Curran Financial Partners, LLC Portfolio Holdings

Curran Financial Partners, LLC

  • $435 Million
  • Q3 2025

Curran Financial Partners, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $435 Million distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $32.7M, Spdr Portfolio S&P 500 High Di with a value of $21.3M, Vanguard Star Fd Vanguard Tota with a value of $20.3M, J P Morgan Exchange Traded Fd with a value of $19.4M, and Vanguard Small Cap ETF with a value of $19.3M.

Examining the 13F form we can see an increase of $44.8M in the current position value, from $390M to 435M.

Below you can find more details about Curran Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $435 Million
ETFs: $392 Million
Technology: $21.1 Million
Consumer Cyclical: $4.33 Million
Consumer Defensive: $3.93 Million
Communication Services: $3.04 Million
Basic Materials: $3 Million
Financial Services: $2.37 Million
Energy: $1.96 Million
Other: $2.91 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.7 Million 7.52% of portfolio
1,197,392
Q3 2025 Added 10.47%
$0
$21.3 Million 4.91% of portfolio
485,102
Q3 2025 Added 7.63%
$0
$20.3 Million 4.68% of portfolio
276,985
Q3 2025 Added 17.55%
$0
$19.4 Million 4.47% of portfolio
340,270
Q3 2025 Added 12.52%
$0
$19.3 Million 4.43% of portfolio
75,755
Q3 2025 Added 18.03%
$0
$17.2 Million 3.96% of portfolio
274,590
Q3 2025 Added 9.66%
$0
$17.2 Million 3.96% of portfolio
35,915
Q3 2025 Added 16.34%
$0
$16.7 Million 3.85% of portfolio
22,421
Q3 2025 Added 3.01%
$0
$14.9 Million 3.43% of portfolio
582,934
Q3 2025 Added 10.39%
$0
$14.4 Million 3.3% of portfolio
156,406
Q3 2025 Reduced 17.98%
$0
$12.8 Million 2.94% of portfolio
532,868
Q3 2025 Added 49.37%
$0
$12 Million 2.76% of portfolio
240,682
Q3 2025 Reduced 18.4%
$0
$10.4 Million 2.4% of portfolio
300,090
Q3 2025 Added 43.94%
$0
$9.96 Million 2.29% of portfolio
201,942
Q3 2025 Added 47.58%
$0
$8.78 Million 2.02% of portfolio
48,186
Q3 2025 Added 12.93%
$0
$8.67 Million 1.99% of portfolio
475,192
Q3 2025 Added 47.97%
$0
$7.2 Million 1.66% of portfolio
51,117
Q3 2025 Added 14.98%
$0
$6.83 Million 1.57% of portfolio
52,058
Q3 2025 Reduced 3.81%
$505B
$6.76 Million 1.55% of portfolio
36,220
Q3 2025 Added 4.02%
$0
$6.31 Million 1.45% of portfolio
56,621
Q3 2025 Reduced 38.71%
$0
$6.21 Million 1.43% of portfolio
154,612
Q3 2025 Reduced 38.66%
$0
$6.17 Million 1.42% of portfolio
82,900
Q3 2025 Reduced 33.74%
$0
$6.1 Million 1.4% of portfolio
121,279
Q3 2025 Reduced 16.83%
$0
$5.55 Million 1.28% of portfolio
149,599
Q3 2025 Added 23.91%
$0
$5.09 Million 1.17% of portfolio
27,281
Q3 2025 Added 26.6%
$0
$4.94 Million 1.13% of portfolio
12,458
Q3 2025 Reduced 2.88%
$0
$4.87 Million 1.12% of portfolio
18,774
Q3 2025 Added 846.75%
$0
$4.82 Million 1.11% of portfolio
25,660
Q3 2025 Reduced 2.85%
$0
$4.62 Million 1.06% of portfolio
91,303
Q3 2025 Added 23.1%
$0
$4.39 Million 1.01% of portfolio
103,100
Q3 2025 New
$0
$4.19 Million 0.96% of portfolio
14,140
Q3 2025 Reduced 3.61%
$0
$3.9 Million 0.9% of portfolio
46,333
Q3 2025 New
$0
$3.65 Million 0.84% of portfolio
62,007
Q3 2025 Added 24.98%
$127B
$3.42 Million 0.79% of portfolio
9,615
Q3 2025 Added 4.72%
$0
$3.45 Million 0.79% of portfolio
144,165
Q3 2025 New
$3.86T
$3.35 Million 0.77% of portfolio
6,460
Q3 2025 Added 2.02%
$0
$3.19 Million 0.73% of portfolio
4,785
Q3 2025 Added 3.93%
$89.4B
$3 Million 0.69% of portfolio
8,662
Q3 2025 Reduced 0.95%
$0
$2.54 Million 0.59% of portfolio
11,903
Q3 2025 Reduced 3.81%
$403B
$2.46 Million 0.57% of portfolio
2,662
Q3 2025 Added 1.33%
$0
$2.44 Million 0.56% of portfolio
23,350
Q3 2025 Added 0.57%
$0
$2.31 Million 0.53% of portfolio
3,765
Q3 2025 Reduced 3.44%
$0
$2.29 Million 0.53% of portfolio
84,791
Q3 2025 New
$0
$2.03 Million 0.47% of portfolio
6,192
Q3 2025 Added 22.3%
$0
$2.01 Million 0.46% of portfolio
3,355
Q3 2025 Added 29.89%
$2.49T
$1.95 Million 0.45% of portfolio
8,900
Q3 2025 Reduced 2.22%
$0
$1.86 Million 0.43% of portfolio
37,635
Q3 2025 Added 23.13%
$0
$1.67 Million 0.38% of portfolio
13,257
Q3 2025 Reduced 9.22%
$0
$1.62 Million 0.37% of portfolio
8,536
Q3 2025 Added 1.32%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $435 Million
  • Prior Value $390 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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