Kure Advisory, LLC
Net buyer this quarter
$211M
40
+$2.21M
18.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BALT | $25.4M | 12.04% | Not reported | +4.3% | Q1 2025 |
 IAU | $6.63M | 3.14% | 0.01% | -0.5% | Q3 2023 |
 AAPL | $1.91M | 0.90% | 0.00% | -2.5% | Q3 2023 |
 NVDA | $1.2M | 0.57% | 0.00% | -3.2% | Q3 2023 |
 MSFT | $1.05M | 0.50% | 0.00% | +8.9% | Q3 2023 |
 BRK.B | $813K | 0.39% | Not reported | -5.5% | Q3 2023 |
 GOOGL | $551K | 0.26% | 0.00% | +0.3% | Q3 2023 |
 AMZN | $525K | 0.25% | 0.00% | -8.3% | Q3 2023 |
 XOM | $523K | 0.25% | 0.00% | +0.6% | Q3 2023 |
 MMM | $438K | 0.21% | 0.00% | -8.6% | Q3 2023 |
 AVGO | $420K | 0.20% | 0.00% | -22.3% | Q3 2023 |
 PLTR | $403K | 0.19% | 0.00% | -1.5% | Q1 2025 |
 COST | $386K | 0.18% | 0.00% | +7.6% | Q3 2023 |
 HD | $378K | 0.18% | 0.00% | +29.1% | Q3 2023 |
 CMI | $371K | 0.18% | 0.00% | +4.0% | Q4 2025 |
 MU | $371K | 0.18% | 0.00% | New | Q2 2026 |
 JPM | $361K | 0.17% | 0.00% | -19.7% | Q3 2023 |
 CSCO | $350K | 0.17% | 0.00% | Not reported | Q3 2023 |
 SPAB | $348K | 0.17% | Not reported | -0.1% | Q3 2023 |
 USB | $341K | 0.16% | 0.00% | -0.4% | Q4 2023 |
 WFC | $331K | 0.16% | 0.00% | +1.0% | Q3 2023 |
| GOOG | $320K | 0.15% | Not reported | +0.6% | Q3 2023 |
 XEL | $312K | 0.15% | 0.00% | +31.7% | Q3 2023 |
 CAT | $305K | 0.14% | 0.00% | Not reported | Q3 2023 |
 PECO | $293K | 0.14% | 0.01% | +0.1% | Q3 2023 |
 PG | $274K | 0.13% | 0.00% | +16.7% | Q3 2023 |
 WMT | $265K | 0.13% | 0.00% | -14.4% | Q3 2023 |
| SLV | $265K | 0.13% | 0.00% | Not reported | Q3 2025 |
 TSLA | $258K | 0.12% | 0.00% | -12.2% | Q3 2023 |
 GIS | $250K | 0.12% | 0.00% | -0.7% | Q2 2025 |
 JNJ | $239K | 0.11% | 0.00% | +3.3% | Q3 2023 |
 GE | $238K | 0.11% | 0.00% | Not reported | Q4 2023 |
 AMD | $234K | 0.11% | 0.00% | Not reported | Q3 2023 |
 TRV | $231K | 0.11% | 0.00% | -6.7% | Q4 2025 |
 APH | $224K | 0.11% | 0.00% | New | Q2 2026 |
 INTC | $221K | 0.10% | 0.00% | New | Q2 2026 |
 GEV | $214K | 0.10% | 0.00% | New | Q2 2026 |
 META | $209K | 0.10% | Not reported | -16.1% | Q3 2023 |
 COKE | $204K | 0.10% | 0.00% | New | Q2 2026 |
 PLBY | $22.7K | 0.01% | 0.02% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| BALT | $23.8M | 12.96% | Not reported | +3.4% | Q1 2025 |
| IAU | $7.77M | 4.23% | 0.01% | -5.4% | Q3 2023 |
| AAPL | $1.72M | 0.93% | 0.00% | +3.8% | Q3 2023 |
| NVDA | $1.08M | 0.59% | 0.00% | -0.6% | Q3 2023 |
