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KIM

Kurv Investment Management Portfolio holdings

AUM $166M
This Fund
S&P 500
This Quarter Est. Return
+5.49%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$83M
Cap. Flow %
77.85%
Top 10 Hldgs %
59.69%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10M
2
AMZN icon
Amazon
AMZN
+$7.4M
3
AVGO icon
Broadcom
AVGO
+$7.05M
4
AAPL icon
Apple
AAPL
+$4.78M
5
META icon
Meta Platforms (Facebook)
META
+$4.55M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 30.78%
2 Communication Services 22.23%
3 Consumer Discretionary 9.87%
4 Industrials 3.7%
5 Financials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
51
CALL
Netflix
NFLX
$339B
$3.31K ﹤0.01%
+830
New +$89.5K
FSLR icon
52
PUT
First Solar
FSLR
$22.1B
$1.73K ﹤0.01%
+21
New +$5.3K
1 2
3

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Kurv Investment Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Kurv Investment Management, which disclosed 52 positions worth $107M. Its ten largest holdings account for 60% of the portfolio.

Its largest position is Alphabet (Google) Class A: 34,994 shares worth $11M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, followed by Communication Services and Consumer Discretionary.

  • Kurv Investment Management's largest Q4 2025 buy was Alphabet (Google) Class A: 34,994 shares worth $11M.
  • Kurv Investment Management's ten largest holdings make up 60% of its $107M portfolio in Q4 2025.
  • Kurv Investment Management disclosed 52 positions in Q4 2025, its first 13F filing on record.

Based on Kurv Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.