Latest ACUTE INVESTMENT ADVISORY, LLC Stock Portfolio
$8,992Thousand | No. of Holdings #16
ACUTE INVESTMENT ADVISORY, LLC Performance
2026 Q3+0.55%
YTD+1.69%
2025+6.12%
About ACUTE INVESTMENT ADVISORY, LLC and 13F Hedge Fund Stock Holdings
On 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, ACUTE INVESTMENT ADVISORY, LLC reported an equity portfolio of $9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of ACUTE INVESTMENT ADVISORY, LLC are EMR, BIL, BNDW. The fund has invested 20.7% of it's portfolio in EMERSON ELEC CO and 8.5% of portfolio in SPDR SERIES TRUST. <br><br> The fund managers got completely rid off LAM RESEARCH CORP (LRCX) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), STATE STR SPDR S&P 500 ETF T (SPY) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL).
ACUTE INVESTMENT ADVISORY, LLC Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$8,992Thousand
as of Oct 16, 2026ACUTE INVESTMENT ADVISORY, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that ACUTE INVESTMENT ADVISORY, LLC made a return of 0.55% in the last quarter. In trailing 12 months, it's portfolio return was 3.86%.
- Performance
- S&P 500
New Buys
No new stocks were added by ACUTE INVESTMENT ADVISORY, LLC
Additions
| Ticker | % Inc. |
|---|---|
| apple inc | 1.31 |
Additions to existing portfolio by ACUTE INVESTMENT ADVISORY, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard scottsdale fds | -8.67 |
| vanguard scottsdale fds | -5.15 |
| state str spdr s&p 500 etf t | -4.72 |
| ishares tr | -4.61 |
| ishares tr | -3.38 |
| ishares tr | -3.31 |
| vanguard world fd | -3.1 |
| invesco qqq tr | -2.95 |
ACUTE INVESTMENT ADVISORY, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| lam research corp | -216,665 |
ACUTE INVESTMENT ADVISORY, LLC got rid off the above stocks
Sector Distribution
ACUTE INVESTMENT ADVISORY, LLC has about 67.3% of it's holdings in Others sector.
- Others
- Industrials
- Technology
- Consumer Defensive
| Sector | % |
|---|---|
| Others | 67.3 |
| Industrials | 22.6 |
| Technology | 6.3 |
| Consumer Defensive | 3.8 |
Market Cap. Distribution
ACUTE INVESTMENT ADVISORY, LLC has about 32.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 67.3 |
| LARGE-CAP | 22.6 |
| MEGA-CAP | 10.1 |
Stocks belong to which Index?
About 32.7% 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 | 67.3 |
| S&P 500 | 32.7 |
| Top 5 Losers (%) | % | |
|---|---|---|
| BNDW | vanguard scottsdale fds | -8.7 % |
| BNDW | vanguard scottsdale fds | -7.4 % |
| IJR | ishares tr | -7.3 % |
| BIL | spdr series trust | -5.2 % |
| BIL | spdr series trust | -3.6 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| BNDW | vanguard scottsdale fds | -0.1 M |
| BNDW | vanguard scottsdale fds | 0.0 M |
| IJR | ishares tr | 0.0 M |
| BIL | spdr series trust | 0.0 M |
| BIL | spdr series trust | 0.0 M |
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 16 stocks in it's portfolio. About 73% of the portfolio is in top 10 stocks. BNDW proved to be the most loss making stock for the portfolio. EMR was the most profitable stock for ACUTE INVESTMENT ADVISORY, LLC last quarter.
$8.99MTotal Value
18.00Positions
16 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 5.75% | 1,552 | $516.8K 5.75% | 1.31%increased 1.31 percentadded | ||
 ACWF Ishares TrIshares TrACWF | 2.56% | 3,058 | $230.5K 2.56% | 3.38%decreased 3.38 percentreduced | |
 BAB Invesco Exch Traded Fd Tr IiInvesco Exch Traded Fd Tr IiBAB | 5.72% | 1,688 | $514.2K 5.72% | 1.4%decreased 1.4 percentreduced | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 8.53% | 33,958 | $767.1K 8.53% | 2.39%decreased 2.39 percentreduced | |
BIL Spdr Series TrustSpdr Series TrustBIL | 5.19% | 22,094 | $467.1K 5.19% | 2.49%decreased 2.49 percentreduced | |
BIL Spdr Series TrustSpdr Series TrustBIL | 2.67% | 3,924 | $239.9K 2.67% | 2.49%decreased 2.49 percentreduced | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 6.86% | 5,494 | $616.6K 6.86% | 5.15%decreased 5.15 percentreduced | |
BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 5.07% | 9,094 | $456.0K 5.07% | 8.67%decreased 8.67 percentreduced | |
 CCRV Ishares U S Etf TrIshares U S Etf TrCCRV | 2.9% | 3,049 | $261.1K 2.9% | 2.49%decreased 2.49 percentreduced | |
 CGW Invesco Exch Traded Fd Tr IiInvesco Exch Traded Fd Tr IiCGW | 8.44% | 75,382 | $759.1K 8.44% | 2.58%decreased 2.58 percentreduced | |
 Costco Wholesale Corporation ACUTE INVESTMENT ADVISORY, LLC's holding in Costco Wholesale Corporation over time | 3.46% | 342 | $311.3K 3.46% | 0%unchanged 0 percentunchanged | |
 EDV Vanguard World FdVanguard World FdEDV | 3.48% | 3,375 | $312.7K 3.48% | 3.1%decreased 3.1 percentreduced | |
 Emerson Elec Co ACUTE INVESTMENT ADVISORY, LLC's holding in Emerson Elec Co over time | 20.73% | 12,020 | $1.86M 20.73% | 0%unchanged 0 percentunchanged | |
 IJR Ishares TrIshares TrIJR | 5.22% | 613 | $469.5K 5.22% | 3.31%decreased 3.31 percentreduced | |
IJR Ishares TrIshares TrIJR | 5.11% | 1,655 | $459.9K 5.11% | 4.61%decreased 4.61 percentreduced | |
 Lam Research Corp ACUTE INVESTMENT ADVISORY, LLC's holding in Lam Research Corp over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 QQQ Invesco Qqq TrInvesco Qqq TrQQQ | 3.51% | 427 | $315.9K 3.51% | 2.95%decreased 2.95 percentreduced | |
 SPY State Str Spdr S&P 500 Etf TState Str Spdr S&P 500 Etf TSPY | 4.79% | 565 | $430.9K 4.79% | 4.72%decreased 4.72 percentreduced | |
