Kure Advisory, LLC

CIK

1986795

Location

PLYMOUTH, MN

Portfolio Value

Micro $21,026,113

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,335 / 8,232 ▲ 222

Top Industry

Consumer Electronics 13.3%

3Y Alpha vs SPY

+1.6%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

10 quarters · since Sep 2023

Clone Performance

Nov 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.5%

SPY

+70.5%

Annualised alpha

+1.6%

Max drawdown

−13.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

37.0%

+1.0 pts

Top 5

58.8%

−0.8 pts

Top 10

70.9%

−2.8 pts

HHI

1,567

Moderately concentrated+47

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.6%	$8,112,696	2
Technology	22.4%	$4,713,233	5
Financial Services	9.8%	$2,057,337	5
Energy	7.3%	$1,538,167	5
Consumer Defensive	5.8%	$1,223,601	4
Consumer Cyclical	5.1%	$1,061,897	4
Industrials	3.3%	$699,326	2
Communication Services	3.3%	$695,148	2
Healthcare	2.0%	$427,060	2
Real Estate	1.3%	$263,062	1
Utilities	1.1%	$234,586	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+390	2,737	$340,154
AAPL	Apple Inc.	+245	6,761	$1,715,874
AVGO	Broadcom Inc.	+201	1,430	$442,599
JPM	Jpmorgan Chase & Co	+162	1,374	$404,175
MSFT	Microsoft Corp	+151	2,591	$959,110
GIS	General Mills Inc	+133	7,231	$269,137
USB	US Bancorp De	+70	5,670	$294,896
HD	Home Depot, Inc.	+63	831	$273,307
MDT	Medtronic plc	+13	2,353	$203,887
PECO	Phillips Edison & Company, Inc.	+9	7,030	$263,062
CMI	Cummins Inc	+5	500	$269,010
WFC	Wells Fargo & Company/Mn	+5	3,964	$315,574
PLTR	Palantir Technologies Inc.	+4	3,508	$513,150
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−5,065	88,188	$7,774,654
MMM	3M Co	−1,334	2,963	$430,316
XOM	Exxon Mobil Corp	−977	3,803	$645,216
XEL	Xcel Energy Inc	−258	2,953	$234,586
JNJ	Johnson & Johnson	−184	913	$223,173
GOOGL	Alphabet Inc.	−88	1,538	$442,267
PG	PROCTER & GAMBLE Co	−63	1,604	$231,681
NVDA	Nvidia Corp	−36	6,207	$1,082,500
COST	Costco Wholesale Corp /New	−29	384	$382,629
AMZN	Amazon Com Inc	−21	2,403	$500,472
TSLA	Tesla, Inc.	−5	699	$259,853
META	Meta Platforms, Inc.	−4	442	$252,881
BRK-B	Berkshire Hathaway Inc	−2	1,720	$824,224
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
BP	Bp PLC	5,127	$240,969
CVX	Chevron Corp	1,140	$235,866
PSX	Phillips 66	1,169	$212,968
COP	Conocophillips	1,539	$203,148
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CVNA	Carvana Co.	574	$242,239
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 positions · $21,026,113 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	88,188	-5,065	$7,774,654	+2.7%	36.98%
AAPL	Apple Inc. Technology	Added	6,761	+245	$1,715,874	−3.1%	8.16%
NVDA	Nvidia Corp Technology	Reduced	6,207	-36	$1,082,500	−7.0%	5.15%
MSFT	Microsoft Corp Technology	Added	2,591	+151	$959,110	−18.7%	4.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,720	-2	$824,224	−4.8%	3.92%
XOM	Exxon Mobil Corp Energy	Reduced	3,803	-977	$645,216	+12.2%	3.07%
PLTR	Palantir Technologies Inc. Technology	Added	3,508	+4	$513,150	−17.6%	2.44%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,403	-21	$500,472	−10.6%	2.38%
AVGO	Broadcom Inc. Technology	Added	1,430	+201	$442,599	+4.1%	2.10%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,538	-88	$442,267	−13.1%	2.10%
MMM	3M Co Industrials	Reduced	2,963	-1,334	$430,316	−37.4%	2.05%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,374	+162	$404,175	+3.5%	1.92%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	384	-29	$382,629	+7.4%	1.82%
WMT	Walmart Inc. Consumer Defensive	Added	2,737	+390	$340,154	+30.1%	1.62%
SLV	iShares Silver Trust	Held	4,961	0	$338,042	+5.8%	1.61%
WFC	Wells Fargo & Company/Mn Financial Services	Added	3,964	+5	$315,574	−14.5%	1.50%
USB	US Bancorp De Financial Services	Added	5,670	+70	$294,896	−1.3%	1.40%
HD	Home Depot, Inc. Consumer Cyclical	Added	831	+63	$273,307	+3.4%	1.30%
GIS	General Mills Inc Consumer Defensive	Added	7,231	+133	$269,137	−18.5%	1.28%
CMI	Cummins Inc Industrials	Added	500	+5	$269,010	+6.5%	1.28%
PECO	Phillips Edison & Company, Inc. Real Estate	Added	7,030	+9	$263,062	+5.3%	1.25%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	699	-5	$259,853	−17.9%	1.24%
META	Meta Platforms, Inc. Communication Services	Reduced	442	-4	$252,881	−14.1%	1.20%
BP	Bp PLC Energy	NEW	5,127	NEW	$240,969	NEW	1.15%
CVX	Chevron Corp Energy	NEW	1,140	NEW	$235,866	NEW	1.12%
XEL	Xcel Energy Inc Utilities	Reduced	2,953	-258	$234,586	−1.1%	1.12%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,604	-63	$231,681	−3.0%	1.10%
JNJ	Johnson & Johnson Healthcare	Reduced	913	-184	$223,173	−1.7%	1.06%
TRV	Travelers Companies, Inc. Financial Services	Held	749	0	$218,468	+0.6%	1.04%
PSX	Phillips 66 Energy	NEW	1,169	NEW	$212,968	NEW	1.01%
MDT	Medtronic plc Healthcare	Added	2,353	+13	$203,887	−9.3%	0.97%
COP	Conocophillips Energy	NEW	1,539	NEW	$203,148	NEW	0.97%
PLBY	Playboy, Inc. Consumer Cyclical	Held	18,596	0	$28,265	−19.2%	0.13%