Curat Global, LLC

CIK 0002063003 · Q2 2026

13F Equity AUM

$122.2M

+20.5% QoQ

Positions

251

-13 QoQ

AUM Rank

#7,699

Top 88%

Skill Alpha (FF)

—

Building track record (5q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 30.3%Top 10: 44.4%Top 20: 58.5%

AMAT10.0%

XLK6.2%

IJH5.7%

IVV4.9%

XLB3.6%

ITOT3.5%

XLP3.4%

IJR3.0%

XLF2.2%

JCI1.9%

Others (241)55.6%

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

Sector Allocation

Financial Services50.4%

Technology21.7%

Industrials8.1%

Healthcare7.4%

Consumer Defensive3.6%

Consumer Cyclical3.3%

Other5.4%

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

Position Sizing

Positions: 251Median: 0.10%Avg: 0.40%

0–0.5%

209(23.8%)

0.5–1%

17(12.3%)

1–3%

17(23.6%)

3–5%

5(18.4%)

5%+

3(21.8%)

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

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Portfolio Overlap

Shared: 0Unique: 251vs 20 funds

0%Low

251

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

New5Increased51Decreased83Exited19

New Positions

SNDK0.1%

+73

HONEYWELL AEROSPACE …0.1%

+400

HONEYWELL INTL INC0.1%

+400

EFA0.0%

+100

DUPONT DE NEMOURS IN…0.0%

+70

Increased

XLP3.4%

+38K(+239%)

XLB3.6%

+18K(+151%)

HBAN1.1%

+8K(+238%)

PEP0.6%

+5K(+111%)

SPTM0.8%

+5K(+75%)

XLE1.2%

+5K(+23%)

W3U0.2%

+4K(+40%)

IBM1.6%

+4K(+69%)

WBS0.0%

+4K(+841%)

CSX1.4%

+3K(+11%)

Decreased

WAB0.0%

-29,252(-100%)

XLK6.2%

-27,057(-44%)

IJH5.7%

-26,901(-30%)

IJR3.0%

-18,919(-42%)

INTC1.0%

-10,095(-72%)

WY0.4%

-9,000(-48%)

XLI1.0%

-8,900(-50%)

CVS0.5%

-6,571(-60%)

PFE0.6%

-6,540(-19%)

JCI1.9%

-5,205(-35%)

Exited

-1,548

-3,057

-2,000

-800

-400

-1,300

-1,625

-500

-73

-3,350

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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