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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
NVDA icon
51
CALL
NVIDIA
NVDA
$5.08T
$360K 0.22%
+307
New +$63.1K
NFLX icon
52
CALL
Netflix
NFLX
$339B
$289K 0.17%
840
+104
+14% +$9.16K
GOOGL icon
53
PUT
Alphabet (Google) Class A
GOOGL
$4.18T
$238K 0.14%
+168
New +$60.5K
AMZN icon
54
PUT
Amazon
AMZN
$2.81T
$206K 0.12%
157
-431
-73% -$108K
AAPL icon
55
PUT
Apple
AAPL
$4.57T
– –
-277
Closed -$771K
AMZP icon
56
Kurv Yield Premium Strategy Amazon (AMZN) ETF
AMZP
$18.4M
– –
-14,648
Closed -$461K
AVGO icon
57
CALL
Broadcom
AVGO
$1.69T
– –
-193
Closed -$253K
FOUR icon
58
Shift4
FOUR
$3.65B
– –
-27,412
Closed -$1.2M
FRSH icon
59
Freshworks
FRSH
$3.37B
– –
-29,370
Closed -$236K
GLD icon
60
CALL
SPDR Gold Trust
GLD
$153B
– –
-1,699
Closed -$4.93M
GOOG icon
61
CALL
Alphabet (Google) Class C
GOOG
$4.15T
– –
-370
Closed -$1.86M
GOOG icon
62
PUT
Alphabet (Google) Class C
GOOG
$4.15T
– –
-424
Closed -$1.92M
ISRG icon
63
Intuitive Surgical
ISRG
$131B
– –
-2,628
Closed -$1.19M
MSFT icon
64
PUT
Microsoft
MSFT
$3.69T
– –
-288
Closed -$1.79M
MU icon
65
PUT
Micron Technology
MU
$1.06T
– –
-147
Closed -$1.7M
NFLX icon
66
PUT
Netflix
NFLX
$339B
– –
-506
Closed -$530K
NORW icon
67
CALL
Global X MSCI Norway ETF
NORW
$91.6M
– –
-780
Closed -$577K
NORW icon
68
PUT
Global X MSCI Norway ETF
NORW
$91.6M
– –
-874
Closed -$1.78M
NVDA icon
69
PUT
NVIDIA
NVDA
$5.08T
– –
-262
Closed -$726K
SIVR icon
70
PUT
abrdn Physical Silver Shares ETF
SIVR
$4.61B
– –
-2,897
Closed -$5.89M
SLV icon
71
CALL
iShares Silver Trust
SLV
$33.1B
– –
-6,860
Closed -$8.41M
SLV icon
72
iShares Silver Trust
SLV
$33.1B
– –
-18,576
Closed -$1.23M
TSLA icon
73
PUT
Tesla
TSLA
$1.37T
– –
-362
Closed -$2.02M
USCI icon
74
CALL
US Commodity Index
USCI
$385M
– –
-2,293
Closed -$501K
USCI icon
75
PUT
US Commodity Index
USCI
$385M
– –
-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 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.