Curi-Rmb-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "OSBC",
  "ABL",
  "FISI",
  "MMSI",
  "RGEN",
  "TREX",
  "MPWR",
  "NVR",
  "PCOR",
  "DJP",
  "FLYW",
  "POOL",
  "KAI",
  "NIC",
  "TROW",
  "RJF",
  "AFG",
  "ENTG",
  "QTWO",
  "RBC",
  "EXAS",
  null,
  null,
  "RBA.TO",
  "ATR",
  "SNOW",
  "NXRT",
  null,
  "MPLX",
  "ACN",
  "ZS",
  "ITT",
  "ABT",
  "ABBV",
  "ADBE",
  "FLG",
  "APD",
  "SBCF",
  "GOOGL",
  "VCYT",
  "ATGE",
  "AXP",
  "VC",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  null,
  "AIT",
  "CP.TO",
  "AUB",
  "BBDC",
  "CRS",
  "DBEF",
  "DUK",
  "PECO",
  "OMCL",
  "JPI",
  "DT",
  "NAD",
  "OCFC",
  "PFS",
  "EFC",
  null,
  "FRT",
  "EOG",
  "USCB",
  null,
  "BUSE",
  "FITB",
  "ALLO",
  "RWAY",
  "SAR",
  "GD",
  "GILD",
  "AVD",
  "HON",
  "HD",
  "BCV",
  "AZN",
  "CCB",
  "MCD",
  "INTU",
  null,
  "RPM",
  "FBIN",
  "UNP",
  "FSUN",
  "QCOM",
  "MYFW",
  "FFWM",
  "SYBT",
  null,
  "HEI-A",
  "HMST",
  "HUBB",
  "HUBS",
  "EMXC",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "BKNG",
  null,
  "MUB",
  "META",
  null,
  "MOFG",
  "MFA",
  "MPB",
  "IVW",
  null,
  "IJH",
  "FRST",
  "SHBI",
  null,
  "IQV",
  "IOVA",
  null,
  "KMI",
  null,
  "NMS",
  "MPC",
  "MMC",
  "MRVL",
  "MA",
  "PODD",
  "ABCB",
  "BMI",
  "MSFT",
  "MUFG",
  "MS",
  "DX",
  "DUOL",
  "NEOG",
  "EQIX",
  "EXPO",
  "FRME",
  "FICO",
  "FHN",
  "FIS",
  "GE",
  "NTRS",
  "HEI",
  "NVS",
  "ODFL",
  "IX",
  "BX",
  "FAST",
  "IJR",
  "NOC",
  "OKE",
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "IEMG",
  "IVV",
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MDB",
  "JPC",
  "AMGN",
  "KVUE",
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  "SCHX",
  null,
  null,
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "RITM",
  null,
  null,
  "BP",
  "AMT",
  null,
  "IBM",
  "STLD",
  "SYK",
  "SNPS",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TYL",
  "VNQ",
  "VO",
  "PNFP",
  "MITT",
  "PCH",
  "AGNC",
  "VV",
  "VOE",
  "NBTB",
  null,
  "SCHW",
  "OBK",
  null,
  null,
  "ETV",
  "IWV",
  null,
  "TFIN",
  "TCBK",
  "LOB",
  null,
  null,
  "AMTB",
  "EXP",
  "EPRT",
  "VIG",
  "RNST",
  null,
  "LYG",
  null,
  "RWT",
  "NYMT",
  null,
  null,
  "BN.TO",
  "VYM",
  "VRTX",
  "EW",
  "VRSK",
  "GPK",
  "RRC",
  "MTDR",
  "ONB",
  "MKSI",
  "RGLD",
  "ARE",
  "SSB",
  "SF",
  "AVY",
  "USFD",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "WSO",
  "IP",
  "IWP",
  "IWR",
  "IR",
  "CAH",
  "COFS",
  "EQBK",
  "FBK",
  null,
  "INDB",
  "IBP",
  "IDXX",
  "PCYO",
  null,
  "IEX",
  "NVO",
  "AMZN",
  "NEA",
  "SCHB",
  null,
  "CHY",
  null,
  "DKS",
  null,
  "UCB",
  "AAON",
  "ELS",
  null,
  "EGP",
  "HBAN",
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VMI",
  "VONE",
  "VTWO",
  "BSV",
  "VUSB",
  "VLTO",
  "VBTX",
  "VTV",
  "VBNK",
  "VXRT",
  "V",
  "VKTX",
  "WSBF",
  "WMT",
  "WSBC",
  null,
  "WBS",
  "WFC",
  "WST",
  "WTFC",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IUSG",
  null,
  "PTC",
  "FFIC",
  "MTB",
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "JKHY",
  "NSC",
  "NDSN",
  null,
  "KDP",
  "MKL",
  "MNDY",
  null,
  "SO",
  "TRMB",
  "PSX",
  "CRM",
  null,
  "IUSV",
  null,
  "DGRO",
  null,
  null,
  null,
  "PCVX",
  "FDX",
  "AME",
  null,
  "SSBK",
  "STM",
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BANC",
  "BMO",
  "BCS",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BDC",
  "BJ",
  "TECH",
  "BLFS",
  "DMB",
  "BMY",
  "BFAM",
  "BRKL",
  "BR",
  "BY",
  "BFST",
  "BWXT",
  "BCAL",
  "CPT",
  "CARE",
  "CWST",
  "CDNA",
  "CSL",
  "CDW",
  "STEL",
  "CASY",
  "SKY",
  "CPK",
  "CVX",
  "CB",
  "CSCO",
  "CWAN",
  "NET",
  "CIVB",
  "CLPR",
  "CME",
  "KO",
  "CGNX",
  "CBSH",
  "CMCSA",
  "COLM",
  "COP",
  "COO",
  "CPRT",
  "CRVL",
  "COST",
  "CCRD",
  "CRSP",
  "CRWD",
  "CFR",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DE",
  "DVN",
  "FANG",
  "DMRC",
  null,
  null,
  null,
  "DFAC",
  "RSP",
  "EWJ",
  null,
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 476
Total Value: 4055068198
Accession Number: 0001172661-25-002290
Form Type: 13F-HR
CIK: curi-rmb-capital
Manager Name: Curi-Rmb-Capital

