Latest ACUTE INVESTMENT ADVISORY, LLC Stock Portfolio
ACUTE INVESTMENT ADVISORY, LLC Performance:
2026 Q1: -0.66%YTD: -0.66%2025: 6.12%
Performance for 2026 Q1 is -0.66%, and YTD is -0.66%, and 2025 is 6.12%.
About ACUTE INVESTMENT ADVISORY, LLC and 13F Hedge Fund Stock Holdings
On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, ACUTE INVESTMENT ADVISORY, LLC reported an equity portfolio of $8.9 Millions as of 31 Mar, 2026.
The top stock holdings of ACUTE INVESTMENT ADVISORY, LLC are EMR, BIL, BNDW. The fund has invested 17.7% of it's portfolio in EMERSON ELEC CO and 9.4% of portfolio in SPDR SERIES TRUST.
The fund managers got completely rid off ISHARES TR (ACWF), ISHARES TR (AAXJ) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), SPDR SERIES TRUST (BIL) and COSTCO WHOLESALE CORPORATION (COST). ACUTE INVESTMENT ADVISORY, LLC opened new stock positions in SPDR SERIES TRUST (BIL), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), ISHARES TR (IJR) and ISHARES TR (ACWF).
The top stock holdings of ACUTE INVESTMENT ADVISORY, LLC are EMR, BIL, BNDW. The fund has invested 17.7% of it's portfolio in EMERSON ELEC CO and 9.4% of portfolio in SPDR SERIES TRUST.
The fund managers got completely rid off ISHARES TR (ACWF), ISHARES TR (AAXJ) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), SPDR SERIES TRUST (BIL) and COSTCO WHOLESALE CORPORATION (COST). ACUTE INVESTMENT ADVISORY, LLC opened new stock positions in SPDR SERIES TRUST (BIL), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), ISHARES TR (IJR) and ISHARES TR (ACWF).
ACUTE INVESTMENT ADVISORY, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that ACUTE INVESTMENT ADVISORY, LLC made a return of -0.66% in the last quarter. In trailing 12 months, it's portfolio return was 6.49%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| spdr series trust | 837,188 |
| vanguard scottsdale fds | 610,035 |
| spdr series trust | 548,936 |
| ishares tr | 430,465 |
| invesco exch traded fd tr ii | 427,478 |
| ishares u s etf tr | 288,163 |
| vanguard world fd | 263,087 |
New stocks bought by ACUTE INVESTMENT ADVISORY, LLC
Additions
| Ticker | % Inc. |
|---|---|
| invesco exch traded fd tr ii | 283 |
| vanguard scottsdale fds | 101 |
| ishares tr | 42.31 |
| ishares tr | 11.2 |
Additions to existing portfolio by ACUTE INVESTMENT ADVISORY, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| invesco qqq tr | -47.58 |
| spdr series trust | -42.24 |
| costco wholesale corporation | -9.28 |
| state str spdr s&p 500 etf t | -4.91 |
| select sector spdr tr | -2.49 |
| apple inc | -0.2 |
ACUTE INVESTMENT ADVISORY, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -3,063,300 |
| ishares tr | -1,653,040 |
| ishares tr | -393,566 |
| ishares tr | -225,976 |
ACUTE INVESTMENT ADVISORY, LLC got rid off the above stocks
Sector Distribution
ACUTE INVESTMENT ADVISORY, LLC has about 71.5% of it's holdings in Others sector.
- Others
- Industrials
- Technology
- Consumer Defensive
| Sector | % |
|---|---|
| Others | 71.5 |
| Industrials | 19.5 |
| Technology | 4.8 |
| Consumer Defensive | 4.2 |
Market Cap. Distribution
ACUTE INVESTMENT ADVISORY, LLC has about 28.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 71.5 |
| LARGE-CAP | 19.5 |
| MEGA-CAP | 9 |
Stocks belong to which Index?
About 28.5% of the stocks held by ACUTE INVESTMENT ADVISORY, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 71.5 |
| S&P 500 | 28.5 |
ACUTE INVESTMENT ADVISORY, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of ACUTE INVESTMENT ADVISORY, LLC
ACUTE INVESTMENT ADVISORY, LLC has 17 stocks in it's portfolio. About 70.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. COST was the most profitable stock for ACUTE INVESTMENT ADVISORY, LLC last quarter.
Last Reported on: 27 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.36 | 1,532 | 388,806 | reduced | -0.2 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 2.61 | 3,317 | 232,787 | added | 11.2 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAB | invesco exch traded fd tr ii | 4.80 | 1,799 | 427,478 | new | |||
| BIL | spdr series trust | 9.40 | 35,900 | 837,188 | new | |||
| BIL | spdr series trust | 6.16 | 24,517 | 548,936 | new | |||
| BIL | spdr series trust | 2.67 | 4,204 | 237,862 | reduced | -42.24 | ||
| BNDW | vanguard scottsdale fds | 6.85 | 6,090 | 610,035 | new | |||
| BNDW | vanguard scottsdale fds | 6.56 | 10,558 | 584,438 | added | 101 | ||
| CCRV | ishares u s etf tr | 3.23 | 3,366 | 288,163 | new | |||
| CGW | invesco exch traded fd tr ii | 9.22 | 75,491 | 821,342 | added | 283 | ||
| COST | costco wholesale corporation | 3.83 | 342 | 340,779 | reduced | -9.28 | ||
| EDV | vanguard world fd | 2.95 | 716 | 263,087 | new | |||
| EMR | emerson elec co | 17.68 | 12,020 | 1,574,860 | unchanged | 0.00 | ||
| IJR | ishares tr | 5.08 | 1,823 | 452,104 | added | 42.31 | ||
| IJR | ishares tr | 4.83 | 659 | 430,465 | new | |||
| IJR | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| QQQ | invesco qqq tr | 2.94 | 454 | 262,040 | reduced | -47.58 | ||