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Portfolio (Quarterly) Guide ↗

Your Advocates Ltd., LLP

· CIK 0001774437
13F Portfolio $306M AUM 240 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 28 New 36 Added 33 Reduced 9 Exited
Page 10 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CNC Centene Corp Healthcare 47.0 $2K 0.00% $41.15 +41.5%
182 INDI Indie Semiconductor Inc Technology 540.0 $2K 0.00% $3.53 +10.8%
183 POOL Pool Corp Industrials 8.0 $2K 0.00% $228.75 -20.7%
184 SO The Southern Company Utilities 20.0 $2K 0.00% $88.40 +6.0%
185 ASC Ardmore Shipping Co Industrials 166.0 $2K 0.00% $10.59 +77.9%
186 DNLI Denali Therapeutics I N Healthcare 100.0 $2K 0.00% $16.51 +11.4%
187 LUNR Intuitive Machs Inc Industrials 96.0 $2K 0.00% $16.23 +107.0%
188 FBIN Fortune Brands Innovatio Industrials 29.0 $1K $50.03 -32.6%
189 NRG Nrg Energy Inc Utilities 9.0 $1K NEW $159.22 -21.2%
190 STZ Constellation Brand Cl A Consumer Defensive 10.0 $1K $138.00 +6.9%
191 RGR Sturm Ruger & Co Inc Industrials 42.0 $1K NEW $32.64 +23.0%
192 WFRD Weatherford Intl Energy 17.0 $1K $78.24 +42.4%
193 LIN Linde Plc Basic Materials 3.0 $1K $435.67 +17.3%
194 PINS Pinterest Inc Communication Services 50.0 $1K -150.0 -75.0% $25.90 -23.1%
195 UFOX Defiance Next Gen 20.0 $1K +4.0 +25.0% $64.30 +44.8%
196 IWP iShares Russell Mid Cap 9.0 $1K $136.89 -1.4%
197 BL Blackline Inc Technology 22.0 $1K -3.0 -12.0% $55.27 -45.7%
198 GXO Gxo Logistics Inc Industrials 23.0 $1K $52.65 -10.5%
199 VTIP Vanguard Shrt Inf Prot 23.0 $1K NEW $49.48 +1.7%
200 LMT Lockheed Martin Corp Industrials 2.0 $967.0 +1.0 +100.0% $483.50 +9.3%
Page 10 of 12  ·  239 positions

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 69.9%
Energy 16.5%
Technology 7.8%
Industrials 2.4%
Consumer Cyclical 1.6%
Consumer Defensive 0.7%
Healthcare 0.5%
Basic Materials 0.2%
Utilities 0.2%
Communication Services 0.1%