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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GRAL GRAIL INC Healthcare 8,415.0 $574K 0.49% -2K -15.1% $68.27 +21.0%
22 MTD METTLER TOLEDO INTERNATIONAL Healthcare 449.0 $574K 0.49% -137.0 -23.4% $1277.51 +11.0%
23 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,629.0 $570K 0.49% -827.0 -15.2% $123.10 +31.5%
24 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,804.0 $562K 0.48% -165.0 -2.8% $96.89 +4.6%
25 USA LIBERTY ALL STAR EQUITY FD Financial Services 96,680.0 $562K 0.48% -848.0 -0.9% $5.81 +3.4%
26 HBAN HUNTINGTON BANCSHARES INC Financial Services 31,259.0 $554K 0.47% -15K -32.1% $17.73 -5.1%
27 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,088.0 $546K 0.47% -437.0 -28.7% $501.59 +25.4%
28 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,404.0 $538K 0.46% -681.0 -22.1% $223.91 +26.7%
29 COHR COHERENT CORP Technology 1,356.0 $535K 0.46% -958.0 -41.4% $394.47 -25.4%
30 EPD ENTERPRISE PRODS PARTNERS L 14,092.0 $518K 0.44% -4K -20.5% $36.76
31 IRM IRON MTN INC DEL Real Estate 3,870.0 $489K 0.42% -2K -37.0% $126.31 -2.6%
32 JNJ JOHNSON & JOHNSON Healthcare 1,825.0 $464K 0.40% -208.0 -10.2% $254.02 +4.1%
33 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,673.0 $455K 0.39% -852.0 -33.7% $271.95 -12.1%
34 GS GOLDMAN SACHS GROUP INC Financial Services 433.0 $438K 0.38% -8.0 -1.8% $1010.44 +2.9%
35 DELL DELL TECHNOLOGIES INC Technology 956.0 $412K 0.35% -726.0 -43.2% $431.29 +8.7%
36 TJX TJX COS INC NEW Consumer Cyclical 2,647.0 $401K 0.34% -230.0 -8.0% $151.51 -10.9%
37 CASY CASEYS GEN STORES INC Consumer Cyclical 483.0 $384K 0.33% -1K -73.0% $794.79 -1.1%
38 SYK STRYKER CORPORATION Healthcare 1,152.0 $363K 0.31% -9.0 -0.8% $314.84 +2.8%
39 DGX QUEST DIAGNOSTICS INC Healthcare 1,701.0 $361K 0.31% -120.0 -6.6% $211.99 +15.7%
40 KRE SPDR SERIES TRUST 4,698.0 $352K 0.30% -600.0 -11.3% $74.85 -1.8%
Page 2 of 4  ·  61 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%