Latest Kure Advisory, LLC Stock Portfolio
Kure Advisory, LLC Performance:
2025 Q3: 1.04%YTD: 1.87%
Performance for 2025 Q3 is 1.04%, and YTD is 1.87%.
About Kure Advisory, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Kure Advisory, LLC reported an equity portfolio of $162 Millions as of 30 Sep, 2025.
The top stock holdings of Kure Advisory, LLC are DFAC, DFAC, BALT. The fund has invested 15.8% of it's portfolio in DIMENSIONAL ETF TRUST and 15% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off SBA COMMUNICATIONS CORP NEW (SBAC), AT&T INC (T) and VALENS SEMICONDUCTOR LTD stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), VANGUARD SCOTTSDALE FDS (BNDW) and PHILLIPS EDISON & CO INC (PECO). Kure Advisory, LLC opened new stock positions in TESLA INC (TSLA), CARVANA CO (CVNA) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to 3M CO (MMM), EXXON MOBIL CORP (XOM) and US BANCORP DEL (USB).
The top stock holdings of Kure Advisory, LLC are DFAC, DFAC, BALT. The fund has invested 15.8% of it's portfolio in DIMENSIONAL ETF TRUST and 15% of portfolio in DIMENSIONAL ETF TRUST.
The fund managers got completely rid off SBA COMMUNICATIONS CORP NEW (SBAC), AT&T INC (T) and VALENS SEMICONDUCTOR LTD stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), VANGUARD SCOTTSDALE FDS (BNDW) and PHILLIPS EDISON & CO INC (PECO). Kure Advisory, LLC opened new stock positions in TESLA INC (TSLA), CARVANA CO (CVNA) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to 3M CO (MMM), EXXON MOBIL CORP (XOM) and US BANCORP DEL (USB).
Kure Advisory, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Kure Advisory, LLC made a return of 1.04% in the last quarter. In trailing 12 months, it's portfolio return was 2.96%.
New Buys
| Ticker | $ Bought |
|---|---|
| tesla inc | 237,480 |
| carvana co | 216,536 |
| ishares silver tr | 212,443 |
New stocks bought by Kure Advisory, LLC
Additions
| Ticker | % Inc. |
|---|---|
| 3m co | 35.5 |
| exxon mobil corp | 19.16 |
| us bancorp del | 9.84 |
| berkshire hathaway inc del | 7.74 |
| vanguard index fds | 6.86 |
| ishares tr | 4.77 |
| tidal trust ii | 4.68 |
| schwab strategic tr | 4.63 |
Additions to existing portfolio by Kure Advisory, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -25.07 |
| vanguard scottsdale fds | -24.74 |
| phillips edison & co inc | -18.31 |
| apple inc | -16.91 |
| vanguard index fds | -13.2 |
| costco whsl corp new | -11.89 |
| fidelity merrimack str tr | -9.97 |
| amazon com inc | -7.75 |
Kure Advisory, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| valens semiconductor ltd | -774 |
| at&t inc | -200,395 |
| sba communications corp new | -239,067 |
Kure Advisory, LLC got rid off the above stocks
Sector Distribution
Kure Advisory, LLC has about 91.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 91.1 |
| Utilities | 3.7 |
| Technology | 2.7 |
Market Cap. Distribution
Kure Advisory, LLC has about 5.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 91.1 |
| MEGA-CAP | 3.6 |
| SMALL-CAP | 3.5 |
| LARGE-CAP | 1.7 |
Stocks belong to which Index?
About 8.5% of the stocks held by Kure Advisory, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 91.5 |
| S&P 500 | 4.6 |
| RUSSELL 2000 | 3.9 |
Kure Advisory, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Kure Advisory, LLC
Kure Advisory, LLC has 46 stocks in it's portfolio. About 82.4% of the portfolio is in top 10 stocks. MSTR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Kure Advisory, LLC last quarter.
Last Reported on: 08 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.84 | 5,313 | 1,352,860 | reduced | -16.91 | ||
| AAXJ | ishares tr | 2.09 | 39,886 | 3,389,100 | added | 3.56 | ||
| AMPS | ishares tr | 3.51 | 54,970 | 5,681,660 | added | 4.77 | ||
| AMZN | amazon com inc | 0.27 | 1,964 | 431,235 | reduced | -7.75 | ||
| AVGO | broadcom inc | 0.22 | 1,063 | 350,694 | reduced | -0.75 | ||
| BALT | innovator etfs trust | 14.87 | 734,071 | 24,092,200 | added | 4.05 | ||
| BIL | spdr series trust | 0.26 | 16,478 | 425,957 | reduced | -25.07 | ||
| BNDW | vanguard scottsdale fds | 8.16 | 224,576 | 13,216,300 | added | 2.45 | ||
| BNDW | vanguard scottsdale fds | 3.00 | 60,722 | 4,853,490 | added | 2.65 | ||
| BNDW | vanguard scottsdale fds | 0.20 | 4,567 | 318,128 | reduced | -24.74 | ||
| COST | costco whsl corp new | 0.22 | 378 | 349,710 | reduced | -11.89 | ||
| CVNA | carvana co | 0.13 | 574 | 216,536 | new | |||
| CWI | spdr index shs fds | 0.34 | 15,762 | 550,409 | unchanged | 0.00 | ||
| DFAC | dimensional etf trust | 15.79 | 558,961 | 25,578,100 | added | 0.85 | ||
| DFAC | dimensional etf trust | 14.96 | 666,851 | 24,240,000 | added | 1.38 | ||
| DFAC | dimensional etf trust | 4.92 | 252,729 | 7,968,540 | added | 2.01 | ||
| DFAC | dimensional etf trust | 1.96 | 82,216 | 3,171,080 | added | 0.98 | ||
| FBND | fidelity merrimack str tr | 0.28 | 9,929 | 459,117 | reduced | -9.97 | ||
| FNDA | schwab strategic tr | 4.68 | 277,818 | 7,584,430 | added | 4.63 | ||
| GIS | general mls inc | 0.22 | 7,027 | 354,278 | reduced | -3.37 | ||