CURA WEALTH ADVISORS, LLC
Long book
$223.5M
Q1 2026
Positions
125
Top-10 weight
64%
concentration
Last quarter
+7.9%
SPY +14.8%
Turnover
26%
of book per quarter
Strategy in plain words
auto-generated from filingsCURA WEALTH ADVISORS, LLC is a diversified fundamental manager, specialised in healthcare (63% of the long book), running a $223.5M US long book across 125 positions.
The portfolio is concentrated: the top 10 names carry 64% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ABBVIE INC, ABBOTT LABORATORIES, FS KKR CAPITAL CORP, MIDCAP FINANCIAL INVESTMENT, VANGUARD TOT WORLD STK ETF.
Over the last 6 quarters its long book ran on average 2.3pp per quarter behind the S&P 500, beating the index in 1 of 6 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
+6.0%
Q1 2025
+1.9%
Q2 2025
+6.7%
Q3 2025
-0.3%
Q4 2025
-8.4%
Q1 2026
+7.9%
Sector allocation
Healthcare 58%
Other 21%
Technology 10%
Utilities 3%
Financials 2%
Services media 2%
Consumer discretionary 1%
Energy 1%
Long book by quarter
What does CURA WEALTH own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| ABBV ABBVIE INC | Healthcare | 293.0K | $63.7M | 28.5% | +4.0% |
| ABT ABBOTT LABORATORIES | Healthcare | 229.6K | $23.6M | 10.6% | +0.8% |
| FSK FS KKR CAPITAL CORP | — | 2.3M | $23.1M | 10.3% | -3.4% |
| MFIC MIDCAP FINANCIAL INVESTMENT | — | 613.9K | $6.9M | 3.1% | -4.4% |
| AAPL APPLE INC | Technology | 14.6K | $3.7M | 1.7% | -21.8% |
| ACN ACCENTURE PLC-CL A | Services media | 14.2K | $2.8M | 1.3% | +0.3% |
| MSFT MICROSOFT CORP | Technology | 6.0K | $2.2M | 1.0% | -11.7% |
| GBDC GOLUB CAPITAL BDC INC | — | 120.2K | $1.5M | 0.7% | -51.5% |
| NVDA NVIDIA CORP | Technology | 8.7K | $1.5M | 0.7% | -8.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.9K | $1.4M | 0.6% | -4.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 6.7K | $1.4M | 0.6% | -47.5% |
| GOOGL ALPHABET INC-CL A | Technology | 4.4K | $1.3M | 0.6% | -14.5% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 8.3K | $1.2M | 0.5% | -18.7% |
| IDXX IDEXX LABORATORIES INC | Materials | 2.1K | $1.2M | 0.5% | Held |
| DUK DUKE ENERGY CORP | Utilities | 8.6K | $1.1M | 0.5% | +0.8% |
| META META PLATFORMS INC-CLASS A | Technology | 1.9K | $1.1M | 0.5% | -9.0% |
| ORCL ORACLE CORP | Technology | 7.1K | $1.1M | 0.5% | -4.0% |
| KMI KINDER MORGAN INC | Utilities | 24.6K | $826K | 0.4% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 3.0K | $731K | 0.3% | +0.4% |
| NKE NIKE INC -CL B | Other | 11.5K | $607K | 0.3% | -0.4% |
| JPM JPMORGAN CHASE & CO | Financials | 2.0K | $590K | 0.3% | -20.8% |
| NTRS NORTHERN TRUST CORP | Financials | 4.1K | $572K | 0.3% | Held |
| PFE PFIZER INC | Healthcare | 20.0K | $561K | 0.3% | +0.3% |
| BEPC BROOKFIELD RENEWABLE CORP | Utilities | 13.4K | $533K | 0.2% | Held |
| LLY ELI LILLY & CO | Healthcare | 570 | $524K | 0.2% | -34.3% |
| XOM EXXON MOBIL CORP | Energy | 3.0K | $515K | 0.2% | -1.0% |
| GOOG ALPHABET INC-CL C | Technology | 1.8K | $512K | 0.2% | -0.2% |
| COIN COINBASE GLOBAL INC -CLASS A | Financials | 2.7K | $474K | 0.2% | +0.1% |
| PANW PALO ALTO NETWORKS INC | Technology | 2.7K | $438K | 0.2% | -17.9% |
| SU SUNCOR ENERGY INC | Energy | 6.4K | $424K | 0.2% | Held |
| V VISA INC-CLASS A SHARES | Services media | 1.2K | $373K | 0.2% | +9.7% |
| EVRG EVERGY INC | Utilities | 4.5K | $365K | 0.2% | +0.9% |
| AVGO BROADCOM INC | Technology | 1.1K | $354K | 0.2% | -46.2% |
| CVX CHEVRON CORP | Energy | 1.7K | $343K | 0.2% | Held |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 760 | $339K | 0.2% | Held |
| CEG CONSTELLATION ENERGY | Utilities | 1.2K | $329K | 0.1% | -29.9% |
| INTC INTEL CORP | Technology | 7.4K | $326K | 0.1% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 987 | $325K | 0.1% | -17.5% |
| HWM HOWMET AEROSPACE INC | Industrials | 1.4K | $319K | 0.1% | -49.1% |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.0K | $316K | 0.1% | +0.2% |
| SLB SLB LTD | Energy | 6.1K | $315K | 0.1% | Held |
| MRK MERCK & CO. INC. | Healthcare | 2.6K | $314K | 0.1% | -18.4% |
| LIN LINDE PLC | Materials | 621 | $308K | 0.1% | +4.5% |
| ET ENERGY TRANSFER LP | Utilities | 14.6K | $281K | 0.1% | +0.3% |
| CRM SALESFORCE INC | Technology | 1.5K | $271K | 0.1% | -7.4% |
| VRT VERTIV HOLDINGS CO-A | Technology | 1.0K | $256K | 0.1% | New |
| BX BLACKSTONE INC | Financials | 2.2K | $249K | 0.1% | -13.1% |
| LMT LOCKHEED MARTIN CORP | Industrials | 410 | $248K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 126 | $223.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 141 | $263.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 127 | $261.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 116 | $250.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 105 | $247.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 96 | $226.1M | canonical | SEC ↗ |