Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | — | Icici Bank Ltd | — | 30.0 | $894.0 | — | — | — | $29.80 | — |
| 202 | RLAY | Relay Therapeutics Inc | Healthcare | 100.0 | $846.0 | — | — | — | $8.46 | +41.8% |
| 203 | SMCI | Super Micro Computer Inc | Technology | 25.0 | $732.0 | — | — | — | $29.28 | +7.7% |
| 204 | BP | Bp Plc Adr | Energy | 21.0 | $729.0 | — | — | — | $34.71 | +32.9% |
| 205 | DGRO | Ishares Core Dividend | — | 10.0 | $694.0 | — | NEW | — | $69.40 | +5.8% |
| 206 | COIN | Coinbase Global Inc | Financial Services | 3.0 | $678.0 | — | NEW | — | $226.00 | -15.5% |
| 207 | — | T-Rex 2x Inverse Tesla Daily Target EFT | — | 54.0 | $641.0 | — | -1K | -95.1% | $11.87 | — |
| 208 | SCHD | Schwab US Dividend | — | 20.0 | $549.0 | — | NEW | — | $27.45 | +16.4% |
| 209 | BRCC | Brc Inc | Consumer Defensive | 453.0 | $503.0 | — | +401.0 | +771.1% | $1.11 | +50.4% |
| 210 | MMYT | MakeMyTrip Limited | Consumer Cyclical | 6.0 | $493.0 | — | — | — | $82.17 | -49.3% |
| 211 | FBTC | Fidelity Wise Origin | Financial Services | 6.0 | $457.0 | — | -29.0 | -82.9% | $76.17 | -12.0% |
| 212 | AIRG | Airgain Incorporarated | Technology | 100.0 | $406.0 | — | — | — | $4.06 | +72.2% |
| 213 | KMX | Carmax Inc | Consumer Cyclical | 10.0 | $386.0 | — | — | — | $38.60 | -7.3% |
| 214 | RIVN | Rivian Automotive Inc | Consumer Cyclical | 17.0 | $335.0 | — | — | — | $19.71 | -34.7% |
| 215 | MBC | Masterbrand Inc | Consumer Cyclical | 29.0 | $320.0 | — | — | — | $11.03 | -38.8% |
| 216 | NAUT | Nautilus Biotechnology | Healthcare | 150.0 | $293.0 | — | — | — | $1.95 | +20.3% |
| 217 | — | Zk Intl Group Co Ltd | — | 143.0 | $215.0 | — | — | — | $1.50 | — |
| 218 | — | Metallus Inc | — | 12.0 | $206.0 | — | — | — | $17.17 | — |
| 219 | ZION | Zions Bancorp | Financial Services | 3.0 | $181.0 | — | +2.0 | +200.0% | $60.33 | +0.6% |
| 220 | CTSO | Cytosorbents Corpora | Healthcare | 250.0 | $160.0 | — | — | — | $0.64 | -29.6% |
① 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
69.9%
Energy
16.5%
Technology
7.8%
Industrials
2.4%
Consumer Cyclical
1.6%
Consumer Defensive
0.7%
Healthcare
0.5%
Basic Materials
0.2%
Utilities
0.2%
Communication Services
0.1%