Your Advocates Ltd., LLP
Sector Allocation
- Other87.4%$305.9M
- Technology5.8%$20.2M
- Financials4.8%$16.9M
- Energy1.4%$4.8M
- Industrials0.2%$854,737
- Consumer Discretionary0.1%$481,015
- Consumer Staples0.1%$351,737
- Healthcare0.0%$136,252
- Real Estate0.0%$94,478
- Materials0.0%$65,191
AUM History
13fpro.ai/research/fund/your-advocates-ltd-llp-1774437
Conviction and streaks
Stable · top 10 = 89.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- Dimensional$86.0M
- Dimensional$46.0M
- Dimensional$34.0M
- Dimensional$28.6M
- Schwab$26.1M
- SPDR$23.9M
- Schwab$23.5M
META
$17.4MGLD
$16.3M- Schwab$12.5M
- Schwab$8.5M
- Schwab$7.9M
XOM.R34088
$2.5MCOP
$1.9MAAPL
$1.6MSPY
$1.6M- Vanguard$1.4M
- American$973K
- Innovator$584K
- Schwab$535K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/your-advocates-ltd-llp-1774437
Your Advocates Ltd., LLP 13F holdings — Q2 2026
$349.9M portfolio (+6.7% QoQ) · 209 holdings · Q2 2026 13F · top 10 are 90% of the stock portfolio
- 1
Dimensional US Core - COM
$86.0M
24.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
Dimensional ETF Int'l Core Equity 2 - COM
$46.0M
13.1% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
Dimensional ETF Emerg. Markets Core Equity - COM
$34.0M
9.7% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
Dimensional US Small Cap ETF - COM
$28.6M
8.2% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
Schwab Intermediate Term US Treas - COM
$26.1M
7.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR Intermediate Term Corporate - COM
$23.9M
6.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
Schwab Fundamental US Large Company ETF - COM
$23.5M
6.7% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $17.4M
5.0% of stocks
+6%This quarter+7.1%Since filed10+ qtrsHeld$16.3M
4.7% of stocks
+0.5%This quarter-5.6%Since filed10+ qtrsHeld- 10
Schwab Fundamental Intl Lg Co ETF - COM
$12.5M
3.6% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional US Core - COM | $86.0M | 24.6% | -1% | — | — | — | — | |
| 2 | Dimensional ETF Int'l Core Equity 2 - COM | $46.0M | 13.1% | -1% | — | — | — | — | |
| 3 | Dimensional ETF Emerg. Markets Core Equity - COM | $34.0M | 9.7% | -5% | — | — | — | — | |
| 4 | Dimensional US Small Cap ETF - COM | $28.6M | 8.2% | +0.3% | — | — | — | — | |
| 5 | Schwab Intermediate Term US Treas - COM | $26.1M | 7.5% | +6% | — | — | — | — | |
| 6 | SPDR Intermediate Term Corporate - COM | $23.9M | 6.8% | +5% | — | — | — | — | |
| 7 | Schwab Fundamental US Large Company ETF - COM | $23.5M | 6.7% | -2% | — | — | — | — | |
| 8 | $17.4M | 5.0% | +6% | +7.1% | 10+ qtrsAdded 7 qtrs in a row | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $16.3M | 4.7% | +0.5% | -5.6% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | Schwab Fundamental Intl Lg Co ETF - COM | $12.5M | 3.6% | -4% | — | — | — | — |
All holdings — Your Advocates Ltd., LLP (Q2 2026)
209 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | Schwab Fundamental Emerg Mkts Lg Co ETF - COMetf/fund | — | $8.5M | 2.4% | 215K | -3% | — | — | 13F |
| 12 | — | Schwab Fundamental US Small Company ETF - COMetf/fund | — | $7.9M | 2.3% | 208K | -1% | — | — | 13F |
| 13 | EXXON MOBIL CORP | Energy | $2.5M | 0.7% | 18K | +0.6% | 10+ qtrs | 57.8 | 13F | |
| 14 | CONOCOPHILLIPS | Energy | $1.9M | 0.5% | 18K | -8% | 10+ qtrs | 67.9 | 13F | |
