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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
GDX icon
26
VanEck Gold Miners ETF
GDX
$26.7B
$2.29M 1.38%
30,340
+3,996
+15% +$353K
2025 Q4
2 quarters
BWXT icon
27
BWX Technologies
BWXT
$13.2B
$2.27M 1.37%
11,685
+1,539
+15% +$321K
2025 Q4
2 quarters
SPOT icon
28
Spotify
SPOT
$109B
$2.15M 1.29%
4,675
+572
+14% +$273K
2025 Q4
2 quarters
GOOGL icon
29
CALL
Alphabet (Google) Class A
GOOGL
$4.3T
$2.02M 1.22%
+891
New +$321K
2026 Q2
0 quarters
VST icon
30
Vistra
VST
$54.2B
$1.98M 1.2%
12,505
+1,647
+15% +$256K
2026 Q1
1 quarter
APP icon
31
Applovin
APP
$92.7B
$1.9M 1.15%
3,690
+486
+15% +$235K
2025 Q4
2 quarters
HIMS icon
32
Hims & Hers Health
HIMS
$7.21B
$1.8M 1.08%
51,865
+6,831
+15% +$183K
2025 Q4
2 quarters
MSFT icon
33
Microsoft
MSFT
$3.97T
$1.74M 1.05%
4,675
+572
+14% +$231K
2025 Q4
2 quarters
RDDT icon
34
Reddit
RDDT
$30.8B
$1.74M 1.05%
10,045
+1,323
+15% +$212K
2025 Q4
2 quarters
HOOD icon
35
Robinhood
HOOD
$98B
$1.73M 1.04%
17,220
+2,268
+15% +$190K
2025 Q4
2 quarters
IAU icon
36
CALL
iShares Gold Trust
IAU
$62.2B
$1.65M 0.99%
1,519
– –
2026 Q1
1 quarter
AMZN icon
37
CALL
Amazon
AMZN
$2.83T
$1.5M 0.9%
964
+374
+63% +$93.9K
2025 Q4
2 quarters
SHOP icon
38
Shopify
SHOP
$220B
$1.4M 0.85%
12,300
+1,620
+15% +$185K
2025 Q4
2 quarters
VGK icon
39
Vanguard FTSE Europe ETF
VGK
$29.2B
$1.27M 0.77%
14,350
+1,890
+15% +$165K
2026 Q1
1 quarter
TSLP icon
40
Kurv Yield Premium Strategy Tesla (TSLA) ETF
TSLP
$17.7M
$923K 0.56%
48,506
+5,928
+14% +$109K
2025 Q4
2 quarters
AAPL icon
41
CALL
Apple
AAPL
$4.91T
$877K 0.53%
493
+295
+149% +$84.4K
2025 Q4
2 quarters
GLD icon
42
PUT
SPDR Gold Trust
GLD
$142B
$744K 0.45%
355
-947
-73% -$392K
2025 Q4
2 quarters
GOOP icon
43
Kurv Yield Premium Strategy Google (GOOGL) ETF
GOOP
$27.4M
$676K 0.41%
+16,676
New +$698K
2026 Q2
0 quarters
QQQ icon
44
PUT
Invesco QQQ Trust
QQQ
$507B
$669K 0.4%
+400
New +$275K
2026 Q2
0 quarters
MRVL icon
45
CALL
Marvell Technology
MRVL
$247B
$644K 0.39%
+94
New +$18.8K
2026 Q2
0 quarters
AMAT icon
46
CALL
Applied Materials
AMAT
$402B
$615K 0.37%
+34
New +$15.7K
2026 Q2
0 quarters
CLOA icon
47
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.75B
$600K 0.36%
+11,552
New +$599K
2026 Q2
0 quarters
ICSH icon
48
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.83B
$599K 0.36%
+11,840
New +$598K
2026 Q2
0 quarters
VUSB icon
49
Vanguard Ultra-Short Bond ETF
VUSB
$10.1B
$399K 0.24%
+8,016
New +$399K
2026 Q2
0 quarters
IBHG icon
50
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$533M
$398K 0.24%
+18,032
New +$398K
2026 Q2
0 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.