Curi RMB Capital, LLC
Annual return '25
+33.7%
SPY '25
+17.7%
Alpha
+16.0ptsvs SPY
Invested
$5.6B
Holdings
858
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 86%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Sold 0.8% (152.2k → 151.1k shares)
3.2%
02
$AAPL
APPLE INC
Q1 2026: Sold 0.8% (181.0k → 179.6k shares)
3.1%
03
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 92.8% (248.3k → 17.8k shares)
2.5%
04
$JPM
JPMORGAN CHASE & CO
Q4 2025: Increased +67.3% (97.5k → 163.1k shares)
2.1%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 0.7% (69.5k → 69.0k shares)
2.0%
06
$AMZN
AMAZON COM INC
Q1 2026: Increased +2.0% (28.4k → 28.9k shares)
2.0%
07
$IEFA
ISHARES TR
Q4 2025: Exited (was 953.0k shares)
1.9%
08
$SCHX
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 6.81M shares)
1.7%
09
$IVV
ISHARES TR
Q4 2025: Exited (was 63.7k shares)
1.6%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 126.9k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.