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:
37.69%
Gain +0.27%
Monthly
0.89%
Yearly
11.28%
Drawdown
7.68%
$217.52M
Equity
Holdings
$217.52M
Investment
$172.67M
$57.27M
Profit +$508,099.31
Realized
$12.42M
Unrealized
$44.85M
Dividends
$16.13M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.27%
Profit
$508,099.31
Win %
75%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$1.01M
Win %
75%
This Month
Compared to last month
Gain
0.49%
Profit
$1.06M
Win %
75%
This Year
Compared to last year
Gain
0.45%
Profit
$982,118.04
Win %
73%
PLBY Plby Group Inc.
+6.57%
+$1,208.74 
COKE Coca-Cola Consolidated Inc.
+5.02%
+$10,686.18 
HD The Home Depot, Inc.
+3.35%
+$10,509.19 
SLV iShares Silver Trust
+2.25%
+$5,605.93 
WMT Walmart Inc.
+2.06%
+$5,339.26 
WFC Wells Fargo & Company
+1.92%
+$6,254.25 
USB U.S. Bancorp
+1.88%
+$6,009.14 
REZ iShares Residential and Multisector Real Estate ETF
+1.58%
+$70,278.6 
SCHD Schwab U.S. Dividend Equity ETF
+1.39%
+$165,495.93 
VRRM Verra Mobility Corporation
+1.31%
+$486.48 
VNQ Vanguard Real Estate ETF
+1.31%
+$48,319.56 
PECO Phillips Edison & Company, Inc.
+1.29%
+$3,418.76 
IAU iShares Gold Trust
+1.12%
+$82,628.8 
MSFT Microsoft Corp.
+1.1%
+$16,109.15 
PG Procter & Gamble Co
+0.94%
+$2,718.03 
JNJ Johnson & Johnson
+0.82%
+$1,992.64 
IJR iShares Core S&P Small-Cap ETF
+0.79%
+$98,285.92 
VTV Vanguard Value ETF
+0.68%
+$2,008.5 
FBND Fidelity Total Bond ETF
+0.64%
+$1,424.36 
IWR iShares Russell Mid-Cap ETF
+0.64%
+$2,301.15 
IVE ISHARES S&P 500 VALUE ETF
+0.61%
+$2,260.8 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$1,843.96 
MMM 3M Company
+0.53%
+$2,351.58 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$3,731.42 
DFAI Dimensional International Core Equity Market ETF
+0.41%
+$132,499.02 
COST Costco Wholesale Corporation
+0.41%
+$1,555.58 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.32%
+$12,467.1 
VBK Vanguard Small-Cap Growth ETF
+0.27%
+$5,107.65 
AAPL Apple Inc.
+0.25%
+$5,772.52 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.21%
+$12,339.36 
STIP iShares 0-5 Year TIPS Bond ETF
+0.17%
+$11,477.24 
DFAU Dimensional US Core Equity Market ETF
+0.14%
+$47,820.07 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$19,017.05 
GOOGL Alphabet Inc
+0.07%
+$348.28 
XEL Xcel Energy Inc.
+0.05%
+$155.64 
NEAR iShares Short Maturity Bond ETF
+0.05%
+$2,545.75 
BALT Inn Defined Wealth Shield Mutual Fund
+0.04%
+$11,532.78 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.04%
+$404.09 
GOOG Alphabet Inc
+0.03%
+$101.21 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$37.76 
VOO Vanguard S&P 500 ETF
+0.01%
+$29.25 
AMD Advanced Micro Devices, Inc.
-4.19%
-$9,707.46 
CSCO Cisco Systems, Inc.
-4.05%
-$13,841.4 
CAT Caterpillar Inc.
-2.85%
-$6,154.55 
PSX Phillips 66
-2.67%
-$9,293.97 
APH Amphenol Corporation
-2.17%
-$4,553.76 
AVGO Broadcom Inc.
-2.01%
-$7,708.95 
TSLA Tesla, Inc.
-1.87%
-$4,058.16 
NVDA NVIDIA Corporation
-1.85%
-$24,784.5 
XOM Exxon Mobil Corporation
-1.34%
-$9,171.88 
DFAE Dimensional Emerging Core Equity Market ETF
-1.26%
-$131,542.56 
CVX Chevron Corporation
-1.11%
-$2,484.59 
PANW Palo Alto Networks, Inc.
-1.02%
-$2,058.24 
PLTR Palantir Technologies Inc.
-0.9%
-$6,145.2 
META Meta Platforms Inc Class A
-0.59%
-$1,629.35 
JPM JPMorgan Chase & Co.
