Fund Universe

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☆Kurv Investment Management LLC

CIK 0002027462 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.302
AUM ($M)
130
Positions
35
Turnover
0.15
Top-10 wt
64%
Herfindahl
0.057
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 41 positions · portfolio value $130M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆GOOGL funds › ALPHABET INC ADD — 11.5% +0.9% 14.9 41,650 +5,096 2 —
☆INTC funds › INTEL CORP TRIM — 10.0% +4.1% 13.0 93,235 -42,514 2 —
☆AMZN funds › AMAZON COM INC ADD — 9.2% -0.1% 12.0 50,150 +6,136 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 7.8% +2.8% 10.1 17,450 -6,955 2 —
☆AVGO funds › BROADCOM INC TRIM — 7.4% -1.1% 9.6 25,515 -1,849 2 —
☆AMAT funds › APPLIED MATLS INC ADD — 4.3% +2.0% 5.5 7,650 +936 2 —
☆META funds › META PLATFORMS INC ADD — 4.1% -0.6% 5.3 9,474 +1,144 2 —
☆AAPL funds › APPLE INC TRIM — 4.0% -1.7% 5.2 18,024 -3,784 2 —
☆TSLA funds › TESLA INC ADD — 3.1% -0.1% 4.0 9,453 +1,144 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.8% -0.0% 3.6 17,852 +1,955 2 —
☆NFLX funds › NETFLIX INC. ADD — 2.7% -1.5% 3.5 49,300 +6,032 2 —
☆TER funds › TERADYNE INC TRIM — 2.4% -0.5% 3.2 6,560 -3,586 2 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 2.3% -0.4% 2.9 40,800 +4,992 2 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 2.1% -0.0% 2.7 9,775 +1,196 2 —
☆RTX funds › RTX CORPORATION NEW — 2.1% +2.1% 2.7 14,025 +14,025 1 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 2.0% +0.0% 2.6 9,840 +1,296 2 —
☆SIL funds › GLOBAL X FDS ADD — 1.9% -0.5% 2.5 32,185 +4,239 2 —
☆CSCO funds › CISCO SYS INC ADD — 1.8% +0.4% 2.3 19,550 +2,392 2 —
☆GDX funds › VANECK ETF TRUST ADD — 1.8% -0.6% 2.3 30,340 +3,996 2 —
☆BWXT funds › BWX TECHNOLOGIES INC ADD — 1.8% -0.3% 2.3 11,685 +1,539 2 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A ADD — 1.7% -0.4% 2.1 4,675 +572 2 —
☆VST funds › VISTRA CORP ADD — 1.5% -0.2% 2.0 12,505 +1,647 2 —
☆APP funds › APPLOVIN CORP ADD — 1.5% +0.2% 1.9 3,690 +486 2 —
☆HIMS funds › HIMS & HERS HEALTH INC ADD — 1.4% +0.5% 1.8 51,865 +6,831 2 —
☆MSFT funds › MICROSOFT CORP ADD — 1.3% -0.2% 1.7 4,675 +572 2 —
☆RDDT funds › REDDIT INC ADD — 1.3% +0.2% 1.7 10,045 +1,323 2 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 1.3% +0.3% 1.7 17,220 +2,268 2 —
☆SHOP funds › SHOPIFY INC ADD — 1.1% -0.2% 1.4 12,300 +1,620 2 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F ADD — 1.0% -0.1% 1.3 14,350 +1,890 2 —
☆TSLP funds › KURV ETF TR ADD — 0.7% -0.1% 0.9 48,506 +5,928 2 —
☆GOOP funds › KURV ETF TR NEW — 0.5% +0.5% 0.7 16,676 +16,676 1 —
☆CLOA funds › BLACKROCK ETF TRUST II NEW — 0.5% +0.5% 0.6 11,552 +11,552 1 —
☆ICSH funds › ISHARES TR NEW — 0.5% +0.5% 0.6 11,840 +11,840 1 —
☆VUSB funds › VANGUARD BD INDEX FDS NEW — 0.3% +0.3% 0.4 8,016 +8,016 1 —
☆IBHG funds › ISHARES TR NEW — 0.3% +0.3% 0.4 18,032 +18,032 1 —
☆CUSIP:00755E105 funds › RTX CORPORATION EXIT — 0.0% -2.4% 0.0 0 -12,309 0 —
☆AMZP funds › KURV ETF TR EXIT — 0.0% -0.5% 0.0 0 -14,648 0 —
☆SLV funds › ISHARES SILVER TR EXIT — 0.0% -1.2% 0.0 0 -18,576 0 —
☆ISRG funds › INTUITIVE SURGICAL INC EXIT — 0.0% -1.3% 0.0 0 -2,628 0 —
☆FRSH funds › FRESHWORKS INC EXIT — 0.0% -0.2% 0.0 0 -29,370 0 —
☆FOUR funds › SHIFT4 PMTS INC EXIT — 0.0% -1.3% 0.0 0 -27,412 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 130 35 0.15 64% 0.057 0.302 — in
2026Q1 95 35 0.16 60% 0.050 0.226 — entered
2025Q4 80 35 0.00 61% 0.055 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status