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CIK: 0001853401
Total reported value
$646.0M
$646.0M
122 檔
18.5%
In Q2 2026, Advocate Group LLC's U.S. equity holdings reached a combined market value of $646.0M, distributed across 122 disclosed stock positions.
In Q2 2026, Advocate Group LLC adopted a defensive or profit-taking posture, trimming 66 positions and completely liquidating 12 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VV, ABBV) accounted for 18.5% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.68% | +0.28% | -2.00% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 4.26% | -0.01% | -9.44% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 2.84% | -0.09% | -0.80% | |
| 4 | GIS | General Mills Inc | Stock-Consumer Staples | 2.80% | -0.06% | -2.34% | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 2.37% | -0.84% | -17.24% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.34% | +0.08% | -5.26% | |
| 7 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.26% | +0.29% | +4.30% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.95% | +0.21% | +8.43% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 1.88% | -0.93% | -19.36% | |
| 10 | ENB | Enbridge Inc | Stock-Energy | 1.85% | -0.34% | -4.07% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.76% | +0.18% | +10.45% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.75% | -0.11% | -6.96% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.73% | +0.57% | -2.83% | |
| 14 | EVRG | Evergy Inc | Stock-Utilities | 1.66% | -0.16% | -9.57% | |
| 15 | EMR | Emerson Electric Co | Stock-Industrials | 1.65% | +0.11% | -1.98% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.64% | -0.01% | -3.49% | |
| 17 | MS | Morgan Stanley | Stock-Financials | 1.61% | -0.22% | -10.46% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.54% | -0.39% | -4.16% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | -0.04% | -6.44% | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 1.52% | -0.43% | -21.91% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.51% | +0.13% | +0.23% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.49% | +0.01% | +2.32% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.49% | +0.29% | +13.38% | |
| 24 | SO | Southern Co/the | Stock-Utilities | 1.46% | +0.05% | +18.38% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.43% | +0.01% | +0.48% | |
| 26 | PFE | Pfizer Inc | Stock-Healthcare | 1.43% | +0.31% | +11.02% | |
| 27 | CB | Chubb Limited | Stock-Financials | 1.42% | -0.07% | -0.49% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 1.41% | -0.06% | -2.11% | |
| 29 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.39% | +0.08% | -3.98% | |
| 30 | TGT | Target CORP | Stock-Consumer Disc | 1.37% | +0.16% | -18.32% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | +0.59% | +10.15% | |
| 32 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.33% | +0.03% | -2.50% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.32% | +0.02% | +3.93% | |
| 34 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.31% | -1.31% | EXIT | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 1.27% | -0.19% | +22.52% | |
| 36 | D | Dominion Energy Inc | Stock-Utilities | 1.27% | -0.16% | -0.15% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.18% | -0.12% | -1.67% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 1.16% | -0.12% | -23.43% | |
| 39 | XEL | Xcel Energy Inc | Stock-Utilities | 1.14% | +0.20% | +29.32% | |
| 40 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 1.14% | +0.08% | +16.47% | |
| 41 | PSA | Public Storage | Stock-Real Estate | 1.13% | -0.19% | +7.64% | |
| 42 | NTR | Nutrien LTD | Stock-Materials | 1.07% | +0.14% | -4.99% | |
| 43 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.06% | -0.12% | -0.81% | |
| 44 | KR | Kroger Co | Stock-Consumer Staples | 1.04% | +0.18% | -0.41% | |
