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 | SYK | Stryker Corp | Healthcare | 20.0 | $6K | 0.00% | — | — | $314.85 | +4.0% |
| 142 | ATR | Aptargroup Inc | Healthcare | 50.0 | $6K | 0.00% | — | — | $125.20 | +5.5% |
| 143 | — | Google Inc Class A | — | 17.0 | $6K | 0.00% | -3.0 | -15.0% | $353.35 | — |
| 144 | XYL | Xylem Inc | Industrials | 50.0 | $6K | 0.00% | — | — | $118.22 | -6.5% |
| 145 | MJSC | Rbb Fd Tr Mufg Japan | — | 94.0 | $6K | 0.00% | NEW | — | $61.79 | -0.3% |
| 146 | — | Erock Inc | — | 400.0 | $6K | 0.00% | NEW | — | $14.50 | — |
| 147 | SNPS | Synopsys Inc | Technology | 12.0 | $5K | 0.00% | — | — | $446.08 | -0.2% |
| 148 | — | Equitable Resources Inc | — | 100.0 | $5K | 0.00% | — | — | $53.17 | — |
| 149 | DFJ | Wisdomtree Japan Smalcp | — | 49.0 | $5K | 0.00% | NEW | — | $105.31 | +8.6% |
| 150 | PBW | Invesco ETF D TR WILDERHIL CLAN ETF | — | 131.0 | $5K | 0.00% | — | — | $39.01 | -19.2% |
| 151 | PROP | Prairie Operating Co | Financial Services | 7,000.0 | $5K | 0.00% | NEW | — | $0.72 | -24.5% |
| 152 | TMO | Thermo Fisher Scientific | Healthcare | 10.0 | $5K | 0.00% | — | — | $501.40 | +22.6% |
| 153 | PLTR | PALANTIR TECH INC COM CL A | Technology | 42.0 | $5K | 0.00% | NEW | — | $116.67 | +59.0% |
| 154 | FIS | Fidelity Natl Info | Technology | 125.0 | $5K | 0.00% | -26.0 | -17.2% | $38.88 | +5.8% |
| 155 | DHR | Danaher Corp Del | Healthcare | 25.0 | $5K | 0.00% | — | — | $190.48 | +12.4% |
| 156 | VRSK | Verisk Analytics Inc Cla | Industrials | 25.0 | $4K | 0.00% | — | — | $179.52 | +8.5% |
| 157 | CPNG | Coupang Inc | Consumer Cyclical | 250.0 | $4K | 0.00% | — | — | $17.37 | -7.1% |
| 158 | — | Arista Networks Inc | — | 25.0 | $4K | 0.00% | — | — | $169.88 | — |
| 159 | CP | Canadian Pac Railway | Industrials | 45.0 | $4K | 0.00% | — | — | $86.64 | +7.6% |
| 160 | TTWO | Take Two Interactv | Communication Services | 14.0 | $4K | 0.00% | -8.0 | -36.4% | $250.00 | -12.3% |
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%