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Kurv Investment Management LLC

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13F filer, CIK 2027462, San Francisco, CA

Kurv Investment Management LLC reported $165,964,794 across 54 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 64.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-095592

Period
2026-06-30
Reported value
$166M
Holdings
54
Top 10 weight
64.23%
New
25
Sold out
33

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RTXnew+14,025$2.66M
GOOGLadded+5,096$1.82M
AMZNadded+6,136$1.46M
AMATadded+936$677K
GOOPnew+16,676$676K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
INTCreduced-42,514-$5.94M
AMDreduced-6,955-$4.04M
RTX CORPORATIONexited-12,309-$2.3M
TERreduced-3,586-$1.74M
FOURexited-27,412-$1.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001104659-26-095592, largest first. % of portfolio is the value over $129,622,293, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 34,994 shares; 2026Q1: 36,554 shares; 2026Q2: 41,650 shares 41,650$14.9M11.48%+5,096Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 77,102 shares; 2026Q1: 135,749 shares; 2026Q2: 93,235 shares 93,235$13M10.04%-42,514Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 32,332 shares; 2026Q1: 44,014 shares; 2026Q2: 50,150 shares 50,150$12M9.22%+6,136Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,937 shares; 2026Q1: 24,405 shares; 2026Q2: 17,450 shares 17,450$10.1M7.82%-6,955Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,716 shares; 2026Q1: 27,364 shares; 2026Q2: 25,515 shares 25,515$9.64M7.44%-1,849Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,560 shares; 2026Q1: 6,714 shares; 2026Q2: 7,650 shares 7,650$5.53M4.27%+936Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,812 shares; 2026Q1: 8,330 shares; 2026Q2: 9,474 shares 9,474$5.34M4.12%+1,144Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,806 shares; 2026Q1: 21,808 shares; 2026Q2: 18,024 shares 18,024$5.22M4.02%-3,784Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,791 shares; 2026Q1: 8,309 shares; 2026Q2: 9,453 shares 9,453$3.98M3.07%+1,144Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,999 shares; 2026Q1: 15,897 shares; 2026Q2: 17,852 shares 17,852$3.57M2.76%+1,955Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,360 shares; 2026Q1: 43,268 shares; 2026Q2: 49,300 shares 49,300$3.52M2.72%+6,032Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,099 shares; 2026Q1: 10,146 shares; 2026Q2: 6,560 shares 6,560$3.17M2.45%-3,586Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 29,184 shares; 2026Q1: 35,808 shares; 2026Q2: 40,800 shares 40,800$2.94M2.27%+4,992Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,992 shares; 2026Q1: 8,579 shares; 2026Q2: 9,775 shares 9,775$2.75M2.12%+1,196Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,032 shares; 2026Q1: not reported; 2026Q2: 14,025 shares 14,025$2.66M2.05%newTimeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,136 shares; 2026Q1: 8,544 shares; 2026Q2: 9,840 shares 9,840$2.65M2.04%+1,296Timeline
SILGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,939 shares; 2026Q1: 27,946 shares; 2026Q2: 32,185 shares 32,185$2.49M1.92%+4,239Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 28,272 shares; 2026Q1: 17,158 shares; 2026Q2: 19,550 shares 19,550$2.3M1.77%+2,392Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,976 shares; 2026Q1: 26,344 shares; 2026Q2: 30,340 shares 30,340$2.29M1.77%+3,996Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,099 shares; 2026Q1: 10,146 shares; 2026Q2: 11,685 shares 11,685$2.27M1.75%+1,539Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,344 shares; 2026Q1: 4,103 shares; 2026Q2: 4,675 shares 4,675$2.15M1.66%+572Timeline
