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Portfolio (Quarterly) Guide ↗

Advisory Advocates, LLC

· CIK 0002111697
13F Portfolio $101M AUM 168 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 168 New
Page 7 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,063.0 $279K 0.28% NEW $91.21 +0.8%
122 FVD FIRST TR EXCHANGE-TRADED FD 6,016.0 $277K 0.28% NEW $46.08 +3.0%
123 ECL ECOLAB INC Basic Materials 1,053.0 $276K 0.28% NEW $262.52 -6.4%
124 XLK SELECT SECTOR SPDR TR 1,919.0 $276K 0.28% NEW $143.94 +23.1%
125 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 28,922.0 $276K 0.27% NEW $9.53 -2.2%
126 VUG VANGUARD INDEX FDS 558.0 $272K 0.27% NEW $487.86 -82.1%
127 FYT FIRST TR EXCHANGE-TRADED ALP 4,702.0 $267K 0.27% NEW $56.69 +14.4%
128 WM WASTE MGMT INC DEL Industrials 1,212.0 $266K 0.27% NEW $219.71 +1.2%
129 ITW ILLINOIS TOOL WKS INC Industrials 1,069.0 $263K 0.26% NEW $246.33 +0.4%
130 EPR EPR PPTYS Real Estate 5,203.0 $260K 0.26% NEW $49.90 +16.1%
131 CAMX ADVISORS INNER CIRCLE FD 8,170.0 $257K 0.26% NEW $31.51 +6.6%
132 SHW SHERWIN WILLIAMS CO Basic Materials 783.0 $254K 0.25% NEW $324.03 -7.7%
133 FAST FASTENAL CO Industrials 6,230.0 $250K 0.25% NEW $40.13 +8.6%
134 PHO INVESCO EXCHANGE TRADED FD T 3,435.0 $242K 0.24% NEW $70.41 -7.9%
135 LLY ELI LILLY & CO Healthcare 225.0 $242K 0.24% NEW $1074.68 -5.0%
136 RMT ROYCE MICRO-CAP TR INC Financial Services 23,180.0 $242K 0.24% NEW $10.43 +26.6%
137 ANNALY CAPITAL MANAGEMENT IN 10,531.0 $235K 0.23% NEW $22.36
138 NSC NORFOLK SOUTHN CORP Industrials 811.0 $234K 0.23% NEW $288.72 +10.2%
139 LIN LINDE PLC Basic Materials 529.0 $226K 0.22% NEW $426.39 +18.7%
140 GLD SPDR GOLD TR Financial Services 562.0 $223K 0.22% NEW $396.31 +3.8%
Page 7 of 9  ·  168 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 37.2%
Technology 14.5%
Consumer Cyclical 10.5%
Healthcare 10.2%
Consumer Defensive 8.5%
Industrials 7.4%
Communication Services 5.5%
Real Estate 2.4%
Energy 1.8%
Basic Materials 1.1%