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CIK: 0001853401
Total reported value
$665.1M
$665.1M
123 檔
17.2%
At the close of Q4 2025, Advocate Group LLC disclosed equity holdings valued at approximately $665.1M, spread across 123 reported holdings.
Advocate Group LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 3 holdings and trimming 25 positions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VV, GIS) accounted for 17.2% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.25% | +0.26% | +4.26% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 4.21% | +0.01% | -1.65% | |
| 3 | GIS | General Mills Inc | Stock-Consumer Staples | 4.06% | -0.39% | -0.09% | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 2.82% | +0.27% | -7.34% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.23% | -0.14% | -5.21% | |
| 6 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.21% | -0.41% | +0.01% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 2.09% | +0.41% | -11.06% | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 1.87% | +0.10% | -13.03% | |
| 9 | ENB | Enbridge Inc | Stock-Energy | 1.84% | -0.16% | -2.64% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | +0.01% | -12.14% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.76% | -0.58% | +8.17% | |
| 12 | MS | Morgan Stanley | Stock-Financials | 1.76% | +0.14% | -15.10% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.76% | +0.09% | -2.24% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 1.74% | -0.02% | -2.23% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | +0.08% | -11.29% | |
| 16 | EMR | Emerson Electric Co | Stock-Industrials | 1.68% | +0.05% | -1.10% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.68% | -0.08% | +1.24% | |
| 18 | EVRG | Evergy Inc | Stock-Utilities | 1.66% | -0.15% | -3.44% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.64% | +0.08% | +20.51% | |
| 20 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.63% | -0.11% | -12.11% | |
| 21 | CMI | Cummins Inc | Stock-Industrials | 1.60% | -0.01% | -12.60% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.55% | +0.08% | +13.32% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.48% | -0.25% | -6.57% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.47% | +0.09% | +12.33% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.45% | -0.19% | +5.80% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 1.43% | +0.27% | -10.71% | |
| 27 | DUK | Duke Energy CORP | Stock-Utilities | 1.42% | -0.08% | +5.78% | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 1.40% | -0.13% | -0.44% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.37% | +0.09% | +5.08% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.36% | +0.04% | -3.84% | |
| 31 | CB | Chubb Limited | Stock-Financials | 1.36% | — | +11.92% | |
| 32 | TGT | Target CORP | Stock-Consumer Disc | 1.34% | -0.25% | +11.74% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.30% | -0.03% | +7.95% | |
| 34 | KR | Kroger Co | Stock-Consumer Staples | 1.28% | -0.37% | +0.70% | |
| 35 | NTR | Nutrien LTD | Stock-Materials | 1.22% | -0.33% | -4.84% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 1.21% | +0.16% | -2.33% | |
| 37 | D | Dominion Energy Inc | Stock-Utilities | 1.18% | +0.07% | -5.64% | |
| 38 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.12% | +0.18% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | +0.06% | -9.85% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | +0.26% | -7.11% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.07% | +0.13% | +5.65% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.00% | -0.32% | +7.86% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | -0.07% | -3.82% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.96% | +0.13% | -0.93% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.92% | -0.18% | +2.86% | |
| 46 | WPC | Wp Carey Inc | Stock-Real Estate | 0.91% | +0.06% | +12.01% | |
