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Disclosery

13F-HR filed by Curated Wealth Partners LLC

Curated Wealth Partners LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-15 16:07:03 UTC, with 567 holding rows worth $1,215,064,590.

Accession
0001085146-26-000906
Filer
CIK 1781284
Filed
2026-10-15
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q3 2026

A holdings report, 1,469 entries on the cover page, a total value of $1,215,064,590 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,215,064,590 with VALUE read as dollars as filed, 13F file number 028-20885. The quarter's positions are built on this report. The resolved quarter.

Other managers

  • included managerBLACKROCK INVESTMENT MANAGEMENT LCC
  • included managerBRECKINRIDGE CAPITAL ADVISORS
  • included managerDIAMOND HILL CAPITAL MANAGEMEN
  • included managerDSM CAPITAL PARTNERS LLC
  • included managerKAYNE ANDERSON RUDNICK INVESTM
  • included managerNEUBERGER BERMAN INVESTMENT ADVISERS LLC
  • included managerPARAMETRIC PORTFOLIO ASSOCIATES LLC
  • included managerWASATCH ADVISORS INC
  • included managerWASATCH ADVISORS LP
  • included managerGATEWAY INVESTMENT ADVISERS LLC
  • included managerAQR CAPITAL MANAGEMENT LLC
  • included managerGOLDMAN SACHS ASSET MANAGEMENT
  • included managerTOWNSQUARE CAPITAL LLC

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
HCA Healthcare Inc40412C101COM544$232,143dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock1,379$231,466dollars as filed
ENVISTA HOLDINGS CORPORATION29415F104COM9,862$231,456dollars as filed
KIRBY CORP497266106COM1,761$231,133dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock1,697$229,553dollars as filed
ULTA BEAUTY INC COM90384S303Stock420$229,393dollars as filed
TARGA RES CORP COM87612G101Stock847$228,953dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS2,546$228,529dollars as filed
PPL CORP COM69351T106Stock6,927$227,827dollars as filed
Southern Company842587107COM2,738$226,955dollars as filed
CINCINNATI FINL CORP COM172062101Stock1,419$226,147dollars as filed
HAWKINS INC420261109COM1,789$225,414dollars as filed
Schlumberger Limited806857108COM4,615$224,843dollars as filed
BANCO SANTANDER SA ADR05964H105ADR16,235$224,531dollars as filed
ONTO INNOVATION INC COM683344105Stock728$224,093dollars as filed
HUNTINGTON BANCSHARES INC COM446150104Stock14,649$223,544dollars as filed
MSC INDL DIRECT INC CL A553530106Stock1,783$220,591dollars as filed
HEICO CORP NEW422806208CL A965$220,338dollars as filed
CONAGRA FOODS INC205887102COM16,376$220,094dollars as filed
TD SYNNEX CORPORATION COM87162W100Stock848$217,809dollars as filed
SHELL PLC SPON ADS780259305ADR2,266$215,383dollars as filed
VORNADO RLTY TR929042109SH BEN INT6,342$214,867dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock1,230$213,821dollars as filed
ITT INC COM45073V108Stock1,059$213,728dollars as filed
BALL CORP058498106COM3,811$213,531dollars as filed
SBA COMMUNICATIONS CORP CL A78410G104REIT1,332$213,283dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock6,425$213,117dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock798$212,157dollars as filed
HALLIBURTON CO COM406216101Stock6,669$212,076dollars as filed
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A3,329$211,690dollars as filed
LAMB WESTON HLDGS INC513272104COM5,076$211,619dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock912$211,146dollars as filed
POPULAR INC733174700COM NEW1,348$209,547dollars as filed
NORDSON CORP655663102COM636$208,514dollars as filed
CENTERPOINT ENERGY INC15189T107COM5,642$207,626dollars as filed
ECOLAB INC COM278865100Stock756$207,582dollars as filed
MILLROSE PPTYS INC COM CL A601137102REIT7,964$206,824dollars as filed
NATIONAL FUEL GAS CO COM636180101Stock2,723$206,565dollars as filed
LITTELFUSE INC COM537008104Stock487$206,363dollars as filed
US FOODS HLDG CORP COM912008109Stock2,233$205,906dollars as filed
JEFFERIES FINANCIAL GROUP IN47233W109COM4,487$205,190dollars as filed
UNITED RENTALS INC COM911363109Stock205$205,160dollars as filed
ROYALTY PHARMA PLCG7709Q104SHS CLASS A3,508$204,727dollars as filed
Cigna Corporation125523100COM748$203,329dollars as filed
ONEOK INC NEW COM30609A109Stock2,377$202,688dollars as filed
BROOKFIELD CORP CL A LTD VT SH11271J107Stock5,545$202,171dollars as filed
ENTEGRIS INC COM29362U104Stock1,312$202,127dollars as filed
BLOCK H & R INC COM093671105Stock4,934$201,552dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock332$201,460dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS2,476$200,952dollars as filed
TREX CO INC89531P105COM4,611$200,855dollars as filed
BRIGHT HORIZONS FAM SOL IN DEL COM109194100Stock3,152$200,845dollars as filed
MADRIGAL PHARMACEUTICALS INC COM558868105Stock398$200,577dollars as filed
NOV INC62955J103COM10,176$190,595dollars as filed
ADT INC DEL COM00090Q103Stock28,243$171,716dollars as filed
GRAPHIC PACKAGING HLDG CO COM388689101Stock18,391$166,439dollars as filed
BLACKROCK TCP CAPITAL CORP09259E108COM38,587$154,348dollars as filed
DENTSPLY SIRONA INC24906P109COM17,080$151,330dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR21,353$120,218dollars as filed
MIZUHO FINANCIAL GROUP INC SPONSORED ADR60687Y109ADR10,423$115,175dollars as filed
KODIAK AI INC.500081104CMN59,432$114,109dollars as filed
NUVEEN FLOATING RATE INCOME67072T108COM12,375$92,070dollars as filed
BLACKROCK CORPORATE HIGH YIELD09255P107COM10,320$80,909dollars as filed
ARES COML REAL ESTATE CORP04013V108COM20,171$77,457dollars as filed
REKOR SYSTEMS INC759419104COM200,000$73,820dollars as filed
ALLSPRING INCOME OPPORTUNITIES94987B105INC OPPTY FD10,089$60,635dollars as filed
BNY MELLON HIGH YIELD STRATE09660L105SH BEN INT21,095$46,831dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-26-000906this filing2026-10-15