| 45 | WPC | Wp Carey Inc | Stock-Real Estate | 1.03% | -0.14% | +4.82% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 1.02% | -0.48% | -5.45% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | -0.37% | -8.63% | |
| 48 | PLD | Prologis Inc | Stock-Real Estate | 0.94% | -0.03% | +5.05% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | +0.04% | -17.10% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | -0.04% | +269.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.5% | -5.45% | Trim |
| 2 | PNC | Pnc Financial Services Group | +0.4% | NEW | New buy |
| 3 | CNI | Canadian Natl Railway Co | +0.4% | NEW | New buy |
| 4 | CSCO | Cisco Systems Inc | +0.4% | -17.24% | Trim |
| 5 | AVB | Avalonbay Communities Inc | +0.4% | +29.14% | Add |
| 6 | ABBV | Abbvie Inc | +0.3% | -0.80% | Trim |
| 7 | CAT | Caterpillar Inc | +0.3% | -19.36% | Trim |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.3% | -2.00% | Trim |
| 9 | HD | Home Depot Inc | +0.3% | +22.52% | Add |
| 10 | CLX | Clorox Company | +0.2% | +74.53% | Add |
| 11 | XEL | Xcel Energy Inc | +0.2% | +29.32% | Add |
| 12 | VUG | Vanguard Growth ETF | +0.2% | +874.74% | Add |
| 13 | PSA | Public Storage | +0.2% | +7.64% | Add |
| 14 | VTV | Vanguard Value ETF | +0.2% | +66.08% | Add |
| 15 | UL | Unilever Plc-sponsored Adr | +0.2% | +16.47% | Add |
| 16 | UDR | Udr Inc | +0.2% | +15.29% | Add |
| 17 | SO | Southern Co/the | +0.2% | +18.38% | Add |
| 18 | HRL | Hormel Foods CORP | +0.2% | +18.26% | Add |
| 19 | MS | Morgan Stanley | +0.1% | -10.46% | Trim |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +3.93% | Add |
| 21 | TXN | Texas Instruments Inc | +0.1% | -23.43% | Trim |
| 22 | ACN | Accenture plc | +0.1% | +95.19% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 24 | IBM | Intl Business Machines CORP | +0.1% | -4.16% | Trim |
| 25 | VTIP | Vanguard Short-term Tips | +0.1% | +8.43% | Add |
| 26 | AAPL | Apple Inc | +0.1% | -3.49% | Trim |
| 27 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +0.23% | Add |
| 28 | SCHR | Schwab Intermediate-term US | +0.1% | +10.45% | Add |
| 29 | MSFT | Microsoft CORP | +0.1% | +10.15% | Add |
| 30 | UNP | Union Pacific CORP | +0.1% | -2.11% | Trim |
| 31 | D | Dominion Energy Inc | +0.1% | -0.15% | Trim |
| 32 | MU | Micron Technology Inc | +0.1% | -24.76% | Trim |
| 33 | AVGO | Broadcom Inc | +0.1% | -8.63% | Trim |
| 34 | WPC | Wp Carey Inc | +0.1% | +4.82% | Add |
| 35 | EMR | Emerson Electric Co | +0.1% | -1.98% | Trim |
| 36 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 37 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | New buy |
| 38 | UPS | United Parcel Service-cl B | 0% | -0.81% | Trim |
| 39 | VBR | Vanguard Small-cap Value ETF | 0% | NEW | New buy |
| 40 | PLD | Prologis Inc | 0% | +5.05% | Add |
| 41 | MA | Mastercard Inc - A | 0% | +5.16% | Add |
| 42 | STLD | Steel Dynamics Inc | 0% | -2.10% | Trim |
| 43 | USB | US Bancorp | 0% | NEW | New buy |
| 44 | IWD | Ishares Russell 1000 Value E | 0% | NEW | New buy |
| 45 | VOO | Vanguard S&p 500 ETF | 0% | NEW | New buy |
| 46 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 47 | IXUS | Ishares Core Intl Stock ETF | 0% | — | Unchanged |
| 48 | VV | Vanguard Large-cap ETF | 0% | -9.44% | Trim |
| 49 | JPM | Jpmorgan Chase & Co | 0% | -6.44% | Trim |
| 50 | ENTG | Entegris Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Advocate Group LLC reported a total U.S. public equity portfolio value of $646.0M across 122 disclosed positions in Q2 2026.
During Q2 2026, Advocate Group LLC's top holdings by market value included VEA (5.7%)、VV (4.3%)、ABBV (2.8%). The largest single position, VEA, represented 5.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
PNC
市值: $2.9M
Top Position Liquidated / Trimmed
ARE
前期市值: $1.3M
In Q2 2026, Advocate Group LLC made 117 total portfolio adjustments, initiating 8 new buys, adding to 31 positions, trimming 66 holdings, and fully liquidating 12 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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