Kure Advisory LLC Portfolio
Invests via Kure Advisory, LLC | Managed by Aryn Sands
Invests via Kure Advisory, LLC
Managed by Aryn Sands
Automatically Tracked
Company Profile
Boutique corporate finance and strategic advisory firm serving middle-market companies, sponsors and family offices with M&A, capital raising and restructuring assignments. Kure Advisory, LLC positions itself as a senior-led, outcomes-focused adviser providing transaction execution, valuation analysis and creditor/stakeholder negotiation support. Typical engagements emphasize tailored capital solutions, private-equity placement and operationally informed restructuring strategies for stressed or growth-stage corporates.
Boutique corporate finance and strategic advisory firm serving middle-market companies, sponsors and family offices with M&A, capital raising and restructuring assignments. Kure Advisory, LLC positions itself as a senior-led, outcomes-focused adviser providing transaction execution, valuation analysis and creditor/stakeholder negotiation support. Typical engagements emphasize tailored capital solutions, private-equity placement and operationally informed restructuring strategies for stressed or growth-stage corporates.
Investment Philosophy & Strategy
Targets middle-market companies and sponsor-backed situations with a capital-efficient, outcomes-driven approach that blends advisory with selective principal deployment. Focus is on structured private-equity placements, tailored debt and equity solutions, and operationally informed restructurings across industrials, services and niche technology-enabled sectors. Underwriting emphasizes cash-flow remediation, downside protection through creditor negotiations, and value creation via governance and operational fixes. Time horizon is intermediate—3–7 years—favoring targeted exits, sponsor alignment, and repeatable deal execution from a senior-led team.
Targets middle-market companies and sponsor-backed situations with a capital-efficient, outcomes-driven approach that blends advisory with selective principal deployment. Focus is on structured private-equity placements, tailored debt and equity solutions, and operationally informed restructurings across industrials, services and niche technology-enabled sectors. Underwriting emphasizes cash-flow remediation, downside protection through creditor negotiations, and value creation via governance and operational fixes. Time horizon is intermediate—3–7 years—favoring targeted exits, sponsor alignment, and repeatable deal execution from a senior-led team.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
40.1%
Gain -0.51%
Monthly
0.97%
Yearly
12.24%
Drawdown
7.68%
$214.87M
Equity
Holdings
$214.87M
Investment
$167.34M
$59.76M
Profit -$935,357.96
Realized
$12.23M
Unrealized
$47.53M
Dividends
$15.4M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$935,357.96
Win %
76%
This Week
Compared To Last Week
Gain
0.36%
Profit
$766,571.54
Win %
76%
This Month
Compared to last month
Gain
-0.43%
Profit
-$935,357.96
Win %
76%
This Year
Compared to last year
Gain
1.85%
Profit
$3.91M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$79,520.3 
GOOG Alphabet Inc
+6.88%
+$20,833.79 
GOOGL Alphabet Inc
+6.73%
+$34,648.74 
META Meta Platforms Inc Class A
+3.28%
+$6,559.28 
MSFT Microsoft Corp.
+3.02%
+$38,435.61 
NVDA NVIDIA Corporation
+2.93%
+$34,300.01 
CSCO Cisco Systems, Inc.
+2.14%
+$7,246.26 
GE General Electric Company
+1.42%
+$3,204.11 
WFC Wells Fargo & Company
+1.19%
+$4,082.04 
VUG Vanguard Growth ETF
+1.1%
+$133,915.35 
GEV GE Vernova Inc.
+0.85%
+$1,512.42 
TSLA Tesla, Inc.
+0.76%
+$1,449.03 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,693.63 
CAT Caterpillar Inc.
+0.7%
+$1,621.62 
PLTR Palantir Technologies Inc.
+0.65%
+$2,764.79 
APH Amphenol Corporation
+0.55%
+$1,119.35 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$176,535.52 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$47,669.87 
AVGO Broadcom Inc.
+0.37%
+$1,599.84 
PG Procter & Gamble Co
+0.37%
+$991.63 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,022.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$13,744.96 
JPM JPMorgan Chase & Co.
+0.27%
+$1,036.82 
JNJ Johnson & Johnson
+0.21%
+$499.79 
CMI Cummins Inc.
+0.19%
+$634.42 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$20,579.22 
USB U.S. Bancorp
+0.17%
+$621.38 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$44,478.96 
MMM 3M Company
+0.12%
+$568.45 
PECO Phillips Edison & Company, Inc.
+0.12%
+$352 
WMT Walmart Inc.
+0.09%
+$234.3 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$144.41 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$986.16 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$71.76 
REZ iShares Residential and Multisector Real Estate ETF
+0.01%
+$488.38 
AAPL Apple Inc.
-7.35%
-$161,660.36 
MU Micron Technology, Inc.
-5.9%
-$16,573.21 
PLBY Plby Group Inc.
-3.48%
-$743.84 
SLV iShares Silver Trust
-2.13%
-$5,655.54 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,723.73 
GIS General Mills, Inc.
