ACUTE INVESTMENT ADVISORY, LLC
CIK 1944780 · View on SEC EDGAR ↗
- Portfolio value
- $9.5M
- Positions
- 18
- As of
- June 30, 2026
#8,974 of 9,443 by 13F value · top 95.0%
Portfolio value QoQ: +6.2% 13F does not disclose cash
- Top 10 holdings weight
- 74.99%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 18
- Effective number of positions
- 12.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 5.23% Est. buys $480,367 · sells $486,174
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 62.1% still held
- New positions
- 1
- Increased
- 2
- Decreased
- 12
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
18.2%
Technology
7.0%
Retail
3.4%
Other/Unmapped
71.4%
Full portfolio 18 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| EMR Emerson Electric Company Common Stock | $1,720,663 | 18.20% | 12,020 | $145,803 | |||
| PGX | $838,778 | 8.87% | 77,378 | $17,436 | Up ×2 | ||
| SPHY | $815,501 | 8.62% | 34,791 | $-21,687 | Down ×1 | ||
| VTWO Vanguard Russell 2000 ETF | $703,265 | 7.44% | 5,792 | $93,230 | Down ×1 | ||
| VGLT Vanguard Long-Term Treasury ETF | $549,427 | 5.81% | 9,957 | $-35,011 | Down ×1 | ||
| IWM | $521,281 | 5.51% | 1,735 | $69,177 | Down ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $518,685 | 5.49% | 1,712 | $91,207 | Down ×1 | ||
| SPMB | $505,500 | 5.35% | 22,658 | $-43,436 | Down ×1 | ||
| IVV | $474,796 | 5.02% | 634 | $44,331 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $443,300 | 4.69% | 1,532 | $54,494 | |||
| SPY SPY | $442,835 | 4.68% | 593 | $39,624 | Down ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $324,016 | 3.43% | 440 | $61,976 | Down ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $319,931 | 3.38% | 342 | $-20,848 | |||
| MGK | $306,191 | 3.24% | 3,483 | $43,104 | Up ×1 | ||
| HYGH | $270,829 | 2.86% | 3,127 | $-17,334 | Down ×1 | ||
| SPYV | $244,619 | 2.59% | 4,024 | $6,757 | Down ×4 | ||
| DGRO | $239,875 | 2.54% | 3,165 | $7,088 | Down ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $216,665 | 2.29% | 500 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| LRCX | $216,665 | 500 | 2.29% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| TFLO | March 31, 2026 | 60,708 | $3,063,302 | No longer tracked |
| ICSH | March 31, 2026 | 32,682 | $1,653,039 | No longer tracked |
| SPMB | March 31, 2025 | 31,909 | $687,639 | No longer tracked |
| USIG | March 31, 2025 | 13,407 | $674,104 | |
| SHV | March 31, 2026 | 3,573 | $393,566 | |
| GBIL | March 31, 2025 | 3,262 | $325,895 | No longer tracked |
| CSX | Dec. 31, 2025 | 8,381 | $297,609 | 42.0% |
| MGK | Dec. 31, 2025 | 638 | $256,744 | No longer tracked |
| XLV | June 30, 2025 | 1,592 | $232,448 | No longer tracked |
| USFR | June 30, 2025 | 4,569 | $229,958 | No longer tracked |
| IEF | March 31, 2026 | 2,350 | $225,976 | |
| ICVT | Sept. 30, 2025 | 2,294 | $206,689 | No longer tracked |
| XLC | June 30, 2026 | 1,842 | $204,204 | No longer tracked |