| 15 | Apple Inc. | Technology | $1.6M | 0.5% | 5,565 | -0.1% | 10+ qtrs | 75.7 | 13F | |
| 16 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.6M | 0.5% | 2,150 | -9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | Vanguard Total Stock Mkt - COMetf/fund | — | $1.4M | 0.4% | 3,847 | +0.2% | — | — | 13F |
| 18 | — | American Beacon AHL Trend ETF - COMetf/fund | — | $973K | 0.3% | 34K | +22% | — | — | 13F |
| 19 | — | Innovator US Equity - COM | — | $584K | 0.2% | 17K | — | — | — | 13F |
| 20 | — | Schwab US Broad Market - COM | — | $535K | 0.1% | 18K | -5% | — | — | 13F |
| 21 | — | VANGUARD STAR FD TL INTL STK F ETF - COMetf/fund | — | $520K | 0.1% | 6,088 | +0.5% | — | — | 13F |
| 22 | — | Schwab US Large Cap ETF - COMetf/fund | — | $459K | 0.1% | 16K | +2% | — | — | 13F |
| 23 | — | Franklin Liberty International Aggregate Bond ETF - COMnote | — | $338K | 0.1% | 16K | -2% | — | — | 13F |
| 24 | AECOM | Technology | $262K | 0.1% | 3,752 | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | WisdomTree, Inc.etf/fund | Financials | $234K | 0.1% | 4,352 | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $DOV | DOVER Corp | Industrials | $222K | 0.1% | 1,412 | +24% | |||
| 27 | — | Ishares Core Msci Eafe - COM | — | $205K | 0.1% | 2,124 | +6% | |||
| 28 | — | iShares ESG MSCI USA Leaders ETF - COM | — | $189K | 0.1% | 1,421 | +0.3% | |||
| 29 | $MSFT | MICROSOFT CORP | Technology | $183K | 0.1% | 491 | +1% | |||
| 30 | — | Vanguard S&P 500 ETF SHS - COM | — | $181K | 0.1% | 264 | -6% | |||
| 31 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $166K | 0.1% | 2,008 | +265% | |||
| 32 | $TSLA | Tesla, Inc. | Consumer Discretionary | $162K | 0.1% | 385 | -13% | |||
| 33 | $SLB | SLB LIMITED/NV | Energy | $151K | 0.0% | 3,254 | — | |||
| 34 | $GE | GENERAL ELECTRIC CO | Industrials | $131K | 0.0% | 350 | — | |||
| 35 | — | Ea Bridgeway Omni Sml - COM | — | $122K | 0.0% | 4,163 | — | |||
| 36 | — | iShares Core S&P Total US Stock Mkt ETF - COM | — | $119K | 0.0% | 727 | — | |||
| 37 | $MPC | Marathon Petroleum Corp | Energy | $114K | 0.0% | 447 | -33% | |||
| 38 | $AMZN | AMAZON COM INC | Consumer Discretionary | $114K | 0.0% | 477 | +1% | |||
| 39 | — | SPDR Short Term Treasury ETF - COM | — | $113K | 0.0% | 3,895 | +15% | |||
| 40 | — | Pimco Active Bond ETF - COM | — | $113K | 0.0% | 1,220 | -45% | |||
| 41 | $FDX | FEDEX CORP | Industrials | $104K | 0.0% | 331 | — | |||
| 42 | $GEV | GE Vernova Inc. | Industrials | $102K | 0.0% | 87 | — | |||
| 43 | — | Spdr Dow Jones Indl Avg - COM | — | $101K | 0.0% | 193 | +0.5% | |||
| 44 | — | IShares Russell 2000 - COM | — | $100K | 0.0% | 333 | -0.9% | |||
| 45 | $RKLB | Rocket Lab Corp | Industrials | $99K | 0.0% | 971 | New | |||
| 46 | $ALL | ALLSTATE CORP | Financials | $95K | 0.0% | 400 | — | |||
| 47 | $PLD | Prologis, Inc. | Real Estate | $94K | 0.0% | 697 | New | |||
| 48 | $KO | COCA COLA CO | Consumer Staples | $88K | 0.0% | 1,078 | +0.5% | |||
| 49 | $DELL | Dell Technologies Inc. | Technology | $86K | 0.0% | 200 | — | |||
| 50 | $TOST | Toast, Inc. | Technology | $84K | 0.0% | 3,008 | +15% | |||
| 51 | — | SPDR Series Trust Portfolio Intermediate Term ETF - COM | — | $78K | 0.0% | 2,754 | — | |||
| 52 | $MCO | MOODYS CORP /DE/ | Financials | $77K | 0.0% | 171 | — | |||
| 53 | $HPQ | HP INC | Technology | $76K | 0.0% | 3,473 | — | |||
