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Portfolio (Quarterly) Guide ↗

Kure Advisory, LLC

· CIK 0001986795
13F Portfolio $211M AUM 62 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 25 Added 15 Reduced 5 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WFC WELLS FARGO & CO Financial Services 4,002.0 $331K 0.16% +38.0 +1.0% $82.64 +5.3%
22 GOOG ALPHABET INC 907.0 $320K 0.15% +5.0 +0.6% $353.28
23 XEL XCEL ENERGY INC Utilities 3,889.0 $312K 0.15% +936.0 +31.7% $80.31 -5.5%
24 PG PROCTER & GAMBLE CO Consumer Defensive 1,871.0 $274K 0.13% +267.0 +16.6% $146.65 -0.3%
25 JNJ JOHNSON & JOHNSON Healthcare 943.0 $239K 0.11% +30.0 +3.3% $253.97 +6.8%
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.2%
Technology 30.7%
Consumer Defensive 6.6%
Industrials 6.5%
Consumer Cyclical 5.7%
Communication Services 3.7%
Energy 2.5%
Utilities 2.5%
Real Estate 1.4%
Healthcare 1.2%