Curran Financial Partners, LLC
Sector Allocation
- Other91.2%$612.8M
- Technology3.2%$21.3M
- Financials2.7%$18.3M
- Consumer Discretionary0.7%$4.4M
- Consumer Staples0.6%$3.8M
- Materials0.5%$3.3M
- Industrials0.4%$2.8M
- Energy0.4%$2.4M
- Healthcare0.3%$2.0M
- Utilities0.1%$504,957
AUM History
13fpro.ai/research/fund/curran-financial-partners-llc-1843867
Conviction and streaks
Concentrating · top 10 = 52.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- YORKVILLE$91.7M
- SCHWAB$47.3M
- VANGUARD$32.2M
- VANGUARD$31.7M
- SPDR$29.2M
- VANGUARD$29.1M
- J$26.1M
- GLOBAL$24.6M
- SPDR$19.3M
- FRANKLIN$19.1M
- VANGUARD$18.9M
- LEGG$16.6M
- FIRST$15.4M
- VANGUARD$14.5M
- VANGUARD$13.7M
- FIRST$12.8M
- SPDR$9.6M
- VANGUARD$9.5M
- ISHARES$9.4M
- ISHARES$9.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/curran-financial-partners-llc-1843867
Curran Financial Partners, LLC 13F holdings — Q2 2026
$671.8M portfolio (+20.3% QoQ) · 140 holdings · Q2 2026 13F · top 10 are 52% of the stock portfolio
- 1
YORKVILLE AMER INVTS TR - TRUTH SOCIAL GOD
$91.7M
13.7% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$47.3M
7.0% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - SMALL CP ETF
$32.2M
4.8% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD STAR FDS - VG TL INTL STK F
$31.7M
4.7% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR SERIES TRUST - ST STR SP500DIV
$29.2M
4.3% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD INDEX FDS - GROWTH ETF
$29.1M
4.3% of stocks
+611%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
$26.1M
3.9% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
GLOBAL X FDS - GLB X MLP ENRG I
$24.6M
3.7% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SPDR SERIES TRUST - ST TERM HIGH ETF
$19.3M
2.9% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
FRANKLIN TEMPLETON ETF TR - SENIOR LOAN ETF
$19.1M
2.8% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | YORKVILLE AMER INVTS TR - TRUTH SOCIAL GOD | $91.7M | 13.7% | New | — | New this quarter | — | — | |
| 2 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $47.3M | 7.0% | +9% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - SMALL CP ETF | $32.2M | 4.8% | +10% | — | — | — | — | |
| 4 | VANGUARD STAR FDS - VG TL INTL STK F | $31.7M | 4.7% | +10% | — | — | — | — | |
| 5 | SPDR SERIES TRUST - ST STR SP500DIV | $29.2M | 4.3% | +10% | — | — | — | — | |
| 6 | VANGUARD INDEX FDS - GROWTH ETF | $29.1M | 4.3% | +611% | — | — | — | — | |
| 7 | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $26.1M | 3.9% | +14% | — | — | — | — | |
| 8 | GLOBAL X FDS - GLB X MLP ENRG I | $24.6M | 3.7% | +8% | — | — | — | — | |
| 9 | SPDR SERIES TRUST - ST TERM HIGH ETF | $19.3M | 2.9% | +13% | — | — | — | — | |
| 10 | FRANKLIN TEMPLETON ETF TR - SENIOR LOAN ETF | $19.1M | 2.8% | +13% | — | — | — | — |
All holdings — Curran Financial Partners, LLC (Q2 2026)
140 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $18.9M | 2.8% | 158K | New | — | — | 13F |
| 12 | — | LEGG MASON ETF INVT - FRANKLIN INTL LWetf/fund | — | $16.6M | 2.5% | 409K | +9% | — | — | 13F |
| 13 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | — | $15.4M | 2.3% | 306K | +13% | — | — | 13F |
| 14 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $14.5M | 2.2% | 61K | +10% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $13.7M | 2.0% | 63K | +31% | — | — | 13F |
| 16 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETFpreferred | — | $12.8M | 1.9% | 716K | +13% | — | — | 13F |
| 17 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $9.6M | 1.4% | 105K | -10% | — | — | 13F |
| 18 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $9.5M | 1.4% | 60K | -37% | — | — | 13F |
| 19 | — | ISHARES TR - IBOXX INV CP ETFetf/fund | — | $9.4M | 1.4% | 87K | +14% | — | — | 13F |
| 20 | — | ISHARES TR - CORE 30 70 ETFetf/fund | — | $9.4M | 1.4% | 226K | +11% | — | — | 13F |
| 21 | — | DBX ETF TR - XTRACK USD HIGHetf/fund | — | $8.8M | 1.3% | 240K | +14% | — | — | 13F |
| 22 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund | — | $8.7M | 1.3% | 119K | +15% | — | — | 13F |
