Curran Financial Partners, LLC

CIK 0001843867 · Q2 2026

13F Equity AUM

$671.8M

+20.3% QoQ

Positions

140

+14 QoQ

AUM Rank

#4,193

Top 33%

Skill Alpha (FF)

-2.9%/yr^ns

No Clear Edge

Rank #6,751 · Top 81%

vs S&P -5.9%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 34.5%Top 10: 52.1%Top 20: 71.4%

YORKVILLE AMER INVTS TR13.7%

SCHD7.0%

VB4.8%

VXUS4.7%

SPYD4.3%

VUG4.3%

JEPI3.9%

MLPX3.7%

SJNK2.9%

FLBL2.8%

Others (130)47.9%

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

Sector Allocation

Financial Services80.3%

Unclassified13.8%

Technology2.7%

Other3.3%

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

Position Sizing

Positions: 140Median: 0.14%Avg: 0.71%

0–0.5%

102(13.1%)

0.5–1%

13(9.3%)

1–3%

17(31.1%)

3–5%

6(25.7%)

5%+

2(20.7%)

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

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Portfolio Overlap

Shared: 0Unique: 140vs 20 funds

0%Low

140

Fund positions

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.

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Position Changes This Quarter

New18Increased75Decreased42Exited5

New Positions

YORKVILLE AMER INVTS…13.7%

+2.2M

VFH0.9%

+48K

VCR0.7%

+12K

SPACE EXPLORATION TE…0.1%

+4K

INTC0.1%

+2K

GLW0.1%

+1K

TRV0.0%

+752

LLY0.0%

+206

QQQM0.0%

+792

SCHF0.0%

+8K

Increased

VUG4.3%

+291K(+611%)

VGT2.8%

+157K(+14481%)

SCHD7.0%

+119K(+9%)

FLBL2.8%

+98K(+13%)

SJNK2.9%

+87K(+13%)

FPE1.9%

+80K(+13%)

JEPI3.9%

+56K(+14%)

SPYD4.3%

+55K(+10%)

KNG2.3%

+36K(+13%)

VXUS4.7%

+33K(+10%)

Decreased

SPHY0.7%

-267,805(-59%)

BKAG0.9%

-171,333(-53%)

SCHP0.5%

-138,846(-53%)

VCIT0.8%

-82,751(-57%)

VYM1.4%

-34,583(-37%)

PULS1.2%

-16,743(-9%)

BIL1.4%

-11,042(-10%)

USFR0.6%

-8,254(-9%)

GQ90.6%

-4,821(-30%)

GBTC0.1%

-1,000(-7%)

Exited

-1,324,146

-8,768

-745

-10,642

GABELLI EQUITY TR IN…

-15,330

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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