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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 9 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 QQQ INVESCO QQQ TR Financial Services 321.0 $236K 0.20% NEW $736.40 -2.4%
162 MCD MCDONALDS CORP Consumer Cyclical 870.0 $235K 0.20% -292.0 -25.1% $270.38 -3.1%
163 IEMG ISHARES INC 2,838.0 $235K 0.20% NEW $82.85 -0.6%
164 PHO INVESCO EXCHANGE TRADED FD T 3,385.0 $234K 0.20% -50.0 -1.5% $69.08 +4.7%
165 BAC BANK OF AMER CORP Financial Services 4,084.0 $233K 0.20% NEW $56.98 +8.3%
166 VOT VANGUARD INDEX FDS 749.0 $229K 0.20% $306.30 +0.3%
167 PWR QUANTA SVCS INC Industrials 314.0 $226K 0.19% NEW $720.04 -13.6%
168 MPWR MONOLITHIC PWR SYS INC Technology 158.0 $218K 0.19% NEW $1382.36 -4.9%
169 BLOCK INC 2,818.0 $214K 0.18% NEW $76.00
170 SOLV SOLVENTUM CORP Healthcare 2,753.0 $212K 0.18% NEW $77.15 +19.6%
171 USAC USA COMPRESSION PARTNERS LP Energy 8,000.0 $211K 0.18% NEW $26.39 +1.9%
172 PSA PUBLIC STORAGE Real Estate 658.0 $209K 0.18% NEW $318.26 -0.7%
173 FCFS FIRSTCASH HOLDINGS INC Financial Services 954.0 $206K 0.18% NEW $216.32 +3.8%
174 IBM INTERNATIONAL BUSINESS MACHS Technology 732.0 $206K 0.18% NEW $281.21 -15.2%
175 LLY ELI LILLY & CO Healthcare 170.0 $204K 0.17% -55.0 -24.4% $1199.43 -1.4%
176 RITM RITHM CAPITAL CORP Real Estate 18,300.0 $172K 0.15% +900.0 +5.2% $9.39 +7.9%
177 ABRDN AUSTRALIA EQUITY FD IN 11,063.0 $137K 0.12% -491.0 -4.2% $12.38
178 RLJ RLJ LODGING TR Real Estate 11,200.0 $133K 0.11% -900.0 -7.4% $11.85 -2.5%
179 GGT GABELLI MULTIMEDIA TR INC Financial Services 30,400.0 $128K 0.11% $4.21 -2.5%
180 JFR NUVEEN FLOATING RATE INCOME Financial Services 16,534.0 $127K 0.11% $7.67 -0.8%
Page 9 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%