Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | PLUG | Plug Power Inc New | Industrials | 1,185.0 | $3K | 0.00% | NEW | — | $2.33 | +16.9% |
| 162 | ASTS | Ast Spacemobile Inc | Technology | 51.0 | $3K | 0.00% | NEW | — | $49.08 | +70.3% |
| 163 | POOL | Pool Corp | Industrials | 8.0 | $2K | 0.00% | NEW | — | $310.12 | -36.9% |
| 164 | URA | GLOBAL X FDS GLOBAL X URANIUM ETF | — | 50.0 | $2K | 0.00% | NEW | — | $47.68 | -4.7% |
| 165 | INTC | Intel Corp | Technology | 69.0 | $2K | 0.00% | NEW | — | $33.55 | +272.7% |
| 166 | AUPH | Aurinia Pharmaceutic | Healthcare | 200.0 | $2K | 0.00% | NEW | — | $11.05 | +43.5% |
| 167 | INDI | Indie Semiconductor Inc | Technology | 540.0 | $2K | 0.00% | NEW | — | $4.07 | -2.1% |
| 168 | VFF | Village Farms Intl | Consumer Defensive | 700.0 | $2K | 0.00% | NEW | — | $3.13 | -34.5% |
| 169 | DIS | Disney Walt Co | Communication Services | 18.0 | $2K | 0.00% | NEW | — | $114.50 | -12.6% |
| 170 | ASC | Ardmore Shipping Co | Industrials | 166.0 | $2K | 0.00% | NEW | — | $11.87 | +43.8% |
| 171 | — | Infineon Tech Ag | — | 50.0 | $2K | 0.00% | NEW | — | $39.08 | — |
| 172 | SO | The Southern Company | Utilities | 20.0 | $2K | 0.00% | NEW | — | $96.05 | -2.5% |
| 173 | TKR | Timken Co | Industrials | 25.0 | $2K | 0.00% | NEW | — | $75.20 | +80.9% |
| 174 | CNC | Centene Corp | Healthcare | 47.0 | $2K | 0.00% | NEW | — | $35.68 | +83.0% |
| 175 | WU | Western Union Company | Financial Services | 200.0 | $2K | 0.00% | NEW | — | $7.99 | -5.2% |
| 176 | FBIN | Fortune Brands Innovatio | Industrials | 29.0 | $2K | 0.00% | NEW | — | $53.38 | -18.8% |
| 177 | DNLI | Denali Therapeutics I N | Healthcare | 100.0 | $1K | — | NEW | — | $14.52 | +47.4% |
| 178 | LIN | Linde Plc | Basic Materials | 3.0 | $1K | — | NEW | — | $483.67 | +8.4% |
| 179 | STZ | Constellation Brand Cl A | Consumer Defensive | 10.0 | $1K | — | NEW | — | $134.70 | +10.8% |
| 180 | BL | Blackline Inc | Technology | 25.0 | $1K | — | NEW | — | $53.12 | -46.2% |
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%