ADVOCATE GROUP LLC
Sector Allocation
- Other22.5%$145.6M
- Healthcare12.5%$80.8M
- Technology11.8%$76.4M
- Consumer Staples10.1%$65.2M
- Utilities7.7%$49.8M
- Industrials7.4%$47.7M
- Financials7.2%$46.6M
- Energy6.1%$39.3M
- Real Estate5.0%$32.3M
- Materials4.3%$27.8M
AUM History
13fpro.ai/research/fund/advocate-group-llc-1853401
Conviction and streaks
Stable · top 10 = 29.0%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 — Q3 2026
- VANGUARD$38.5M
- VANGUARD$27.5M
ABBV
$17.8MGIS
$17.7MVZ
$16.5MJNJ
$15.6MCVX
$14.9M- VANGUARD$13.9M
- SCHWAB$12.5M
MSFT
$12.5MMDT
$11.5MEMR
$11.4MPFE
$11.3MMRK
$10.6M- VANGUARD$10.6M
AAPL
$10.6MCSCO
$9.9MTGT
$9.9MSO
$9.8MENB
$9.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/advocate-group-llc-1853401
ADVOCATE GROUP LLC 13F holdings — Q3 2026
$646.0M portfolio (-2.9% QoQ) · 122 holdings · Q3 2026 13F · top 10 are 29% of the stock portfolio
- 1
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$38.5M
6.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - MRNGSTR LRG CAP
$27.5M
4.3% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $17.8M
2.8% of stocks
-10%This quarter+1.3%Since filed11+ qtrsHeld$17.7M
2.7% of stocks
+3%This quarter+2.8%Since filed11+ qtrsHeld$16.5M
2.5% of stocks
+1%This quarter-0.5%Since filed11+ qtrsHeld$15.6M
2.4% of stocks
-4%This quarter+5.9%Since filed11+ qtrsHeldAIQuality69.1#269Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$14.9M
2.3% of stocks
+5%This quarter+1.7%Since filed11+ qtrsHeld- 8
VANGUARD MALVERN FDS - STRM INFPROIDX
$13.9M
2.2% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB STRATEGIC TR - INT-TRM U.S TRES
$12.5M
1.9% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $12.5M
1.9% of stocks
+2%This quarter-0.4%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $38.5M | 6.0% | +3% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - MRNGSTR LRG CAP | $27.5M | 4.3% | -5% | — | — | — | — | |
| 3 | $17.8M | 2.8% | -10% | +1.3% | 11+ qtrs | 72.6#142 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $17.7M | 2.7% | +3% | +2.8% | 11+ qtrs | 46.9#1,816 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $16.5M | 2.5% | +1% | -0.5% | 11+ qtrsAdded 3 qtrs in a row | 64.8#508 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $15.6M | 2.4% | -4% | +5.9% | 11+ qtrsTrimmed 4 qtrs in a row | 69.1#269 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $14.9M | 2.3% | +5% | +1.7% | 11+ qtrs | 63.7#590 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | VANGUARD MALVERN FDS - STRM INFPROIDX | $13.9M | 2.2% | +10% | — | — | — | — | |
| 9 | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $12.5M | 1.9% | +11% | — | — | — | — | |
| 10 | $12.5M | 1.9% | +2% | -0.4% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — ADVOCATE GROUP LLC (Q3 2026)
122 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 | Medtronic plc | Healthcare | $11.5M | 1.8% | 133K | +5% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | EMERSON ELECTRIC CO | Industrials | $11.4M | 1.8% | 73K | -4% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | PFIZER INC | Healthcare | $11.3M | 1.7% | 395K | +0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Merck & Co., Inc. | Healthcare | $10.6M | 1.6% | 73K | -20% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $10.6M | 1.6% | 178K | +6% | — | — | 13F |