| 23 | — | PGIM ETF TR - PGIM ULTRA SH BDetf/fund | — | $8.1M | 1.2% | 163K | -9% | — | — | 13F |
| 24 | Apple Inc. | Technology | $8.1M | 1.2% | 28K | -0.7% | 10+ qtrs | 75.7 | 13F | |
| 25 | — | VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund | — | $7.3M | 1.1% | 146K | +14% | — | — | 13F |
| 26 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $6.3M | 0.9% | 48K | New | |||
| 27 | — | BNY MELLON ETF TRUST - CORE BOND ETF | — | $6.3M | 0.9% | 149K | -53% | |||
| 28 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $5.7M | 0.9% | 99K | +15% | |||
| 29 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $5.4M | 0.8% | 18K | +809% | |||
| 30 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $5.2M | 0.8% | 62K | -57% | |||
| 31 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $4.7M | 0.7% | 12K | New | |||
| 32 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $4.5M | 0.7% | 13K | +3% | |||
| 33 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $4.3M | 0.7% | 185K | -59% | |||
| 34 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $4.3M | 0.6% | 5,852 | +20% | |||
| 35 | $GLD | SPDR GOLD TRUST | Financials | $4.1M | 0.6% | 11K | -30% | |||
| 36 | $WT | WisdomTree, Inc. | Financials | $4.0M | 0.6% | 80K | -9% | |||
| 37 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.0M | 0.6% | 5,365 | -1% | |||
| 38 | $NVDA | NVIDIA CORP | Technology | $3.9M | 0.6% | 19K | +2% | |||
| 39 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $3.3M | 0.5% | 4,842 | +12% | |||
| 40 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $3.3M | 0.5% | 124K | -53% | |||
| 41 | $SHW | SHERWIN WILLIAMS CO | Materials | $3.0M | 0.4% | 8,615 | -6% | |||
| 42 | $IVZ | Invesco Ltd. | Financials | $3.0M | 0.4% | 58K | +14% | |||
| 43 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $2.9M | 0.4% | 24K | +0.7% | |||
| 44 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $2.6M | 0.4% | 4,017 | +13% | |||
| 45 | — | EA SERIES TRUST - STRIVE 500 ETF | — | $2.6M | 0.4% | 54K | +37% | |||
| 46 | $MSFT | MICROSOFT CORP | Technology | $2.6M | 0.4% | 7,001 | -0.4% | |||
| 47 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $2.5M | 0.4% | 11K | +15% | |||
| 48 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.4M | 0.4% | 10K | +0.8% | |||
| 49 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.3M | 0.3% | 2,471 | -3% | |||
| 50 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $2.1M | 0.3% | 39K | +73% | |||
| 51 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $2.0M | 0.3% | 30K | +23% | |||
| 52 | $GOOGL | Alphabet Inc. | Technology | $1.9M | 0.3% | 5,375 | +3% | |||
| 53 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.7M | 0.3% | 4,589 | +0.3% | |||
| 54 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER | — | $1.6M | 0.2% | 68K | +73% | |||
| 55 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $1.5M | 0.2% | 7,836 | +2% | |||
| 56 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $1.5M | 0.2% | 17K | +37% | |||
| 57 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $1.5M | 0.2% | 11K | +30% | |||
| 58 | — | FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF | — | $1.4M | 0.2% | 28K | +73% | |||
| 59 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $1.3M | 0.2% | 21K | +40% | |||
| 60 | — | ARK ETF TR - BLOC FIN INN ETF | — | $1.2M | 0.2% | 31K | +49% | |||
| 61 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.2% | 7,296 | +11% | |||
| 62 | — | GLOBAL X FDS - DATA CTR DIG ETF | — | $1.2M | 0.2% | 40K | +20% | |||
| 63 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.2M | 0.2% | 8,757 | -2% | |||
| 64 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.2% | 74K | +5% | |||
| 65 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.1M | 0.2% | 12K | -0.6% | |||
| 66 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.1M | 0.2% | 4,413 | +12% | |||
| 67 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.1M | 0.2% | 8,461 | +300% | |||
| 68 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $957K | 0.1% | 4,183 | +0.7% | |||
