CIK 1781284
Curated Wealth Partners LLC
Institutional 13F holdings & portfolio
Holdings
208
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 208
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HQY | HEALTHEQUITY INC | 3K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 3K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 974 | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 807 | $100K–$500K | SH |
| CWST | CASELLA WASTE SYS INC | 3K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 541 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| KKR | KKR & CO INC | 2K | $100K–$500K | SH |
| REKR | REKOR SYSTEMS INC | 200K | $100K–$500K | SH |
| EMXC | ISHARES INC | 4K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 16K | $100K–$500K | SH |
| LCII | LCI INDS | 2K | $100K–$500K | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC | 3K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| INTU | INTUIT | 387 | $100K–$500K | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 6K | $100K–$500K | SH |
| SSD | SIMPSON MFG INC | 2K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 423 | $100K–$500K | SH |
| WTS | WATTS WATER TECHNOLOGIES INC | 845 | $100K–$500K | SH |
| AMGN | AMGEN INC | 703 | $100K–$500K | SH |
| PCOR | PROCORE TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| LIN | LINDE PLC | 526 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 351 | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 101 | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 458 | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 1K | $100K–$500K | SH |
| FOUR | SHIFT4 PMTS INC | 3K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 780 | $100K–$500K | SH |
| TCPC | BLACKROCK TCP CAPITAL CORP | 39K | $100K–$500K | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 5K | $100K–$500K | SH |
| ENSG | ENSIGN GROUP INC | 1K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 1K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 706 | $100K–$500K | SH |
| FCN | FTI CONSULTING INC | 1K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 4K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 224 | $100K–$500K | SH |
| RBC | RBC BEARINGS INC | 392 | $100K–$500K | SH |
| NOW | SERVICENOW INC | 1K | $100K–$500K | SH |
| MC | MOELIS & CO | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 799 | $100K–$500K | SH |
| FICO | FAIR ISAAC CORP | 92 | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA | 13K | $100K–$500K | SH |
| KAI | KADANT INC | 514 | $100K–$500K | SH |
| MSCI | MSCI INC | 241 | $100K–$500K | SH |
| CRVL | CORVEL CORP | 2K | $100K–$500K | SH |
| FHB | FIRST HAWAIIAN INC | 5K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 600 | $100K–$500K | SH |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 16K | $100K–$500K | SH |