| 54 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $76K | 0.0% | 103 | New | |||
| 55 | $YUM | YUM BRANDS INC | Consumer Discretionary | $70K | 0.0% | 438 | +281% | |||
| 56 | — | Franklin BSP Capital Corp - COM | — | $70K | 0.0% | 5,198 | New | |||
| 57 | $CTVA | Corteva, Inc. | Consumer Staples | $69K | 0.0% | 810 | — | |||
| 58 | — | Ishares Core Msci - COM | — | $66K | 0.0% | 795 | — | |||
| 59 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $62K | 0.0% | 150 | — | |||
| 60 | $NVDA | NVIDIA CORP | Technology | $61K | 0.0% | 303 | +36% | |||
| 61 | — | iShares ESG Aware MSCI EAFE ETF - COM | — | $59K | 0.0% | 577 | +0.7% | |||
| 62 | — | Avantis International - COM | — | $58K | 0.0% | 648 | -21% | |||
| 63 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $55K | 0.0% | 1,122 | +725% | |||
| 64 | — | FTSE RAFI US 1500 Small Cap - COM | — | $53K | 0.0% | 956 | — | |||
| 65 | — | iShare ESG Aware MSCI - COM | — | $53K | 0.0% | 941 | +0.1% | |||
| 66 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $51K | 0.0% | 146 | — | |||
| 67 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $51K | 0.0% | 227 | — | |||
| 68 | $KEYS | Keysight Technologies, Inc. | Technology | $49K | 0.0% | 140 | — | |||
| 69 | $PEP | PEPSICO INC | Consumer Staples | $48K | 0.0% | 353 | +1% | |||
| 70 | $GRMN | GARMIN LTD | Technology | $48K | 0.0% | 200 | — | |||
| 71 | — | FTSE RAFI Internat'l Dev Mkts - COM | — | $44K | 0.0% | 577 | -33% | |||
| 72 | $URI | UNITED RENTALS, INC. | Industrials | $42K | 0.0% | 37 | — | |||
| 73 | $AVGO | Broadcom Inc. | Technology | $42K | 0.0% | 110 | — | |||
| 74 | $SHOP | SHOPIFY INC. | Technology | $41K | 0.0% | 360 | — | |||
| 75 | — | Vanguard Mid Cap ETF - COM | — | $40K | 0.0% | 496 | +300% | |||
| 76 | $IAU | ISHARES GOLD TRUST | Financials | $40K | 0.0% | 526 | -36% | |||
| 77 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $39K | 0.0% | 296 | — | |||
| 78 | — | iShares Russell Mid Cap - COM | — | $39K | 0.0% | 267 | — | |||
| 79 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $37K | 0.0% | 40 | — | |||
| 80 | $CAT | CATERPILLAR INC | Industrials | $37K | 0.0% | 35 | — | |||
| 81 | — | Dimensnl Interntl Sus - COM | — | $37K | 0.0% | 825 | — | |||
| 82 | $DD | DuPont de Nemours, Inc. | Materials | $36K | 0.0% | 269 | -67% | |||
| 83 | $CQP | Cheniere Energy Partners, L.P. | Energy | $35K | 0.0% | 145 | — | |||
| 84 | — | Spdr S&P Oil & Gas Expl & Prod - COM | — | $34K | 0.0% | 222 | — | |||
| 85 | — | Vanguard Value - COM | — | $34K | 0.0% | 155 | — | |||
| 86 | — | Ishares Core S&P Small - COM | — | $34K | 0.0% | 227 | — | |||
| 87 | $WMT | Walmart Inc. | Consumer Staples | $33K | 0.0% | 292 | +74% | |||
| 88 | — | Vanguard Small Cap Etf - COM | — | $33K | 0.0% | 109 | — | |||
| 89 | — | AMERICAN CENTURY INVESTMENTS A VANTIS US SML CP VA - COM | — | $32K | 0.0% | 253 | -63% | |||
| 90 | — | Vanguard MSCI EAFE ETF - COM | — | $31K | 0.0% | 440 | — | |||
| 91 | — | SPDR Portfolio Emerging Markets ETF - COM | — | $30K | 0.0% | 576 | -6% | |||
| 92 | $NFLX | NETFLIX INC | Communication Services | $29K | 0.0% | 410 | +273% | |||
| 93 | — | Schwab International Equity ETF - COM | — | $28K | 0.0% | 1,024 | +30% | |||
| 94 | — | Ishares S&P Mid Cap - COM | — | $28K | 0.0% | 237 | New | |||