-0.53%
-$1,992.27 
VUG Vanguard Growth ETF
-0.5%
-$65,908.8 
MU Micron Technology, Inc.
-0.43%
-$1,291.65 
BP BP p.l.c. Sponsored ADR
-0.29%
-$726.32 
AMZN Amazon.com Inc
-0.22%
-$1,242.45 
TRV The Travelers Companies, Inc.
-0.12%
-$321.55 
CWI SPDR MSCI ACWI ex-US ETF
-0.07%
-$472.86 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 606 | Longs Won 449/606 74% | Profit Factor 28.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $559,736.93 |
| Average Win $132,178.02 | Best Trade (Oct 15) $8.18M | Sharpe Ratio -10.35 |
| Average Loss -$13,234.35 | Worst Trade (Mar 30) -$210,258.68 | Z-Score 6.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 4d | Expectancy $94,505.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,635 | $1.42M | $2.28M | - | $857,188.86 | 60.19% | +0.254% |
| AMD Advanced Micro Devices, Inc. | 406 | $235,942.28 | $222,045.46 | - | -$13,896.82 | -5.89% | -4.189% |
| AMZN Amazon.com Inc | 2,259 | $367,673.54 | $572,724.27 | - | $205,050.73 | 55.77% | -0.216% |
| APH Amphenol Corporation | 2,544 | $112,139.52 | $205,809.6 | - | $93,670.08 | 83.53% | -2.165% |
| AVGO Broadcom Inc. | 1,110 | $364,786.98 | $376,628.55 | - | $11,841.57 | 3.25% | -2.006% |
| BALT Inn Defined Wealth Shield Mutual Fund | 768,852 | $24.58M | $26.94M | - | $2.36M | 9.6% | +0.043% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 9,040 | $1.07M | $1.07M | - | $4,696.3 | 0.44% | +0.038% |
| BP BP p.l.c. Sponsored ADR | 5,188 | $228,205 | $252,499.96 | - | $24,294.96 | 10.65% | -0.287% |
| BRK-B Berkshire Hathaway Inc. | 1,633 | $638,556.79 | $863,260.97 | - | $224,704.18 | 35.19% | +0.434% |
| CAT Caterpillar Inc. | 288 | $306,182.58 | $209,551.68 | - | -$96,630.9 | -31.56% | -2.853% |
| COKE Coca-Cola Consolidated Inc. | 1,064 | $203,138.56 | $223,486.18 | - | $20,347.62 | 10.02% | +5.022% |
| COST Costco Wholesale Corporation | 386 | $250,045.32 | $380,607.58 | - | $130,562.26 | 52.22% | +0.41% |
| CSCO Cisco Systems, Inc. | 3,009 | $353,172.01 | $328,101.36 | - | -$25,070.65 | -7.1% | -4.048% |
| CVX Chevron Corporation | 1,010 | $206,265 | $221,775.8 | - | $15,510.8 | 7.52% | -1.108% |
| CWI SPDR MSCI ACWI ex-US ETF | 15,762 | $393,422.88 | $625,909.02 | - | $232,486.14 | 59.09% | -0.075% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 85,980 | $2.44M | $3.87M | - | $1.44M | 58.94% | +0.323% |
| DFAE Dimensional Emerging Core Equity Market ETF | 274,047 | $6.95M | $10.33M | - | $3.38M | 48.57% | -1.258% |
| DFAI Dimensional International Core Equity Market ETF | 779,406 | $22.7M | $32.24M | - | $9.54M | 42.02% | +0.413% |
| DFAU Dimensional US Core Equity Market ETF | 637,601 | $25.73M | $33.75M | - | $8.03M | 31.2% | +0.142% |
| FBND Fidelity Total Bond ETF | 5,087 | $234,205.41 | $222,912.34 | - | -$11,293.07 | -4.82% | +0.643% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $4.24M, Dimensional International Core Equity Market ETF - $1.7M, Vanguard Short-Term Treasury Fund - $1.49M, 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, General Mills, Inc - $93,501.19, Boeing Company - $62,730.26, and abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF - $61,034.5. 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 $16.13M earned over time. The largest contributors to dividend income include First Trust Equity Market Neutral ETF - $6.49M, Dimensional International Core Equity Market ETF - $1.7M, Vanguard Short-Term Treasury Fund - $1.49M, Schwab U.S. Dividend Equity ETF - $630,716.01, and Vanguard Short-Term Corporate Bond ETF - $619,102.84. 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.
2026 © Marketlog. All Rights Reserved.
