Advocate Investing Services LLC
Sector Allocation
- Other45.5%$58.0M
- Technology19.5%$24.8M
- Financials15.8%$20.1M
- Consumer Staples5.9%$7.5M
- Industrials3.2%$4.1M
- Healthcare2.6%$3.4M
- Energy1.9%$2.4M
- Communication Services1.7%$2.2M
- Consumer Discretionary1.6%$2.1M
- Materials1.3%$1.6M
AUM History
13fpro.ai/research/fund/advocate-investing-services-llc-2110509
Conviction and streaks
Stable · top 10 = 40.1%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
IVZ
$12.4MBAH
$11.4M- SELECT$5.1M
- $4.6M
- ISHARES$3.5M
- SPDR$3.1M
- SELECT$3.1M
- VANGUARD$2.7M
AAPL
$2.6M- VANGUARD$2.6M
MSFT
$2.2M- VANGUARD$2.2M
- ISHARES$2.0M
- SELECT$1.9M
- SELECT$1.9M
- ISHARES$1.8M
WMT
$1.6M- VANGUARD$1.6M
NVDA
$1.6MQQQ
$1.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/advocate-investing-services-llc-2110509
Advocate Investing Services LLC 13F holdings — Q3 2026
$127.5M portfolio (-1.8% QoQ) · 449 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio
$12.4M
9.7% of stocks
-5%This quarter-0.3%Since filed4+ qtrsHeld$11.4M
8.9% of stocks
-4%This quarter+0.1%Since filed4+ qtrsHeld- 3
SELECT SECTOR SPDR TR - ST STR STAPL ETF
$5.1M
4.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $4.6M
3.6% of stocks
+0.4%This quarter-0.3%Since filed4+ qtrsHeld- 5
ISHARES TR - GLOBAL ENERG ETF
$3.5M
2.7% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR SERIES TRUST - ST STR SP METAL
$3.1M
2.5% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 7
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$3.1M
2.4% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$2.7M
2.1% of stocks
-8%This quarter—Since filed—HeldAIQuality—Est. buy— $2.6M
2.0% of stocks
No changeThis quarter+0.9%Since filed4+ qtrsHeld- 10
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$2.6M
2.0% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $12.4M | 9.7% | -5% | -0.3% | 4+ qtrsTrimmed 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $11.4M | 8.9% | -4% | +0.1% | 4+ qtrs | 54.6#1,308 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $5.1M | 4.0% | +2% | — | — | — | — | |
| 4 | $4.6M | 3.6% | +0.4% | -0.3% | 4+ qtrsTrimmed 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - GLOBAL ENERG ETF | $3.5M | 2.7% | -3% | — | — | — | — | |
| 6 | SPDR SERIES TRUST - ST STR SP METAL | $3.1M | 2.5% | No change | — | — | — | — | |
| 7 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $3.1M | 2.4% | -1% | — | — | — | — | |
| 8 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.7M | 2.1% | -8% | — | — | — | — | |
| 9 | $2.6M | 2.0% | No change | +0.9% | 4+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.6M | 2.0% | -6% | — | — | — | — |
All holdings — Advocate Investing Services LLC (Q3 2026)
449 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 | MICROSOFT CORP | Technology | $2.2M | 1.7% | 4,283 | -5% | 4+ qtrs | 79.8 | 13F | |
| 12 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $2.2M | 1.7% | 17K | -2% | — | — | 13F |
| 13 | — | ISHARES INC - MSCI EMRG CHNetf/fund | — | $2.0M | 1.6% | 21K | — | — | — | 13F |
| 14 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $1.9M | 1.5% | 31K | -4% | — | — | 13F |
| 15 | — | SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund | — | $1.9M | 1.5% | 35K | — | — | — | 13F |
| 16 | — | ISHARES TR - ULTRA SHORT DURetf/fund | — | $1.8M | 1.4% | 35K | +7% | — | — | 13F |
| 17 | Walmart Inc. | Consumer Staples | $1.6M | 1.3% | 16K | — | 4+ qtrs | 60.1 | 13F | |
