Acute Investment Advisory, LLC reported 3 positions worth $2.69M for the quarter ended Sep 30, 2026, down 0.3% on the prior quarter. It opened 0 new positions, added to 1, trimmed 0 and exited 1. Its largest holding is Emerson Electric Co at 69.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +20 | +1.3% | $6.66K | 19.2% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LRCX Lam Research Corp | -500 | -100.0% | $216.67K | Exited |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| LRCX Lam Research Corp | -500 | $216.67K | 8.02% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | EMR Emerson Electric Co | Industrials | 12.0K | $1.86M | 69.24% | 0 | 0.0% | Unchanged | 0% |
| 2 | AAPL Apple Inc. | Technology | 1,552 | $516.85K | 19.2% | +20 | +1.3% | Added | 0% |
| 3 | COST Costco Wholesale Corp | Consumer Staples | 342 | $311.34K | 11.56% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Acute Investment Advisory.
As of its Q3 2026 13F filing, Acute Investment Advisory, LLC’s five largest positions were Emerson Electric Co (EMR) at 69.2%, Apple Inc. (AAPL) at 19.2%, Costco Wholesale Corp (COST) at 11.6% of the reported portfolio.
Acute Investment Advisory, LLC reported a 13F portfolio worth $2.69M across 3 positions for Q3 2026. That is down 0.3% from the previous quarter.
Its largest purchases by value were Apple Inc. ($6.66K). It opened 0 new positions.
Its largest sales by value were Lam Research Corp ($216.67K). It exited 1 positions entirely.
From the Form 13F-HR reports Acute Investment Advisory, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.