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KA

Kure Advisory Portfolio holdings

AUM $211M
1-Year Est. Return 18.79%
This Fund
S&P 500
This Quarter Est. Return
+8.99%
1 Year Est. Return
+18.79%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$211M
AUM Growth
+$27.3M
Cap. Flow
+$13.6M
Cap. Flow %
6.46%
Top 10 Hldgs %
79.25%
Holding
67
New
11
Increased
28
Reduced
18
Closed
5

Top Buys

Rank Stock Value
1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.13M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$2.06M
3
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$1.75M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.06M
5
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$1.03M

Top Sells

Rank Stock Value
1
BP icon
BP
BP
+$241K
2
CVX icon
Chevron
CVX
+$236K
3
PSX icon
Phillips 66
PSX
+$213K
4
MDT icon
Medtronic
MDT
+$204K
5
COP icon
ConocoPhillips
COP
+$203K

Sector Composition

Rank Sector Weight
1 Miscellaneous 92.87%
2 Technology 3.03%
3 Financials 0.98%
4 Industrials 0.74%
5 Consumer Staples 0.65%

No holdings matched the selected filter criteria.

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WCM
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AFC
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Kure Advisory's Q2 2026 Portfolio in Review

As of Q2 2026, Kure Advisory held 67 positions worth $211M, up 15% from $184M the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Kure Advisory deployed $13.6M of net new capital in Q2 2026, opening 11 new positions and adding to 28 existing holdings. Its largest new stake was iShares S&P 500 Value ETF: 1,902 shares worth $432K.

By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, up from 93% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Broadcom, an estimated $128K trimmed.

  • Kure Advisory's largest Q2 2026 buy was iShares S&P 500 Value ETF: 1,902 shares worth $432K.
  • Kure Advisory added most to Dimensional US Core Equity Market ETF in Q2 2026, an estimated $2.13M increase.
  • Kure Advisory's biggest Q2 2026 reduction was Broadcom, cutting an estimated $128K.
  • Kure Advisory fully exited BP in Q2 2026, selling an estimated $241K.
  • Kure Advisory's ten largest holdings make up 79% of its $211M portfolio in Q2 2026.
  • Kure Advisory opened 11 new positions and closed 5 in Q2 2026.
  • Kure Advisory's portfolio value rose 15% quarter-over-quarter to $211M.

Based on Kure Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.