| 16 | Apple Inc. | Technology | $10.6M | 1.6% | 32K | -16% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CISCO SYSTEMS, INC. | Technology | $9.9M | 1.5% | 92K | -32% | 11+ qtrsTrimmed 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | TARGET CORP | Consumer Staples | $9.9M | 1.5% | 63K | -10% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | SOUTHERN CO | Utilities | $9.8M | 1.5% | 118K | +16% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ENBRIDGE INC | Energy | $9.8M | 1.5% | 210K | -7% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | JPMORGAN CHASE & CO | Financials | $9.7M | 1.5% | 29K | -6% | 11+ qtrsTrimmed 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Evergy, Inc. | Utilities | $9.7M | 1.5% | 124K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Duke Energy CORP | Utilities | $9.7M | 1.5% | 85K | +8% | 11+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BRISTOL MYERS SQUIBB CO | Healthcare | $9.5M | 1.5% | 152K | -5% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | PROCTER & GAMBLE Co | Consumer Staples | $9.3M | 1.4% | 64K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MS | MORGAN STANLEY | Financials | $9.0M | 1.4% | 48K | -7% | |||
| 27 | $SCHW | SCHWAB CHARLES CORP | Financials | $8.8M | 1.4% | 90K | -6% | |||
| 28 | $CB | Chubb Ltd | Financials | $8.7M | 1.4% | 27K | -3% | |||
| 29 | $UNP | UNION PACIFIC CORP | Industrials | $8.7M | 1.4% | 32K | -7% | |||
| 30 | $XEL | XCEL ENERGY INC | Utilities | $8.7M | 1.3% | 123K | +30% | |||
| 31 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $8.6M | 1.3% | 104K | -0.9% | |||
| 32 | $ACN | Accenture plc | Technology | $8.1M | 1.3% | 44K | +5% | |||
| 33 | $UL | UNILEVER PLC | Consumer Staples | $7.9M | 1.2% | 130K | +4% | |||
| 34 | $KR | KROGER CO | Consumer Staples | $7.9M | 1.2% | 134K | +8% | |||
| 35 | $VMRK | VIVMARK RESIDENTIAL | Real Estate | $7.8M | 1.2% | 129K | New | |||
| 36 | $NTR | Nutrien Ltd. | Materials | $7.8M | 1.2% | 111K | -2% | |||
| 37 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $7.4M | 1.1% | 34K | -7% | |||
| 38 | $D | DOMINION ENERGY, INC | Utilities | $7.2M | 1.1% | 119K | -4% | |||
| 39 | $CMI | CUMMINS INC | Industrials | $7.0M | 1.1% | 14K | -4% | |||
| 40 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $7.0M | 1.1% | 24K | +2% | |||
| 41 | $MCD | MCDONALDS CORP | Consumer Discretionary | $6.8M | 1.1% | 30K | +3% | |||
| 42 | $TXN | TEXAS INSTRUMENTS INC | Technology | $6.7M | 1.0% | 24K | -8% | |||
| 43 | $CAT | CATERPILLAR INC | Industrials | $6.1M | 0.9% | 7,538 | -36% | |||
| 44 | $PSA | Public Storage | Real Estate | $6.1M | 0.9% | 21K | -9% | |||
| 45 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $6.0M | 0.9% | 65K | -1% | |||
| 46 | $SHEL | Shell plc | Energy | $6.0M | 0.9% | 63K | -1% | |||
| 47 | $PLD | Prologis, Inc. | Real Estate | $5.8M | 0.9% | 45K | -2% | |||
| 48 | $WPC | W. P. Carey Inc. | Real Estate | $5.8M | 0.9% | 89K | -7% | |||
| 49 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $5.7M | 0.9% | 15K | +0.6% | |||
| 50 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $5.2M | 0.8% | 52K | +7% | |||
| 51 | $BP | BP PLC | Energy | $5.1M | 0.8% | 117K | -4% | |||
| 52 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $5.1M | 0.8% | 65K | -4% | |||
| 53 | $UDR | UDR, Inc. | Real Estate | $5.0M | 0.8% | 148K | +23% | |||
| 54 | $FCX | FREEPORT-MCMORAN INC | Materials | $4.9M | 0.8% | 70K | -3% | |||
| 55 | $MA | Mastercard Inc | Financials | $4.9M | 0.8% | 8,825 | +0.8% | |||
| 56 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $4.8M | 0.7% | 53K | +49% | |||
| 57 | $GOOGL | Alphabet Inc. | Technology | $4.6M | 0.7% | 13K | +0.2% | |||
| 58 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $4.3M | 0.7% | 20K | +50% | |||
| 59 | $CLX | CLOROX CO /DE/ | Consumer Staples | $4.3M | 0.7% | 53K | +13% | |||
| 60 | $RIO | RIO TINTO PLC | Materials | $4.2M | 0.7% | 45K | -3% | |||
| 61 | $NEE | NEXTERA ENERGY INC | Utilities | $4.1M | 0.6% | 55K | +2% | |||
