 270 | 0.2% | 6 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $201.7K | 862 | 0.2% | 6 |
| HCA HEALTHCARE INC | [HCA](https://holderbook.com/stocks/HCA/) | $201.0K | 1,841 | 0.2% | 6 |
| ARCHER DANIELS MIDLAND CO | [ADM](https://holderbook.com/stocks/ADM/) | $199.8K | 2,615 | 0.2% | 6 |
| UNUM GROUP | [UNM](https://holderbook.com/stocks/UNM/) | $196.2K | 2,195 | 0.2% | 6 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $195.9K | 405 | 0.2% | 6 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $192.2K | 1,972 | 0.2% | 6 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $192.1K | 1,200 | 0.2% | 6 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $185.6K | 1,335 | 0.2% | 6 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $185.2K | 4,002 | 0.2% | 6 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $183.6K | 3,830 | 0.2% | 6 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $178.9K | 189 | 0.1% | 6 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +22.4% | +14.8% | +7.6% | 100% |
| Q1 2026 | +0.8% | -4.6% | +5.4% | 100% |
| Q4 2025 | +3.9% | +2.4% | +1.6% | 100% |
| Q3 2025 | +7.3% | +7.8% | -0.5% | 102% |
| Q2 2025 | +8.4% | +10.5% | -2.0% | 101% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| 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 |