Acute Investment Advisory
MESA, AZfiles as ACUTE INVESTMENT ADVISORY, LLC
$9m in 18 US stocks at the end of 30 June 2026. The top 10 are 75.0% of the money. It changed about 6.0% of the portfolio this quarter.
Value
$9m
Stocks
18
Top 10 share
75.0%
Turnover
6.0%
What changed this quarter
New
Bought for the first time this quarter.
- Lam ResearchLRCX2.3% of the fund
Added
Bought more of a stock they already held.
- Invesco Exch Traded FD TR IIPGX8.9% of the fund+3%
Cut
Sold some of their stake.
- Spdr Series TrustSPHY8.6% of the fund-3%
- Vanguard Scottsdale FDSVTWO7.4% of the fund-5%
- Vanguard Scottsdale FDSVGLT5.8% of the fund-6%
- Ishares TRIWM5.5% of the fund-5%
- Invesco Exch Traded FD TR IIQQQM5.5% of the fund-5%
- Spdr Series TrustSPMB5.3% of the fund-8%
- Ishares TRIVV5.0% of the fund-4%
- State STR Spdr S&P 500 ETF TSPY4.7% of the fund-4%
- Invesco QQQ TRQQQ3.4% of the fund-3%
- Vanguard World FDMGK3.2% of the fund-3%
- Ishares U S ETF TRHYGH2.9% of the fund-7%
- Spdr Series TrustSPYV2.6% of the fund-4%
- Ishares TRDGRO2.5% of the fund-5%
Sold out
Sold their entire stake.
- Select Sector Spdr TRXLC-100%
Holdings
- Invesco Exch Traded FD TR IIPGX
- Share
- 8.9%
- Value
- $838,778
- Shares
- 77,378
+3%
- Spdr Series TrustSPHY
- Share
- 8.6%
- Value
- $815,501
- Shares
- 34,791
-3%
- Vanguard Scottsdale FDSVTWO
- Share
- 7.4%
- Value
- $703,265
- Shares
- 5,792
-5%
- Vanguard Scottsdale FDSVGLT
- Share
- 5.8%
- Value
- $549,427
- Shares
- 9,957
-6%
- Ishares TRIWM
- Share
- 5.5%
- Value
- $521,281
- Shares
- 1,735
-5%
- Invesco Exch Traded FD TR IIQQQM
- Share
- 5.5%
- Value
- $518,685
- Shares
- 1,712
-5%
- Spdr Series TrustSPMB
- Share
- 5.3%
- Value
- $505,500
- Shares
- 22,658
-8%
- Ishares TRIVV
- Share
- 5.0%
- Value
- $474,796
- Shares
- 634
-4%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 4.7%
- Value
- $442,835
- Shares
- 593
-4%
- Invesco QQQ TRQQQ
- Share
- 3.4%
- Value
- $324,016
- Shares
- 440
-3%
- Vanguard World FDMGK
- Share
- 3.2%
- Value
- $306,191
- Shares
- 3,483
-3%
- Ishares U S ETF TRHYGH
- Share
- 2.9%
- Value
- $270,829
- Shares
- 3,127
-7%
- Spdr Series TrustSPYV
- Share
- 2.6%
- Value
- $244,619
- Shares
- 4,024
-4%
- Ishares TRDGRO
- Share
- 2.5%
- Value
- $239,875
- Shares
- 3,165
-5%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Emerson ElectricEMR | 18.2% | $2m | 12,020 | Held |
| Invesco Exch Traded FD TR IIPGX | 8.9% | $838,778 | 77,378 | +3% |
| Spdr Series TrustSPHY | 8.6% | $815,501 | 34,791 | -3% |
| Vanguard Scottsdale FDSVTWO | 7.4% | $703,265 | 5,792 | -5% |
| Vanguard Scottsdale FDSVGLT | 5.8% | $549,427 | 9,957 | -6% |
| Ishares TRIWM | 5.5% | $521,281 | 1,735 | -5% |
| Invesco Exch Traded FD TR IIQQQM | 5.5% | $518,685 | 1,712 | -5% |
| Spdr Series TrustSPMB | 5.3% | $505,500 | 22,658 | -8% |
| Ishares TRIVV | 5.0% | $474,796 | 634 | -4% |
| AppleAAPL | 4.7% | $443,300 | 1,532 | Held |
| State STR Spdr S&P 500 ETF TSPY | 4.7% | $442,835 | 593 | -4% |
| Invesco QQQ TRQQQ | 3.4% | $324,016 | 440 | -3% |
| Costco WholesaleCOST | 3.4% | $319,931 | 342 | Held |
| Vanguard World FDMGK | 3.2% | $306,191 | 3,483 | -3% |
| Ishares U S ETF TRHYGH | 2.9% | $270,829 | 3,127 | -7% |
| Spdr Series TrustSPYV | 2.6% | $244,619 | 4,024 | -4% |
| Ishares TRDGRO | 2.5% | $239,875 | 3,165 | -5% |
| Lam ResearchLRCX | 2.3% | $216,665 | 500 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 22.9% since 30 June 2025.
Where the money is
Industrials18.2%
Technology7.0%
Everyday goods3.4%
Other71.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.