| 69 | $MU | MICRON TECHNOLOGY INC | Technology | $938K | 0.1% | 813 | -6% | |||
| 70 | $SLV | iShares Silver Trust | Financials | $929K | 0.1% | 17K | +7% | |||
| 71 | — | ISHARES TR - FUTU EXPO TE ETF | — | $913K | 0.1% | 11K | +13% | |||
| 72 | $GE | GENERAL ELECTRIC CO | Industrials | $911K | 0.1% | 2,436 | +2% | |||
| 73 | — | RBB FD INC - US TRSRY 6 MNTH | — | $889K | 0.1% | 18K | -4% | |||
| 74 | — | RBB FD INC - US TREASRY 12 MT | — | $888K | 0.1% | 18K | -4% | |||
| 75 | — | RBB FD INC - US TREASY 2 YR | — | $885K | 0.1% | 18K | -4% | |||
| 76 | — | RBB FD INC - US TREAS 3 YR NT | — | $883K | 0.1% | 18K | -4% | |||
| 77 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $867K | 0.1% | 1,733 | -13% | |||
| 78 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $825K | 0.1% | 3,743 | -0.7% | |||
| 79 | $TSLA | Tesla, Inc. | Consumer Discretionary | $824K | 0.1% | 1,960 | +0.1% | |||
| 80 | $GEV | GE Vernova Inc. | Industrials | $730K | 0.1% | 621 | -2% | |||
| 81 | — | FIDELITY COVINGTON TRUST - CONSMR STAPLES | — | $690K | 0.1% | 13K | +0.1% | |||
| 82 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $690K | 0.1% | 4,039 | New | |||
| 83 | — | ISHARES TR - CORE S&P500 ETF | — | $675K | 0.1% | 901 | +7% | |||
| 84 | $META | Meta Platforms, Inc. | Technology | $661K | 0.1% | 1,173 | +2% | |||
| 85 | $GOOG | Alphabet Inc. | Technology | $656K | 0.1% | 1,856 | -0.6% | |||
| 86 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $656K | 0.1% | 13K | +78% | |||
| 87 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $645K | 0.1% | 4,399 | -2% | |||
| 88 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $595K | 0.1% | 13K | -7% | |||
| 89 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $574K | 0.1% | 19K | +53% | |||
| 90 | $ABBV | AbbVie Inc. | Healthcare | $501K | 0.1% | 1,990 | -3% | |||
| 91 | $CMI | CUMMINS INC | Industrials | $489K | 0.1% | 686 | — | |||
| 92 | $WMT | Walmart Inc. | Consumer Staples | $486K | 0.1% | 4,291 | -6% | |||
| 93 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $479K | 0.1% | 7,874 | +24% | |||
| 94 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $457K | 0.1% | 7,655 | +15% | |||
| 95 | $PLTR | Palantir Technologies Inc. | Technology | $414K | 0.1% | 3,552 | +13% | |||
| 96 | $UBSI | UNITED BANKSHARES INC/WV | Financials | $405K | 0.1% | 8,841 | — | |||
| 97 | $WT | WisdomTree, Inc. | Financials | $375K | 0.1% | 4,017 | +63% | |||
| 98 | — | ISHARES TR - CORE S&P MCP ETF | — | $361K | 0.1% | 4,687 | +28% | |||
| 99 | $MRK | Merck & Co., Inc. | Healthcare | $359K | 0.1% | 2,793 | +3% | |||
| 100 | $IVZ | Invesco Ltd. | Financials | $347K | 0.1% | 1,966 | -6% | |||
| 101 | $GLW | CORNING INC /NY | Materials | $347K | 0.1% | 1,358 | New | |||
| 102 | $CAT | CATERPILLAR INC | Industrials | $344K | 0.1% | 323 | +2% | |||
| 103 | $JPM | JPMORGAN CHASE & CO | Financials | $343K | 0.1% | 1,049 | -19% | |||
| 104 | $CSCO | CISCO SYSTEMS, INC. | Technology | $343K | 0.1% | 2,921 | -5% | |||
| 105 | $INTC | INTEL CORP | Technology | $336K | 0.1% | 2,408 | New | |||
| 106 | $FIBK | FIRST INTERSTATE BANCSYSTEM INC | Financials | $333K | 0.1% | 8,625 | — | |||
| 107 | $KO | COCA COLA CO | Consumer Staples | $326K | 0.1% | 4,007 | -3% | |||
| 108 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $318K | 0.1% | 400 | — | |||
| 109 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $301K | 0.0% | 631 | -3% | |||
| 110 | $SO | SOUTHERN CO | Utilities | $299K | 0.0% | 3,128 | +3% | |||
| 111 | $HCA | HCA Healthcare, Inc. | Healthcare | $282K | 0.0% | 722 | -1% | |||
| 112 | $CSX | CSX CORP | Industrials | $277K | 0.0% | 5,820 | -3% | |||
| 113 | — | ISHARES TR - CORE S&P SCP ETF | — | $269K | 0.0% | 1,816 | +10% | |||
| 114 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $268K | 0.0% | 7,831 | -0.1% | |||
| 115 | — | SPDR SERIES TRUST - ST STR DOW REIT | — | $261K | 0.0% | 2,311 | -0.4% | |||
| 116 | $AVGO | Broadcom Inc. | Technology | $260K | 0.0% | 689 | +1% | |||
| 117 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $250K | 0.0% | 3,515 | +7% | |||
