Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | CGNX | Cognex Corp | Technology | 121.0 | $5K | 0.00% | NEW | — | $45.30 | +39.9% |
| 142 | — | Equitable Resources Inc | — | 100.0 | $5K | 0.00% | NEW | — | $54.43 | — |
| 143 | AMGN | Amgen Incorporated | Healthcare | 18.0 | $5K | 0.00% | NEW | — | $282.22 | +17.5% |
| 144 | — | Citigroup Inc | — | 50.0 | $5K | 0.00% | NEW | — | $101.50 | — |
| 145 | DHR | Danaher Corp Del | Healthcare | 25.0 | $5K | 0.00% | NEW | — | $198.28 | -15.8% |
| 146 | — | Google Inc Class A | — | 20.0 | $5K | 0.00% | NEW | — | $243.55 | — |
| 147 | AMD | Advanced Micro Devices | Technology | 30.0 | $5K | 0.00% | NEW | — | $161.80 | +176.6% |
| 148 | TMO | Thermo Fisher Scientific | Healthcare | 10.0 | $5K | 0.00% | NEW | — | $485.00 | -7.7% |
| 149 | NOW | Service Now Inc | Technology | 5.0 | $5K | 0.00% | NEW | — | $920.20 | -88.9% |
| 150 | LULU | Lululemon Athletica | Consumer Cyclical | 22.0 | $4K | 0.00% | NEW | — | $177.91 | -33.0% |
| 151 | DXC | D X C Technology Com | Technology | 287.0 | $4K | 0.00% | NEW | — | $13.63 | -34.5% |
| 152 | PBW | Invesco ETF D TR WILDERHIL CLAN ETF | — | 131.0 | $4K | 0.00% | NEW | — | $28.88 | +37.0% |
| 153 | — | Arista Networks Inc | — | 25.0 | $4K | 0.00% | NEW | — | $145.72 | — |
| 154 | FBTC | Fidelity Wise Origin | Financial Services | 35.0 | $3K | 0.00% | NEW | — | $99.80 | -33.0% |
| 155 | AXP | American Express Company | Financial Services | 10.0 | $3K | 0.00% | NEW | — | $339.00 | -8.6% |
| 156 | CP | Canadian Pac Railway | Industrials | 45.0 | $3K | 0.00% | NEW | — | $74.49 | +15.6% |
| 157 | GEHC | GE HealthCare Technologies Inc Common Stock | Healthcare | 41.0 | $3K | 0.00% | NEW | — | $75.10 | -18.0% |
| 158 | VLTO | Veralto Corp | Industrials | 28.0 | $3K | 0.00% | NEW | — | $106.61 | -18.9% |
| 159 | DXCM | Dexcom Inc | Healthcare | 44.0 | $3K | 0.00% | NEW | — | $67.30 | -0.5% |
| 160 | TRMB | Trimble Navigation Ltd | Technology | 34.0 | $3K | 0.00% | NEW | — | $81.65 | -33.2% |
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
69.2%
Energy
16.6%
Technology
8.2%
Industrials
3.1%
Consumer Cyclical
1.5%
Healthcare
0.5%
Consumer Defensive
0.3%
Basic Materials
0.2%
Utilities
0.2%
Communication Services
0.1%