Curran-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FIBK",
  null,
  null,
  null,
  null,
  "ABBV",
  "GOOGL",
  "VDE",
  null,
  "T",
  "LOW",
  null,
  null,
  "CMI",
  "DUK",
  null,
  null,
  "FERG",
  "HD",
  null,
  "FSCO",
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "GE",
  null,
  "IWD",
  "VHT",
  null,
  "IWF",
  null,
  "PEP",
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "MRK",
  "MSTR",
  null,
  "SHW",
  "GLD",
  "SPYG",
  null,
  null,
  "PNFP",
  null,
  "VWO",
  "VIG",
  null,
  null,
  null,
  "VYM",
  null,
  "UBSI",
  "AMZN",
  null,
  null,
  null,
  "VUG",
  "VXUS",
  "BND",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WSBC",
  null,
  "SCHD",
  null,
  "SO",
  null,
  null,
  null,
  "BRK-B",
  "CVX",
  "KO",
  "COST",
  "CSX",
  null,
  "QQQ",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 100
Total Value: 407361530
Accession Number: 0001843867-25-000005
Form Type: 13F-HR
CIK: curran-financial-partners
Manager Name: Curran-Financial-Partners

Data Enrichment

60% identified

60 identified40 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

100 positions • $407.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Merck & Co., Inc.

MRK|58933Y105

Shares:3.1K

Value:$274.3K

% of Portfolio:0.1% ($274.3K/$407.4M)

HOME DEPOT, INC.

HD|437076102

Shares:748

Value:$274.1K

% of Portfolio:0.1% ($274.1K/$407.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.1K

Value:$266.0K

% of Portfolio:0.1% ($266.0K/$407.4M)

922042858

VWO|922042858

Shares:5.8K

Value:$264.4K

% of Portfolio:0.1% ($264.4K/$407.4M)

NETFLIX INC

NFLX|64110L106

Shares:283

Value:$263.9K

% of Portfolio:0.1% ($263.9K/$407.4M)

VISA INC.

V|92826C839

Shares:736

Value:$257.9K

% of Portfolio:0.1% ($257.9K/$407.4M)

AT&T INC.

T|00206R102

Shares:9.0K

Value:$255.4K

% of Portfolio:0.1% ($255.4K/$407.4M)

464287200

IVV|464287200

Shares:429

Value:$240.8K

% of Portfolio:0.1% ($240.8K/$407.4M)

SOUTHERN CO

SO|842587107

Shares:2.6K

Value:$238.3K

% of Portfolio:0.1% ($238.3K/$407.4M)

46641Q654

Shares:4.6K

Value:$234.4K

% of Portfolio:0.1% ($234.4K/$407.4M)

78464A607

Shares:2.3K

Value:$232.8K

% of Portfolio:0.1% ($232.8K/$407.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.7K

Value:$226.8K

% of Portfolio:0.1% ($226.8K/$407.4M)

PEPSICO INC

PEP|713448108

Shares:1.5K

Value:$222.1K

% of Portfolio:0.1% ($222.1K/$407.4M)

PINNACLE FINANCIAL PARTNERS INC

PNFP|72346Q104

Shares:2.1K

Value:$220.5K

% of Portfolio:0.1% ($220.5K/$407.4M)

Ferguson Enterprises Inc. /DE/

FERG|31488V107

Shares:1.4K

Value:$216.8K

% of Portfolio:0.1% ($216.8K/$407.4M)

WESBANCO INC

WSBC|950810101

Shares:7.0K

Value:$216.8K

% of Portfolio:0.1% ($216.8K/$407.4M)

Duke Energy CORP

DUK|26441C204

Shares:1.8K

Value:$214.0K

% of Portfolio:0.1% ($214.0K/$407.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.3K

Value:$210.8K

% of Portfolio:0.1% ($210.8K/$407.4M)

33734X846

Shares:3.2K

Value:$201.3K

% of Portfolio:0.0% ($201.3K/$407.4M)

FS Credit Opportunities Corp.

