Kore Advisors LP
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, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 99.2%; sector active share 77.3% against the combined 13F book's sector weights.
Over time 11 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 Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 45.8% | $44,084,629 |
| Energy | 38.5% | $37,036,313 |
| Financial Services | 6.7% | $6,457,917 |
| Real Estate | 5.9% | $5,646,959 |
| Consumer Cyclical | 3.1% | $3,001,550 |
Last Quarter's Activity
Export CSV| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GEO |
Geo Group Inc
Industrials
|
Reduced | 669,134 | $19,772,909 | 20.55% | |
| CRGY |
Crescent Energy Co
Energy
|
Held | 1,586,456 | $15,578,997 | 16.19% | |
| TH |
Target Hospitality Corp.
Industrials
|
Reduced | 433,853 | $8,833,247 | 9.18% | |
| AR |
ANTERO RESOURCES Corp
Energy
|
Held | 228,907 | $8,043,791 | 8.36% | |
| CRC |
California Resources Corp
Energy
|
Added | 132,784 | $7,020,290 | 7.30% | |
| UP |
Wheels Up Experience Inc.
Industrials
|
Reduced | 770,231 | $6,908,972 | 7.18% | |
| EQT |
EQT Corp
Energy
|
NEW | 111,087 | $5,906,495 | 6.14% | |
| XRX |
Xerox Holdings Corp
PUT
Industrials
|
Held | 1,862,700 | $5,830,251 | 6.06% | |
| SITC |
SITE Centers Corp.
Real Estate
|
Added | 1,422,408 | $5,646,959 | 5.87% | |
| WU |
Western Union CO
Financial Services
|
NEW | 717,632 | $5,525,766 | 5.74% | |
| RIVN |
Rivian Automotive, Inc.
PUT
Consumer Cyclical
|
Held | 173,000 | $3,001,550 | 3.12% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
Held | 10,000 | $1,946,500 | 2.02% | |
| HTZ |
Hertz Global Holdings, Inc
PUT
Industrials
|
NEW | 350,000 | $792,750 | 0.82% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 680 | $687,731 | 0.71% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 6,800 | $249,968 | 0.26% | |
| MYI |
Blackrock Muniyield Quality Fund III, Inc.
Financial Services
|
NEW | 22,000 | $244,420 | 0.25% | |
| WMB |
Williams Companies, Inc.
Energy
|
Held | 3,185 | $236,772 | 0.25% |
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.