| 18 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAPetf/fund | — | $1.6M | 1.3% | 4,600 | — | — | — | 13F |
| 19 | NVIDIA CORP | Technology | $1.6M | 1.2% | 6,793 | +0.2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $1.5M | 1.2% | 2,092 | -9% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.4M | 1.1% | 1,852 | — | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $1.4M | 1.1% | 17K | +6% | — | — | 13F |
| 23 | UNITED RENTALS, INC. | Industrials | $1.4M | 1.1% | 1,354 | -12% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - LATN AMER 40 ETFetf/fund | — | $1.3M | 1.0% | 36K | — | — | — | 13F |
| 25 | — | VANECK ETF TRUST - AGRIBUSINESS ETFetf/fund | — | $1.2M | 1.0% | 15K | — | — | — | 13F |
| 26 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.9% | 1,678 | -3% | |||
| 27 | $DE | DEERE & CO | Industrials | $1.1M | 0.9% | 1,650 | — | |||
| 28 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.8% | 7,259 | +1% | |||
| 29 | — | ISHARES TR - MSCI EURO FL ETF | — | $1.0M | 0.8% | 26K | — | |||
| 30 | $FSLR | FIRST SOLAR, INC. | Technology | $1.0M | 0.8% | 5,730 | — | |||
| 31 | — | ISHARES TR - EXPANDED TECH | — | $969K | 0.8% | 9,100 | -12% | |||
| 32 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $950K | 0.8% | 2,589 | — | |||
| 33 | $KMB | KIMBERLY CLARK CORP | Materials | $946K | 0.7% | 9,713 | +0.0% | |||
| 34 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $869K | 0.7% | 955 | — | |||
| 35 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $856K | 0.7% | 1,400 | — | |||
| 36 | $AMZN | AMAZON COM INC | Consumer Discretionary | $856K | 0.7% | 3,437 | -6% | |||
| 37 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $849K | 0.7% | 5,040 | — | |||
| 38 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $847K | 0.7% | 3,919 | +0.1% | |||
| 39 | $USA | LIBERTY ALL STAR EQUITY FUND | Other | $840K | 0.7% | 146K | -4% | |||
| 40 | $KHC | Kraft Heinz Co | Consumer Staples | $827K | 0.7% | 36K | -4% | |||
| 41 | $CLX | CLOROX CO /DE/ | Consumer Staples | $821K | 0.6% | 10K | +4% | |||
| 42 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $813K | 0.6% | 2,857 | -12% | |||
| 43 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $808K | 0.6% | 6,105 | -2% | |||
| 44 | $FLNG | Flex LNG Ltd. | Industrials | $792K | 0.6% | 26K | -11% | |||
| 45 | $IFN | ABERDEEN INDIA FUND, INC. | Other | $792K | 0.6% | 74K | -11% | |||
| 46 | — | ISHARES TR - CRE U S REIT ETF | — | $782K | 0.6% | 13K | — | |||
| 47 | $GAM | GENERAL AMERICAN INVESTORS CO INC | Other | $778K | 0.6% | 12K | — | |||
| 48 | $CPB | CAMPBELL'S Co | Consumer Staples | $762K | 0.6% | 38K | — | |||
| 49 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $740K | 0.6% | 2,533 | — | |||
| 50 | $AZN | ASTRAZENECA PLC | Healthcare | $735K | 0.6% | 4,550 | — | |||
| 51 | — | ISHARES TR - CORE S&P500 ETF | — | $666K | 0.5% | 869 | -12% | |||
| 52 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $661K | 0.5% | 4,256 | +0.0% | |||
| 53 | $JNJ | JOHNSON & JOHNSON | Healthcare | $637K | 0.5% | 2,406 | — | |||
| 54 | — | ISHARES TR - MSCI INDIA ETF | — | $632K | 0.5% | 14K | — | |||
| 55 | — | ISHARES INC - MSCI BRAZIL ETF | — | $606K | 0.5% | 16K | — | |||
| 56 | $CCZ | COMCAST CORP | Communication Services | $592K | 0.5% | 27K | — | |||
| 57 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $572K | 0.5% | 11K | — | |||
