Curat Global, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm holds equity securities in 258 distinct companies. The firm is managed by Steven Albrecht, who serves as the Chief Investment Officer.
The filing details a portfolio that is heavily weighted toward exchange-traded funds (ETFs). A significant portion of the holdings consists of various SPDR and iShares ETFs tracking broad market indices, including the S&P 500, MSCI EAFE, and sector-specific ETFs such as the Select Sector SPDR Technology and Financial ETFs.
- Top Individual Stock Holdings: The largest individual stock position is Microsoft Corporation, with 4,970 shares. Other notable individual stock positions include Applied Materials (16,825 shares), NVIDIA (13,361 shares), Eli Lilly & Co. (1,015 shares), and Visa (1,940 shares).
- Major Corporate Positions: The portfolio includes substantial stakes in major industrial and financial corporations, such as Caterpillar (10 shares), JPMorgan Chase & Co. (180 shares), UnitedHealth Group (5,880 shares), and Procter & Gamble (4,854 shares).
- ETF Holdings: The portfolio features a wide array of ETFs, including the iShares Core S&P 500 ETF (9,146 shares), the iShares Core S&P Mid-Cap ETF (89,010 shares), and the iShares Core S&P Small-Cap ETF (43,583 shares). Sector-specific ETFs include the Select Sector SPDR Technology ETF (54,032 shares) and the Select Sector SPDR Financial ETF (21,628 shares).
The filing indicates that the firm holds a mix of large-cap growth stocks, established dividend-paying companies, and a broad array of market-tracking exchange-traded funds.
