Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | LUNR | Intuitive Machs Inc | Industrials | 75.0 | $2K | — | -21.0 | -21.9% | $21.39 | -28.1% |
| 182 | LIN | Linde Plc | Basic Materials | 3.0 | $2K | — | — | — | $533.67 | -8.3% |
| 183 | FBIN | Fortune Brands Innovatio | Industrials | 29.0 | $2K | — | — | — | $54.90 | -17.1% |
| 184 | — | Icici Bank Ltd | — | 50.0 | $1K | — | +20.0 | +66.7% | $29.04 | — |
| 185 | STZ | Constellation Brand Cl A | Consumer Defensive | 10.0 | $1K | — | — | — | $139.10 | -6.0% |
| 186 | COIN | Coinbase Global Inc | Financial Services | 8.0 | $1K | — | +5.0 | +166.7% | $146.25 | +22.1% |
| 187 | GXO | Gxo Logistics Inc | Industrials | 23.0 | $1K | — | — | — | $50.70 | -6.1% |
| 188 | SMCI | Super Micro Computer Inc | Technology | 37.0 | $1K | — | +12.0 | +48.0% | $29.32 | +26.4% |
| 189 | CVX | Chevron Corporation | Energy | 5.0 | $829.0 | — | NEW | — | $165.80 | +21.8% |
| 190 | LULU | Lululemon Athletica | Consumer Cyclical | 7.0 | $799.0 | — | -15.0 | -68.2% | $114.14 | +5.8% |
| 191 | VLTO | Veralto Corp | Industrials | 8.0 | $709.0 | — | -20.0 | -71.4% | $88.62 | +11.2% |
| 192 | FLY | Firefly Aerospace Inc | Industrials | 23.0 | $676.0 | — | NEW | — | $29.39 | -27.7% |
| 193 | ENB | Enbridge Inc | Energy | 12.0 | $651.0 | — | NEW | — | $54.25 | -7.5% |
| 194 | EWZ | Ishares Msci Brazil Indx | — | 18.0 | $621.0 | — | -95.0 | -84.1% | $34.50 | +3.0% |
| 195 | — | T-Rex 2x Inverse Tesla Daily Target EFT | — | 54.0 | $575.0 | — | — | — | $10.65 | — |
| 196 | — | Lucid Group Inc | — | 47.0 | $314.0 | — | NEW | — | $6.68 | — |
| 197 | FBTC | Fidelity Wise Origin | Financial Services | 6.0 | $306.0 | — | — | — | $51.00 | +32.2% |
| 198 | MBC | Masterbrand Inc | Consumer Cyclical | 29.0 | $298.0 | — | — | — | $10.28 | -16.0% |
| 199 | ZION | Zions Bancorp | Financial Services | 4.0 | $286.0 | — | +1.0 | +33.3% | $71.50 | -5.2% |
| 200 | — | Technipfmc Plc | — | 4.0 | $265.0 | — | -2K | -99.8% | $66.25 | — |
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%