Curran Financial Partners, LLC
CIK 1843867 · View on SEC EDGAR ↗
- Portfolio value
- $671.8M
- Positions
- 140
- As of
- June 30, 2026
#3,154 of 9,443 by 13F value · top 33.4%
Portfolio value QoQ: +20.3% 13F does not disclose cash
- Top 10 holdings weight
- 52.11%
- Top 25 holdings weight
- 77.53%
- Positions above 1%
- 25
- Effective number of positions
- 23.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 14.92% Est. buys $201,780,340 · sells $91,801,042
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 82.4% still held
- New positions
- 18
- Increased
- 75
- Decreased
- 42
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
2.6%
Retail
0.9%
Consumer Discretionary
0.5%
Communication Services
0.5%
Industrials
0.5%
Materials
0.4%
Energy
0.4%
Healthcare
0.3%
Financials
0.2%
Consumer products
0.1%
Communications
0.1%
Utilities
0.1%
Financial Services
0.1%
Consumer Staples
0.0%
Telecommunication
0.0%
Real Estate
0.0%
Other/Unmapped
93.3%
Full portfolio 140 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| Unknown issuer (CUSIP: 89844T885) | $91,701,805 | 13.65% | 2,164,820 | Up ×1 | |||
| SCHD | $47,254,308 | 7.03% | 1,490,202 | $5,184,488 | Up ×6 | ||
| VB | $32,155,342 | 4.79% | 106,081 | $6,962,029 | Up ×6 | ||
| VXUS Vanguard Total International Stock ETF | $31,667,092 | 4.71% | 370,419 | $5,674,455 | Up ×6 | ||
| SPYD | $29,177,153 | 4.34% | 611,552 | $3,858,216 | Up ×4 | ||
| VUG | $29,142,986 | 4.34% | 338,321 | $8,368,114 | Up ×6 | ||
| JEPI | $26,056,931 | 3.88% | 461,348 | $3,068,451 | Up ×6 | ||
| MLPX | $24,568,369 | 3.66% | 333,537 | $1,704,331 | Up ×6 | ||
| SJNK | $19,311,760 | 2.87% | 771,545 | $2,202,447 | Up ×6 | ||
| FLBL | $19,051,941 | 2.84% | 831,237 | $2,180,316 | Up ×4 | ||
| VGT | $18,873,762 | 2.81% | 157,913 | $18,118,131 | Up ×1 | ||
| LVHI | $16,591,710 | 2.47% | 408,814 | $1,353,465 | Up ×4 | ||
| KNG | $15,433,582 | 2.30% | 305,615 | $2,294,943 | Up ×4 | ||
| VIG | $14,542,440 | 2.16% | 61,459 | $2,492,766 | Up ×6 | ||
| VTV | $13,663,621 | 2.03% | 62,697 | $4,271,580 | Up ×6 | ||
| FPE | $12,798,343 | 1.91% | 715,791 | $1,513,295 | Up ×4 | ||
| BIL | $9,630,631 | 1.43% | 105,092 | $-1,011,889 | Down ×5 | ||
| VYM | $9,480,978 | 1.41% | 59,995 | $-4,526,032 | Down ×1 | ||
| LQD | $9,439,027 | 1.41% | 86,541 | $1,162,673 | Up ×3 | ||
| AOK | $9,386,586 | 1.40% | 226,292 | $1,287,481 | Up ×3 | ||
| HYLB | $8,755,688 | 1.30% | 239,750 | $1,182,910 | Up ×6 | ||
| BND Vanguard Total Bond Market ETF | $8,717,667 | 1.30% | 118,753 | $1,110,669 | Up ×3 | ||
| PULS | $8,096,249 | 1.21% | 163,396 | $-820,650 | Down ×5 | ||
| AAPL Apple Inc. - Common Stock | $8,053,851 | 1.20% | 27,833 | $940,740 | Down ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $7,312,300 | 1.09% | 145,576 | $948,278 | Up ×6 | ||
| VFH | $6,342,594 | 0.94% | 48,196 | ||||
| BKAG | $6,265,484 | 0.93% | 149,356 | $-7,267,592 | Down ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $5,748,001 | 0.86% | 98,763 | $716,480 | Up ×6 | ||
| VHT | $5,412,395 | 0.81% | 18,101 | $4,869,900 | Up ×1 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $5,163,641 | 0.77% | 62,476 | $-6,853,893 | Down ×1 | ||
| VCR | $4,681,188 | 0.70% | 11,803 | ||||
