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Curat Global, LLC
CURAT GLOBAL, LLC is an SEC-registered investment adviser founded in 2018 and based in Boston, Massachusetts. The firm provides institutional and high-net-worth clients with investment advisory services focused on securities. CURAT GLOBAL serves clients globally and maintains a team of experienced professionals dedicated to providing tailored investment solutions.
Investment Strategy
CURAT GLOBAL primarily invests in public equities and related securities, leveraging fundamental research and quantitative analysis. The firm seeks to generate long-term capital appreciation for its clients by identifying undervalued opportunities and implementing risk-controlled portfolio construction. Curat Global emphasizes transparency, active management, and adaptability to prevailing market conditions.
Latest 13F Filing Activity
Curat Global, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 294 equity positions with a total 13F market value of $105M. The fund increased holdings in Select Sector SPDR TR, Ishares TR, Ishares TR among other positions. Curat Global, LLC reduced exposure to Williams Sonoma Inc., TJX Cos Inc. New, CSX Corp. among others.
Top Holdings
Equity Positions (294)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | SELECT SECTOR SPDR TR | 7.08% | $7.4M | 29,270 | $226.14 | $253.23 | +$3.9M |
I IJH | ISHARES TR | 5.27% | $5.5M | 88,920 | $60.18 | $62.02 | +$2.9M |
I IVV | ISHARES TR | 4.85% | $5.1M | 8,180 | $590.93 | $620.90 | +$2.7M |
I IJR | ISHARES TR | 4.54% | $4.8M | 43,540 | $104.57 | $109.29 | +$155.8K |
A AMAT | APPLIED MATLS INC | 4.34% | $4.6M | 24,856 | $149.97 | $183.07 | +$1.4M |
Industry Allocation
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