2026 Q2 Portfolio Activity
In 2026 Q2, ACUTE INVESTMENT ADVISORY, LLC maintained a portfolio of 19 distinct positions. The most significant new addition was LAM RESEARCH CORP, now representing 2.29% of the total fund value. They heavily accumulated shares in VANGUARD WORLD FD, increasing the position by 386.5%. Conversely, ACUTE INVESTMENT ADVISORY, LLC completely exited their position in SELECT SECTOR SPDR TR.
Position History
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Total Positions
19
Quarter
2026 Q2
Top Holding
EMR (18.2%)
Top 10 Concentration
75.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-19 of 19
ACUTE INVESTMENT ADVISORY, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
EMR
EMERSON ELEC CO
|
Industrials | 18.20% | 17.68% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
12,020 | $1,720,663 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
PGX
INVESCO EXCH TR...
|
Preferred | 8.87% | 9.22% |
#2
1
Prev: #3
|
5.5 |
—
|
1,887 | 2.5% |
P
S
|
77,378 | $838,778 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SPHY
SPDR SERIES TRU...
|
ETF | 8.62% | 9.40% |
#3
1
Prev: #2
|
4.9 |
—
|
-1,109 | -3.1% |
P
S
|
34,791 | $815,501 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VTWO
VANGUARD SCOTTS...
|
ETF | 7.44% | 6.85% |
#4
Prev: #4
|
4.0 |
—
|
-298 | -4.9% |
P
S
|
5,792 | $703,265 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
VGLT
VANGUARD SCOTTS...
|
ETF | 5.81% | 6.56% |
#5
Prev: #5
|
3.3 |
—
|
-601 | -5.7% |
P
S
|
9,957 | $549,427 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IWM
ISHARES TR
|
ETF | 5.51% | 5.08% |
#6
1
Prev: #7
|
2.7 |
—
|
-88 | -4.8% |
P
S
|
1,735 | $521,281 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 5.49% | 4.80% |
#7
2
Prev: #9
|
2.7 |
—
|
-87 | -4.8% |
P
S
|
1,712 | $518,685 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SPMB
SPDR SERIES TRU...
|
ETF | 5.35% | 6.16% |
#8
2
Prev: #6
|
2.6 |
—
|
-1,859 | -7.6% |
P
S
|
22,658 | $505,500 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
IVV
ISHARES TR
|
ETF | 5.02% | 4.83% |
#9
1
Prev: #8
|
2.5 |
—
|
-25 | -3.8% |
P
S
|
634 | $474,796 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
AAPL
APPLE INC
|
Technology | 4.69% | 4.36% |
#10
1
Prev: #11
|
2.9 |
—
|
no change | no change |
P
S
|
1,532 | $443,300 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 4.68% | 4.53% |
#11
1
Prev: #10
|
2.4 |
—
|
-27 | -4.4% |
P
S
|
593 | $442,835 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 3.43% | 2.94% |
#12
3
Prev: #15
|
1.9 |
—
|
-14 | -3.1% |
P
S
|
440 | $324,016 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 3.38% | 3.83% |
#13
1
Prev: #12
|
2.4 |
—
|
no change | no change |
P
S
|
342 | $319,931 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
MGK
VANGUARD WORLD ...
|
Warrant | 3.24% | 2.95% |
#14
Prev: #14
|
4.3 |
—
|
2,767 | 386.5% |
P
S
|
3,483 | $306,191 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
HYGH
ISHARES U S ETF...
|
ETF | 2.86% | 3.23% |
#15
2
Prev: #13
|
1.6 |
—
|
-239 | -7.1% |
P
S
|
3,127 | $270,829 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 2.59% | 2.67% |
#16
Prev: #16
|
1.5 |
—
|
-180 | -4.3% |
P
S
|
4,024 | $244,619 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
DGRO
ISHARES TR
|
Warrant | 2.54% | 2.61% |
#17
Prev: #17
|
1.5 |
—
|
-152 | -4.6% |
P
S
|
3,165 | $239,875 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.29% | — |
#18
Prev: #—
|
4.4 |
—
|
500 | — |
NEW
|
500 | $216,665 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-28 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.00% | 2.29% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-1,842 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-28 |
Showing 1-19 of 19 holdings