Data Enrichment

85% identified

405 identified71 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

476 positions • $4.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 24

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California BanCorp \ CA

BCAL|84252A106

Shares:409.6K

Value:$5.9M

% of Portfolio:0.1% ($5.9M/$4.1B)

Datadog, Inc.

DDOG|23804L103

Shares:57.8K

Value:$5.7M

% of Portfolio:0.1% ($5.7M/$4.1B)

78468R788

Shares:127.8K

Value:$5.7M

% of Portfolio:0.1% ($5.7M/$4.1B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:7

Value:$5.6M

% of Portfolio:0.1% ($5.6M/$4.1B)

97717W604

Shares:173.0K

Value:$5.5M

% of Portfolio:0.1% ($5.5M/$4.1B)

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

Shares:51.6K

Value:$5.5M

% of Portfolio:0.1% ($5.5M/$4.1B)

BROOKLINE BANCORP INC

BRKL|11373M107

Shares:500.0K

Value:$5.5M

% of Portfolio:0.1% ($5.5M/$4.1B)

EXPONENT INC

EXPO|30214U102

Shares:66.9K

Value:$5.4M

% of Portfolio:0.1% ($5.4M/$4.1B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:88.1K

Value:$5.4M

% of Portfolio:0.1% ($5.4M/$4.1B)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:391.2K

Value:$5.3M

% of Portfolio:0.1% ($5.3M/$4.1B)

46138E354

Shares:69.2K

Value:$5.2M

% of Portfolio:0.1% ($5.2M/$4.1B)

PROVIDENT FINANCIAL SERVICES INC

PFS|74386T105

Shares:300.0K

Value:$5.2M

% of Portfolio:0.1% ($5.2M/$4.1B)

808524839

Shares:218.7K

Value:$5.1M

% of Portfolio:0.1% ($5.1M/$4.1B)

FIRST MERCHANTS CORP

FRME|320817109

Shares:125.0K

Value:$5.1M

% of Portfolio:0.1% ($5.1M/$4.1B)

BANC OF CALIFORNIA, INC.

BANC|05990K106

Shares:350.0K

Value:$5.0M

% of Portfolio:0.1% ($5.0M/$4.1B)

TOYOTA MOTOR CORP/

TM|892331307

Shares:27.8K

Value:$4.9M

% of Portfolio:0.1% ($4.9M/$4.1B)

FB Financial Corp

FBK|30257X104

Shares:100.0K

Value:$4.6M

% of Portfolio:0.1% ($4.6M/$4.1B)

MidWestOne Financial Group, Inc.

MOFG|598511103

Shares:154.3K

Value:$4.6M

% of Portfolio:0.1% ($4.6M/$4.1B)

ADOBE INC.

ADBE|00724F101

Shares:11.7K

Value:$4.5M

% of Portfolio:0.1% ($4.5M/$4.1B)

Triumph Financial, Inc.