| 95 | $APH | AMPHENOL CORP /DE/ | Technology | $26K | 0.0% | 150 | — | |||
| 96 | — | Dimensional World Equity - COM | — | $26K | 0.0% | 316 | +38% | |||
| 97 | $WT | WisdomTree, Inc. | Financials | $26K | 0.0% | 444 | — | |||
| 98 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $25K | 0.0% | 165 | New | |||
| 99 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $25K | 0.0% | 240 | — | |||
| 100 | $MCD | MCDONALDS CORP | Consumer Discretionary | $24K | 0.0% | 89 | +1% | |||
| 101 | $UNP | UNION PACIFIC CORP | Industrials | $23K | 0.0% | 85 | — | |||
| 102 | $DOW | DOW INC. | Materials | $21K | 0.0% | 750 | — | |||
| 103 | — | iShares Trust US Treasury Bond ETF - COM | — | $20K | 0.0% | 873 | — | |||
| 104 | — | Vanguard Mega Cap Growth - COM | — | $20K | 0.0% | 225 | +400% | |||
| 105 | — | DFA Emerging Mkts Value ETF - COM | — | $18K | 0.0% | 427 | — | |||
| 106 | — | iShares ESG U.S. Aggregate Bond ETF - COM | — | $18K | 0.0% | 378 | — | |||
| 107 | — | FTSE RAFI Emerg Mkts - COM | — | $17K | 0.0% | 615 | -6% | |||
| 108 | — | Sector Spdr Engy Select - COM | — | $16K | 0.0% | 300 | New | |||
| 109 | $YUMC | Yum China Holdings, Inc. | Consumer Discretionary | $16K | 0.0% | 388 | +237% | |||
| 110 | $RVSN | Rail Vision Ltd. | Industrials | $15K | 0.0% | 3,333 | — | |||
| 111 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $15K | 0.0% | 19 | -24% | |||
| 112 | $UBER | Uber Technologies, Inc | Technology | $14K | 0.0% | 200 | +300% | |||
| 113 | — | Gmo International Value - COM | — | $14K | 0.0% | 370 | — | |||
| 114 | — | Schwab Emerging Markets Equity ETF - COM | — | $14K | 0.0% | 377 | -70% | |||
| 115 | $CLS | CELESTICA INC | Technology | $13K | 0.0% | 273 | — | |||
| 116 | $YSS | York Space Systems Inc. | Industrials | $12K | 0.0% | 500 | -50% | |||
| 117 | $AME | AMETEK INC/ | Industrials | $12K | 0.0% | 50 | — | |||
| 118 | — | iShares S&P Euro - COM | — | $12K | 0.0% | 163 | — | |||
| 119 | — | Vanguard Total World - COM | — | $12K | 0.0% | 172 | +39% | |||
| 120 | $EOSE | Eos Energy Enterprises, Inc. | Technology | $12K | 0.0% | 2,000 | New | |||
| 121 | $MS | MORGAN STANLEY | Financials | $12K | 0.0% | 56 | — | |||
| 122 | $TEM | Tempus AI, Inc. | Technology | $12K | 0.0% | 200 | — | |||
| 123 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $12K | 0.0% | 35 | — | |||
| 124 | — | Vanguard Mid Cap Value - COM | — | $11K | 0.0% | 58 | — | |||
| 125 | $VIK | Viking Holdings Ltd | Industrials | $10K | 0.0% | 100 | — | |||
| 126 | — | iShares ESG 1-5 Year USD Corporate Bond ETF - COM | — | $10K | 0.0% | 406 | — | |||
| 127 | $USB | US BANCORP DE | Financials | $10K | 0.0% | 165 | — | |||
| 128 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $10K | 0.0% | 45 | — | |||
| 129 | — | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund - COM | — | $9K | 0.0% | 49 | — | |||
| 130 | $CGNX | COGNEX CORP | Technology | $9K | 0.0% | 121 | — | |||
| 131 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $9K | 0.0% | 96 | +28% | |||
| 132 | $T | AT&T INC. | Communication Services | $8K | 0.0% | 400 | New | |||
| 133 | $ONDS | Ondas Inc. | Technology | $8K | 0.0% | 1,000 | New | |||
| 134 | $ASML | ASML HOLDING NV | Technology | $8K | 0.0% | 4 | — | |||
| 135 | — | iShares Core S&P 500 ETF - COM | — | $8K | 0.0% | 16 | -75% | |||
| 136 | — | FTSE RAFI 1000 US Lg Cap - COM | — | $8K | 0.0% | 145 | -73% | |||