| 62 | $HRL | HORMEL FOODS CORP /DE/ | Consumer Staples | $4.1M | 0.6% | 204K | -0.1% | |||
| 63 | $AVGO | Broadcom Inc. | Technology | $4.0M | 0.6% | 12K | -35% | |||
| 64 | $CRM | Salesforce, Inc. | Technology | $4.0M | 0.6% | 18K | +3% | |||
| 65 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $3.5M | 0.5% | 6,769 | -28% | |||
| 66 | $LYB | LyondellBasell Industries N.V. | Materials | $3.2M | 0.5% | 56K | +0.1% | |||
| 67 | $ADBE | ADOBE INC. | Technology | $3.2M | 0.5% | 13K | -3% | |||
| 68 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $3.0M | 0.5% | 26K | +10% | |||
| 69 | $KMB | KIMBERLY CLARK CORP | Materials | $3.0M | 0.5% | 31K | -10% | |||
| 70 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $3.0M | 0.5% | 14K | +15% | |||
| 71 | — | ISHARES TR - CORE MSCI TOTAL | — | $2.8M | 0.4% | 30K | — | |||
| 72 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $2.7M | 0.4% | 13K | -3% | |||
| 73 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.5M | 0.4% | 32K | +0.5% | |||
| 74 | $DE | DEERE & CO | Industrials | $2.4M | 0.4% | 3,601 | — | |||
| 75 | $NKE | NIKE, Inc. | Consumer Discretionary | $2.2M | 0.3% | 62K | +5% | |||
| 76 | $WMT | Walmart Inc. | Consumer Staples | $2.1M | 0.3% | 21K | -5% | |||
| 77 | $AMGN | AMGEN INC | Healthcare | $2.1M | 0.3% | 5,028 | -3% | |||
| 78 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $2.0M | 0.3% | 6,999 | -5% | |||
| 79 | $RRC | RANGE RESOURCES CORP | Energy | $1.9M | 0.3% | 52K | New | |||
| 80 | $FAST | FASTENAL CO | Industrials | $1.7M | 0.3% | 34K | -6% | |||
| 81 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.4M | 0.2% | 4,040 | — | |||
| 82 | $CCI | CROWN CASTLE INC. | Real Estate | $1.4M | 0.2% | 20K | -3% | |||
| 83 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.2M | 0.2% | 12K | — | |||
| 84 | $STLD | STEEL DYNAMICS INC | Materials | $1.2M | 0.2% | 5,363 | — | |||
| 85 | $AZN | ASTRAZENECA PLC | Healthcare | $907K | 0.1% | 5,616 | +0.4% | |||
| 86 | $PAYX | PAYCHEX INC | Technology | $816K | 0.1% | 8,286 | — | |||
| 87 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $706K | 0.1% | 3,652 | — | |||
| 88 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $689K | 0.1% | 4,236 | +4% | |||
| 89 | $SPY | SPDR S&P 500 ETF TRUST | — | $675K | 0.1% | 885 | — | |||
| 90 | $KO | COCA COLA CO | Consumer Staples | $673K | 0.1% | 7,819 | -35% | |||
| 91 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $650K | 0.1% | 7,622 | -8% | |||
| 92 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $566K | 0.1% | 1,831 | -28% | |||
| 93 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $507K | 0.1% | 2,890 | +3% | |||
| 94 | $META | Meta Platforms, Inc. | Technology | $503K | 0.1% | 693 | +4% | |||
| 95 | $COP | CONOCOPHILLIPS | Energy | $463K | 0.1% | 3,698 | — | |||
| 96 | $CNP | CENTERPOINT ENERGY INC | Utilities | $445K | 0.1% | 12K | — | |||
| 97 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $416K | 0.1% | 1,423 | New | |||
| 98 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $410K | 0.1% | 2,099 | New | |||
| 99 | $VLO | VALERO ENERGY CORP/TX | Energy | $401K | 0.1% | 1,035 | — | |||
| 100 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $391K | 0.1% | 1,156 | +39% | |||
| 101 | $MU | MICRON TECHNOLOGY INC | Technology | $389K | 0.1% | 365 | -48% | |||
| 102 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $371K | 0.1% | 1,605 | +36% | |||
| 103 | — | ISHARES TR - RUSSELL 2000 ETF | — | $332K | 0.1% | 1,193 | -25% | |||
| 104 | $ENTG | ENTEGRIS INC | Materials | $306K | 0.1% | 1,983 | — | |||
| 105 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $296K | 0.1% | 9,405 | — | |||
| 106 | $PEP | PEPSICO INC | Consumer Staples | $274K | 0.0% | 2,164 | — | |||
