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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 5 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EPD ENTERPRISE PRODS PARTNERS L 14,092.0 $518K 0.44% -4K -20.5% $36.76
82 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 7,976.0 $514K 0.44% NEW $64.45 -0.1%
83 NVO NOVO-NORDISK A S Healthcare 10,641.0 $510K 0.44% +1K +12.1% $47.94 -4.1%
84 AMLP ALPS ETF TR 9,793.0 $508K 0.43% +800.0 +8.9% $51.85 +6.1%
85 HD HOME DEPOT INC Consumer Cyclical 1,392.0 $491K 0.42% +71.0 +5.4% $352.74 -6.0%
86 GPN GLOBAL PMTS INC Industrials 6,758.0 $490K 0.42% NEW $72.56 +27.3%
87 IRM IRON MTN INC DEL Real Estate 3,870.0 $489K 0.42% -2K -37.0% $126.31 -2.7%
88 SGOV ISHARES TR 4,731.0 $476K 0.41% NEW $100.68 -0.0%
89 DSGX DESCARTES SYS GROUP INC Technology 6,867.0 $475K 0.41% +2K +42.7% $69.24 +15.9%
90 PLUS EPLUS INC Technology 5,694.0 $474K 0.41% NEW $83.23 +4.1%
91 JNJ JOHNSON & JOHNSON Healthcare 1,825.0 $464K 0.40% -208.0 -10.2% $254.02 +5.1%
92 RMT ROYCE MICRO-CAP TR INC Financial Services 31,355.0 $459K 0.39% +8K +35.3% $14.64 -2.3%
93 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,673.0 $455K 0.39% -852.0 -33.7% $271.95 -13.5%
94 VEA VANGUARD TAX-MANAGED FDS 6,360.0 $453K 0.39% $71.24 +2.9%
95 CET CENTRAL SECS CORP Financial Services 8,578.0 $450K 0.39% +4K +97.4% $52.45 +4.4%
96 V VISA INC Financial Services 1,286.0 $441K 0.38% +266.0 +26.1% $343.09 +11.1%
97 GS GOLDMAN SACHS GROUP INC Financial Services 433.0 $438K 0.38% -8.0 -1.8% $1010.44 +3.0%
98 CMCSA COMCAST CORP NEW Communication Services 17,344.0 $426K 0.36% +1K +7.4% $24.55 +9.4%
99 AMD ADVANCED MICRO DEVICES INC Technology 725.0 $421K 0.36% NEW $580.91 -18.5%
100 HYS PIMCO ETF TR 4,481.0 $419K 0.36% NEW $93.53 -0.4%
Page 5 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%