Steven Albrecht

Curat Global, Llc

Assets Managed

$101.516M

Holdings

265

Last Quarter

2026 - Q1

Filed Date

1mo 21d ago

Growth Rate

12.77%(2Q avg: -1.37%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Curat Global, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 265 positions.

Assets under management

The assets under management (AUM) of Curat Global, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 101.516M in assets, with a quarterly growth rate of 12.77% and a 2-quarter average growth rate of -1.37%. The portfolio is managed by Steven Albrecht, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
XLK Technology Select Sect Spdr Recent Activity Increased 13.82%	7.93%	$8.045M 61,071 shares@ $131.74 avg price	Increased 13.82%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 22.47%	6.07%	$6.154M 91,134 shares@ $67.53 avg price	Increased 22.47%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 48.33%	5.85%	$5.936M 9,088 shares@ $653.18 avg price	Increased 48.33%
AMAT Applied Materials Inc Recent Activity Increased 5.22%	5.68%	$5.761M 16,856 shares@ $341.79 avg price	Increased 5.22%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 25.67%	5.47%	$5.55M 44,646 shares@ $124.31 avg price	Increased 25.67%
ITOT Ishares Core S&p Total U.s. Recent Activity Increased 0.69%	3.58%	$3.631M 25,333 shares@ $143.33 avg price	Increased 0.69%
XLI Industrial Select Sect Spdr Recent Activity Increased 8.07%	2.78%	$2.819M 17,679 shares@ $159.48 avg price	Increased 8.07%
XLY Consumer Discretionary Selt Recent Activity Increased 51.22%	2.02%	$2.043M 18,748 shares@ $108.98 avg price	Increased 51.22%
JCI Johnson Controls Internation Recent Activity Increased 8.89%	1.9%	$1.925M 14,700 shares@ $130.95 avg price	Increased 8.89%
MSFT Microsoft Corp Recent Activity	1.82%	$1.84M 4,970 shares@ $370.18 avg price

1-10 of 265