Latest ACUTE INVESTMENT ADVISORY, LLC Stock Portfolio
ACUTE INVESTMENT ADVISORY, LLC Performance:
2025 Q4: 0.38%YTD: 4.31%2024: -0.61%
Performance for 2025 Q4 is 0.38%, and YTD is 4.31%, and 2024 is -0.61%.
About ACUTE INVESTMENT ADVISORY, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, ACUTE INVESTMENT ADVISORY, LLC reported an equity portfolio of $10.3 Millions as of 31 Dec, 2025.
The top stock holdings of ACUTE INVESTMENT ADVISORY, LLC are ACWF, ACWF, EMR. The fund has invested 29.7% of it's portfolio in ISHARES TR and 16% of portfolio in ISHARES TR.
The fund managers got completely rid off CSX CORP (CSX) and VANGUARD WORLD FD (EDV) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and INVESCO QQQ TR (QQQ). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL).
The top stock holdings of ACUTE INVESTMENT ADVISORY, LLC are ACWF, ACWF, EMR. The fund has invested 29.7% of it's portfolio in ISHARES TR and 16% of portfolio in ISHARES TR.
The fund managers got completely rid off CSX CORP (CSX) and VANGUARD WORLD FD (EDV) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and INVESCO QQQ TR (QQQ). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL).
ACUTE INVESTMENT ADVISORY, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that ACUTE INVESTMENT ADVISORY, LLC made a return of 0.38% in the last quarter. In trailing 12 months, it's portfolio return was 4.31%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| apple inc | 7.34 |
Additions to existing portfolio by ACUTE INVESTMENT ADVISORY, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -19.34 |
| ishares tr | -17.41 |
| invesco qqq tr | -15.84 |
| spdr s&p 500 etf tr | -14.32 |
| ishares tr | -13.98 |
| ishares tr | -13.51 |
| invesco exch traded fd tr ii | -12.91 |
| vanguard scottsdale fds | -12.64 |
ACUTE INVESTMENT ADVISORY, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| csx corp | -297,609 |
| vanguard world fd | -256,744 |
ACUTE INVESTMENT ADVISORY, LLC got rid off the above stocks
Sector Distribution
ACUTE INVESTMENT ADVISORY, LLC has about 76.9% of it's holdings in Others sector.
- Others
- Industrials
- Technology
- Consumer Defensive
| Sector | % |
|---|---|
| Others | 76.9 |
| Industrials | 15.8 |
| Technology | 4.1 |
| Consumer Defensive | 3.2 |
Market Cap. Distribution
ACUTE INVESTMENT ADVISORY, LLC has about 23.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 76.9 |
| LARGE-CAP | 15.8 |
| MEGA-CAP | 7.3 |
Stocks belong to which Index?
About 23.1% 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 | 76.9 |
| S&P 500 | 23.1 |
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 14 stocks in it's portfolio. About 88.7% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for ACUTE INVESTMENT ADVISORY, LLC last quarter.
Last Reported on: 27 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.04 | 1,535 | 417,305 | added | 7.34 | ||
| AAXJ | ishares tr | 3.81 | 3,573 | 393,566 | reduced | -10.85 | ||
| ACWF | ishares tr | 29.68 | 60,708 | 3,063,300 | reduced | -9.96 | ||
| ACWF | ishares tr | 16.01 | 32,682 | 1,653,040 | reduced | -11.12 | ||
| ACWF | ishares tr | 2.01 | 2,983 | 207,080 | reduced | -13.51 | ||
| BIL | spdr series trust | 4.01 | 7,278 | 413,463 | reduced | -12.59 | ||
| BNDW | vanguard scottsdale fds | 2.84 | 5,247 | 292,783 | reduced | -12.64 | ||
| CGW | invesco exch traded fd tr ii | 2.14 | 19,662 | 221,001 | reduced | -12.91 | ||
| COST | costco whsl corp new | 3.15 | 377 | 325,102 | unchanged | 0.00 | ||
| CSX | csx corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EDV | vanguard world fd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EMR | emerson elec co | 15.46 | 12,020 | 1,595,290 | unchanged | 0.00 | ||
| IJR | ishares tr | 3.06 | 1,281 | 315,331 | reduced | -17.41 | ||
| IJR | ishares tr | 2.19 | 2,350 | 225,976 | reduced | -13.98 | ||
| QQQ | invesco qqq tr | 5.15 | 866 | 531,992 | reduced | -15.84 | ||
| SPY | spdr s&p 500 etf tr | 4.31 | 652 | 444,612 | reduced | -14.32 | ||
| XLB | select sector spdr tr | 2.15 | 1,889 | 222,373 | reduced | -19.34 | ||