| 137 | — | Fidelity Value Factor - COM | — | $8K | 0.0% | 99 | New | |||
| 138 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $7K | 0.0% | 25 | — | |||
| 139 | $AMGN | AMGEN INC | Healthcare | $7K | 0.0% | 18 | — | |||
| 140 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $6K | 0.0% | 200 | — | |||
| 141 | $SYK | STRYKER CORP | Healthcare | $6K | 0.0% | 20 | — | |||
| 142 | $ATR | APTARGROUP, INC. | Materials | $6K | 0.0% | 50 | — | |||
| 143 | $GOOG | Alphabet Inc. | Technology | $6K | 0.0% | 17 | -15% | |||
| 144 | $XYL | Xylem Inc. | Industrials | $6K | 0.0% | 50 | — | |||
| 145 | — | Rbb Fd Tr Mufg Japan - COM | — | $6K | 0.0% | 94 | — | |||
| 146 | $EROC | ERock, Inc. | Technology | $6K | 0.0% | 400 | New | |||
| 147 | $SNPS | SYNOPSYS INC | Technology | $5K | 0.0% | 12 | — | |||
| 148 | — | Equitable Resources Inc - COM | — | $5K | 0.0% | 100 | — | |||
| 149 | $WT | WisdomTree, Inc. | Financials | $5K | 0.0% | 49 | — | |||
| 150 | — | Invesco ETF D TR WILDERHIL CLAN ETF - COM | — | $5K | 0.0% | 131 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 18 new, 46 added to, 37 trimmed, 40 sold out. Share-count changes; largest moves by dollar size first.
New positions (18)
$RKLBRocket Lab Corp$99K
first bought this quarter
$PLDPrologis, Inc.$94K
first bought this quarter
$PGPROCTER & GAMBLE Co$76K
first bought this quarter
- Franklin BSP Capital Corp - COM$70K
first bought this quarter
- Ishares S&P Mid Cap - COM$28K
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$25K
first bought this quarter
+12 more in the Excel export
Added to (46)
- Schwab Intermediate Term US Treas - COM+6%
now $26.1M
- SPDR Intermediate Term Corporate - COM+5%
now $23.9M
now $17.4M · held 10+ qtrs, 7 adds in a row
- American Beacon AHL Trend ETF - COM+22%
now $973K
$WFCWELLS FARGO & COMPANY/MN+265%
now $166K · held 3 qtrs
- Dimensional US Small Cap ETF - COM+0.3%
now $28.6M
+40 more in the Excel export
Trimmed (37)
- Dimensional ETF Emerg. Markets Core Equity - COM-5%
now $34.0M
- Dimensional US Core - COM-1%
now $86.0M
- Dimensional ETF Int'l Core Equity 2 - COM-1%
now $46.0M
- Schwab Fundamental Intl Lg Co ETF - COM-4%
now $12.5M
- Schwab Fundamental US Large Company ETF - COM-2%
now $23.5M
- Schwab Fundamental Emerg Mkts Lg Co ETF - COM-3%
now $8.5M
+31 more in the Excel export
Holdings by quarter
Every 13F Your Advocates Ltd., LLP has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow Your Advocates Ltd., LLP?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Your Advocates Ltd., LLP's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+2.6%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 11% over the last 4
Top 10 weight
90%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Your Advocates Ltd., LLP disclosed 209 positions worth $349.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 18 new positions and exited 40 — including a new stake in $RKLB and a full exit from $MNPR. The portfolio is most concentrated in Other (87.4% of disclosed assets). All figures are sourced directly from Your Advocates Ltd., LLP’s Form 13F-HR filing with the SEC under CIK 1774437.
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AI-Powered Hedge Fund Analysis: Your Advocates Ltd., LLP
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