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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
SLV icon
1
PUT
iShares Silver Trust
SLV
$31.3B
$10.8M 6.26%
5,542
+4,792
+639% +$364K
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.24T
$10M 5.78%
36,554
+1,560
+4% +$490K
GLD icon
3
PUT
SPDR Gold Trust
GLD
$142B
$9.61M 5.56%
1,302
+912
+234% +$408K
AMZN icon
4
Amazon
AMZN
$2.86T
$8.84M 5.11%
44,014
+11,682
+36% +$2.57M
SIVR icon
5
CALL
abrdn Physical Silver Shares ETF
SIVR
$4.47B
$8.42M 4.87%
+4,977
New +$397K
SLV icon
6
CALL
iShares Silver Trust
SLV
$31.3B
$8.41M 4.86%
6,860
-3,303
-33% -$251K
AVGO icon
7
Broadcom
AVGO
$1.99T
$8.03M 4.64%
27,364
+7,648
+39% +$2.52M
SIVR icon
8
PUT
abrdn Physical Silver Shares ETF
SIVR
$4.47B
$5.89M 3.41%
+2,897
New +$231K
INTC icon
9
Intel
INTC
$527B
$5.59M 3.23%
135,749
+58,647
+76% +$2.69M
AAPL icon
10
Apple
AAPL
$4.46T
$5.38M 3.11%
21,808
+4,002
+22% +$1.04M
GLD icon
11
CALL
SPDR Gold Trust
GLD
$142B
$4.93M 2.85%
1,699
+201
+13% +$90K
AMD icon
12
Advanced Micro Devices
AMD
$789B
$4.78M 2.77%
24,405
+10,468
+75% +$2.24M
META icon
13
Meta Platforms (Facebook)
META
$1.52T
$4.47M 2.58%
8,330
+1,518
+22% +$973K
NFLX icon
14
Netflix
NFLX
$326B
$4.02M 2.33%
43,268
+15,908
+58% +$1.4M
AMZN icon
15
CALL
Amazon
AMZN
$2.86T
$3.42M 1.98%
590
-30
-5% -$6.61K
IAU icon
16
CALL
iShares Gold Trust
IAU
$64.5B
$3.31M 1.91%
+1,519
New +$139K
TSLA icon
17
Tesla
TSLA
$1.34T
$2.95M 1.71%
8,309
+1,518
+22% +$625K
TSLA icon
18
CALL
Tesla
TSLA
$1.34T
$2.89M 1.67%
459
-45
-9% -$18.5K
TER icon
19
Teradyne
TER
$64.2B
$2.8M 1.62%
10,146
+4,047
+66% +$1.13M
NVDA icon
20
NVIDIA
NVDA
$5.46T
$2.63M 1.52%
15,897
+2,898
+22% +$532K
UBER icon
21
Uber
UBER
$155B
$2.5M 1.45%
35,808
+6,624
+23% +$510K
SIL icon
22
Global X Silver Miners ETF NEW
SIL
$4.75B
$2.33M 1.35%
27,946
+9,007
+48% +$887K
GDX icon
23
VanEck Gold Miners ETF
GDX
$26.9B
$2.26M 1.31%
26,344
+8,368
+47% +$824K
AMAT icon
24
Applied Materials
AMAT
$424B
$2.17M 1.25%
6,714
+2,154
+47% +$725K
IBM icon
25
IBM
IBM
$223B
$2.04M 1.18%
8,579
+1,587
+23% +$429K
1
2 3

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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.