| VIS | $4,518,084 | 0.67% | 12,537 | $729,607 | Up ×1 | ||
| SPHY | $4,347,229 | 0.65% | 185,462 | $-6,222,957 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4,309,547 | 0.64% | 5,852 | $1,499,730 | Up ×6 | ||
| GLD | $4,079,624 | 0.61% | 11,075 | $-2,760,051 | Down ×1 | ||
| USFR | $4,010,101 | 0.60% | 79,645 | $-414,735 | Down ×5 | ||
| SPY SPY | $4,006,208 | 0.60% | 5,365 | $480,921 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3,899,171 | 0.58% | 19,487 | $575,537 | Up ×2 | ||
| VOO | $3,325,680 | 0.50% | 4,842 | $753,473 | Up ×1 | ||
| SCHP | $3,279,057 | 0.49% | 123,738 | $-3,708,303 | Down ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $2,966,317 | 0.44% | 8,615 | $42,580 | Down ×2 | ||
| SPHD | $2,950,619 | 0.44% | 58,037 | $430,406 | Up ×6 | ||
| SPYG | $2,855,619 | 0.43% | 23,999 | $522,456 | Up ×6 | ||
| SMH SMH | $2,634,631 | 0.39% | 4,017 | $1,276,674 | Up ×5 | ||
| STRV Strive 500 ETF | $2,622,835 | 0.39% | 54,303 | $957,423 | Up ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $2,611,564 | 0.39% | 7,001 | $9,174 | Down ×1 | ||
| VDC | $2,532,704 | 0.38% | 11,232 | $340,032 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,389,380 | 0.36% | 10,025 | $318,590 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,311,991 | 0.34% | 2,471 | $-233,267 | Down ×3 | ||
| MUNI | $2,070,494 | 0.31% | 39,363 | $884,528 | Up ×1 | ||
| AIQ Global X Artificial Intelligence & Technology ETF | $1,958,393 | 0.29% | 29,849 | $822,119 | Up ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,920,844 | 0.29% | 5,375 | $418,262 | Up ×1 | ||
| VTI | $1,698,286 | 0.25% | 4,589 | $230,129 | Up ×1 | ||
| MMIT | $1,644,209 | 0.24% | 67,524 | $702,258 | Up ×1 | ||
| VPU | $1,533,835 | 0.23% | 7,836 | $12,469 | Up ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $1,533,306 | 0.23% | 17,065 | $755,250 | Up ×5 | ||
| AIRR First Trust RBA American Industrial Renaissance ETF | $1,472,147 | 0.22% | 11,048 | $530,073 | Up ×4 | ||
| FMHI First Trust Municipal High Income ETF | $1,367,757 | 0.20% | 28,207 | $594,614 | Up ×1 | ||
| SHLD | $1,252,119 | 0.19% | 20,970 | $188,456 | Up ×3 | ||
| ARKF | $1,211,067 | 0.18% | 30,691 | $426,122 | Up ×3 | ||
| CVX Chevron Corporation Common Stock | $1,209,367 | 0.18% | 7,296 | $-147,715 | Up ×1 | ||
| DTCR Global X Data Center & Digital Infrastructure ETF | $1,208,362 | 0.18% | 39,788 | $413,058 | Up ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,197,325 | 0.18% | 8,757 | $-325,850 | Down ×1 | ||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $1,174,957 | 0.17% | 73,990 | $-40,630 | Up ×3 | ||
| VNQ | $1,129,149 | 0.17% | 11,710 | $84,216 | Down ×2 | ||
| IWD | $1,069,873 | 0.16% | 4,413 | $230,211 | Up ×6 | ||
| IWF | $1,050,585 | 0.16% | 8,461 | $148,722 | Up ×1 | ||
| VAW | $957,029 | 0.14% | 4,183 | $20,741 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $938,450 | 0.14% | 813 | $647,032 | Down ×1 | ||
| SLV | $929,362 | 0.14% | 17,381 | $-179,071 | Up ×1 | ||
| XT iShares Future Exponential Technologies ETF | $912,979 | 0.14% | 11,049 | $247,842 | Up ×1 | ||
| GE GE Aerospace Common Stock | $910,579 | 0.14% | 2,436 | $235,158 | Up ×2 | ||
