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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 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WM WASTE MGMT INC DEL Industrials 1,263.0 $281K 0.24% +51.0 +4.2% $222.88 -2.3%
62 RITM RITHM CAPITAL CORP Real Estate 18,300.0 $172K 0.15% +900.0 +5.2% $9.39 +6.4%
63 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 22,500.0 $112K 0.10% +2K +9.8% $4.99 +1.7%
64 BGY BLACKROCK ENHANCED INTL DIV Financial Services 17,979.0 $103K 0.09% +2K +12.5% $5.74 +2.4%
65 SRI STONERIDGE INC Consumer Cyclical 13,500.0 $99K 0.09% +2K +21.6% $7.32 -1.9%
Page 4 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%