| 118 | $V | VISA INC. | Financials | $250K | 0.0% | 728 | -5% | |||
| 119 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $248K | 0.0% | 752 | New | |||
| 120 | $LLY | ELI LILLY & Co | Healthcare | $248K | 0.0% | 206 | New | |||
| 121 | — | PROSHARES TR - S&P 500 DV ARIST | — | $245K | 0.0% | 4,362 | +100% | |||
| 122 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $243K | 0.0% | 4,572 | -5% | |||
| 123 | $IVZ | Invesco Ltd. | Financials | $240K | 0.0% | 792 | New | |||
| 124 | $MSTR | Strategy Inc | Financials | $235K | 0.0% | 2,699 | +0.6% | |||
| 125 | $MS | MORGAN STANLEY | Financials | $233K | 0.0% | 1,114 | New | |||
| 126 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $231K | 0.0% | 4,530 | +5% | |||
| 127 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $230K | 0.0% | 8,866 | -5% | |||
| 128 | $BAR | GraniteShares Gold Trust | Financials | $224K | 0.0% | 5,674 | New | |||
| 129 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $222K | 0.0% | 533 | New | |||
| 130 | $PFE | PFIZER INC | Healthcare | $221K | 0.0% | 9,166 | +2% | |||
| 131 | $T | AT&T INC. | Communication Services | $220K | 0.0% | 11K | +8% | |||
| 132 | — | ISHARES TR - TIPS BD ETF | — | $210K | 0.0% | 1,916 | +1% | |||
| 133 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $209K | 0.0% | 7,561 | New | |||
| 134 | — | LISTED FDS TR - ROUN MA SEVE ETF | — | $209K | 0.0% | 3,257 | New | |||
| 135 | $QCOM | QUALCOMM INC/DE | Technology | $208K | 0.0% | 1,123 | New | |||
| 136 | $JNJ | JOHNSON & JOHNSON | Healthcare | $206K | 0.0% | 810 | -3% | |||
| 137 | $PPL | PPL Corp | Utilities | $206K | 0.0% | 5,656 | New | |||
| 138 | — | ENTREPRENEURSHARES SERIES TR - ERSH PRI PUB ETF | — | $204K | 0.0% | 9,705 | New | |||
| 139 | $GAB | GABELLI EQUITY TRUST INC | — | $87K | 0.0% | 15K | — | |||
| 140 | $REAX.R1862461 | Real Brokerage Inc | Real Estate | $36K | 0.0% | 20K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 75 added to, 42 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
- YORKVILLE AMER INVTS TR - TRUTH SOCIAL GOD$91.7M
first bought this quarter
- VANGUARD WORLD FD - FINANCIALS ETF$6.3M
first bought this quarter
- VANGUARD WORLD FD - CONSUM DIS ETF$4.7M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$690Kfirst bought this quarter
$GLWCORNING INC /NY$347K
first bought this quarter
$INTCINTEL CORP$336K
first bought this quarter
+11 more in the Excel export
Added to (75)
- VANGUARD INDEX FDS - GROWTH ETF+611%
now $29.1M
- VANGUARD WORLD FD - HEALTH CAR ETF+809%
now $5.4M
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+9%
now $47.3M
- VANGUARD INDEX FDS - VALUE ETF+31%
now $13.7M
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM+14%
now $26.1M
- VANGUARD INDEX FDS - SMALL CP ETF+10%
now $32.2M
+69 more in the Excel export
Trimmed (42)
- BNY MELLON ETF TRUST - CORE BOND ETF-53%
now $6.3M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP-57%
now $5.2M
- SPDR SERIES TRUST - ST PORT HIGH ETF-59%
now $4.3M
- VANGUARD WHITEHALL FDS - HIGH DIV YLD-37%
now $9.5M
- SCHWAB STRATEGIC TR - US TIPS ETF-53%
now $3.3M
$GLDSPDR GOLD TRUST-30%
now $4.1M · held 10+ qtrs
+36 more in the Excel export
Holdings by quarter
Every 13F Curran Financial Partners, LLC has filed, 22 earlier quarters. Pick one to see what it held then.
Is it too late to follow Curran Financial Partners?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Curran Financial Partners's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-1.1%
Value-weighted move of the 10 largest stock positions
Turnover
15%
Last quarter; 35% over the last 4
Top 10 weight
52%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Curran Financial Partners, LLC disclosed 140 positions worth $671.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 17 new positions and exited 5. The portfolio is most concentrated in Other (91.2% of disclosed assets). All figures are sourced directly from Curran Financial Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1843867.
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