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KIM

Kurv Investment Management Portfolio holdings

AUM $166M
This Fund
S&P 500
This Quarter Est. Return
+52.35%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$166M
AUM Growth
-$7.03M
Cap. Flow
-$1.44M
Cap. Flow %
-0.87%
Top 10 Hldgs %
51.34%
Holding
76
New
15
Increased
29
Reduced
9
Closed
22
Avg Time Held Equity + Options
1.4 quarters
Top 10 Avg Time Held Equity + Options
1 quarter
Top 20 Avg Time Held Equity + Options
1.2 quarters
Avg Time Held Equity only
1.6 quarters
Top 10 Avg Time Held Equity only
1.6 quarters
Top 20 Avg Time Held Equity only
1.6 quarters

Top Buys

Rank Stock Value
1
RTX icon
RTX Corp
RTX
+$2.57M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.83M
3
AMZN icon
Amazon
AMZN
+$1.54M
4
META icon
Meta Platforms (Facebook)
META
+$700K
5
GOOP icon
Kurv Yield Premium Strategy Google (GOOGL) ETF
GOOP
+$698K

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$4.3M
2
AMD icon
Advanced Micro Devices
AMD
+$2.85M
3
TER icon
Teradyne
TER
+$1.35M
4
SLV icon
iShares Silver Trust
SLV
+$1.23M
5
FOUR icon
Shift4
FOUR
+$1.2M

Sector Composition

Rank Sector Weight
1 Technology 37.01%
2 Miscellaneous 27.71%
3 Communication Services 17.79%
4 Consumer Discretionary 9.6%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.3T
$14.9M 8.97%
41,650
+5,096
+14% +$1.83M
2025 Q4
2 quarters
INTC icon
2
Intel
INTC
$553B
$13M 7.84%
93,235
-42,514
-31% -$4.3M
2025 Q4
2 quarters
AMZN icon
3
Amazon
AMZN
$2.83T
$12M 7.2%
50,150
+6,136
+14% +$1.54M
2025 Q4
2 quarters
AMD icon
4
Advanced Micro Devices
AMD
$993B
$10.1M 6.11%
17,450
-6,955
-28% -$2.85M
2025 Q4
2 quarters
AVGO icon
5
Broadcom
AVGO
$1.73T
$9.64M 5.81%
25,515
-1,849
-7% -$741K
2025 Q4
2 quarters
AMAT icon
6
Applied Materials
AMAT
$402B
$5.53M 3.33%
7,650
+936
+14% +$432K
2025 Q4
2 quarters
META icon
7
Meta Platforms (Facebook)
META
$1.83T
$5.34M 3.22%
9,474
+1,144
+14% +$700K
2025 Q4
2 quarters
AAPL icon
8
Apple
AAPL
$4.91T
$5.22M 3.14%
18,024
-3,784
-17% -$1.08M
2025 Q4
2 quarters
TSLA icon
9
CALL
Tesla
TSLA
$1.51T
$4.79M 2.88%
625
+166
+36% +$66K
2025 Q4
2 quarters
SIL icon
10
CALL
Global X Silver Miners ETF NEW
SIL
$4.44B
$4.71M 2.84%
+12,514
New +$1.12M
2026 Q2
0 quarters
MSFT icon
11
CALL
Microsoft
MSFT
$3.97T
$4.39M 2.64%
619
+400
+183% +$162K
2025 Q4
2 quarters
TSLA icon
12
Tesla
TSLA
$1.51T
$3.98M 2.4%
9,453
+1,144
+14% +$455K
2025 Q4
2 quarters
CLOA icon
13
CALL
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.75B
$3.7M 2.23%
+6,725
New +$349K
2026 Q2
0 quarters
NVDA icon
14
NVIDIA
NVDA
$5.54T
$3.57M 2.15%
17,852
+1,955
+12% +$402K
2025 Q4
2 quarters
SIVR icon
15
CALL
abrdn Physical Silver Shares ETF
SIVR
$4.1B
$3.53M 2.12%
4,827
-150
-3% -$10.4K
2026 Q1
1 quarter
NFLX icon
16
Netflix
NFLX
$293B
$3.52M 2.12%
49,300
+6,032
+14% +$531K
2025 Q4
2 quarters
TER icon
17
Teradyne
TER
$63B
$3.17M 1.91%
6,560
-3,586
-35% -$1.35M
2025 Q4
2 quarters
GDX icon
18
CALL
VanEck Gold Miners ETF
GDX
$26.7B
$3.06M 1.85%
+2,568
New +$227K
2026 Q2
0 quarters
UBER icon
19
Uber
UBER
$146B
$2.94M 1.77%
40,800
+4,992
+14% +$366K
2025 Q4
2 quarters
IBM icon
20
IBM
IBM
$214B
$2.75M 1.66%
9,775
+1,196
+14% +$301K
2025 Q4
2 quarters
RTX icon
21
RTX Corp
RTX
$251B
$2.66M 1.6%
+14,025
New +$2.57M
2026 Q2
0 quarters
HWM icon
22
Howmet Aerospace
HWM
$89.8B
$2.65M 1.59%
9,840
+1,296
+15% +$333K
2025 Q4
2 quarters
SIL icon
23
Global X Silver Miners ETF NEW
SIL
$4.44B
$2.49M 1.5%
32,185
+4,239
+15% +$381K
2025 Q4
2 quarters
SLV icon
24
PUT
iShares Silver Trust
SLV
$29.5B
$2.36M 1.42%
4,130
-1,412
-25% -$93.6K
2025 Q4
2 quarters
CSCO icon
25
Cisco
CSCO
$467B
$2.3M 1.38%
19,550
+2,392
+14% +$250K
2025 Q4
2 quarters
1
2 3

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Kurv Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kurv Investment Management held 76 positions worth $166M, down 4.1% from $173M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Kurv Investment Management's Q2 2026 filing shows 15 new, 29 increased, 9 reduced and 22 closed positions. Its largest new stake was RTX Corp: 14,025 shares worth $2.66M. The largest sale was Intel, an estimated $4.3M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 24% a quarter earlier, followed by Miscellaneous and Communication Services.

  • Kurv Investment Management's largest Q2 2026 buy was RTX Corp: 14,025 shares worth $2.66M.
  • Kurv Investment Management added most to Alphabet (Google) Class A in Q2 2026, an estimated $1.83M increase.
  • Kurv Investment Management's biggest Q2 2026 reduction was Intel, cutting an estimated $4.3M.
  • Kurv Investment Management fully exited iShares Silver Trust in Q2 2026, selling an estimated $1.23M.
  • Kurv Investment Management's ten largest holdings make up 51% of its $166M portfolio in Q2 2026.
  • Kurv Investment Management opened 15 new positions and closed 22 in Q2 2026.
  • Kurv Investment Management's portfolio value fell 4.1% quarter-over-quarter to $166M.

Based on Kurv Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.