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Portfolio (Quarterly) Guide ↗

Your Advocates Ltd., LLP

· CIK 0001774437
13F Portfolio $350M AUM 210 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 45 Added 48 Reduced 58 Exited
Page 9 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AXP American Express Company Financial Services 10.0 $3K 0.00% $347.80 -4.2%
162 AUPH Aurinia Pharmaceutic Healthcare 200.0 $3K 0.00% $16.97 -4.0%
163 PLUG Plug Power Inc New Industrials 1,185.0 $3K 0.00% $2.71 -19.2%
164 CNC Centene Corp Healthcare 47.0 $3K 0.00% $64.19 +0.9%
165 EFV Ishares Msci Eafe Value 39.0 $3K 0.00% NEW $76.54 +6.8%
166 DXCM Dexcom Inc Healthcare 44.0 $3K 0.00% $67.34 +34.9%
167 SPOT Spotify Technology Communication Services 6.0 $3K 0.00% -4.0 -40.0% $459.17 +19.2%
168 UFOX Defiance Next Gen 28.0 $3K 0.00% +8.0 +40.0% $95.75 -15.0%
169 INTC Intel Corp Technology 19.0 $3K 0.00% -50.0 -72.5% $139.63 -35.9%
170 GEHC GE HealthCare Technologies Inc Common Stock Healthcare 41.0 $3K 0.00% $64.00 +12.1%
171 DXC D X C Technology Com Technology 287.0 $3K 0.00% $8.85 +26.7%
172 NOW Service Now Inc Technology 25.0 $2K 0.00% $99.28 +45.8%
173 FISV Fiserv Inc Technology 50.0 $2K 0.00% $49.06 +8.4%
174 NCLH Norwegian Cruise Lin Consumer Cyclical 100.0 $2K 0.00% $21.11 -21.1%
175 LMT Lockheed Martin Corp Industrials 4.0 $2K 0.00% +2.0 +100.0% $509.50 +10.7%
176 SO The Southern Company Utilities 20.0 $2K 0.00% $97.00 -9.0%
177 TRMB Trimble Navigation Ltd Technology 34.0 $2K $51.18 +19.2%
178 DIS Disney Walt Co Communication Services 18.0 $2K $96.28 +12.3%
179 POOL Pool Corp Industrials 8.0 $2K $214.88 -12.5%
180 RIVN Rivian Automotive Inc Consumer Cyclical 98.0 $2K +81.0 +476.5% $17.35 -7.4%
Page 9 of 11  ·  209 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 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%