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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
-$33.3M
Cap. Flow %
-20.08%
Top 10 Hldgs %
51.34%
Holding
76
New
15
Increased
29
Reduced
9
Closed
22

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 Communication Services 17.79%
3 Consumer Discretionary 9.6%
4 Industrials 4.57%
5 Utilities 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDX icon
26
VanEck Gold Miners ETF
GDX
$31.9B
$2.29M 1.38%
30,340
+3,996
+15% +$353K
BWXT icon
27
BWX Technologies
BWXT
$14B
$2.27M 1.37%
11,685
+1,539
+15% +$321K
SPOT icon
28
Spotify
SPOT
$113B
$2.15M 1.29%
4,675
+572
+14% +$273K
GOOGL icon
29
CALL
Alphabet (Google) Class A
GOOGL
$4.18T
$2.02M 1.22%
+891
New +$321K
VST icon
30
Vistra
VST
$47B
$1.98M 1.2%
12,505
+1,647
+15% +$256K
APP icon
31
Applovin
APP
$103B
$1.9M 1.15%
3,690
+486
+15% +$235K
HIMS icon
32
Hims & Hers Health
HIMS
$6.96B
$1.8M 1.08%
51,865
+6,831
+15% +$183K
MSFT icon
33
Microsoft
MSFT
$3.69T
$1.74M 1.05%
4,675
+572
+14% +$231K
RDDT icon
34
Reddit
RDDT
$29.9B
$1.74M 1.05%
10,045
+1,323
+15% +$212K
HOOD icon
35
Robinhood
HOOD
$97.6B
$1.73M 1.04%
17,220
+2,268
+15% +$190K
IAU icon
36
CALL
iShares Gold Trust
IAU
$68.1B
$1.65M 0.99%
1,519
– –
AMZN icon
37
CALL
Amazon
AMZN
$2.81T
$1.5M 0.9%
964
+374
+63% +$93.9K
SHOP icon
38
Shopify
SHOP
$193B
$1.4M 0.85%
12,300
+1,620
+15% +$185K
VGK icon
39
Vanguard FTSE Europe ETF
VGK
$31.2B
$1.27M 0.77%
14,350
+1,890
+15% +$165K
TSLP icon
40
Kurv Yield Premium Strategy Tesla (TSLA) ETF
TSLP
$16.5M
$923K 0.56%
48,506
+5,928
+14% +$109K
AAPL icon
41
CALL
Apple
AAPL
$4.57T
$877K 0.53%
493
+295
+149% +$84.4K
GLD icon
42
PUT
SPDR Gold Trust
GLD
$153B
$744K 0.45%
355
-947
-73% -$392K
GOOP icon
43
Kurv Yield Premium Strategy Google (GOOGL) ETF
GOOP
$26.2M
$676K 0.41%
+16,676
New +$698K
QQQ icon
44
PUT
Invesco QQQ Trust
QQQ
$486B
$669K 0.4%
+400
New +$275K
MRVL icon
45
CALL
Marvell Technology
MRVL
$220B
$644K 0.39%
+94
New +$18.8K
AMAT icon
46
CALL
Applied Materials
AMAT
$381B
$615K 0.37%
+34
New +$15.7K
CLOA icon
47
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.28B
$600K 0.36%
+11,552
New +$599K
ICSH icon
48
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.58B
$599K 0.36%
+11,840
New +$598K
VUSB icon
49
Vanguard Ultra-Short Bond ETF
VUSB
$9.34B
$399K 0.24%
+8,016
New +$399K
IBHG icon
50
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$524M
$398K 0.24%
+18,032
New +$398K
1
2
3

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LFASL
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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 withdrew a net $33.3M in Q2 2026, closing 22 positions and reducing 9 holdings. Its most notable exit was iShares Silver Trust, an estimated $1.23M position sold in full.

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

Against the trend, Kurv Investment Management opened a new position in RTX Corp worth $2.66M.

  • 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.