Kure Advisory, LLC

Registered adviser

CIK

1986795

Location

PLYMOUTH, MN

Portfolio Value

Small $191,502,535

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,224 / 8,807 ▲ 176 · as of Jun 2026

Top Industry

Semiconductors 15.2%

Period ended 20 days ago

Filed Oct 8, 2026 · 12d

12 quarters · since Sep 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 311320

Roster of Oct 1, 2026

Regulatory AUM

$258,971,021

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$258,971,021	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$190,723,496	Individuals and high net worth (100%)
Mar 2024 to Mar 2025	$159,601,025	Individuals and high net worth (100%)
Dec 2023 to Feb 2024	$142,702,603	Individuals and high net worth (100%)
May 2023 to Nov 2023	$240,789,953	Individuals and high net worth (100%)
Apr 2023	$240,789,953	Individuals and high net worth (100%)

4 earlier changes not shown.

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.

Style

Concentrated

The top 10 positions are 92.8% of the book (60%+)

Turnover

Low turnover

5.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 9.8 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 89.9%; sector active share 83.4% 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 backtest

Portfolio Concentration

62 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

41.9%

+4.4 pts

Top 5

82.1%

+2.6 pts

Top 10

92.4%

−0.3 pts

HHI

2,229

Moderately concentrated+315

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	91.9%	$175,918,167	26
Technology	3.9%	$7,408,341	11
Financial Services	1.1%	$2,081,007	5
Energy	0.7%	$1,363,537	4
Communication Services	0.6%	$1,115,881	3
Consumer Cyclical	0.6%	$1,093,779	4
Consumer Defensive	0.6%	$1,053,553	4
Industrials	0.4%	$677,204	2
Utilities	0.1%	$274,237	1
Real Estate	0.1%	$263,209	1
Healthcare	0.1%	$253,620	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BALT		+27,536	768,852	$26,871,377
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+14,039	292,570	$16,840,329
DFAI	Dimensional International Core Equity Market ETF	+11,994	779,406	$32,290,790
SCHD	Schwab U.S. Dividend Equity ETF	+9,132	352,119	$11,454,431
IAU	Ishares Gold Trust	+8,328	96,080	$7,503,848
DFAU	Dimensional US Core Equity Market ETF	+7,117	637,601	$33,384,788
BOXX	Alpha Architect 1-3 Month Box ETF	+6,977	9,040	$1,070,245
STIP	iShares 0-5 Year TIPS Bond ETF	+4,932	69,559	$0
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+3,790	74,784	$5,777,064
NEAR	iShares Short Duration Bond Active ETF	+3,214	101,830	$5,077,243
VUG	VANGUARD GROWTH INDEX FUND	+2,469	146,464	$13,197,871
VNQ	VANGUARD REAL ESTATE INDEX FUND	+1,587	40,776	$3,654,752
REZ	iShares Residential and Multisector Real Estate ETF	+1,371	50,199	$0
APH	Amphenol Corp /De/	+1,272	2,544	$214,459
IJR	iShares Core S&P Small-Cap ETF	+531	91,856	$0
SGOV	iShares 0-3 Month Treasury Bond ETF	+188	3,776	$0
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	+167	5,739	$1,938,806
DFAC	Dimensional U.S. Core Equity 2 ETF	+74	85,980	$3,821,811
AMZN	Amazon Com Inc	+55	2,259	$562,829
XOM	ExxonMobil Holdings Corp	+45	3,870	$629,842
AAPL	Apple Inc.	+42	6,635	$2,209,587
NVDA	Nvidia Corp	+38	6,045	$1,380,557
WFC	Wells Fargo & Company/Mn	+33	4,035	$323,001
CSCO	Cisco Systems, Inc.	+27	3,009	$323,858
USB	US Bancorp De	+20	5,669	$327,441
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
DFAE	Dimensional Emerging Core Equity Market ETF	−6,364	274,047	$10,772,787
FBND	Fidelity Total Bond ETF	−3,842	5,087	$220,267
IVE	iShares S&P 500 Value ETF	−332	1,570	$0
WMT	Walmart Inc.	−109	2,234	$232,157
MSFT	Microsoft Corp	−87	2,735	$1,402,781
PLTR	Palantir Technologies Inc.	−42	3,414	$638,588
VOO	VANGUARD 500 INDEX FUND	−29	731	$512,328
COST	Costco Wholesale Corp /New	−27	386	$351,391
PG	PROCTER & GAMBLE Co	−22	1,849	$268,622
TSLA	Tesla, Inc.	−22	592	$210,047
HD	Home Depot, Inc.	−12	1,061	$301,843
COKE	Coca-Cola Consolidated, Inc.	−7	1,064	$201,383
MMM	3M Co	−4	2,703	$443,697
AVGO	Broadcom Inc.	−1	1,110	$389,820
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
PSX	Phillips 66	1,172	$299,223
BP	Bp PLC	5,188	$228,220
PANW	Palo Alto Networks Inc	536	$212,958
CVX	Chevron Corp	1,010	$206,252
VRRM	VERRA MOBILITY Corp	12,603	$39,069
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
CMI	Cummins Inc	520	$370,869
GIS	General Mills Inc	7,178	$249,794
GE	General Electric Co	637	$238,066
INTC	Intel Corp	1,583	$221,034
GEV	GE Vernova Inc.	182	$213,824
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 tracked positions · $191,502,535 total · filing declares 62 positions · $216,462,899 · as of Sep 30, 2026

