Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | PROP | Prairie Operating Co | Financial Services | 7,000.0 | $5K | 0.00% | NEW | — | $0.72 | -24.1% |
| 22 | PLTR | PALANTIR TECH INC COM CL A | Technology | 42.0 | $5K | 0.00% | NEW | — | $116.67 | +59.6% |
| 23 | EFV | Ishares Msci Eafe Value | — | 39.0 | $3K | 0.00% | NEW | — | $76.54 | +7.0% |
| 24 | CVX | Chevron Corporation | Energy | 5.0 | $829.0 | — | NEW | — | $165.80 | +23.7% |
| 25 | FLY | Firefly Aerospace Inc | Industrials | 23.0 | $676.0 | — | NEW | — | $29.39 | -28.7% |
| 26 | ENB | Enbridge Inc | Energy | 12.0 | $651.0 | — | NEW | — | $54.25 | -8.0% |
| 27 | — | Lucid Group Inc | — | 47.0 | $314.0 | — | NEW | — | $6.68 | — |
| 28 | BVN | Compania De Minas Buen | Basic Materials | 8.0 | $234.0 | — | NEW | — | $29.25 | +18.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
67.9%
Energy
17.7%
Technology
8.4%
Industrials
2.2%
Consumer Cyclical
1.8%
Consumer Defensive
0.8%
Healthcare
0.6%
Utilities
0.4%
Basic Materials
0.3%
Communication Services
0.2%