-1.84%
-$4,809.26 
IAU iShares Gold Trust
-1.46%
-$99,159.76 
INTC Intel Corporation
-1.02%
-$1,472.19 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$2,067.04 
XOM Exxon Mobil Corporation
-0.97%
-$5,852.25 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$207,202.77 
VNQ Vanguard Real Estate ETF
-0.54%
-$21,162.06 
TRV The Travelers Companies, Inc.
-0.43%
-$1,139.37 
HD The Home Depot, Inc.
-0.42%
-$1,491.49 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$1,891.44 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,033.85 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$5,126.3 
FBND Fidelity Total Bond ETF
-0.27%
-$1,071.48 
VTV Vanguard Value ETF
-0.27%
-$790 
COST Costco Wholesale Corporation
-0.24%
-$941.63 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$682.4 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$855.88 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$3,549.7 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$8,356.49 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$3,231.35 
XEL Xcel Energy Inc.
-0.04%
-$116.67 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$3,652.09 Events
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Dividends
Dividend Analysis
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| Trades 550 | Longs Won 416/550 75% | Profit Factor 33.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $613,617.85 |
| Average Win $148,079.35 | Best Trade (Aug 17) $9.29M | Sharpe Ratio -10.21 |
| Average Loss -$13,751.57 | Worst Trade (Mar 30) -$210,258.68 | Z-Score 7.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 6d | Expectancy $108,651.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,593 | $1.41M | $2.04M | - | $626,508.22 | 44.43% | -7.354% |
| AMD Advanced Micro Devices, Inc. | 403 | $234,107 | $191,888.45 | - | -$42,218.55 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 2,204 | $353,967.51 | $598,562.3 | - | $244,594.79 | 69.1% | +15.321% |
| APH Amphenol Corporation | 2,544 | $224,279.04 | $204,410.4 | - | -$19,868.64 | -8.86% | +0.551% |
| AVGO Broadcom Inc. | 1,111 | $365,116.89 | $432,490.08 | - | $67,373.19 | 18.45% | +0.371% |
| BALT Inn Defined Wealth Shield Mutual Fund | 741,316 | $23.61M | $25.53M | - | $1.92M | 8.11% | +0.175% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 2,063 | $241,557 | $242,815.1 | - | $1,258.1 | 0.52% | +0.06% |
| BRK-B Berkshire Hathaway Inc. | 1,625 | $634,573.19 | $831,252.5 | - | $196,679.31 | 30.99% | +0.365% |
| CAT Caterpillar Inc. | 286 | $304,561 | $233,035.66 | - | -$71,525.34 | -23.48% | +0.701% |
| CMI Cummins Inc. | 520 | $269,718.86 | $329,784.01 | - | $60,065.15 | 22.27% | +0.193% |
| COKE Coca-Cola Consolidated Inc. | 1,071 | $204,475 | $201,240.89 | - | -$3,234.11 | -1.58% | -1.017% |
| COST Costco Wholesale Corporation | 413 | $265,299.25 | $393,130.57 | - | $127,831.32 | 48.18% | -0.239% |
| CSCO Cisco Systems, Inc. | 2,982 | $350,266 | $345,882.18 | - | -$4,383.82 | -1.25% | +2.14% |
| CWI SPDR MSCI ACWI ex-US ETF | 15,762 | $393,422.88 | $634,420.5 | - | $240,997.62 | 61.26% | -0.297% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 85,906 | $2.43M | $3.82M | - | $1.39M | 57.11% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 280,411 | $7.1M | $10.52M | - | $3.43M | 48.27% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 767,412 | $22.2M | $32.31M | - | $10.11M | 45.53% | -0.637% |
| DFAU Dimensional US Core Equity Market ETF | 630,484 | $25.35M | $32.65M | - | $7.29M | 28.77% | +0.544% |
| FBND Fidelity Total Bond ETF | 8,929 | $411,091.03 | $399,304.88 | - | -$11,786.15 | -2.87% | -0.268% |
| GE General Electric Company | 637 | $238,189 | $229,364.59 | - | -$8,824.41 | -3.7% | +1.417% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kure Advisory LLC?
The largest contributions to the portfolio's profits come from the following stocks: First Trust Equity Market Neutral ETF - $6.5M, Dimensional US Core Equity Market ETF - $4.17M, Dimensional International Core Equity Market ETF - $1.56M, Vanguard Short-Term Treasury Fund - $1.39M, and FT Cboe Vest U.S. Equity Deep Buffer ETF - December - $920,356.11. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $141,233.03, Strategy Inc - $122,076.85, Boeing Company - $62,730.26, abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF - $61,034.5, and Chevron Corporation - $59,760.53. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kure Advisory LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.4M earned over time. The largest contributors to dividend income include First Trust Equity Market Neutral ETF - $6.49M, Dimensional International Core Equity Market ETF - $1.56M, Vanguard Short-Term Treasury Fund - $1.39M, iShares 0-5 Year TIPS Bond ETF - $588,146.91, and Vanguard Short-Term Corporate Bond ETF - $575,486.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kure Advisory LLC's monthly returns?
Kure Advisory LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kure Advisory LLC's strategy be considered aggressive or moderate?
Kure Advisory LLC's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Kure Advisory LLC's strategy?
Kure Advisory LLC's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
