Kure Advisory, LLC reported 38 positions worth $23.36M for the quarter ended Sep 30, 2026, up 6.5% on the prior quarter. It opened 5 new positions, added to 19, trimmed 10 and exited 5. Its largest holding is Ishares Gold Trust at 32.1% 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 |
|---|---|---|---|---|
| IAU Ishares Gold Trust | +8,328 | +9.5% | $650.42K | 32.12% |
| PSX Phillips 66 | +1,172 | – | $299.15K | 1.28% |
| BP Bp Plc | +5,188 | – | $228.21K | 0.977% |
| PANW Palo Alto Networks Inc | +536 | – | $212.96K | 0.912% |
| CVX Chevron Corp | +1,010 | – | $206.27K | 0.883% |
| VRRM VERRA MOBILITY Corp | +12.6K | – | $39.07K | 0.167% |
| AAPL Apple Inc. | +42 | +0.6% | $13.99K | 9.46% |
| AMZN Amazon Com Inc | +55 | +2.5% | $13.71K | 2.41% |
| NVDA Nvidia Corp | +38 | +0.6% | $8.68K | 5.91% |
| XOM ExxonMobil Holdings Corp | +45 | +1.2% | $7.32K | 2.7% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CMI Cummins Inc | -520 | -100.0% | $370.99K | Exited |
| GIS General Mills Inc | -7,178 | -100.0% | $249.78K | Exited |
| GE General Electric Co | -637 | -100.0% | $238.19K | Exited |
| INTC Intel Corp | -1,583 | -100.0% | $221.06K | Exited |
| GEV GE Vernova Inc. | -182 | -100.0% | $213.83K | Exited |
| MSFT Microsoft Corp | -87 | -3.1% | $44.62K | 6% |
| COST Costco Wholesale Corp | -27 | -6.5% | $24.57K | 1.5% |
| WMT Walmart Inc. | -109 | -4.7% | $11.33K | 0.994% |
| PLTR Palantir Technologies Inc. | -42 | -1.2% | $7.86K | 2.73% |
| TSLA Tesla, Inc. | -22 | -3.6% | $7.81K | 0.899% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU Ishares Gold Trust | Others | 96.1K | $7.50M | 32.12% | +8,328 | +9.5% | Added | 0.01% |
| 2 | AAPL Apple Inc. | Technology | 6,635 | $2.21M | 9.46% | +42 | +0.6% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 2,735 | $1.40M | 6% | -87 | -3.1% | Reduced | 0% |
| 4 | NVDA Nvidia Corp | Technology | 6,045 | $1.38M | 5.91% | +38 | +0.6% | Added | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,633 | $813.15K | 3.48% | +8 | +0.5% | Added | 0% |
| 6 | PLTR Palantir Technologies Inc. | Technology | 3,414 | $638.59K | 2.73% | -42 | -1.2% | Reduced | 0% |
| 7 | XOM ExxonMobil Holdings Corp | Energy | 3,870 | $629.81K | 2.7% | +45 | +1.2% | Added | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 2,259 | $562.94K | 2.41% | +55 | +2.5% | Added | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 1,548 | $532.69K | 2.28% | +6 | +0.4% | Added | 0% |
| 10 | MMM 3M Co | Industrials | 2,703 | $443.78K | 1.9% | -4 | -0.1% | Reduced | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 1,110 | $389.82K | 1.67% | -1 | -0.1% | Reduced | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 1,113 | $368.21K | 1.58% | +10 | +0.9% | Added | 0% |
| 13 | COST Costco Wholesale Corp | Consumer Staples | 386 | $351.28K | 1.5% | -27 | -6.5% | Reduced | 0% |
| 14 | MU Micron Technology Inc | Technology | 327 | $348.29K | 1.49% | +6 | +1.9% | Added | 0% |
| 15 | USB Us Bancorp De | Financial Services | 5,669 | $327.45K | 1.4% | +20 | +0.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Kure Advisory.
As of its Q3 2026 13F filing, Kure Advisory, LLC’s five largest positions were Ishares Gold Trust (IAU) at 32.1%, Apple Inc. (AAPL) at 9.5%, Microsoft Corp (MSFT) at 6.0%, Nvidia Corp (NVDA) at 5.9%, Berkshire Hathaway Inc (BRK-B) at 3.5% of the reported portfolio.
Kure Advisory, LLC reported a 13F portfolio worth $23.36M across 38 positions for Q3 2026. That is up 6.5% from the previous quarter.
Its largest purchases by value were Ishares Gold Trust ($650.42K), Phillips 66 ($299.15K), Bp Plc ($228.21K). It opened 5 new positions.
Its largest sales by value were Cummins Inc ($370.99K), General Mills Inc ($249.78K), General Electric Co ($238.19K). It exited 5 positions entirely.
From the Form 13F-HR reports Kure 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.