TFIN|89679E300

Shares:77.4K

Value:$4.5M

% of Portfolio:0.1% ($4.5M/$4.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
California BanCorp \ CA(BCALcusip84252A106)	409.6K	QoQ 0.00% (-0) YoY NEW(+409.6K)	All Managers (Combined)	$5.9M	0.1% ($5.9M/$4.1B)	QoQ -13.36% (-$905.3K) YoY NEW(+$5.9M)
Datadog, Inc.(DDOGcusip23804L103)	57.8K	QoQ +40.72% (-16.7K) YoY +79.02% (+25.5K)	All Managers (Combined)	$5.7M	0.1% ($5.7M/$4.1B)	QoQ -2.29% (-$134.6K) YoY +43.70% (+$1.7M)
(cusip78468R788)✕	127.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.7M	0.1% ($5.7M/$4.1B)	QoQ +2.35% (+$130.3K) YoY +8.72% (+$453.5K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	7	QoQ +600.00% (+6) YoY +600.00% (+6)	All Managers (Combined)	$5.6M	0.1% ($5.6M/$4.1B)	QoQ +720.81% (+$4.9M) YoY +780.94% (+$5.0M)
(cusip97717W604)✕	173.0K	QoQ +13.02% (+19.9K) YoY +1.40% (-2.4K)	All Managers (Combined)	$5.5M	0.1% ($5.5M/$4.1B)	QoQ +5.15% (+$271.3K) YoY -0.83% (-$46.4K)
PINNACLE FINANCIAL PARTNERS INC(PNFPcusip72346Q104)	51.6K	QoQ -4.46% (-2.4K) YoY -9.57% (-5.5K)	All Managers (Combined)	$5.5M	0.1% ($5.5M/$4.1B)	QoQ -11.43% (-$706.7K) YoY +11.65% (-$571.3K)
BROOKLINE BANCORP INC(BRKLcusip11373M107)	500.0K	QoQ +66.66% (+200.0K) YoY NEW(+500.0K)	All Managers (Combined)	$5.5M	0.1% ($5.5M/$4.1B)	QoQ +53.95% (+$1.9M) YoY NEW(+$5.5M)
EXPONENT INC(EXPOcusip30214U102)	66.9K	QoQ -32.24% (-31.8K) YoY -36.51% (-38.5K)	All Managers (Combined)	$5.4M	0.1% ($5.4M/$4.1B)	QoQ -38.36% (-$3.4M) YoY -37.76% (-$3.3M)
ALTRIA GROUP, INC.(MOcusip02209S103)	88.1K	QoQ -10.37% (-10.2K) YoY -68.17% (-188.8K)	All Managers (Combined)	$5.4M	0.1% ($5.4M/$4.1B)	QoQ +4.62% (-$237.5K) YoY -55.46% (-$6.7M)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	391.2K	QoQ NEW(+391.2K) YoY NEW(+391.2K)	All Managers (Combined)	$5.3M	0.1% ($5.3M/$4.1B)	QoQ NEW(+$5.3M) YoY NEW(+$5.3M)
(cusip46138E354)✕	69.2K	QoQ -10.60% (-8.2K) YoY -10.78% (-8.4K)	All Managers (Combined)	$5.2M	0.1% ($5.2M/$4.1B)	QoQ -4.57% (-$248.3K) YoY +1.20% (-$61.6K)
PROVIDENT FINANCIAL SERVICES INC(PFScusip74386T105)	300.0K	QoQ +50.00% (+100.0K) YoY 0.00% (+0)	All Managers (Combined)	$5.2M	0.1% ($5.2M/$4.1B)	QoQ +36.48% (+$1.4M) YoY +17.84% (+$780.0K)
(cusip808524839)✕	218.7K	QoQ -3.22% (-7.3K) YoY +94.30% (-106.1K)	All Managers (Combined)	$5.1M	0.1% ($5.1M/$4.1B)	QoQ -1.26% (-$64.8K) YoY -2.17% (-$112.4K)
FIRST MERCHANTS CORP(FRMEcusip320817109)	125.0K	QoQ NEW(+125.0K) YoY +1150.00% (+115.0K)	All Managers (Combined)	$5.1M	0.1% ($5.1M/$4.1B)	QoQ NEW(+$5.1M) YoY +1348.42% (+$4.7M)
BANC OF CALIFORNIA, INC.(BANCcusip05990K106)	350.0K	QoQ +133.33% (+200.0K) YoY +74.97% (+150.0K)	All Managers (Combined)	$5.0M	0.1% ($5.0M/$4.1B)	QoQ +114.16% (+$2.6M) YoY +63.23% (+$1.9M)
TOYOTA MOTOR CORP/(TMcusip892331307)	27.8K	QoQ NEW(+27.8K) YoY NEW(+27.8K)	All Managers (Combined)	$4.9M	0.1% ($4.9M/$4.1B)	QoQ NEW(+$4.9M) YoY NEW(+$4.9M)
FB Financial Corp(FBKcusip30257X104)	100.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.6M	0.1% ($4.6M/$4.1B)	QoQ -9.99% (-$515.0K) YoY +23.10% (+$870.0K)
MidWestOne Financial Group, Inc.(MOFGcusip598511103)	154.3K	QoQ 0.00% (+0) YoY NEW(+154.3K)	All Managers (Combined)	$4.6M	0.1% ($4.6M/$4.1B)	QoQ +1.68% (+$75.6K) YoY NEW(+$4.6M)
ADOBE INC.(ADBEcusip00724F101)	11.7K	QoQ -27.65% (-4.5K) YoY -40.26% (-7.9K)	All Managers (Combined)	$4.5M	0.1% ($4.5M/$4.1B)	QoQ -37.60% (-$2.7M) YoY -54.59% (-$5.4M)
Triumph Financial, Inc.(TFINcusip89679E300)	77.4K	QoQ +7.45% (-5.4K) YoY +83.09% (+35.1K)	All Managers (Combined)	$4.5M	0.1% ($4.5M/$4.1B)	QoQ -31.65% (-$2.1M) YoY +33.42% (+$1.1M)