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Portfolio (Quarterly) Guide ↗

Kure Advisory, LLC

· CIK 0001986795
13F Portfolio $179M AUM 56 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MMM 3M CO Industrials 4,297.0 $688K 0.39% NEW $160.12 -4.1%
22 PLTR PALANTIR TECHNOLOGIES INC Technology 3,504.0 $623K 0.35% NEW $177.75 -22.7%
23 SCHX SCHWAB STRATEGIC TR 21,746.0 $585K 0.33% NEW $26.91 +9.5%
24 XOM EXXON MOBIL CORP Energy 4,780.0 $575K 0.32% NEW $120.34 +26.0%
25 CWI SPDR INDEX SHS FDS 15,762.0 $566K 0.32% NEW $35.92 +13.4%
26 AMZN AMAZON COM INC Consumer Cyclical 2,424.0 $560K 0.31% NEW $230.82 +14.2%
27 GOOGL ALPHABET INC Communication Services 1,626.0 $509K 0.28% NEW $313.01 +23.5%
28 VOO VANGUARD INDEX FDS 766.0 $481K 0.27% NEW $627.43 +9.8%
29 FBND FIDELITY MERRIMACK STR TR 9,929.0 $457K 0.26% NEW $46.04 -1.1%
30 AVGO BROADCOM INC Technology 1,229.0 $425K 0.24% NEW $346.10 +22.2%
31 JPM JPMORGAN CHASE & CO. Financial Services 1,212.0 $391K 0.22% NEW $322.22 -4.7%
32 WFC WELLS FARGO CO NEW Financial Services 3,959.0 $369K 0.21% NEW $93.20 -17.0%
33 COST COSTCO WHSL CORP NEW Consumer Defensive 413.0 $356K 0.20% NEW $862.50 +16.3%
34 SPAB SPDR SERIES TRUST 13,687.0 $352K 0.20% NEW $25.75 -1.2%
35 GIS GENERAL MLS INC Consumer Defensive 7,098.0 $330K 0.18% NEW $46.50 -28.1%
36 IWR ISHARES TR 3,335.0 $321K 0.18% NEW $96.27 +11.0%
37 SLV ISHARES SILVER TR Financial Services 4,961.0 $320K 0.18% NEW $64.42 +6.7%
38 TSLA TESLA INC Consumer Cyclical 704.0 $317K 0.18% NEW $449.72 -4.7%
39 USB US BANCORP DEL Financial Services 5,600.0 $299K 0.17% NEW $53.36 +2.9%
40 META META PLATFORMS INC Communication Services 446.0 $294K 0.17% NEW $660.13 -8.0%
Page 2 of 3  ·  56 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 44.8%
Technology 25.2%
Consumer Cyclical 6.9%
Consumer Defensive 5.8%
Communication Services 5.3%
Industrials 4.6%
Energy 2.8%
Healthcare 2.2%
Real Estate 1.2%
Utilities 1.2%