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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVE ISHARES TR 1,902.0 $432K 0.20% NEW $227.06 +3.8%
2 MU MICRON TECHNOLOGY INC Technology 321.0 $371K 0.18% NEW $1154.29 -19.1%
3 CSCO CISCO SYS INC Technology 2,982.0 $350K 0.17% NEW $117.46 -6.6%
4 CAT CATERPILLAR INC Industrials 286.0 $305K 0.14% NEW $1064.90 -26.8%
5 BOXX EA SERIES TRUST 2,063.0 $242K 0.12% NEW $117.09 +0.9%
6 GE GE AEROSPACE Industrials 637.0 $238K 0.11% NEW $373.92 -11.5%
7 AMD ADVANCED MICRO DEVICES INC Technology 403.0 $234K 0.11% NEW $580.91 -20.9%
8 APH AMPHENOL CORP Technology 1,272.0 $224K 0.11% NEW $176.32 -7.5%
9 INTC INTEL CORP Technology 1,583.0 $221K 0.10% NEW $139.65 -36.3%
10 GEV GE VERNOVA INC Utilities 182.0 $214K 0.10% NEW $1174.86 -23.5%
11 COKE COCA COLA CONS INC Consumer Defensive 1,071.0 $204K 0.10% NEW $190.92 +1.2%

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%