ACUTE INVESTMENT ADVISORY, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 89.0%; sector active share 55.8% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
17 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 63.9% | $4,766,045 |
| Industrials | 25.0% | $1,864,302 |
| Technology | 6.9% | $516,847 |
| Consumer Defensive | 4.2% | $311,336 |
| Financial Services | 0.0% | $0 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +20 | 1,552 | $516,847 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PGX | Invesco Ltd. | −1,996 | 75,382 | $0 | |
| VGLT | VANGUARD LONG-TERM TREASURY INDEX FUND | −863 | 9,094 | $455,973 | |
| SPHY | State Street(R) SPDR(R) Portfolio High Yield Bond ETF | −833 | 33,958 | $767,111 | |
| SPMB | State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF | −564 | 22,094 | $467,067 | |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND | −298 | 5,494 | $616,646 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | −108 | 3,375 | $312,693 | |
| DGRO | iShares Core Dividend Growth ETF | −107 | 3,058 | $230,542 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | −100 | 3,924 | $239,874 | |
| IWM | iShares Russell 2000 ETF | −80 | 1,655 | $459,907 | |
| HYGH | iShares Trust | −78 | 3,049 | $0 | |
| SPY | Spdr S&P 500 ETF Trust | −28 | 565 | $430,885 | |
| QQQM | Invesco Ltd. | −24 | 1,688 | $0 | |
| IVV | iShares Core S&P 500 ETF | −21 | 613 | $469,466 | |
| QQQ | Invesco Qqq Trust, Series 1 | −13 | 427 | $315,881 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LRCX | Lam Research Corp | 500 | $216,665 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EMR |
Emerson Electric Co
Industrials
|
Held | 12,020 | $1,864,302 | 25.00% | |
| SPHY |
State Street(R) SPDR(R) Portfolio High Yield Bond ETF
|
Reduced | 33,958 | $767,111 | 10.29% | |
| VTWO |
VANGUARD RUSSELL 2000 INDEX FUND
|
Reduced | 5,494 | $616,646 | 8.27% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,552 | $516,847 | 6.93% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 613 | $469,466 | 6.29% | |
| SPMB |
State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF
|
Reduced | 22,094 | $467,067 | 6.26% | |
| IWM |
iShares Russell 2000 ETF
|
Reduced | 1,655 | $459,907 | 6.17% | |
| VGLT |
VANGUARD LONG-TERM TREASURY INDEX FUND
|
Reduced | 9,094 | $455,973 | 6.11% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 565 | $430,885 | 5.78% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 427 | $315,881 | 4.24% | |
| MGK |
VANGUARD MEGA CAP GROWTH INDEX FUND
|
Reduced | 3,375 | $312,693 | 4.19% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 342 | $311,336 | 4.17% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Reduced | 3,924 | $239,874 | 3.22% | |
| DGRO |
iShares Core Dividend Growth ETF
|
Reduced | 3,058 | $230,542 | 3.09% | |
| PGX |
Invesco Ltd.
Financial Services
|
Reduced | 75,382 | $0 | 0.00% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Reduced | 1,688 | $0 | 0.00% | |
| HYGH |
iShares Trust
|
Reduced | 3,049 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.