Curat Global, LLC

CIK 0002063003 · Q1 2026

13F Equity AUM

$101.4M

+12.6% QoQ

Positions

264

-15 QoQ

AUM Rank

#9,892

Top 80%

Skill Alpha (FF)

—

Building track record (3q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 31.0%Top 10: 43.1%Top 20: 55.9%

XLK7.9%

IJH6.1%

IVV5.8%

AMAT5.7%

IJR5.5%

ITOT3.6%

XLI2.8%

XLY2.0%

JCI1.9%

MSFT1.8%

Others (254)56.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services50.2%

Technology18.4%

Healthcare9.8%

Industrials7.7%

Consumer Defensive3.8%

Consumer Cyclical3.5%

Other6.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 264Median: 0.09%Avg: 0.38%

0–0.5%

217(24.9%)

0.5–1%

27(19.2%)

1–3%

14(21.3%)

3–5%

1(3.6%)

5%+

5(31.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 259Unique: 5vs 20 funds

3.5%Low

264

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

4.9%

JPMORGAN CHASE & CO

5.3%

BANK OF AMERICA CORP /DE/

5.5%

BlackRock, Inc.

6.4%

FMR LLC

8.5%

STATE STREET CORP

7.1%

VANGUARD CAPITAL MANAGEMENT LLC

6.7%

GEODE CAPITAL MANAGEMENT, LLC

6.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

7.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New13Increased50Decreased65Exited28

New Positions

SPTM0.5%

+6K

RPMGX0.3%

+3K

RHHBY0.1%

+2K

CBT0.1%

+1K

GBX0.1%

+1K

SNDK0.1%

+73

GIL0.0%

+370

LRLCY0.0%

+262

SAFRY0.0%

+277

SOLS0.0%

+200

Increased

WAB0.0%

+29K(+22062%)

PFE1.0%

+20K(+130%)

CSX1.1%

+19K(+236%)

IJH6.1%

+17K(+22%)

IJR5.5%

+9K(+26%)

XLP1.3%

+7K(+90%)

XLK7.9%

+7K(+14%)

BAC0.6%

+7K(+145%)

XLY2.0%

+6K(+51%)

XLU0.7%

+6K(+65%)

Decreased

GEN0.0%

-3,660(-63%)

MET0.3%

-2,964(-42%)

ABT0.2%

-1,500(-48%)

LYB0.1%

-1,100(-44%)

CMC0.1%

-1,100(-31%)

WSM0.5%

-1,000(-25%)

CVS0.8%

-780(-7%)

ENR0.0%

-630(-42%)

AVT0.0%

-615(-71%)

CAH0.3%

-610(-28%)

Exited

-11,466

-4,779

-6,477

-1,200

-50

-50

-30

-400

-225

-710

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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