FSCO|30290Y101

Shares:11.1K

Value:$78.3K

% of Portfolio:0.0% ($78.3K/$407.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	3.1K	QoQ NEW(+3.1K) YoY +60.41% (+1.2K)	All Managers (Combined)	$274.3K	0.1% ($274.3K/$407.4M)	QoQ NEW(+$274.3K) YoY +9.10% (+$22.9K)
HOME DEPOT, INC.(HDcusip437076102)	748	QoQ +1.21% (-9) YoY +26.35% (+156)	All Managers (Combined)	$274.1K	0.1% ($274.1K/$407.4M)	QoQ -4.59% (-$13.2K) YoY +20.77% (+$47.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$266.0K	0.1% ($266.0K/$407.4M)	QoQ NEW(+$266.0K) YoY NEW(+$266.0K)
(VWOcusip922042858)	5.8K	QoQ -4.26% (-260) YoY -7.92% (-503)	All Managers (Combined)	$264.4K	0.1% ($264.4K/$407.4M)	QoQ -1.61% (-$4.3K) YoY -0.24% (-$642)
NETFLIX INC(NFLXcusip64110L106)	283	QoQ +5.59% (+15) YoY NEW(+283)	All Managers (Combined)	$263.9K	0.1% ($263.9K/$407.4M)	QoQ +10.47% (+$25.0K) YoY NEW(+$263.9K)
VISA INC.(Vcusip92826C839)	736	QoQ +0.13% (+1) YoY NEW(+736)	All Managers (Combined)	$257.9K	0.1% ($257.9K/$407.4M)	QoQ +11.04% (+$25.6K) YoY NEW(+$257.9K)
AT&T INC.(Tcusip00206R102)	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$255.4K	0.1% ($255.4K/$407.4M)	QoQ NEW(+$255.4K) YoY NEW(+$255.4K)
(IVVcusip464287200)	429	QoQ NEW(+429) YoY NEW(+429)	All Managers (Combined)	$240.8K	0.1% ($240.8K/$407.4M)	QoQ NEW(+$240.8K) YoY NEW(+$240.8K)
SOUTHERN CO(SOcusip842587107)	2.6K	QoQ -6.63% (-184) YoY NEW(+2.6K)	All Managers (Combined)	$238.3K	0.1% ($238.3K/$407.4M)	QoQ +4.29% (-$9.8K) YoY NEW(+$238.3K)
(cusip46641Q654)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$234.4K	0.1% ($234.4K/$407.4M)	QoQ NEW(+$234.4K) YoY NEW(+$234.4K)
(cusip78464A607)✕	2.3K	QoQ -7.23% (-183) YoY -7.04% (-178)	All Managers (Combined)	$232.8K	0.1% ($232.8K/$407.4M)	QoQ -6.97% (-$17.4K) YoY -2.22% (-$5.3K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$226.8K	0.1% ($226.8K/$407.4M)	QoQ NEW(+$226.8K) YoY NEW(+$226.8K)
PEPSICO INC(PEPcusip713448108)	1.5K	QoQ -6.38% (-101) YoY NEW(+1.5K)	All Managers (Combined)	$222.1K	0.1% ($222.1K/$407.4M)	QoQ -7.68% (-$18.5K) YoY NEW(+$222.1K)
PINNACLE FINANCIAL PARTNERS INC(PNFPcusip72346Q104)	2.1K	QoQ 0.00% (-0) YoY NEW(+2.1K)	All Managers (Combined)	$220.5K	0.1% ($220.5K/$407.4M)	QoQ -7.28% (-$17.3K) YoY NEW(+$220.5K)
Ferguson Enterprises Inc. /DE/(FERGcusip31488V107)	1.4K	QoQ 0.00% (-0) YoY NEW(+1.4K)	All Managers (Combined)	$216.8K	0.1% ($216.8K/$407.4M)	QoQ -7.68% (-$18.1K) YoY NEW(+$216.8K)
WESBANCO INC(WSBCcusip950810101)	7.0K	QoQ 0.00% (-0) YoY -9.45% (-731)	All Managers (Combined)	$216.8K	0.1% ($216.8K/$407.4M)	QoQ -4.85% (-$11.1K) YoY -5.96% (-$13.7K)
Duke Energy CORP(DUKcusip26441C204)	1.8K	QoQ -14.52% (-298) YoY NEW(+1.8K)	All Managers (Combined)	$214.0K	0.1% ($214.0K/$407.4M)	QoQ -3.19% (-$7.1K) YoY NEW(+$214.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$210.8K	0.1% ($210.8K/$407.4M)	QoQ NEW(+$210.8K) YoY NEW(+$210.8K)
(cusip33734X846)✕	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$201.3K	0.0% ($201.3K/$407.4M)	QoQ NEW(+$201.3K) YoY NEW(+$201.3K)
FS Credit Opportunities Corp.(FSCOcusip30290Y101)	11.1K	QoQ NEW(+11.1K) YoY -20.68% (-2.9K)	All Managers (Combined)	$78.3K	0.0% ($78.3K/$407.4M)	QoQ NEW(+$78.3K) YoY -5.70% (-$4.7K)