VSTVISTRA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 10,858 shares; 2026Q2: 12,505 shares 12,505$1.98M1.53%+1,647Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,750 shares; 2026Q1: 3,204 shares; 2026Q2: 3,690 shares 3,690$1.9M1.47%+486Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,071 shares; 2026Q1: 45,034 shares; 2026Q2: 51,865 shares 51,865$1.8M1.39%+6,831Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,344 shares; 2026Q1: 4,103 shares; 2026Q2: 4,675 shares 4,675$1.74M1.35%+572Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,243 shares; 2026Q1: 8,722 shares; 2026Q2: 10,045 shares 10,045$1.74M1.35%+1,323Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,988 shares; 2026Q1: 14,952 shares; 2026Q2: 17,220 shares 17,220$1.73M1.33%+2,268Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,420 shares; 2026Q1: 10,680 shares; 2026Q2: 12,300 shares 12,300$1.4M1.08%+1,620Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 12,460 shares; 2026Q2: 14,350 shares 14,350$1.27M0.98%+1,890Timeline
TSLPKURV ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 34,712 shares; 2026Q1: 42,578 shares; 2026Q2: 48,506 shares 48,506$923K0.71%+5,928Timeline
GOOPKURV ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,957 shares; 2026Q1: not reported; 2026Q2: 16,676 shares 16,676$676K0.52%newTimeline
CLOABLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,552 shares 11,552$600K0.46%newTimeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,840 shares 11,840$599K0.46%newTimeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,016 shares 8,016$399K0.31%newTimeline
IBHGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,032 shares 18,032$398K0.31%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
TSLATESLA INC COMcall625$4.79Mnew
SILGLOBAL X FDS GLOBAL X SILVERcall12,514$4.71Mnew
MSFTMICROSOFT CORP COMcall619$4.39Mnew
CLOABLACKROCK ETF TRUST II COMcall6,725$3.7Mnew
SIVRABRDN SILVER ETF TRUST PHYSCL SILVR SHScall4,827$3.53Mnew
GDXVANECK ETF TRUST GOLD MINERS ETFcall2,568$3.06Mnew
SLVISHARES SILVER TR COMput4,130$2.36Mnew
GOOGLALPHABET INC COMcall891$2.02Mnew
IAUISHARES GOLD TR COMcall1,519$1.65Mnew
AMZNAMAZON COM INC COMcall964$1.5Mnew
AAPLAPPLE INC COMcall493$877Knew
GLDSPDR GOLD TR GOLD SHSput355$744Knew
QQQINVESCO QQQ TR COMput400$669Knew
MRVLMARVELL TECHNOLOGY INC COMcall94$644Knew
AMATAPPLIED MATLS INC COMcall34$615Knew
NVDANVIDIA CORPORATION COMcall307$360Knew
NFLXNETFLIX INC. COMcall840$289Knew
GOOGLALPHABET INC COMput168$238Knew
AMZNAMAZON COM INC COMput157$206Knew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ISHARES SILVER TRISHARES SILVER TR5,542$10.8Mput
SPDR GOLD TRSPDR GOLD TR1,302$9.61Mput
ABRDN SILVER ETF TRUSTABRDN SILVER ETF TRUST4,977$8.42Mcall
ISHARES SILVER TRISHARES SILVER TR6,860$8.41Mcall
ABRDN SILVER ETF TRUSTABRDN SILVER ETF TRUST2,897$5.89Mput
SPDR GOLD TRSPDR GOLD TR1,699$4.93Mcall
AMAZON COM INCAMAZON COM INC590$3.42Mcall
ISHARES GOLD TRISHARES GOLD TR1,519$3.31Mcall
TESLA INCTESLA INC459$2.89Mcall
RTX CORPORATIONRTX CORPORATION12,309$2.3Mshares
TESLA INCTESLA INC362$2.02Mput
ALPHABET INCALPHABET INC424$1.92Mput
ALPHABET INCALPHABET INC370$1.86Mcall
MICROSOFT CORPMICROSOFT CORP288$1.79Mput
GLOBAL X FDSGLOBAL X FDS874$1.78Mput
MICRON TECHNOLOGY INCMICRON TECHNOLOGY INC147$1.7Mput
NETFLIX INC.NETFLIX INC.736$1.59Mcall
AMAZON COM INCAMAZON COM INC588$1.36Mput
INVESCO QQQ TRINVESCO QQQ TR0$1.32Mput
FOURSHIFT4 PMTS INC27,412$1.2Mshares
ISRGINTUITIVE SURGICAL INC2,628$1.19Mshares
SLVISHARES SILVER TR18,576$1.18Mshares
MICROSOFT CORPMICROSOFT CORP219$872Kcall
APPLE INCAPPLE INC277$771Kput
NVIDIA CORPORATIONNVIDIA CORPORATION262$726Kput
APPLE INCAPPLE INC198$632Kcall
GLOBAL X FDSGLOBAL X FDS780$577Kcall
NETFLIX INC.NETFLIX INC.506$530Kput
UNITED STS COMMODITY INDEX FUNITED STS COMMODITY INDEX F2,293$501Kcall
UNITED STS COMMODITY INDEX FUNITED STS COMMODITY INDEX F1,771$492Kput
AMZPKURV ETF TR14,648$461Kshares
BROADCOM INCBROADCOM INC193$253Kcall
FRSHFRESHWORKS INC29,370$236Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-095592 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001104659-26-095592 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001104659-26-061967 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001104659-26-016190 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set