| 107 | $MAS | MASCO CORP /DE/ | Industrials | $274K | 0.0% | 4,060 | -1% | |||
| 108 | $ETN | Eaton Corp plc | Industrials | $273K | 0.0% | 635 | +4% | |||
| 109 | $HROW | HARROW, INC. | Healthcare | $272K | 0.0% | 8,824 | — | |||
| 110 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $270K | 0.0% | 8,100 | — | |||
| 111 | $INTC | INTEL CORP | Technology | $268K | 0.0% | 2,228 | — | |||
| 112 | — | ISHARES TR - CORE S&P500 ETF | — | $254K | 0.0% | 332 | -10% | |||
| 113 | $MICC | Magnum Ice Cream Co N.V. | Consumer Staples | $252K | 0.0% | 14K | -7% | |||
| 114 | $SON | SONOCO PRODUCTS CO | Materials | $231K | 0.0% | 4,723 | New | |||
| 115 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $230K | 0.0% | 253 | — | |||
| 116 | — | ISHARES TR - RUS 1000 ETF | — | $222K | 0.0% | 533 | — | |||
| 117 | — | ISHARES TR - RUS 1000 VAL ETF | — | $219K | 0.0% | 884 | — | |||
| 118 | $LMT | LOCKHEED MARTIN CORP | Industrials | $210K | 0.0% | 412 | -27% | |||
| 119 | $PKG | PACKAGING CORP OF AMERICA | Materials | $208K | 0.0% | 906 | -4% | |||
| 120 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $207K | 0.0% | 295 | — | |||
| 121 | $CEG | Constellation Energy Corp | Utilities | $200K | 0.0% | 788 | New | |||
| 122 | $UAMY | UNITED STATES ANTIMONY CORP | Materials | $133K | 0.0% | 32K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 40 added to, 54 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$VMRKVIVMARK RESIDENTIAL$7.8M
first bought this quarter
$RRCRANGE RESOURCES CORP$1.9M
first bought this quarter
- VANGUARD INDEX FDS - MRNGSTR MD CP GR$416K
first bought this quarter
- VANGUARD INDEX FDS - MRNGSTR MD CP VA$410K
first bought this quarter
$SONSONOCO PRODUCTS CO$231K
first bought this quarter
$CEGConstellation Energy Corp$200K
first bought this quarter
Added to (40)
$XELXCEL ENERGY INC+30%
now $8.7M · held 5 qtrs, 5 adds in a row
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF+49%
now $4.8M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF+50%
now $4.3M
now $9.8M · held 11+ qtrs, 2 adds in a row
- SCHWAB STRATEGIC TR - INT-TRM U.S TRES+11%
now $12.5M
- VANGUARD MALVERN FDS - STRM INFPROIDX+10%
now $13.9M
+34 more in the Excel export
Trimmed (54)
now $9.9M · held 11+ qtrs, 7 trims in a row
$CATCATERPILLAR INC-36%
now $6.1M · held 11+ qtrs, 5 trims in a row
now $10.6M · held 11+ qtrs, 3 trims in a row
$AVGOBroadcom Inc.-35%
now $4.0M · held 11+ qtrs, 10 trims in a row
now $10.6M · held 11+ qtrs, 5 trims in a row
now $17.8M · held 11+ qtrs
+48 more in the Excel export
Holdings by quarter
Every 13F ADVOCATE GROUP LLC has filed, 17 earlier quarters. Pick one to see what it held then.
Is it too late to follow ADVOCATE GROUP?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of ADVOCATE GROUP's top 20 holdings: 65/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+1.7%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 18% over the last 4
Top 10 weight
29%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
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
ADVOCATE GROUP LLC disclosed 122 positions worth $646.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 6 new positions and exited 6 — including a new stake in $VMRK and a full exit from $AVB. The portfolio is most concentrated in Other (22.5% of disclosed assets). All figures are sourced directly from ADVOCATE GROUP LLC’s Form 13F-HR filing with the SEC under CIK 1853401.
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AI-Powered Hedge Fund Analysis: ADVOCATE GROUP LLC
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Every holding in ADVOCATE GROUP LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.