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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
% of AUM
77.85%
Top 10 Holdings %
Top 10 Hldgs %
59.69%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$10M |
| 2 |
Amazon
AMZN
|
+$7.4M |
| 3 |
Broadcom
AVGO
|
+$7.05M |
| 4 |
Apple
AAPL
|
+$4.78M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1
CALL
iShares Silver Trust
SLV
$33.1B
| $15.3M | 14.33% |
+10,163
| New | +$509K |
|
|
2
Alphabet (Google) Class A
GOOGL
$4.18T
| $11M | 10.28% |
+34,994
| New | +$10M |
|
|
3
Amazon
AMZN
$2.81T
| $7.46M | 7% |
+32,332
| New | +$7.4M |
|
|
4
Broadcom
AVGO
$1.69T
| $6.82M | 6.4% |
+19,716
| New | +$7.05M |
|
5
CALL
SPDR Gold Trust
GLD
$153B
| $4.88M | 4.58% |
+1,498
| New | +$572K |
|
|
6
Apple
AAPL
$4.57T
| $4.84M | 4.54% |
+17,806
| New | +$4.78M |
|
|
7
Meta Platforms (Facebook)
META
$1.47T
| $4.5M | 4.22% |
+6,812
| New | +$4.55M |
|
8
Tesla
TSLA
$1.37T
| $3.05M | 2.87% |
+6,791
| New | +$3.01M |
|
9
Advanced Micro Devices
AMD
$785B
| $2.98M | 2.8% |
+13,937
| New | +$3.13M |
|
10
Intel
INTC
$466B
| $2.85M | 2.67% |
+77,102
| New | +$2.91M |
|
11
Netflix
NFLX
$339B
| $2.57M | 2.41% |
+27,360
| New | +$2.95M |
|
12
Applovin
APP
$103B
| $2.53M | 2.37% |
+3,750
| New | +$2.36M |
|
13
NVIDIA
NVDA
$5.08T
| $2.42M | 2.27% |
+12,999
| New | +$2.42M |
|
14
Uber
UBER
$160B
| $2.38M | 2.24% |
+29,184
| New | +$2.63M |
|
15
Cisco
CSCO
$443B
| $2.17M | 2.03% |
+28,272
| New | +$2.1M |
|
|
16
CALL
Tesla
TSLA
$1.37T
| $2.11M | 1.98% |
+504
| New | +$223K |
|
17
IBM
IBM
$217B
| $2.07M | 1.94% |
+6,992
| New | +$2.09M |
|
18
Spotify
SPOT
$113B
| $1.94M | 1.82% |
+3,344
| New | +$2.09M |
|
19
RTX Corp
RTX
$286B
| $1.84M | 1.73% |
+10,032
| New | +$1.74M |
|
20
Microsoft
MSFT
$3.69T
| $1.62M | 1.52% |
+3,344
| New | +$1.68M |
|
21
Global X Silver Miners ETF NEW
SIL
$5.46B
| $1.58M | 1.48% |
+18,939
| New | +$1.4M |
|
22
VanEck Gold Miners ETF
GDX
$31.9B
| $1.54M | 1.45% |
+17,976
| New | +$1.42M |
|
23
Intuitive Surgical
ISRG
$131B
| $1.21M | 1.14% |
+2,145
| New | +$1.14M |
|
24
Reddit
RDDT
$29.9B
| $1.21M | 1.13% |
+5,243
| New | +$1.1M |
|
25
Teradyne
TER
$56.8B
| $1.18M | 1.11% |
+6,099
| New | +$1.05M |
|
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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.