| 58 | — | ISHARES TR - MSCI EAFE ETF | — | $561K | 0.4% | 5,400 | -13% | |||
| 59 | $GOOGL | Alphabet Inc. | Technology | $547K | 0.4% | 1,589 | -11% | |||
| 60 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $527K | 0.4% | 7,827 | -33% | |||
| 61 | $BP | BP PLC | Energy | $498K | 0.4% | 11K | — | |||
| 62 | $AVGO | Broadcom Inc. | Technology | $478K | 0.4% | 1,360 | — | |||
| 63 | $INTC | INTEL CORP | Technology | $466K | 0.4% | 3,875 | — | |||
| 64 | $CVX | CHEVRON CORP | Energy | $451K | 0.3% | 2,207 | -1% | |||
| 65 | $TKO | TKO Group Holdings, Inc. | Communication Services | $449K | 0.3% | 2,500 | — | |||
| 66 | — | ISHARES TR - GL CLEAN ENE ETF | — | $434K | 0.3% | 26K | — | |||
| 67 | $PFE | PFIZER INC | Healthcare | $432K | 0.3% | 15K | +0.0% | |||
| 68 | — | SSGA ACTIVE ETF TR - ST STR GLOBA ETF | — | $427K | 0.3% | 8,150 | — | |||
| 69 | $DIS | Walt Disney Co | Communication Services | $427K | 0.3% | 4,072 | +0.0% | |||
| 70 | $VALE | Vale S.A. | Materials | $416K | 0.3% | 31K | +0.0% | |||
| 71 | — | ISHARES TR - RUS 1000 GRW ETF | — | $416K | 0.3% | 3,320 | -3% | |||
| 72 | — | ISHARES INC - MSCI WORLD ETF | — | $404K | 0.3% | 1,960 | — | |||
| 73 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $364K | 0.3% | 2,224 | -2% | |||
| 74 | $ARCC | ARES CAPITAL CORP | Other | $343K | 0.3% | 18K | +3% | |||
| 75 | $SHEL | Shell plc | Energy | $333K | 0.3% | 3,500 | — | |||
| 76 | $GLD | SPDR GOLD TRUST | Financials | $329K | 0.3% | 863 | — | |||
| 77 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $322K | 0.3% | 4,106 | +0.1% | |||
| 78 | — | ABRDN TOTAL DYNAMIC DIVIDEND - COM SH BEN INT | — | $315K | 0.3% | 31K | — | |||
| 79 | $IVZ | Invesco Ltd. | Financials | $309K | 0.2% | 2,000 | — | |||
| 80 | — | FIDELITY COVINGTON TRUST - INT HG DIV ETF | — | $309K | 0.2% | 11K | — | |||
| 81 | $BSTZ | BlackRock Science & Technology Term Trust | — | $303K | 0.2% | 10K | — | |||
| 82 | $SLV | iShares Silver Trust | Financials | $300K | 0.2% | 5,500 | — | |||
| 83 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $298K | 0.2% | 3,194 | +0.0% | |||
| 84 | $IDT | IDT CORP | Communication Services | $296K | 0.2% | 3,699 | — | |||
| 85 | $PLTR | Palantir Technologies Inc. | Technology | $294K | 0.2% | 1,573 | +3% | |||
| 86 | $ACN | Accenture plc | Technology | $281K | 0.2% | 1,530 | +5000% | |||
| 87 | $WPC | W. P. Carey Inc. | Real Estate | $275K | 0.2% | 4,261 | +0.0% | |||
| 88 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $272K | 0.2% | 1,669 | +10% | |||
| 89 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | Energy | $262K | 0.2% | 13K | — | |||
| 90 | $HRL | HORMEL FOODS CORP /DE/ | Consumer Staples | $251K | 0.2% | 13K | — | |||
| 91 | — | ISHARES TR - RUS 2000 GRW ETF | — | $250K | 0.2% | 700 | — | |||
| 92 | $NBIS | Nebius Group N.V. | Technology | $249K | 0.2% | 1,055 | -11% | |||
| 93 | $CSCO | CISCO SYSTEMS, INC. | Technology | $249K | 0.2% | 2,312 | — | |||
| 94 | $NOK | NOKIA CORP | Technology | $244K | 0.2% | 24K | -12% | |||
| 95 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $242K | 0.2% | 2,689 | +0.1% | |||
| 96 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $242K | 0.2% | 2,350 | -11% | |||
| 97 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $237K | 0.2% | 5,012 | New | |||
| 98 | $CME | CME GROUP INC. | Financials | $221K | 0.2% | 845 | — | |||
| 99 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $214K | 0.2% | 4,675 | +0.0% | |||