| MSFT | $959K | 0.52% | 0.00% | +6.2% | Q3 2023 |
| BRK.B | $824K | 0.45% | Not reported | -0.1% | Q3 2023 |
| XOM | $645K | 0.35% | 0.00% | -20.4% | Q3 2023 |
| PLTR | $513K | 0.28% | 0.00% | +0.1% | Q1 2025 |
| AMZN | $500K | 0.27% | 0.00% | -0.9% | Q3 2023 |
| AVGO | $443K | 0.24% | 0.00% | +16.4% | Q3 2023 |
| GOOGL | $442K | 0.24% | 0.00% | -5.4% | Q3 2023 |
| MMM | $430K | 0.23% | 0.00% | -31.0% | Q3 2023 |
| JPM | $404K | 0.22% | 0.00% | +13.4% | Q3 2023 |
| COST | $383K | 0.21% | 0.00% | -7.0% | Q3 2023 |
| SPAB | $350K | 0.19% | Not reported | -0.2% | Q3 2023 |
| WMT | $340K | 0.19% | 0.00% | +16.6% | Q3 2023 |
| SLV | $338K | 0.18% | 0.00% | Not reported | Q3 2025 |
| WFC | $316K | 0.17% | 0.00% | +0.1% | Q3 2023 |
| USB | $295K | 0.16% | 0.00% | +1.3% | Q4 2023 |
| HD | $273K | 0.15% | 0.00% | +8.2% | Q3 2023 |
| GIS | $269K | 0.15% | 0.00% | +1.9% | Q2 2025 |
| CMI | $269K | 0.15% | 0.00% | +1.0% | Q4 2025 |
| PECO | $263K | 0.14% | 0.01% | +0.1% | Q3 2023 |
| TSLA | $260K | 0.14% | 0.00% | -0.7% | Q3 2023 |
| GOOG | $259K | 0.14% | Not reported | +3.7% | Q3 2023 |
| META | $253K | 0.14% | Not reported | -0.9% | Q3 2023 |
 BP | $241K | 0.13% | Not reported | New | Q1 2026 |
 CVX | $236K | 0.13% | 0.00% | Not reported | Q3 2023 |
| XEL | $235K | 0.13% | 0.00% | -8.0% | Q3 2023 |
| PG | $232K | 0.13% | 0.00% | -3.8% | Q3 2023 |
| JNJ | $223K | 0.12% | 0.00% | -16.8% | Q3 2023 |
| TRV | $218K | 0.12% | 0.00% | Not reported | Q4 2025 |
 PSX | $213K | 0.12% | 0.00% | New | Q1 2026 |
 MDT | $204K | 0.11% | 0.00% | +0.6% | Q3 2023 |
 COP | $203K | 0.11% | 0.00% | Not reported | Q3 2023 |
| PLBY | $28.3K | 0.02% | 0.02% | Not reported | Q4 2023 |
| Q4 2025 | |||||
| BALT | $23.1M | 12.89% | Not reported | -6.3% | Q1 2025 |
| IAU | $7.57M | 4.23% | 0.01% | +0.9% | Q3 2023 |
| AAPL | $1.77M | 0.99% | 0.00% | +22.6% | Q3 2023 |
| MSFT | $1.18M | 0.66% | 0.00% | +44.7% | Q3 2023 |
| NVDA | $1.16M | 0.65% | 0.00% | +16.5% | Q3 2023 |
| BRK.B | $866K | 0.48% | Not reported | +6.6% | Q3 2023 |
| MMM | $688K | 0.38% | 0.00% | -12.3% | Q3 2023 |
| PLTR | $623K | 0.35% | 0.00% | +2.1% | Q1 2025 |
| XOM | $575K | 0.32% | 0.00% | +45.8% | Q3 2023 |
| AMZN | $560K | 0.31% | 0.00% | +23.4% | Q3 2023 |
| GOOGL | $509K | 0.28% | 0.00% | +39.3% | Q3 2023 |
| AVGO | $425K | 0.24% | 0.00% | +15.6% | Q3 2023 |
| JPM | $391K | 0.22% | 0.00% | +25.7% | Q3 2023 |
