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Portfolio (Quarterly) Guide ↗

Advisory Advocates, LLC

· CIK 0002111697
13F Portfolio $117M AUM 188 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 43 New 65 Added 61 Reduced 23 Exited
Page 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 1,392.0 $491K 0.42% +71.0 +5.4% $352.74 -6.0%
42 DSGX DESCARTES SYS GROUP INC Technology 6,867.0 $475K 0.41% +2K +42.7% $69.24 +15.9%
43 RMT ROYCE MICRO-CAP TR INC Financial Services 31,355.0 $459K 0.39% +8K +35.3% $14.64 -2.3%
44 CET CENTRAL SECS CORP Financial Services 8,578.0 $450K 0.39% +4K +97.4% $52.45 +4.4%
45 V VISA INC Financial Services 1,286.0 $441K 0.38% +266.0 +26.1% $343.09 +11.1%
46 CMCSA COMCAST CORP NEW Communication Services 17,344.0 $426K 0.36% +1K +7.4% $24.55 +9.4%
47 SBUX STARBUCKS CORP Consumer Cyclical 4,094.0 $418K 0.36% +1K +57.0% $102.19 +5.8%
48 NXG NXG NEXTGEN INFRASTR INCM FD Financial Services 6,450.0 $417K 0.36% +150.0 +2.4% $64.71 -13.9%
49 FIRST TR EXCHANGE TRADED FD 16,800.0 $401K 0.34% +1K +6.3% $23.85
50 ADBE ADOBE INC Technology 1,948.0 $399K 0.34% +530.0 +37.4% $205.02 +40.3%
51 RLTY COHEN & STEERS REAL ESTATE O Financial Services 25,220.0 $397K 0.34% +4K +16.2% $15.74 -0.1%
52 GWW WW GRAINGER INC Industrials 285.0 $388K 0.33% +2.0 +0.7% $1360.40 -3.2%
53 JPM JPMORGAN CHASE & CO Financial Services 1,168.0 $382K 0.33% +513.0 +78.3% $327.33 +8.4%
54 ASG LIBERTY ALL-STAR GROWTH FD I Financial Services 68,156.0 $373K 0.32% +6K +8.8% $5.47 -3.6%
55 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 34,922.0 $343K 0.29% +6K +20.8% $9.81 +1.4%
56 ARCC ARES CAPITAL CORP Financial Services 18,180.0 $337K 0.29% +3K +22.4% $18.53 +7.9%
57 CPRT COPART INC Industrials 11,381.0 $321K 0.28% +1K +12.8% $28.19 +16.5%
58 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 21,241.0 $309K 0.27% +650.0 +3.2% $14.54 -0.0%
59 NBXG NEUBERGER NEXT GENERATION Financial Services 18,360.0 $304K 0.26% +4K +27.9% $16.54 -7.9%
60 XYLD GLOBAL X FDS 6,950.0 $283K 0.24% +2K +27.5% $40.79 +1.7%
Page 3 of 4  ·  65 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 47.8%
Technology 13.7%
Industrials 8.1%
Consumer Cyclical 6.9%
Healthcare 6.4%
Consumer Defensive 6.1%
Communication Services 4.0%
Real Estate 3.0%
Energy 1.8%
Utilities 1.2%