Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | INTC | Intel Corp | Technology | 19.0 | $3K | 0.00% | -50.0 | -72.5% | $139.63 | -35.9% |
| 42 | LUNR | Intuitive Machs Inc | Industrials | 75.0 | $2K | — | -21.0 | -21.9% | $21.39 | -28.1% |
| 43 | LULU | Lululemon Athletica | Consumer Cyclical | 7.0 | $799.0 | — | -15.0 | -68.2% | $114.14 | +5.8% |
| 44 | VLTO | Veralto Corp | Industrials | 8.0 | $709.0 | — | -20.0 | -71.4% | $88.62 | +11.2% |
| 45 | EWZ | Ishares Msci Brazil Indx | — | 18.0 | $621.0 | — | -95.0 | -84.1% | $34.50 | +3.0% |
| 46 | — | Technipfmc Plc | — | 4.0 | $265.0 | — | -2K | -99.8% | $66.25 | — |
| 47 | INDI | Indie Semiconductor Inc | Technology | 50.0 | $225.0 | — | -490.0 | -90.7% | $4.50 | -16.0% |
| 48 | SCHD | Schwab US Dividend | — | 7.0 | $222.0 | — | -13.0 | -65.0% | $31.71 | +10.0% |
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%