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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XYLD GLOBAL X FDS 5,450.0 $221K 0.22% NEW $40.63 -1.3%
142 CET CENTRAL SECS CORP Financial Services 4,345.0 $220K 0.22% NEW $50.71 +4.5%
143 SBUX STARBUCKS CORP Consumer Cyclical 2,607.0 $220K 0.22% NEW $84.20 +25.6%
144 AJG GALLAGHER ARTHUR J & CO Financial Services 847.0 $219K 0.22% NEW $258.79 -22.6%
145 RMD RESMED INC Healthcare 904.0 $218K 0.22% NEW $240.87 -13.8%
146 DELL DELL TECHNOLOGIES INC Technology 1,682.0 $212K 0.21% NEW $125.87 +90.6%
147 JPM JPMORGAN CHASE & CO. Financial Services 655.0 $211K 0.21% NEW $322.22 -8.8%
148 VOT VANGUARD INDEX FDS 749.0 $209K 0.21% NEW $279.14 +0.8%
149 WAB WABTEC Industrials 976.0 $208K 0.21% NEW $213.44 +20.4%
150 WAT WATERS CORP Healthcare 546.0 $207K 0.21% NEW $379.83 -13.9%
151 NBXG NEUBERGER NEXT GENERATION Financial Services 14,360.0 $207K 0.21% NEW $14.44 +5.0%
152 AIT APPLIED INDL TECHNOLOGIES IN Industrials 796.0 $204K 0.20% NEW $256.90 +17.2%
153 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,745.0 $202K 0.20% NEW $53.94 +8.7%
154 RITM RITHM CAPITAL CORP Real Estate 17,400.0 $190K 0.19% NEW $10.90 -15.8%
155 VFC V F CORP Consumer Cyclical 10,003.0 $181K 0.18% NEW $18.08 -10.3%
156 GHI GREYSTONE HOUSING IMPACT INV Financial Services 22,064.0 $152K 0.15% NEW $6.89 -24.1%
157 ABRDN AUSTRALIA EQUITY FD IN 11,554.0 $149K 0.15% NEW $12.92
158 PTY PIMCO CORPORATE & INCOME OPP Financial Services 11,541.0 $149K 0.15% NEW $12.90 -9.0%
159 FLO FLOWERS FOODS INC Consumer Defensive 11,959.0 $130K 0.13% NEW $10.88 -35.8%
160 ABR ARBOR REALTY TRUST INC Real Estate 16,700.0 $130K 0.13% NEW $7.76 -25.8%
Page 8 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%