Curtis Advisory Group, LLC has disclosed its latest investment holdings in a recent SEC filing, revealing a total portfolio value of $536.76 million as of September 30, 2026. This update is significant as it provides insights into the firm's investment strategies and positions in key companies across various sectors, particularly technology and consumer goods.

The filing, which was submitted on October 28, 2026, indicates that Curtis Advisory Group continues to focus on high-value stocks, with substantial investments in major players like Apple Inc., Amazon.com Inc., and Alphabet Inc. This strategic allocation reflects a broader trend within the investment management industry, where firms are increasingly leaning towards technology and consumer-oriented companies to drive growth.

Background

Curtis Advisory Group, LLC is an investment management firm based in Santa Barbara, California. The company operates under the Central Index Key (CIK) 0001664656 and is categorized under the SEC filing type 13F-HR. Its recent filings include a series of 13F reports, with the latest one being filed on October 28, 2026, and covering the period ending September 30, 2026.

What the Filing Says

The filing details a total of 119 positions held by Curtis Advisory Group, with a reported total value of $536,759,504. Notable investments include:

  • Apple Inc.: 13,449 shares valued at approximately $4.48 million.
  • Amazon.com Inc.: 114,478 shares valued at about $28.52 million.
  • Alphabet Inc.: 15,809 shares valued at around $5.39 million.

These investments showcase the firm’s focus on leading technology companies, which have been pivotal in driving market performance.

Impact

This filing may have implications for various stakeholders, including investors, analysts, and competitors in the investment management sector. With a significant portion of its portfolio concentrated in technology, Curtis Advisory Group's strategies may influence market trends and investor sentiment towards these sectors. Competitors will likely analyze these positions to gauge market movements and identify potential opportunities or threats.

What's Next

The filing does not specify what happens next for Curtis Advisory Group. However, the firm will likely continue to adjust its portfolio in response to market conditions and investment opportunities.

For further details, the filing can be accessed through the SEC's EDGAR database under the accession number 0001664656-26-000006.