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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 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AZO AUTOZONE INC Consumer Cyclical 188.0 $601K 0.52% -19.0 -9.2% $3195.94 -7.8%
62 TDG TRANSDIGM GROUP INC Industrials 448.0 $597K 0.51% NEW $1332.04 -10.5%
63 PEP PEPSICO INC Consumer Defensive 4,396.0 $595K 0.51% -1K -18.8% $135.40 +4.1%
64 NVDA NVIDIA CORPORATION Technology 2,907.0 $582K 0.50% +187.0 +6.9% $200.09 +12.6%
65 ZECP ZACKS TRUST 15,323.0 $578K 0.50% -25K -61.8% $37.74 +1.2%
66 GAB GABELLI EQUITY TR INC Financial Services 102,128.0 $578K 0.50% +5K +4.8% $5.66 +0.8%
67 GRAL GRAIL INC Healthcare 8,415.0 $574K 0.49% -2K -15.1% $68.27 +24.2%
68 MTD METTLER TOLEDO INTERNATIONAL Healthcare 449.0 $574K 0.49% -137.0 -23.4% $1277.51 +11.3%
69 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,629.0 $570K 0.49% -827.0 -15.2% $123.10 +31.9%
70 MPT MEDICAL PROPERTIES TRUST INC Financial Services 121,880.0 $563K 0.48% +37K +43.0% $4.62 -11.9%
71 CHD CHURCH & DWIGHT CO INC Consumer Defensive 5,804.0 $562K 0.48% -165.0 -2.8% $96.89 +6.3%
72 USA LIBERTY ALL STAR EQUITY FD Financial Services 96,680.0 $562K 0.48% -848.0 -0.9% $5.81 +3.5%
73 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 11,060.0 $561K 0.48% +290.0 +2.7% $50.71 -0.3%
74 CORPAY INC 1,663.0 $554K 0.47% NEW $333.27
75 HBAN HUNTINGTON BANCSHARES INC Financial Services 31,259.0 $554K 0.47% -15K -32.1% $17.73 -4.6%
76 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,088.0 $546K 0.47% -437.0 -28.7% $501.59 +26.4%
77 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,404.0 $538K 0.46% -681.0 -22.1% $223.91 +27.5%
78 COHR COHERENT CORP Technology 1,356.0 $535K 0.46% -958.0 -41.4% $394.47 -25.6%
79 EATON VANCE TAX-MANAGED GLOB 54,701.0 $527K 0.45% +2K +3.2% $9.64
80 JEPI J P MORGAN EXCHANGE TRADED F 9,270.0 $524K 0.45% +2K +32.2% $56.48 +2.5%
Page 4 of 10  ·  188 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%