| WFC | $369K | 0.21% | 0.00% | Not reported | Q3 2023 |
| COST | $356K | 0.20% | 0.00% | +9.3% | Q3 2023 |
| SPAB | $352K | 0.20% | Not reported | -16.9% | Q3 2023 |
| GIS | $330K | 0.18% | 0.00% | +1.0% | Q2 2025 |
| SLV | $320K | 0.18% | 0.00% | -1.1% | Q3 2025 |
| TSLA | $317K | 0.18% | 0.00% | +31.8% | Q3 2023 |
| USB | $299K | 0.17% | 0.00% | +4.8% | Q4 2023 |
| META | $294K | 0.16% | Not reported | +24.9% | Q3 2023 |
| GOOG | $273K | 0.15% | Not reported | Not reported | Q3 2023 |
| HD | $264K | 0.15% | 0.00% | Not reported | Q3 2023 |
| WMT | $261K | 0.15% | 0.00% | Not reported | Q3 2023 |
| CMI | $253K | 0.14% | 0.00% | New | Q4 2025 |
| PECO | $250K | 0.14% | 0.01% | +0.1% | Q3 2023 |
 CVNA | $242K | 0.14% | Not reported | Not reported | Q3 2025 |
| PG | $239K | 0.13% | 0.00% | Not reported | Q3 2023 |
| XEL | $237K | 0.13% | 0.00% | -8.8% | Q3 2023 |
| JNJ | $227K | 0.13% | 0.00% | Not reported | Q3 2023 |
| MDT | $225K | 0.13% | 0.00% | Not reported | Q3 2023 |
| TRV | $217K | 0.12% | 0.00% | New | Q4 2025 |
| PLBY | $35K | 0.02% | 0.02% | Not reported | Q4 2023 |
| Q3 2025 | |||||
| BALT | $24.1M | 14.87% | Not reported | +4.1% | Q1 2025 |
| IAU | $6.73M | 4.15% | 0.01% | -2.5% | Q3 2023 |
| AAPL | $1.35M | 0.84% | 0.00% | -16.9% | Q3 2023 |
| NVDA | $1M | 0.62% | 0.00% | -1.4% | Q3 2023 |
| MSFT | $873K | 0.54% | 0.00% | -6.4% | Q3 2023 |
| BRK.B | $812K | 0.50% | Not reported | +7.7% | Q3 2023 |
| MMM | $760K | 0.47% | 0.00% | +35.5% | Q3 2023 |
| PLTR | $626K | 0.39% | 0.00% | +3.2% | Q1 2025 |
| AMZN | $431K | 0.27% | 0.00% | -7.8% | Q3 2023 |
| SPAB | $426K | 0.26% | Not reported | -25.1% | Q3 2023 |
| XOM | $370K | 0.23% | 0.00% | +19.2% | Q3 2023 |
| GIS | $354K | 0.22% | 0.00% | -3.4% | Q2 2025 |
| AVGO | $351K | 0.22% | 0.00% | -0.8% | Q3 2023 |
| COST | $350K | 0.22% | 0.00% | -11.9% | Q3 2023 |
| JPM | $304K | 0.19% | 0.00% | -4.4% | Q3 2023 |
| XEL | $284K | 0.18% | 0.00% | -5.1% | Q3 2023 |
| GOOGL | $284K | 0.18% | 0.00% | -5.6% | Q3 2023 |
| META | $262K | 0.16% | Not reported | -0.3% | Q3 2023 |
| USB | $258K | 0.16% | 0.00% | +9.8% | Q4 2023 |
| PECO | $241K | 0.15% | 0.01% | -18.3% | Q3 2023 |
| TSLA | $237K | 0.15% | 0.00% | Not reported | Q3 2023 |
 MSTR | $231K | 0.14% | Not reported | +1.3% | Q2 2025 |
| CVNA | $217K | 0.13% | Not reported | New | Q3 2025 |
| SLV | $212K | 0.13% | 0.00% | New | Q3 2025 |
| PLBY | $27.3K | 0.02% | 0.02% | Not reported | Q4 2023 |