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KIM

Kurv Investment Management Portfolio holdings

AUM $166M
This Fund
S&P 500
This Quarter Est. Return
-4.55%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$173M
AUM Growth
+$66.4M
Cap. Flow
+$27.7M
Cap. Flow %
15.99%
Top 10 Hldgs %
46.83%
Holding
74
New
22
Increased
31
Reduced
8
Closed
13

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$2.69M
2
AMZN icon
Amazon
AMZN
+$2.57M
3
AVGO icon
Broadcom
AVGO
+$2.52M
4
AMD icon
Advanced Micro Devices
AMD
+$2.24M
5
VST icon
Vistra
VST
+$1.76M

Top Sells

Rank Stock Value
1
RTX icon
RTX Corp
RTX
+$1.84M
2
CSCO icon
Cisco
CSCO
+$870K
3
COIN icon
Coinbase
COIN
+$823K
4
GOOP icon
Kurv Yield Premium Strategy Google (GOOGL) ETF
GOOP
+$466K
5
GLXY
Galaxy Digital Inc
GLXY
+$378K

Sector Composition

Rank Sector Weight
1 Technology 23.9%
2 Communication Services 13.13%
3 Consumer Discretionary 6.82%
4 Industrials 2.22%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
51
PUT
Apple
AAPL
$4.46T
$771K 0.45%
+277
New +$72.1K
TSLP icon
52
Kurv Yield Premium Strategy Tesla (TSLA) ETF
TSLP
$16.9M
$731K 0.42%
42,578
+7,866
+23% +$165K
NVDA icon
53
PUT
NVIDIA
NVDA
$5.46T
$726K 0.42%
+262
New +$48.1K
AAPL icon
54
CALL
Apple
AAPL
$4.46T
$632K 0.37%
198
-170
-46% -$44.2K
NORW icon
55
CALL
Global X MSCI Norway ETF
NORW
$88.1M
$577K 0.33%
+780
New +$26.6K
NFLX icon
56
PUT
Netflix
NFLX
$326B
$530K 0.31%
+506
New +$44.6K
USCI icon
57
CALL
US Commodity Index
USCI
$374M
$501K 0.29%
+2,293
New +$196K
USCI icon
58
PUT
US Commodity Index
USCI
$374M
$492K 0.28%
+1,771
New +$152K
AMZP icon
59
Kurv Yield Premium Strategy Amazon (AMZN) ETF
AMZP
$18.8M
$461K 0.27%
+14,648
New +$374K
AVGO icon
60
CALL
Broadcom
AVGO
$1.99T
$253K 0.15%
+193
New +$63.5K
FRSH icon
61
Freshworks
FRSH
$3.51B
$236K 0.14%
29,370
+11,715
+66% +$108K
BE icon
62
CALL
Bloom Energy
BE
$69.6B
– –
-24
Closed -$35.4K
COIN icon
63
Coinbase
COIN
$40.6B
– –
-3,638
Closed -$823K
FSLR icon
64
PUT
First Solar
FSLR
$24B
– –
-21
Closed -$1.73K
GOOGL icon
65
CALL
Alphabet (Google) Class A
GOOGL
$4.24T
– –
-529
Closed -$1.05M
GOOP icon
66
Kurv Yield Premium Strategy Google (GOOGL) ETF
GOOP
$27M
– –
-11,957
Closed -$466K
IBIT icon
67
CALL
iShares Bitcoin Trust
IBIT
$47.2B
– –
-49
Closed -$19.8K
NVDA icon
68
CALL
NVIDIA
NVDA
$5.46T
– –
-307
Closed -$508K
QQQ icon
69
CALL
Invesco QQQ Trust
QQQ
$487B
– –
-225
Closed -$129K
RTX icon
70
RTX Corp
RTX
$297B
– –
-10,032
Closed -$1.84M
GLXY
71
Galaxy Digital Inc
GLXY
$4.07B
– –
-16,920
Closed -$378K
KNGS
72
PUT
DELISTED
Roundhill S&P Dividend Monarchs ETF
KNGS
– –
-950
Closed -$228K
BMNR
73
BitMine Immersion Technologies
BMNR
$11B
– –
-12,708
Closed -$345K
1 2
3

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SHC
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TLM
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CJ
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GAAM
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Kurv Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Kurv Investment Management held 74 positions worth $173M, up 62% from $107M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Kurv Investment Management deployed $27.7M of net new capital in Q1 2026, opening 22 new positions and adding to 31 existing holdings. Its largest new stake was Vistra: 10,858 shares worth $1.6M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 31% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was Cisco, an estimated $870K trimmed.

  • Kurv Investment Management's largest Q1 2026 buy was Vistra: 10,858 shares worth $1.6M.
  • Kurv Investment Management added most to Intel in Q1 2026, an estimated $2.69M increase.
  • Kurv Investment Management's biggest Q1 2026 reduction was Cisco, cutting an estimated $870K.
  • Kurv Investment Management fully exited RTX Corp in Q1 2026, selling an estimated $1.84M.
  • Kurv Investment Management's ten largest holdings make up 47% of its $173M portfolio in Q1 2026.
  • Kurv Investment Management opened 22 new positions and closed 13 in Q1 2026.
  • Kurv Investment Management's portfolio value rose 62% quarter-over-quarter to $173M.

Based on Kurv Investment Management's 13F filing for Q1 2026, filed 15 May 2026.