| 100 | $BIPC | Brookfield Infrastructure Corp | Energy | $206K | 0.2% | 5,788 | -3% | |||
| 101 | $IAU | ISHARES GOLD TRUST | Financials | $206K | 0.2% | 2,633 | — | |||
| 102 | — | ISHARES TR - US AER DEF ETF | — | $205K | 0.2% | 990 | -16% | |||
| 103 | $BX | Blackstone Inc. | Financials | $203K | 0.2% | 1,812 | — | |||
| 104 | $CAG | CONAGRA BRANDS INC. | Consumer Staples | $200K | 0.2% | 15K | New | |||
| 105 | — | ISHARES TR - RUS 1000 VAL ETF | — | $198K | 0.2% | 800 | — | |||
| 106 | $HAL | HALLIBURTON CO | Energy | $192K | 0.1% | 6,038 | -31% | |||
| 107 | $JPM | JPMORGAN CHASE & CO | Financials | $190K | 0.1% | 575 | — | |||
| 108 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $184K | 0.1% | 1,100 | — | |||
| 109 | $QCOM | QUALCOMM INC/DE | Technology | $178K | 0.1% | 966 | — | |||
| 110 | — | GOLDMAN SACHS ETF TR - TECHN OPPOR ETF | — | $160K | 0.1% | 3,112 | -3% | |||
| 111 | $ABBV | AbbVie Inc. | Healthcare | $156K | 0.1% | 596 | — | |||
| 112 | $LPLA | LPL Financial Holdings Inc. | Financials | $153K | 0.1% | 500 | — | |||
| 113 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $150K | 0.1% | 2,500 | — | |||
| 114 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $141K | 0.1% | 2,500 | -29% | |||
| 115 | $GOOG | Alphabet Inc. | Technology | $136K | 0.1% | 400 | — | |||
| 116 | $PM | Philip Morris International Inc. | Consumer Staples | $135K | 0.1% | 710 | — | |||
| 117 | $ALAB | Astera Labs, Inc. | Technology | $133K | 0.1% | 375 | -12% | |||
| 118 | $GE | GENERAL ELECTRIC CO | Industrials | $132K | 0.1% | 421 | — | |||
| 119 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $131K | 0.1% | 600 | — | |||
| 120 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $129K | 0.1% | 2,066 | -9% | |||
| 121 | $KKR | KKR & Co. Inc. | Financials | $128K | 0.1% | 1,400 | — | |||
| 122 | $PMT | PennyMac Mortgage Investment Trust | Real Estate | $127K | 0.1% | 16K | — | |||
| 123 | $GS | GOLDMAN SACHS GROUP INC | Financials | $126K | 0.1% | 140 | — | |||
| 124 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $125K | 0.1% | 571 | — | |||
| 125 | $JBS | JBS N.V. | Consumer Staples | $123K | 0.1% | 11K | — | |||
| 126 | $MMM | 3M CO | Healthcare | $111K | 0.1% | 674 | — | |||
| 127 | $Q | Qnity Electronics, Inc. | Technology | $107K | 0.1% | 850 | — | |||
| 128 | $RIO | RIO TINTO PLC | Materials | $94K | 0.1% | 1,000 | — | |||
| 129 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $93K | 0.1% | 1,348 | +1.0% | |||
| 130 | $SPH | SUBURBAN PROPANE PARTNERS LP | Consumer Discretionary | $90K | 0.1% | 5,500 | — | |||
| 131 | — | SPDR SERIES TRUST - ST STR SP BANK | — | $89K | 0.1% | 1,407 | New | |||
| 132 | $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | Financials | $86K | 0.1% | 2,400 | — | |||
| 133 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | — | $86K | 0.1% | 827 | +0.2% | |||
| 134 | — | ISHARES TR - S&P 500 VAL ETF | — | $83K | 0.1% | 365 | +5% | |||
| 135 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $83K | 0.1% | 1,500 | — | |||
| 136 | — | ISHARES INC - CORE MSCI EMKT | — | $82K | 0.1% | 1,010 | +5% | |||
| 137 | — | ISHARES TR - S&P 500 GRWT ETF | — | $82K | 0.1% | 573 | +4% | |||
| 138 | $PDI | PIMCO Dynamic Income Fund | Other | $81K | 0.1% | 5,800 | — | |||
| 139 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $81K | 0.1% | 217 | — | |||
| 140 | $CAT | CATERPILLAR INC | Industrials | $81K | 0.1% | 100 | — | |||