| XBIL US Treasury 6 Month Bill ETF | $889,050 | 0.13% | 17,781 | $-39,507 | Down ×2 | ||
| OBIL US Treasury 12 Month Bill ETF | $887,956 | 0.13% | 17,768 | $-40,184 | Down ×2 | ||
| UTWO US Treasury 2 Year Note ETF | $885,390 | 0.13% | 18,461 | $-41,534 | Down ×2 | ||
| UTRE US Treasury 3 Year Note ETF | $883,127 | 0.13% | 18,008 | $-41,643 | Down ×2 | ||
| BRKB | $867,176 | 0.13% | 1,733 | $-90,745 | Down ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $825,320 | 0.12% | 3,743 | $-65,421 | Down ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $824,376 | 0.12% | 1,960 | $96,489 | Up ×6 | ||
| GEV GE Vernova Inc. Common Stock | $729,659 | 0.11% | 621 | $176,996 | Down ×1 | ||
| FSTA | $690,430 | 0.10% | 13,141 | $3,754 | Up ×4 | ||
| Unknown issuer (CUSIP: 84615Q103) | $690,151 | 0.10% | 4,039 | Up ×1 | |||
| IVV | $674,777 | 0.10% | 901 | $124,155 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $661,011 | 0.10% | 1,173 | $1,103 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $655,665 | 0.10% | 1,856 | $119,693 | Down ×1 | ||
| JMST | $655,656 | 0.10% | 12,856 | $287,376 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $645,095 | 0.10% | 4,399 | $-4,981 | Down ×4 | ||
| GBTC | $594,901 | 0.09% | 13,069 | $-147,379 | Down ×3 | ||
| SCHX | $573,738 | 0.09% | 19,495 | $246,366 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $500,835 | 0.07% | 1,990 | $55,445 | Down ×1 | ||
| CMI Cummins Inc. Common Stock | $489,262 | 0.07% | 686 | $120,180 | |||
| WMT Walmart Inc. - Common Stock | $486,001 | 0.07% | 4,291 | $-79,542 | Down ×1 | ||
| SPYV | $478,660 | 0.07% | 7,874 | $120,678 | Up ×1 | ||
| VWO | $456,922 | 0.07% | 7,655 | $98,088 | Up ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $414,362 | 0.06% | 3,552 | $-44,390 | Up ×1 | ||
| UBSI United Bankshares, Inc. - Common Stock | $405,183 | 0.06% | 8,841 | $38,989 | |||
| DTD | $374,572 | 0.06% | 4,017 | $161,349 | Up ×1 | ||
| IJH | $361,415 | 0.05% | 4,687 | $113,985 | Up ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $358,960 | 0.05% | 2,793 | $31,637 | Up ×2 | ||
| PPA | $347,378 | 0.05% | 1,966 | $2,146 | Down ×3 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SCHD | $47,254,308 | 7.03% | up ×6 |
| VB | $32,155,342 | 4.79% | up ×6 |
| VXUS | $31,667,092 | 4.71% | up ×6 |
| SPYD | $29,177,153 | 4.34% | up ×4 |
| VUG | $29,142,986 | 4.34% | up ×6 |
| JEPI | $26,056,931 | 3.88% | up ×6 |
| MLPX | $24,568,369 | 3.66% | up ×6 |
| SJNK | $19,311,760 | 2.87% | up ×6 |
| FLBL | $19,051,941 | 2.84% | up ×4 |
| LVHI | $16,591,710 | 2.47% | up ×4 |
| KNG | $15,433,582 | 2.30% | up ×4 |
| VIG | $14,542,440 | 2.16% | up ×6 |
| VTV | $13,663,621 | 2.03% | up ×6 |
| FPE | $12,798,343 | 1.91% | up ×4 |
| LQD | $9,439,027 | 1.41% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 89844T885) | $91,701,805 | 2,164,820 | 13.65% |
| VFH | $6,342,594 | 48,196 | 0.94% |
| VCR | $4,681,188 | 11,803 | 0.70% |
| Unknown issuer (CUSIP: 84615Q103) | $690,151 | 4,039 | 0.10% |
| GLW | $346,880 | 1,358 | 0.05% |
| INTC | $336,185 | 2,408 | 0.05% |
| TRV | $248,094 | 752 | 0.04% |
| LLY | $247,551 | 206 | 0.04% |
| QQQM | $239,952 | 792 | 0.04% |
| MS | $232,871 | 1,114 | 0.03% |
