Advocate Investing Services LLC
Sector Allocation
- Other44.9%$58.3M
- Technology18.6%$24.1M
- Financials16.2%$21.0M
- Consumer Staples6.3%$8.1M
- Industrials3.5%$4.6M
- Healthcare2.8%$3.6M
- Consumer Discretionary1.8%$2.3M
- Energy1.7%$2.2M
- Communication Services1.7%$2.2M
- Materials1.4%$1.8M
AUM History
13fpro.ai/research/fund/advocate-investing-services-llc-2110509
Conviction and streaks
Diversifying · 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 — Q2 2026
IVZ
$13.0MBAH
$11.6M- SELECT$5.2M
- $4.8M
- SPDR$3.2M
- ISHARES$3.1M
- SELECT$3.1M
- VANGUARD$2.9M
- VANGUARD$2.8M
AAPL
$2.3M- VANGUARD$2.1M
- ISHARES$2.1M
- SELECT$1.9M
WMT
$1.8M- SELECT$1.7M
URI
$1.7MQQQ
$1.7MMSFT
$1.7M- ISHARES$1.6M
- VANGUARD$1.6M
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 — Q2 2026
$129.8M portfolio (+10.0% QoQ) · 460 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
$13.0M
10.1% of stocks
-4%This quarter+1.6%Since filed3+ qtrsHeld$11.6M
8.9% of stocks
-0.5%This quarter+18.8%Since filed3+ qtrsHeld- 3
SELECT SECTOR SPDR TR - ST STR STAPL ETF
$5.2M
4.0% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $4.8M
3.7% of stocks
+7%This quarter+1.6%Since filed3+ qtrsHeld- 5
SPDR SERIES TRUST - ST STR SP METAL
$3.2M
2.5% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - GLOBAL ENERG ETF
$3.1M
2.4% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$3.1M
2.4% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$2.9M
2.3% of stocks
+48%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$2.8M
2.2% of stocks
-25%This quarter—Since filed—HeldAIQuality—Est. buy— $2.3M
1.8% of stocks
+0.5%This quarter+1.7%Since filed3+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $13.0M | 10.1% | -4% | +1.6% | 3+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $11.6M | 8.9% | -0.5% | +18.8% | 3+ qtrs | 53.9#1,364 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $5.2M | 4.0% | +11% | — | — | — | — | |
| 4 | $4.8M | 3.7% | +7% | +1.6% | 3+ qtrsTrimmed 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | SPDR SERIES TRUST - ST STR SP METAL | $3.2M | 2.5% | -3% | — | — | — | — | |
| 6 | ISHARES TR - GLOBAL ENERG ETF | $3.1M | 2.4% | +0.0% | — | — | — | — | |
| 7 | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $3.1M | 2.4% | -0.7% | — | — | — | — | |
| 8 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.9M | 2.3% | +48% | — | — | — | — | |
| 9 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.8M | 2.2% | -25% | — | — | — | — | |
| 10 | $2.3M | 1.8% | +0.5% | +1.7% | 3+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Advocate Investing Services LLC (Q2 2026)
460 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 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $2.1M | 1.6% | 18K | +824% | — | — | 13F |
| 12 | — | ISHARES INC - MSCI EMRG CHNetf/fund | — | $2.1M | 1.6% | 21K | -3% | — | — | 13F |
| 13 | — | SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund | — | $1.9M | 1.4% | 35K | -0.5% | — | — | 13F |
| 14 | Walmart Inc. | Consumer Staples | $1.8M | 1.4% | 16K | +0.0% | 3+ qtrs | 60.1 | 13F | |
| 15 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $1.7M | 1.4% | 33K | -4% | — | — | 13F |
| 16 | UNITED RENTALS, INC. | Industrials | $1.7M | 1.3% | 1,530 | +0.1% | 3+ qtrs | 68.7 | 13F | |
