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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  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLK SELECT SECTOR SPDR TR 1,771.0 $337K 0.29% -148.0 -7.7% $190.49 -1.8%
42 NUVEEN REAL ESTATE INCOME FD 38,850.0 $328K 0.28% -500.0 -1.3% $8.43
43 DCI DONALDSON INC Industrials 3,620.0 $325K 0.28% -466.0 -11.4% $89.77 +2.0%
44 RQI COHEN & STEERS QUALITY INCOM Financial Services 25,190.0 $310K 0.27% -700.0 -2.7% $12.31 +0.4%
45 MTZ MASTEC INC Industrials 725.0 $302K 0.26% -567.0 -43.9% $416.06 -39.9%
46 FAST FASTENAL CO Industrials 6,065.0 $291K 0.25% -165.0 -2.6% $48.03 +5.7%
47 BSX BOSTON SCIENTIFIC CORP Healthcare 6,674.0 $285K 0.24% -428.0 -6.0% $42.68 +10.5%
48 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 7,950.0 $280K 0.24% -500.0 -5.9% $35.22 +3.5%
49 FVD FIRST TR EXCHANGE-TRADED FD 5,674.0 $273K 0.23% -342.0 -5.7% $48.18 +4.7%
50 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,918.0 $269K 0.23% -145.0 -4.7% $92.09 -4.5%
51 ECL ECOLAB INC Basic Materials 951.0 $265K 0.23% -102.0 -9.7% $278.61 +2.2%
52 LIN LINDE PLC Basic Materials 506.0 $263K 0.23% -23.0 -4.3% $518.94 -7.1%
53 AVGO BROADCOM INC Technology 674.0 $255K 0.22% -426.0 -38.7% $377.75 -2.8%
54 ITW ILLINOIS TOOL WKS INC Industrials 921.0 $249K 0.21% -148.0 -13.8% $270.56 +3.4%
55 SHW SHERWIN WILLIAMS CO Basic Materials 714.0 $246K 0.21% -69.0 -8.8% $344.32 -0.1%
56 MCD MCDONALDS CORP Consumer Cyclical 870.0 $235K 0.20% -292.0 -25.1% $270.38 -2.8%
57 PHO INVESCO EXCHANGE TRADED FD T 3,385.0 $234K 0.20% -50.0 -1.5% $69.08 +3.9%
58 LLY ELI LILLY & CO Healthcare 170.0 $204K 0.17% -55.0 -24.4% $1199.43 -1.6%
59 ABRDN AUSTRALIA EQUITY FD IN 11,063.0 $137K 0.12% -491.0 -4.2% $12.38
60 RLJ RLJ LODGING TR Real Estate 11,200.0 $133K 0.11% -900.0 -7.4% $11.85 -3.7%
Page 3 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%