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Portfolio (Quarterly) Guide ↗

ADVOCATE GROUP LLC

· CIK 0001853401
13F Portfolio $665M AUM 122 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 122 New
Page 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CLX CLOROX CO DEL Consumer Defensive 46,532.0 $4.4M 0.67% NEW $95.44 +11.8%
62 RIO RIO TINTO PLC Basic Materials 45,852.0 $4.4M 0.65% NEW $94.93 +10.9%
63 KMB KIMBERLY-CLARK CORP Consumer Defensive 34,249.0 $3.8M 0.56% NEW $109.77 -0.4%
64 VUG VANGUARD INDEX FDS 35,617.0 $3.1M 0.46% NEW $86.14 +1.6%
65 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 55,517.0 $2.9M 0.44% NEW $52.65 +28.3%
66 PNC PNC FINL SVCS GROUP INC Financial Services 11,724.0 $2.9M 0.43% NEW $246.22 -1.3%
67 VTV VANGUARD INDEX FDS 13,220.0 $2.9M 0.43% NEW $217.93 +3.9%
68 IXUS ISHARES TR 30,001.0 $2.9M 0.43% NEW $95.44 +2.6%
69 CNI CANADIAN NATL RY CO Industrials 23,286.0 $2.8M 0.42% NEW $119.24 +8.9%
70 ADBE ADOBE INC Technology 13,504.0 $2.8M 0.42% NEW $205.02 +34.3%
71 CRM SALESFORCE INC Technology 16,933.0 $2.7M 0.40% NEW $156.66 +33.5%
72 WFC WELLS FARGO & CO Financial Services 31,581.0 $2.6M 0.39% NEW $82.64 +1.5%
73 WMT WALMART INC Consumer Defensive 21,674.0 $2.5M 0.37% NEW $113.26 -8.4%
74 NKE NIKE INC Consumer Cyclical 58,812.0 $2.4M 0.36% NEW $41.05 -0.7%
75 SCCO SOUTHERN COPPER CORP Basic Materials 13,496.0 $2.4M 0.35% NEW $174.26 +24.0%
76 DE DEERE & CO Industrials 3,601.0 $2.3M 0.34% NEW $634.33 +2.1%
77 VB VANGUARD INDEX FDS 7,364.0 $2.2M 0.34% NEW $303.13 +0.5%
78 AMGN AMGEN INC Healthcare 5,198.0 $1.9M 0.28% NEW $362.12 +21.3%
79 FAST FASTENAL CO Industrials 36,294.0 $1.7M 0.26% NEW $48.03 +6.7%
80 TSLA TESLA INC Consumer Cyclical 4,040.0 $1.7M 0.26% NEW $420.60 -13.7%
Page 4 of 7  ·  122 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
Healthcare 15.3%
Technology 15.3%
Consumer Defensive 12.1%
Industrials 11.6%
Utilities 10.0%
Financial Services 9.7%
Real Estate 7.0%
Energy 6.7%
Basic Materials 4.4%
Consumer Cyclical 4.1%