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

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFAU	Dimensional US Core Equity Market ETF	Added	637,601	+7,117	$33,384,788	+2.4%	17.43%
DFAI	Dimensional International Core Equity Market ETF	Added	779,406	+11,994	$32,290,790	+2.0%	16.86%
BALT		Added	768,852	+27,536	$26,871,377	+5.8%	14.03%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	292,570	+14,039	$16,840,329	+3.9%	8.79%
VUG	VANGUARD GROWTH INDEX FUND	Added	146,464	+2,469	$13,197,871	+6.4%	6.89%
SCHD	Schwab U.S. Dividend Equity ETF	Added	352,119	+9,132	$11,454,431	+5.3%	5.98%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	274,047	-6,364	$10,772,787	−4.5%	5.63%
IAU	Ishares Gold Trust	Added	96,080	+8,328	$7,503,848	+13.2%	3.92%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	74,784	+3,790	$5,777,064	+3.0%	3.02%
NEAR	iShares Short Duration Bond Active ETF	Added	101,830	+3,214	$5,077,243	+1.6%	2.65%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	85,980	+74	$3,821,811	+0.3%	2.00%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	40,776	+1,587	$3,654,752	−3.3%	1.91%
AAPL	Apple Inc. Technology	Added	6,635	+42	$2,209,587	+15.8%	1.15%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	5,739	+167	$1,938,806	−4.9%	1.01%
MSFT	Microsoft Corp Technology	Reduced	2,735	-87	$1,402,781	+33.3%	0.73%
NVDA	Nvidia Corp Technology	Added	6,045	+38	$1,380,557	+14.9%	0.72%
BOXX	Alpha Architect 1-3 Month Box ETF	Added	9,040	+6,977	$1,070,245	+343.1%	0.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,633	+8	$813,152	+0.0%	0.42%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,414	-42	$638,588	+58.4%	0.33%
CWI	Spdr Index Shares Funds	Held	15,762	0	$636,942	−0.6%	0.33%
XOM	ExxonMobil Holdings Corp Energy	Added	3,870	+45	$629,842	+20.4%	0.33%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,259	+55	$562,829	+7.1%	0.29%
GOOGL	Alphabet Inc. Communication Services	Added	1,548	+6	$532,635	−3.3%	0.28%
VOO	VANGUARD 500 INDEX FUND	Reduced	731	-29	$512,328	−1.8%	0.27%
MMM	3M Co Industrials	Reduced	2,703	-4	$443,697	+1.2%	0.23%
AVGO	Broadcom Inc. Technology	Reduced	1,110	-1	$389,820	−7.1%	0.20%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,113	+10	$368,213	+2.0%	0.19%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	386	-27	$351,391	−9.0%	0.18%
MU	Micron Technology Inc Technology	Added	327	+6	$348,290	−6.0%	0.18%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Added	13,659	+11	$332,733	−4.5%	0.17%
USB	US Bancorp De Financial Services	Added	5,669	+20	$327,441	−4.0%	0.17%
CSCO	Cisco Systems, Inc. Technology	Added	3,009	+27	$323,858	−7.5%	0.17%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,035	+33	$323,001	−2.3%	0.17%
GOOG	Alphabet Inc. Communication Services	Added	920	+13	$313,480	−2.2%	0.16%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,061	-12	$301,843	−20.2%	0.16%
PSX	Phillips 66 Energy	NEW	1,172	NEW	$299,223	NEW	0.16%
VTV	VANGUARD VALUE INDEX FUND	Held	1,339	0	$289,331	−0.8%	0.15%
XEL	Xcel Energy Inc Utilities	Added	3,891	+2	$274,237	−12.2%	0.14%
SLV	iShares Silver Trust	Held	4,961	0	$270,424	+1.9%	0.14%
META	Meta Platforms, Inc. Communication Services	Added	372	+1	$269,766	+29.1%	0.14%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,849	-22	$268,622	−2.1%	0.14%
PECO	Phillips Edison & Company, Inc. Real Estate	Added	7,049	+9	$263,209	−10.2%	0.14%
JNJ	Johnson & Johnson Healthcare	Added	958	+15	$253,620	+5.9%	0.13%
TRV	Travelers Companies, Inc. Financial Services	Held	699	0	$249,200	+8.0%	0.13%
AMD	Advanced Micro Devices Inc Technology	Added	406	+3	$248,374	+6.1%	0.13%
CAT	Caterpillar Inc Industrials	Added	288	+2	$233,507	−23.3%	0.12%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,234	-109	$232,157	−12.5%	0.12%
BP	Bp PLC Energy	NEW	5,188	NEW	$228,220	NEW	0.12%
FBND	Fidelity Total Bond ETF	Reduced	5,087	-3,842	$220,267	−45.8%	0.12%
APH	Amphenol Corp /De/ Technology	Added	2,544	+1,272	$214,459	−52.2%	0.11%

Showing the top 50 of 62 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.