| 17 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $1.7M | 1.3% | 2,293 | -1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MICROSOFT CORP | Technology | $1.7M | 1.3% | 4,520 | +1% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - ULTRA SHORT DURetf/fund | — | $1.6M | 1.3% | 32K | +15% | — | — | 13F |
| 20 | — | VANGUARD INDEX FDS - LARGE CAP ETFetf/fund | — | $1.6M | 1.2% | 4,600 | — | — | — | 13F |
| 21 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.4M | 1.1% | 1,852 | -11% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NVIDIA CORP | Technology | $1.4M | 1.0% | 6,779 | +1% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | FIRST SOLAR, INC. | Technology | $1.4M | 1.0% | 5,730 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $1.3M | 1.0% | 16K | New | — | — | 13F |
| 25 | — | ISHARES TR - LATN AMER 40 ETFetf/fund | — | $1.2M | 0.9% | 36K | +0.1% | — | — | 13F |
| 26 | — | VANECK ETF TRUST - AGRIBUSINESS ETF | — | $1.2M | 0.9% | 15K | — | |||
| 27 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.1M | 0.8% | 2,589 | -1% | |||
| 28 | $KMB | KIMBERLY CLARK CORP | Materials | $1.1M | 0.8% | 9,710 | +77% | |||
| 29 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.8% | 7,187 | +27% | |||
| 30 | $DE | DEERE & CO | Industrials | $1.0M | 0.8% | 1,650 | — | |||
| 31 | — | ISHARES TR - MSCI EURO FL ETF | — | $1.0M | 0.8% | 26K | — | |||
| 32 | $IFN | ABERDEEN INDIA FUND, INC. | Other | $983K | 0.8% | 84K | -13% | |||
| 33 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $980K | 0.8% | 3,234 | +0.2% | |||
| 34 | $META | Meta Platforms, Inc. | Technology | $973K | 0.8% | 1,727 | -7% | |||
| 35 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $940K | 0.7% | 6,206 | -4% | |||
| 36 | — | ISHARES TR - EXPANDED TECH | — | $933K | 0.7% | 10K | -2% | |||
| 37 | $CLX | CLOROX CO /DE/ | Consumer Staples | $928K | 0.7% | 9,719 | +21% | |||
| 38 | $KHC | Kraft Heinz Co | Consumer Staples | $900K | 0.7% | 38K | +8% | |||
| 39 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $893K | 0.7% | 955 | — | |||
| 40 | $USA | LIBERTY ALL STAR EQUITY FUND | Other | $879K | 0.7% | 151K | +2% | |||
| 41 | $AMZN | AMAZON COM INC | Consumer Discretionary | $871K | 0.7% | 3,656 | +3% | |||
| 42 | $AZN | ASTRAZENECA PLC | Healthcare | $863K | 0.7% | 4,550 | — | |||
| 43 | $CPB | CAMPBELL'S Co | Consumer Staples | $856K | 0.7% | 38K | +27% | |||
| 44 | — | VANGUARD INDEX FDS - VALUE ETF | — | $854K | 0.7% | 3,917 | -5% | |||
| 45 | — | ISHARES TR - CRE U S REIT ETF | — | $844K | 0.7% | 13K | — | |||
| 46 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $844K | 0.7% | 12K | +7% | |||
| 47 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $813K | 0.6% | 1,400 | — | |||
| 48 | $FLNG | Flex LNG Ltd. | Industrials | $811K | 0.6% | 29K | +1% | |||
| 49 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $800K | 0.6% | 5,040 | — | |||
| 50 | $GAM | GENERAL AMERICAN INVESTORS CO INC | Other | $782K | 0.6% | 12K | — | |||
| 51 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $776K | 0.6% | 2,533 | — | |||
| 52 | — | ISHARES TR - CORE S&P500 ETF | — | $740K | 0.6% | 988 | +9% | |||
| 53 | — | ISHARES TR - MSCI INDIA ETF | — | $669K | 0.5% | 14K | +59% | |||
| 54 | $CCZ | COMCAST CORP | Communication Services | $668K | 0.5% | 27K | +20% | |||
| 55 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $657K | 0.5% | 4,255 | +0.0% | |||
