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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 7 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CAT CATERPILLAR INC Industrials 334.0 $356K 0.30% NEW $1064.90 -23.4%
122 KRE SPDR SERIES TRUST 4,698.0 $352K 0.30% -600.0 -11.3% $74.85 -0.6%
123 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 34,922.0 $343K 0.29% +6K +20.8% $9.81 +1.5%
124 CVX CHEVRON CORPORATION Energy 2,051.0 $340K 0.29% NEW $165.77 +20.6%
125 XLK SELECT SECTOR SPDR TR 1,771.0 $337K 0.29% -148.0 -7.7% $190.49 -1.3%
126 ARCC ARES CAPITAL CORP Financial Services 18,180.0 $337K 0.29% +3K +22.4% $18.53 +7.2%
127 FYT FIRST TR EXCHANGE-TRADED ALP 4,704.0 $328K 0.28% $69.82 +3.1%
128 NUVEEN REAL ESTATE INCOME FD 38,850.0 $328K 0.28% -500.0 -1.3% $8.43
129 DCI DONALDSON INC Industrials 3,620.0 $325K 0.28% -466.0 -11.4% $89.77 +3.0%
130 CPRT COPART INC Industrials 11,381.0 $321K 0.28% +1K +12.8% $28.19 +16.2%
131 GPIQ GOLDMAN SACHS ETF TR 5,250.0 $311K 0.27% NEW $59.31 -3.7%
132 RQI COHEN & STEERS QUALITY INCOM Financial Services 25,190.0 $310K 0.27% -700.0 -2.7% $12.31 +0.1%
133 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 21,241.0 $309K 0.27% +650.0 +3.2% $14.54 -0.3%
134 IJR ISHARES TR 2,078.0 $308K 0.26% NEW $148.31 -1.0%
135 NBXG NEUBERGER NEXT GENERATION Financial Services 18,360.0 $304K 0.26% +4K +27.9% $16.54 -7.7%
136 MTZ MASTEC INC Industrials 725.0 $302K 0.26% -567.0 -43.9% $416.06 -40.0%
137 FAST FASTENAL CO Industrials 6,065.0 $291K 0.25% -165.0 -2.6% $48.03 +6.5%
138 BSX BOSTON SCIENTIFIC CORP Healthcare 6,674.0 $285K 0.24% -428.0 -6.0% $42.68 +9.6%
139 XYLD GLOBAL X FDS 6,950.0 $283K 0.24% +2K +27.5% $40.79 +1.8%
140 WM WASTE MGMT INC DEL Industrials 1,263.0 $281K 0.24% +51.0 +4.2% $222.88 -2.1%
Page 7 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%