ACUTE INVESTMENT ADVISORY, LLC
•CIK: 1944780•Filing: Q4 2025
**ACUTE INVESTMENT ADVISORY, LLC** manages $10M across a concentrated portfolio of 15 positions. The fund exhibits significant conviction in select names, with TFLO representing the largest allocation at $3.1M. Notable holdings also include ICSH ($1.7M) and EMR ($1.6M), suggesting a focus on specific, high-conviction growth or turnaround opportunities. The remaining capital is strategically deployed across major indices and tech names, including AAPL and SPY.
Total AUM
$10.3M
QoQ Performance
-13.3%
Positions
10
Top 10 Concentration
88.7%
Latest Filing
Q4 2025
Top Holdings Allocation
TFLO
ICSH
EMR
NDQ
TFLO29.7%
ICSH16.0%
EMR15.5%
NDQ5.2%
SPY4.3%
AAPL4.0%
SPYV4.0%
SHV3.8%
📈 Biggest Buys
AAPL
APPLE INC
+7.3%
4.0% of portfolio
📉 Biggest Sells
Sector Breakdown
Other88.5%
ETF4.3%
Technology4.0%
Consumer3.1%
Changes from Q3 2025
↑1 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023