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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
NVDA icon
51
CALL
NVIDIA
NVDA
$5.54T
$360K 0.22%
+307
New +$63.1K
2026 Q2
0 quarters
NFLX icon
52
CALL
Netflix
NFLX
$293B
$289K 0.17%
840
+104
+14% +$9.16K
2025 Q4
2 quarters
GOOGL icon
53
PUT
Alphabet (Google) Class A
GOOGL
$4.3T
$238K 0.14%
+168
New +$60.5K
2026 Q2
0 quarters
AMZN icon
54
PUT
Amazon
AMZN
$2.83T
$206K 0.12%
157
-431
-73% -$108K
2026 Q1
1 quarter
AAPL icon
55
PUT
Apple
AAPL
$4.91T
– –
-277
Closed -$771K –
AMZP icon
56
Kurv Yield Premium Strategy Amazon (AMZN) ETF
AMZP
$18.2M
– –
-14,648
Closed -$461K –
AVGO icon
57
CALL
Broadcom
AVGO
$1.73T
– –
-193
Closed -$253K –
FOUR icon
58
Shift4
FOUR
$3.16B
– –
-27,412
Closed -$1.2M –
FRSH icon
59
Freshworks
FRSH
$3.63B
– –
-29,370
Closed -$236K –
GLD icon
60
CALL
SPDR Gold Trust
GLD
$142B
– –
-1,699
Closed -$4.93M –
GOOG icon
61
CALL
Alphabet (Google) Class C
GOOG
$4.25T
– –
-370
Closed -$1.86M –
GOOG icon
62
PUT
Alphabet (Google) Class C
GOOG
$4.25T
– –
-424
Closed -$1.92M –
ISRG icon
63
Intuitive Surgical
ISRG
$150B
– –
-2,628
Closed -$1.19M –
MSFT icon
64
PUT
Microsoft
MSFT
$3.97T
– –
-288
Closed -$1.79M –
MU icon
65
PUT
Micron Technology
MU
$1.16T
– –
-147
Closed -$1.7M –
NFLX icon
66
PUT
Netflix
NFLX
$293B
– –
-506
Closed -$530K –
NORW icon
67
CALL
Global X MSCI Norway ETF
NORW
$91.7M
– –
-780
Closed -$577K –
NORW icon
68
PUT
Global X MSCI Norway ETF
NORW
$91.7M
– –
-874
Closed -$1.78M –
NVDA icon
69
PUT
NVIDIA
NVDA
$5.54T
– –
-262
Closed -$726K –
SIVR icon
70
PUT
abrdn Physical Silver Shares ETF
SIVR
$4.1B
– –
-2,897
Closed -$5.89M –
SLV icon
71
CALL
iShares Silver Trust
SLV
$29.5B
– –
-6,860
Closed -$8.41M –
SLV icon
72
iShares Silver Trust
SLV
$29.5B
– –
-18,576
Closed -$1.23M –
TSLA icon
73
PUT
Tesla
TSLA
$1.51T
– –
-362
Closed -$2.02M –
USCI icon
74
CALL
US Commodity Index
USCI
$419M
– –
-2,293
Closed -$501K –
USCI icon
75
PUT
US Commodity Index
USCI
$419M
– –
-1,771
Closed -$492K –
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.