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Portfolio (Quarterly) Guide ↗

Advocate Investing Services LLC

· CIK 0002110509
13F Portfolio $130M AUM 460 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 70 New 72 Added 44 Reduced 60 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 HRI HERC HLDGS INC Industrials 4 $594.0 0.00% SOLD
42 LEG LEGGETT & PLATT INC Consumer Cyclical 53 $588.0 0.00% SOLD
43 FLAGSTAR BANK NATIONAL ASSOC 46 $574.0 0.00% SOLD
44 RBLX ROBLOX CORP Technology 7 $567.0 0.00% SOLD
45 ON ON SEMICONDUCTOR CORP Technology 10 $542.0 SOLD
46 XP XP INC Financial Services 31 $507.0 SOLD
47 TTD THE TRADE DESK INC Technology 13 $493.0 SOLD
48 ALGN ALIGN TECHNOLOGY INC Healthcare 3 $468.0 SOLD
49 ARCB ARCBEST CORP Industrials 5 $371.0 SOLD
50 CDNA CAREDX INC Healthcare 16 $301.0 SOLD
51 UTZ UTZ BRANDS INC Consumer Defensive 28 $291.0 SOLD
52 CYRX CRYOPORT INC Industrials 28 $269.0 SOLD
53 SPT SPROUT SOCIAL INC Technology 17 $192.0 SOLD
54 AMN AMN HEALTHCARE SVCS INC Healthcare 11 $173.0 SOLD
55 ZD ZIFF DAVIS INC Communication Services 4 $141.0 SOLD
56 ENPH ENPHASE ENERGY INC Energy 4 $128.0 SOLD
57 CABO CABLE ONE INC Communication Services 1 $113.0 SOLD
58 MASS 908 DEVICES INC Healthcare 18 $95.0 SOLD
59 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2 $69.0 SOLD
60 CODX CO-DIAGNOSTICS INC Healthcare 78 $13.0 SOLD
Page 3 of 3  ·  60 positions
Sector Allocation
Financial Services 20.6%
Technology 18.9%
Consumer Defensive 18.6%
Energy 8.5%
Communication Services 8.1%
Industrials 8.0%
Healthcare 7.2%
Consumer Cyclical 4.5%
Real Estate 2.4%
Utilities 1.8%