| BAR | $224,293 | 5,674 | 0.03% |
| UNH | $221,590 | 533 | 0.03% |
| SCHF | $209,440 | 7,561 | 0.03% |
| MAGS | $209,425 | 3,257 | 0.03% |
| QCOM | $207,519 | 1,123 | 0.03% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VUG | Bought more | +291K | +$8.4M |
| BKAG | Trimmed | -171K | -$7.3M |
| VB | Bought more | +10K | +$7.0M |
| VCIT | Trimmed | -83K | -$6.9M |
| SPHY | Trimmed | -268K | -$6.2M |
| VXUS | Bought more | +33K | +$5.7M |
| SCHD | Bought more | +119K | +$5.2M |
| VYM | Trimmed | -35K | -$4.5M |
| VTV | Bought more | +15K | +$4.3M |
| SPYD | Bought more | +55K | +$3.9M |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| YALL | June 30, 2026 | 1,324,146 | $55,428,756 | No longer tracked |
| VGT | March 31, 2025 | 23,854 | $14,832,417 | No longer tracked |
| VFH | March 31, 2026 | 51,841 | $6,920,255 | No longer tracked |
| VFH | March 31, 2025 | 51,879 | $6,125,354 | No longer tracked |
| VOX | March 31, 2026 | 26,176 | $5,068,459 | No longer tracked |
| VCR | March 31, 2026 | 12,830 | $5,053,994 | No longer tracked |
| VCR | March 31, 2025 | 13,361 | $5,015,452 | No longer tracked |
| VOX | March 31, 2025 | 29,184 | $4,522,353 | No longer tracked |
| VIS | March 31, 2025 | 15,510 | $3,945,597 | No longer tracked |
| HYG | Sept. 30, 2025 | 44,782 | $3,611,631 | No longer tracked |
| VDE | June 30, 2026 | 8,768 | $1,517,215 | No longer tracked |
| IDV | Dec. 31, 2025 | 31,721 | $1,159,399 | No longer tracked |
| PFF | Dec. 31, 2025 | 29,215 | $923,774 | |
| SCHO | Dec. 31, 2025 | 34,537 | $842,711 | No longer tracked |
| DIV | Dec. 31, 2025 | 46,526 | $823,051 | No longer tracked |
| ORCL | Dec. 31, 2025 | 1,839 | $517,200 | -24.9% |
| NFLX | Dec. 31, 2025 | 296 | $354,880 | -15.1% |
| SCHG | March 31, 2025 | 10,720 | $298,763 | No longer tracked |
| PHO | Sept. 30, 2025 | 4,073 | $284,743 | |
| VOOG | March 31, 2026 | 604 | $268,532 | No longer tracked |
| T | June 30, 2025 | 9,031 | $255,383 | -12.3% |
| FERG | Dec. 31, 2025 | 1,123 | $252,259 | 7.5% |
| ETHE | March 31, 2025 | 9,002 | $252,236 | No longer tracked |
| IVV | June 30, 2025 | 429 | $240,783 | No longer tracked |
| SO | June 30, 2025 | 2,591 | $238,260 | -0.8% |
| HD | March 31, 2026 | 683 | $234,959 | 2.0% |
| WSBC | March 31, 2026 | 7,001 | $232,713 | 19.1% |
| MCD | June 30, 2026 | 745 | $231,691 | -0.6% |
| PEP | June 30, 2025 | 1,481 | $222,109 | 8.0% |
| BNDX | Dec. 31, 2025 | 4,395 | $217,377 | |
| IVES | March 31, 2026 | 6,872 | $217,224 | No longer tracked |
| DUK | June 30, 2025 | 1,754 | $213,982 | 3.5% |
| AKRE | March 31, 2026 | 3,226 | $211,335 | No longer tracked |
| JNJ | June 30, 2025 | 1,271 | $210,802 | 74.9% |
| BTC | March 31, 2025 | 4,980 | $208,513 | No longer tracked |
| IBM | Sept. 30, 2025 | 704 | $207,525 | -17.2% |
| PNFP | Sept. 30, 2025 | 1,874 | $206,908 | 9.1% |
| MS | March 31, 2026 | 1,138 | $202,029 | 28.6% |
| RTX | Dec. 31, 2025 | 1,206 | $201,791 | 15.9% |
| UNH | March 31, 2026 | 607 | $200,442 | 43.1% |
| ETHE | March 31, 2026 | 8,224 | $200,419 | No longer tracked |
| AGNC | Dec. 31, 2025 | 10,835 | $106,075 | 1.9% |
| IBRX | June 30, 2026 | 10,642 | $81,624 | -9.8% |
| FSCO | March 31, 2026 | 11,112 | $70,006 | 1.5% |