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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 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WFC WELLS FARGO & CO Financial Services 4,002.0 $331K 0.16% +38.0 +1.0% $82.64 +5.3%
42 GOOG ALPHABET INC 907.0 $320K 0.15% +5.0 +0.6% $353.28
43 XEL XCEL ENERGY INC Utilities 3,889.0 $312K 0.15% +936.0 +31.7% $80.31 -5.5%
44 CAT CATERPILLAR INC Industrials 286.0 $305K 0.14% NEW $1064.90 -26.8%
45 PECO PHILLIPS EDISON & CO INC Real Estate 7,040.0 $293K 0.14% $41.62 -6.5%
46 VTV VANGUARD INDEX FDS 1,339.0 $292K 0.14% $218.00 +2.7%
47 PG PROCTER & GAMBLE CO Consumer Defensive 1,871.0 $274K 0.13% +267.0 +16.6% $146.65 -0.3%
48 WMT WALMART INC Consumer Defensive 2,343.0 $265K 0.13% -394.0 -14.4% $113.26 -6.5%
49 SLV ISHARES SILVER TR Financial Services 4,961.0 $265K 0.13% $53.47 +8.3%
50 TSLA TESLA INC Consumer Cyclical 614.0 $258K 0.12% -85.0 -12.2% $420.60 -15.3%
51 GIS GENERAL MILLS INC Consumer Defensive 7,178.0 $250K 0.12% -53.0 -0.7% $34.80 +18.1%
52 BOXX EA SERIES TRUST 2,063.0 $242K 0.12% NEW $117.09 +0.9%
53 JNJ JOHNSON & JOHNSON Healthcare 943.0 $239K 0.11% +30.0 +3.3% $253.97 +6.8%
54 GE GE AEROSPACE Industrials 637.0 $238K 0.11% NEW $373.92 -11.5%
55 AMD ADVANCED MICRO DEVICES INC Technology 403.0 $234K 0.11% NEW $580.91 -20.9%
56 TRV TRAVELERS COMPANIES INC Financial Services 699.0 $231K 0.11% -50.0 -6.7% $330.12 +10.2%
57 APH AMPHENOL CORP Technology 1,272.0 $224K 0.11% NEW $176.32 -7.5%
58 INTC INTEL CORP Technology 1,583.0 $221K 0.10% NEW $139.65 -36.3%
59 GEV GE VERNOVA INC Utilities 182.0 $214K 0.10% NEW $1174.86 -23.5%
60 META META PLATFORMS INC Communication Services 371.0 $209K 0.10% -71.0 -16.1% $563.36 +2.7%
Page 3 of 4  ·  62 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%