| 141 | $GEV | GE Vernova Inc. | Industrials | $79K | 0.1% | 83 | — | |||
| 142 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $79K | 0.1% | 434 | — | |||
| 143 | $T | AT&T INC. | Communication Services | $78K | 0.1% | 3,204 | +0.1% | |||
| 144 | $CRDO | Credo Technology Group Holding Ltd | Technology | $78K | 0.1% | 400 | New | |||
| 145 | $TSLA | Tesla, Inc. | Consumer Discretionary | $76K | 0.1% | 215 | — | |||
| 146 | $BA | BOEING CO | Industrials | $74K | 0.1% | 400 | — | |||
| 147 | $DD | DuPont de Nemours, Inc. | Materials | $74K | 0.1% | 566 | — | |||
| 148 | $KRG | KITE REALTY GROUP TRUST | Real Estate | $73K | 0.1% | 3,000 | — | |||
| 149 | $FUND | SPROTT FOCUS TRUST INC. | — | $72K | 0.1% | 7,385 | +1% | |||
| 150 | $SJM | J M SMUCKER Co | Consumer Staples | $71K | 0.1% | 600 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 13 new, 56 added to, 60 trimmed, 24 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- VANGUARD MUN BD FDS - TAX EXEMPT BD$237K
first bought this quarter
$CAGCONAGRA BRANDS INC.$200K
first bought this quarter
$CRDOCredo Technology Group Holding Ltd$78K
first bought this quarter
- TEVA PHARMACEUTICAL INDS LTD - SHS$67K
first bought this quarter
- PUTNAM ETF TRUST - FOCUSED U.S. RES$38K
first bought this quarter
$GTYGETTY REALTY CORP /MD/$10K
first bought this quarter
+7 more in the Excel export
Added to (56)
$ACNAccenture plc+5000%
now $281K · held 4+ qtrs
- ISHARES TR - ULTRA SHORT DUR+7%
now $1.8M
- SELECT SECTOR SPDR TR - ST STR STAPL ETF+2%
now $5.1M
- FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV+6%
now $1.4M
$CLXCLOROX CO /DE/+4%
now $821K · held 4+ qtrs, 3 adds in a row
- JANUS DETROIT STR TR - HENDRSON AAA CL+100%
now $50K
+50 more in the Excel export
Trimmed (60)
now $12.4M · held 4+ qtrs, 3 trims in a row
now $11.4M · held 4+ qtrs
$MOALTRIA GROUP, INC.-33%
now $527K · held 4+ qtrs
- VANGUARD WHITEHALL FDS - HIGH DIV YLD-8%
now $2.7M
$URIUNITED RENTALS, INC.-12%
now $1.4M · held 4+ qtrs
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF-6%
now $2.6M
+54 more in the Excel export
Holdings by quarter
Every 13F Advocate Investing Services LLC has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Advocate Investing Services?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Advocate Investing Services's top 20 holdings: 65/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+0.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
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 Q4 2025 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 Investing Services LLC disclosed 449 positions worth $127.5M in its Form 13F-HR for Q3 2026, led by $IVZ (Invesco Ltd.) at 9.7% of the equity portfolio, followed by $BAH. During the quarter the fund opened 13 new positions and exited 24 and a full exit from $TEVA. The portfolio is most concentrated in Other (45.5% of disclosed assets). All figures are sourced directly from Advocate Investing Services LLC’s Form 13F-HR filing with the SEC under CIK 2110509.
Funds like this
managers whose biggest positions overlap Advocate Investing Services'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Advocate Investing Services LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Advocate Investing Services LLC (SEC CIK: 2110509), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Advocate Investing Services 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.