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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 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 134,599.0 $2.5M 2.15% NEW $18.64 +2.5%
2 MU MICRON TECHNOLOGY INC Technology 1,201.0 $1.4M 1.19% NEW $1154.29 -18.7%
3 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 78,505.0 $929K 0.80% NEW $11.84 -0.4%
4 BJUN INNOVATOR ETFS TRUST 16,029.0 $780K 0.67% NEW $48.68 +2.0%
5 PJUN INNOVATOR ETFS TRUST 18,006.0 $778K 0.67% NEW $43.23 +1.7%
6 CACC CREDIT ACCEP CORP MICH Financial Services 994.0 $633K 0.54% NEW $636.74 -6.8%
7 HEI HEICO CORP NEW Industrials 1,756.0 $625K 0.54% NEW $356.19 -2.8%
8 TDG TRANSDIGM GROUP INC Industrials 448.0 $597K 0.51% NEW $1332.04 -9.4%
9 CORPAY INC 1,663.0 $554K 0.47% NEW $333.27
10 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 7,976.0 $514K 0.44% NEW $64.45 +0.3%
11 GPN GLOBAL PMTS INC Industrials 6,758.0 $490K 0.42% NEW $72.56 +28.1%
12 SGOV ISHARES TR 4,731.0 $476K 0.41% NEW $100.68 -0.0%
13 PLUS EPLUS INC Technology 5,694.0 $474K 0.41% NEW $83.23 +3.5%
14 AMD ADVANCED MICRO DEVICES INC Technology 725.0 $421K 0.36% NEW $580.91 -17.2%
15 HYS PIMCO ETF TR 4,481.0 $419K 0.36% NEW $93.53 -0.4%
16 LRCX LAM RESEARCH CORP Technology 937.0 $406K 0.35% NEW $433.33 -27.8%
17 QQQM INVESCO EXCH TRADED FD TR II 1,194.0 $362K 0.31% NEW $302.97 -3.3%
18 CAT CATERPILLAR INC Industrials 334.0 $356K 0.30% NEW $1064.90 -22.8%
19 CVX CHEVRON CORPORATION Energy 2,051.0 $340K 0.29% NEW $165.77 +20.8%
20 GPIQ GOLDMAN SACHS ETF TR 5,250.0 $311K 0.27% NEW $59.31 -4.6%
Page 1 of 3  ·  43 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%