Kure Advisory LLC Portfolio

Invests via Kure Advisory, LLC | Managed by Aryn Sands

Invests via Kure Advisory, LLC

Managed by Aryn Sands

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 04:15 PM

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.

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.

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:

6.86%

Gain

Monthly

0.2%

Yearly

2.41%

Drawdown

22.78%

$197.43M

Equity

Holdings

$197.43M

Investment

$152.8M

$56.69M

Profit -$226,799.04

Realized

$12.06M

Unrealized

$44.63M

Dividends

$15.32M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$226,799.04

Win %

81%

This Week

Compared To Last Week

Gain

-0.01%

Profit

-$9,498.76

Win %

81%

This Month

Compared to last month

Gain

0.59%

Profit

$1.15M

Win %

81%

This Year

Compared to last year

Gain

7.51%

Profit

$13.8M

Win %

81%

Gainers
Losers

GIS General Mills, Inc.

+4.59%

+$12,365.01

MDT Medtronic plc

+3.44%

+$6,517.81

PSX Phillips 66

+2.84%

+$6,511.33

PECO Phillips Edison & Company, Inc.

+2.41%

+$7,170.6

REZ iShares Residential and Multisector Real Estate ETF

+2.37%

+$102,902.41

COST Costco Wholesale Corporation

+2.21%

+$7,772.16

SCHD Schwab U.S. Dividend Equity ETF

+1.93%

+$194,927.5

WMT Walmart Inc.

+1.88%

+$5,777.81

VNQ Vanguard Real Estate ETF

+1.64%

+$59,096

CVX Chevron Corporation

+1.61%

+$3,328.8

PG Procter & Gamble Co

+1.59%

+$3,769.38

HD The Home Depot, Inc.

+1.59%

+$4,499.87

XOM Exxon Mobil Corporation

+1.49%

+$8,176.45

USB U.S. Bancorp

+1.36%

+$4,847.85

XEL Xcel Energy Inc.

+1.19%

+$2,775.82

MSFT Microsoft Corp.

+1.11%

+$11,374.52

JNJ Johnson & Johnson

+1.05%

+$2,376.08

COP ConocoPhillips

+1%

+$1,723.68

AAPL Apple Inc.

+0.97%

+$21,432.37

TRV The Travelers Companies, Inc.

+0.89%

+$2,187.07

IJR iShares Core S&P Small-Cap ETF

+0.76%

+$94,301.16

MMM 3M Company

+0.73%

+$3,496.37

WFC Wells Fargo & Company

+0.73%

+$2,517.14

AMZN Amazon.com Inc

+0.52%

+$3,171.96

VTV Vanguard Value ETF

+0.34%

+$1,004.25

IWR iShares Russell Mid-Cap ETF

+0.2%

+$733.7

GOOGL Alphabet Inc

+0.1%

+$569.06

GOOG Alphabet Inc

+0.1%

+$329.23

BRK-B Berkshire Hathaway Inc.

+0.03%

+$223.62

BALT Inn Defined Wealth Shield Mutual Fund

SGOV iShares 0-3 Month Treasury Bond ETF

AVGO Broadcom Inc.

-3.58%

-$20,191.6

SLV iShares Silver Trust

-3.17%

-$8,210.45

CMI Cummins Inc.

-3.1%

-$10,322.5

NVDA NVIDIA Corporation

-2.77%

-$36,559.23

DFAE Dimensional Emerging Core Equity Market ETF

-1.77%

-$182,670.32

IAU iShares Gold Trust

-1.68%

-$112,880.64

META Meta Platforms Inc Class A

-1.52%

-$4,583.54

TSLA Tesla, Inc.

-1.47%

-$4,040.22

VBK Vanguard Small-Cap Growth ETF

-1.18%

-$17,077.5

PLBY Plby Group Inc.

-1.08%

-$223.15

CWI SPDR MSCI ACWI ex-US ETF

-1.02%

-$6,462.42

VUG Vanguard Growth ETF

-0.94%

-$98,643.6

PLTR Palantir Technologies Inc.

-0.72%

-$3,367.68

DFAI Dimensional International Core Equity Market ETF

-0.59%

-$177,579.18

JPM JPMorgan Chase & Co.

-0.54%

-$2,548.76

VOO Vanguard S&P 500 ETF

-0.38%

-$2,033.27

DFAU Dimensional US Core Equity Market ETF

-0.22%

-$67,621.49

SPAB SPDR Portfolio Aggregate Bond ETF

-0.14%

-$478

FBND Fidelity Total Bond ETF

-0.11%

-$496.45

BP BP p.l.c. Sponsored ADR

-0.09%

-$179.44

DFAC Dimensional U.S. Core Equity 2 ETF

-0.08%

-$2,992.32

STIP iShares 0-5 Year TIPS Bond ETF

-0.03%

-$1,841.31

VCSH Vanguard Short-Term Corporate Bond ETF

-0.02%

-$1,013.82

VGSH Vanguard Short-Term Treasury Fund

-0.02%

-$2,603.2

NEAR iShares Short Maturity Bond ETF

-0.01%

-$448.2

Events

Dividends

Dividend Analysis

No Data

Trades 493	Longs Won 374/493 75%	Profit Factor 56.73
Profitability	Shorts Won 0/0 0%	Standard Deviation $607,621.67
Average Win $154,296.19	Best Trade (Jul 15) $8.38M	Sharpe Ratio -10.27
Average Loss -$8,547.74	Worst Trade (Mar 30) -$210,258.68	Z-Score 4.31 (100%)
Commissions $0	Avg. Trade Length 1y 1w 1d	Expectancy $114,989.03

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	23,256	20,930	18,605	16,279	13,953	11,628	9,302	6,977	4,651	2,326