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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 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COKE COCA COLA CONS INC Consumer Defensive 1,071.0 $204K 0.10% NEW $190.92 +1.2%
62 PLBY PLAYBOY INC Consumer Cyclical 18,596.0 $23K 0.01% $1.22 -2.5%
Page 4 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%