| 47 | PSA | Public Storage | Stock-Real Estate | 0.85% | +0.20% | +7.44% | |
| 48 | PLD | Prologis Inc | Stock-Real Estate | 0.85% | +0.03% | +5.32% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.83% | +0.12% | — | |
| 50 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.81% | — | +7.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XEL | Xcel Energy Inc | +0.7% | +1943.84% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.4% | +4.26% | Add |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +1.24% | Add |
| 4 | BMY | Bristol-myers Squibb Co | +0.3% | +5.80% | Add |
| 5 | SCHR | Schwab Intermediate-term US | +0.3% | +20.51% | Add |
| 6 | CB | Chubb Limited | +0.3% | +11.92% | Add |
| 7 | TGT | Target CORP | +0.2% | +11.74% | Add |
| 8 | FCX | Freeport-mcmoran Inc | +0.2% | +6.79% | Add |
| 9 | UPS | United Parcel Service-cl B | +0.2% | -3.84% | Trim |
| 10 | UNP | Union Pacific CORP | +0.1% | +13.32% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.52% | Trim |
| 12 | VTIP | Vanguard Short-term Tips | +0.1% | +12.33% | Add |
| 13 | PLD | Prologis Inc | +0.1% | +5.32% | Add |
| 14 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -3.10% | Trim |
| 15 | JNJ | Johnson & Johnson | +0.1% | -5.21% | Trim |
| 16 | CAT | Caterpillar Inc | +0.1% | -10.71% | Trim |
| 17 | AMAT | Applied Materials Inc | +0.1% | -1.05% | Trim |
| 18 | CVX | Chevron CORP | +0.1% | +8.17% | Add |
| 19 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +5.65% | Add |
| 20 | AVB | Avalonbay Communities Inc | +0.1% | +19.85% | Add |
| 21 | CMI | Cummins Inc | +0.1% | -12.60% | Trim |
| 22 | CRM | Salesforce Inc | +0.1% | +1.53% | Add |
| 23 | AAPL | Apple Inc | +0.1% | -2.24% | Trim |
| 24 | MINT | Pimco Enhanced Short Maturit | +0.1% | +7.86% | Add |
| 25 | NKE | Nike Inc -cl B | -0.1% | -4.53% | Trim |
| 26 | TXN | Texas Instruments Inc | -0.1% | -0.93% | Trim |
| 27 | MCD | Mcdonald's CORP | -0.1% | -6.57% | Trim |
| 28 | KR | Kroger Co | -0.1% | +0.70% | Add |
| 29 | MS | Morgan Stanley | -0.1% | -15.10% | Trim |
| 30 | D | Dominion Energy Inc | -0.2% | -5.64% | Trim |
| 31 | SO | Southern Co/the | -0.2% | -2.33% | Trim |
| 32 | EVRG | Evergy Inc | -0.2% | -3.44% | Trim |
| 33 | SCHW | Schwab (charles) CORP | -0.2% | -12.11% | Trim |
| 34 | GPK | Graphic Packaging Holding Co | -0.2% | +7.86% | Add |
| 35 | ENB | Enbridge Inc | -0.2% | -2.64% | Trim |
| 36 | IBM | Intl Business Machines CORP | -0.2% | -13.03% | Trim |
| 37 | VZ | Verizon Communications Inc | -0.2% | +0.01% | Add |
| 38 | JPM | Jpmorgan Chase & Co | -0.2% | -12.14% | Trim |
| 39 | KMB | Kimberly-clark CORP | -0.3% | -6.50% | Trim |
| 40 | ABBV | Abbvie Inc | -0.3% | -7.34% | Trim |
| 41 | HD | Home Depot Inc | -0.3% | -7.11% | Trim |
| 42 | MSFT | Microsoft CORP | -0.4% | -11.29% | Trim |
| 43 | GIS | General Mills Inc | -0.4% | -0.09% | Trim |
| 44 | ARE | Alexandria Real Estate Equit | -0.4% | -25.09% | Trim |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 46 | UL | Unilever PLC | — | EXIT | Sold out |
| 47 | ACN | Accenture plc | — | NEW | New buy |
| 48 | HRL | Hormel Foods CORP | — | NEW | New buy |
| 49 | LNWO | Light & Wonder Inc | — | EXIT | Sold out |
| 50 | VNQ | Vanguard Real Estate ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Advocate Group LLC reported a total U.S. public equity portfolio value of $665.1M across 123 disclosed positions in Q4 2025.
During Q4 2025, Advocate Group LLC's top holdings by market value included VEA (5.3%)、VV (4.2%)、GIS (4.1%). The largest single position, VEA, represented 5.3% of total portfolio value.
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Top New Position Initiated
UL
市值: $6.9M
Top Position Liquidated / Trimmed
UL
前期市值: $6.9M
In Q4 2025, Advocate Group LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 25 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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