| 56 | — | ISHARES TR - MSCI EAFE ETF | — | $644K | 0.5% | 6,200 | — | |||
| 57 | $GOOGL | Alphabet Inc. | Technology | $639K | 0.5% | 1,789 | +4% | |||
| 58 | $JNJ | JOHNSON & JOHNSON | Healthcare | $611K | 0.5% | 2,406 | — | |||
| 59 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $599K | 0.5% | 11K | — | |||
| 60 | — | ISHARES INC - MSCI BRAZIL ETF | — | $562K | 0.4% | 16K | — | |||
| 61 | $INTC | INTEL CORP | Technology | $541K | 0.4% | 3,875 | — | |||
| 62 | — | ISHARES TR - GL CLEAN ENE ETF | — | $522K | 0.4% | 26K | — | |||
| 63 | $AVGO | Broadcom Inc. | Technology | $514K | 0.4% | 1,360 | — | |||
| 64 | $TKO | TKO Group Holdings, Inc. | Communication Services | $503K | 0.4% | 2,500 | — | |||
| 65 | $VALE | Vale S.A. | Materials | $467K | 0.4% | 31K | -1% | |||
| 66 | — | SSGA ACTIVE ETF TR - ST STR GLOBA ETF | — | $431K | 0.3% | 8,150 | — | |||
| 67 | — | ISHARES TR - RUS 1000 GRW ETF | — | $425K | 0.3% | 3,420 | +300% | |||
| 68 | $BP | BP PLC | Energy | $418K | 0.3% | 11K | — | |||
| 69 | — | ISHARES INC - MSCI WORLD ETF | — | $397K | 0.3% | 1,960 | — | |||
| 70 | $DIS | Walt Disney Co | Communication Services | $392K | 0.3% | 4,071 | +17% | |||
| 71 | $CVX | CHEVRON CORP | Energy | $371K | 0.3% | 2,240 | -2% | |||
| 72 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $371K | 0.3% | 2,268 | — | |||
| 73 | $PFE | PFIZER INC | Healthcare | $365K | 0.3% | 15K | +0.0% | |||
| 74 | $NOK | NOKIA CORP | Technology | $363K | 0.3% | 27K | New | |||
| 75 | $IVZ | Invesco Ltd. | Financials | $353K | 0.3% | 2,000 | — | |||
| 76 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $343K | 0.3% | 3,193 | +69% | |||
| 77 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $330K | 0.3% | 4,100 | +311% | |||
| 78 | $NBIS | Nebius Group N.V. | Technology | $326K | 0.3% | 1,180 | +2260% | |||
| 79 | $ARCC | ARES CAPITAL CORP | Other | $323K | 0.3% | 17K | — | |||
| 80 | — | ABRDN TOTAL DYNAMIC DIVIDEND - COM SH BEN INT | — | $320K | 0.3% | 31K | — | |||
| 81 | $GLD | SPDR GOLD TRUST | Financials | $318K | 0.2% | 863 | — | |||
| 82 | $HRL | HORMEL FOODS CORP /DE/ | Consumer Staples | $313K | 0.2% | 13K | +18% | |||
| 83 | $BSTZ | BlackRock Science & Technology Term Trust | — | $309K | 0.2% | 10K | — | |||
| 84 | $WPC | W. P. Carey Inc. | Real Estate | $305K | 0.2% | 4,260 | +0.0% | |||
| 85 | — | FIDELITY COVINGTON TRUST - INT HG DIV ETF | — | $304K | 0.2% | 11K | — | |||
| 86 | $HAL | HALLIBURTON CO | Energy | $297K | 0.2% | 8,738 | -24% | |||
| 87 | $SLV | iShares Silver Trust | Financials | $294K | 0.2% | 5,500 | — | |||
| 88 | — | ISHARES TR - US AER DEF ETF | — | $286K | 0.2% | 1,180 | +20% | |||
| 89 | — | ISHARES TR - RUS 2000 GRW ETF | — | $276K | 0.2% | 700 | — | |||
| 90 | $CSCO | CISCO SYSTEMS, INC. | Technology | $272K | 0.2% | 2,312 | — | |||
| 91 | $SHEL | Shell plc | Energy | $271K | 0.2% | 3,500 | — | |||
| 92 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $238K | 0.2% | 2,653 | -9% | |||
| 93 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $231K | 0.2% | 2,687 | +454% | |||
| 94 | $BIPC | Brookfield Infrastructure Corp | Energy | $229K | 0.2% | 5,938 | — | |||
| 95 | $IDT | IDT CORP | Communication Services | $215K | 0.2% | 3,699 | — | |||
| 96 | $BX | Blackstone Inc. | Financials | $213K | 0.2% | 1,812 | — | |||
| 97 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $208K | 0.2% | 1,521 | — | |||
| 98 | $ALAB | Astera Labs, Inc. | Technology | $205K | 0.2% | 425 | -53% | |||
| 99 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $204K | 0.2% | 1,100 | — | |||
| 100 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | Energy | $203K | 0.2% | 13K | — | |||
| 101 | $IAU | ISHARES GOLD TRUST | Financials | $199K | 0.1% | 2,633 | +7% | |||
| 102 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $198K | 0.1% | 3,510 | +602% | |||
| 103 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $198K | 0.1% | 4,674 | +0.0% | |||
| 104 | — | ISHARES TR - RUS 1000 VAL ETF | — | $194K | 0.1% | 800 | — | |||
| 105 | $JPM | JPMORGAN CHASE & CO | Financials | $188K | 0.1% | 575 | -4% | |||
| 106 | $CME | CME GROUP INC. | Financials | $187K | 0.1% | 845 | — | |||
| 107 | $PMT | PennyMac Mortgage Investment Trust | Real Estate | $182K | 0.1% | 16K | — | |||
| 108 | $QCOM | QUALCOMM INC/DE | Technology | $179K | 0.1% | 966 | — | |||
| 109 | $PLTR | Palantir Technologies Inc. | Technology | $177K | 0.1% | 1,520 | — | |||
| 110 | — | GOLDMAN SACHS ETF TR - TECHN OPPOR ETF | — | $160K | 0.1% | 3,212 | New | |||
| 111 | $GE | GENERAL ELECTRIC CO | Industrials | $157K | 0.1% | 421 | -4% | |||
| 112 | $ABBV | AbbVie Inc. | Healthcare | $150K | 0.1% | 596 | +0.2% | |||
| 113 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $149K | 0.1% | 2,500 | — | |||
| 114 | $GS | GOLDMAN SACHS GROUP INC | Financials | $142K | 0.1% | 140 | — | |||
| 115 | $GOOG | Alphabet Inc. | Technology | $141K | 0.1% | 400 | — | |||
| 116 | $LPLA | LPL Financial Holdings Inc. | Financials | $141K | 0.1% | 500 | — | |||
| 117 | $Q | Qnity Electronics, Inc. | Technology | $139K | 0.1% | 850 | — | |||
| 118 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $135K | 0.1% | 600 | — | |||
| 119 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $131K | 0.1% | 571 | — | |||
| 120 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $131K | 0.1% | 2,266 | — | |||
| 121 | $JBS | JBS N.V. | Consumer Staples | $129K | 0.1% | 11K | -3% | |||
| 122 | $KKR | KKR & Co. Inc. | Financials | $128K | 0.1% | 1,400 | — | |||
| 123 | $PM | Philip Morris International Inc. | Consumer Staples | $128K | 0.1% | 710 | — | |||
| 124 | $MMM | 3M CO | Healthcare | $109K | 0.1% | 674 | — | |||
| 125 | $CAT | CATERPILLAR INC | Industrials | $106K | 0.1% | 100 | — | |||
| 126 | $GEV | GE Vernova Inc. | Industrials | $98K | 0.1% | 83 | — | |||
| 127 | $PDI | PIMCO Dynamic Income Fund | Other | $97K | 0.1% | 5,800 | New | |||
| 128 | $RIO | RIO TINTO PLC | Materials | $95K | 0.1% | 1,000 | — | |||
| 129 | $SPH | SUBURBAN PROPANE PARTNERS LP | Consumer Discretionary | $94K | 0.1% | 5,500 | -88% | |||
| 130 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $91K | 0.1% | 1,335 | +190% | |||
| 131 | $TSLA | Tesla, Inc. | Consumer Discretionary | $90K | 0.1% | 215 | — | |||
| 132 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | — | $90K | 0.1% | 825 | +0.1% | |||
| 133 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $87K | 0.1% | 434 | — | |||
| 134 | $BA | BOEING CO | Industrials | $87K | 0.1% | 400 | — | |||
| 135 | $KRG | KITE REALTY GROUP TRUST | Real Estate | $85K | 0.1% | 3,000 | — | |||
| 136 | $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | Financials | $81K | 0.1% | 2,400 | — | |||
| 137 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $80K | 0.1% | 217 | — | |||
| 138 | — | ISHARES INC - CORE MSCI EMKT | — | $80K | 0.1% | 966 | +245% | |||
| 139 | — | ISHARES TR - S&P 500 VAL ETF | — | $79K | 0.1% | 348 | +147% | |||
| 140 | $DD | DuPont de Nemours, Inc. | Materials | $77K | 0.1% | 566 | -67% | |||
| 141 | — | ISHARES TR - S&P 500 GRWT ETF | — | $76K | 0.1% | 549 | +140% | |||
| 142 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $73K | 0.1% | 1,500 | — | |||
| 143 | $ORCL | ORACLE CORP | Technology | $71K | 0.1% | 483 | — | |||
| 144 | $NEE | NEXTERA ENERGY INC | Utilities | $70K | 0.1% | 800 | — | |||
| 145 | $FUND | SPROTT FOCUS TRUST INC. | — | $69K | 0.1% | 7,277 | +1% | |||
| 146 | $SJM | J M SMUCKER Co | Consumer Staples | $68K | 0.1% | 600 | New | |||
| 147 | $HCXY | Hercules Capital, Inc. | Other | $67K | 0.1% | 4,240 | — | |||
| 148 | $F | FORD MOTOR CO | Consumer Discretionary | $67K | 0.1% | 4,800 | — | |||
| 149 | $T | AT&T INC. | Communication Services | $66K | 0.1% | 3,202 | +0.0% | |||
| 150 | $UL | UNILEVER PLC | Consumer Staples | $66K | 0.1% | 1,100 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 37 new, 82 added to, 36 trimmed, 25 sold out. Share-count changes; largest moves by dollar size first.
New positions (37)
$NOKNOKIA CORP$363K
first bought this quarter
- GOLDMAN SACHS ETF TR - TECHN OPPOR ETF$160K
first bought this quarter
$PDIPIMCO Dynamic Income Fund$97K
first bought this quarter
$SJMJ M SMUCKER Co$68K
first bought this quarter
$ULUNILEVER PLC$66K
first bought this quarter
- ISHARES TR - NATIONAL MUN ETF$52K
first bought this quarter
+31 more in the Excel export
Added to (82)
- VANGUARD WORLD FD - INF TECH ETF+824%
now $2.1M
- VANGUARD WHITEHALL FDS - HIGH DIV YLD+48%
now $2.9M
- SELECT SECTOR SPDR TR - ST STR STAPL ETF+11%
now $5.2M
$KMBKIMBERLY CLARK CORP+77%
now $1.1M · held 2 qtrs, 2 adds in a row
- ISHARES TR - RUS 1000 GRW ETF+300%
now $425K
$NBISNebius Group N.V.+2260%
now $326K · held 2 qtrs, 2 adds in a row
+76 more in the Excel export
Trimmed (36)
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF-25%
now $2.8M
$SPHSUBURBAN PROPANE PARTNERS LP-88%
now $94K · held 3+ qtrs
now $13.0M · held 3+ qtrs, 2 trims in a row
$ALABAstera Labs, Inc.-53%
now $205K · held 3+ qtrs
$SPYSPDR S&P 500 ETF TRUST-11%
now $1.4M · held 3+ qtrs
$DDDuPont de Nemours, Inc.-67%
now $77K · held 3+ qtrs
+30 more in the Excel export
Holdings by quarter
Every 13F Advocate Investing Services LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Advocate Investing Services?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Advocate Investing Services's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+8.1%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
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 460 positions worth $129.8M in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 10.1% of the equity portfolio, followed by $BAH. During the quarter the fund opened 37 new positions and exited 25 — including a new stake in $NOK and a full exit from $BSM. The portfolio is most concentrated in Other (44.9% of disclosed assets). All figures are sourced directly from Advocate Investing Services LLC’s Form 13F-HR filing with the SEC under CIK 2110509.
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