Latest Kure Advisory, LLC Stock Portfolio

Kure Advisory, LLC Performance:
2025 Q2: 0.9%YTD: -3.46%

Performance for 2025 Q2 is 0.9%, and YTD is -3.46%.

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 $150.8 Millions as of 30 Jun, 2025.

The top stock holdings of Kure Advisory, LLC are DFAC, DFAC, BALT. The fund has invested 15.6% of it's portfolio in DIMENSIONAL ETF TRUST and 15.1% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), VANGUARD SCOTTSDALE FDS (BNDW) and MEDTRONIC PLC (MDT) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), SPDR SERIES TRUST (BIL) and NVIDIA CORPORATION (NVDA). Kure Advisory, LLC opened new stock positions in GENERAL MLS INC (GIS), BROADCOM INC (AVGO) and MICROSTRATEGY INC (MSTR). The fund showed a lot of confidence in some stocks as they added substantially to 3M CO (MMM), VANGUARD INDEX FDS (VB) and INNOVATOR ETFS TRUST (BALT).

Kure Advisory, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Kure Advisory, LLC made a return of 0.9% in the last quarter. In trailing 12 months, it's portfolio return was -2.29%.
2025−4−20246Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
general mls inc376,738
broadcom inc295,221
microstrategy inc286,195
tidal tr ii204,962
at&t inc200,395
valens semiconductor ltd774

New stocks bought by Kure Advisory, LLC

Additions

Ticker% Inc.
3m co42.9
vanguard index fds31.94
innovator etfs trust20.89
amazon com inc14.03
schwab strategic tr14.00
ishares tr12.58
costco whsl corp new12.01
dimensional etf trust10.36

Additions to existing portfolio by Kure Advisory, LLC

Reductions

Ticker% Reduced
vanguard scottsdale fds-63.35
spdr series trust-55.74
nvidia corporation-14.00
xcel energy inc-10.38
alphabet inc-6.93
apple inc-2.84
jpmorgan chase & co.-0.69

Kure Advisory, LLC reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-746,580
vanguard scottsdale fds-635,286
medtronic plc-534,130

Kure Advisory, LLC got rid off the above stocks

Sector Distribution

Kure Advisory, LLC has about 91% of it's holdings in Others sector.

93%
Sector%
Others91
Utilities3.7
Technology2.7

Market Cap. Distribution

Kure Advisory, LLC has about 5.2% of it's portfolio invested in the large-cap and mega-cap stocks.

91%
Category%
UNALLOCATED91
SMALL-CAP3.6
MEGA-CAP3.5
LARGE-CAP1.7

Stocks belong to which Index?

About 8.7% of the stocks held by Kure Advisory, LLC either belong to S&P 500 or RUSSELL 2000 index.

91%
Index%
Others91.3
S&P 5004.7
RUSSELL 20004
Top 5 Winners (%)%
PLTR
palantir technologies inc
57.6 %
PLBY
playboy inc
47.3 %
NVDA
nvidia corporation
42.3 %
MSFT
microsoft corp
30.9 %
META
meta platforms inc
27.9 %
Top 5 Winners ($)$
IJR
ishares tr
0.4 M
NVDA
nvidia corporation
0.3 M
MSFT
microsoft corp
0.2 M
PLTR
palantir technologies inc
0.2 M
AMZN
amazon com inc
0.1 M
Top 5 Losers (%)%
XOM
exxon mobil corp
-9.3 %
AAPL
apple inc
-7.7 %
GIS
general mls inc
-5.4 %
PECO
phillips edison & co inc
-4.0 %
XEL
xcel energy inc
-3.6 %
Top 5 Losers ($)$
AAPL
apple inc
-0.1 M
XOM
exxon mobil corp
0.0 M
GIS
general mls inc
0.0 M
AMPS
ishares tr
0.0 M
PECO
phillips edison & co inc
0.0 M

Kure Advisory, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

DFACDFACBALTBNDWIJRVBDFACFNDAIAUAMPSBNDWAAXJDFACVBAA..V..M..NVDABILMMMCW..FB..AM..PL..VB..C..B..G..V..I..P..X..A..J..M..X..M..S..V..U..G....T..

Current Stock Holdings of Kure Advisory, LLC

Kure Advisory, LLC has 46 stocks in it's portfolio. About 82.1% of the portfolio is in top 10 stocks. AAPL 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: 15 Jul, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of DIMENSIONAL ETF TRUST Position Held By Kure Advisory, LLC

What % of Portfolio is DFAC?:

Number of DFAC shares held:

Change in No. of Shares Held: