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CIK: 0002110509
Total reported value
$127.5M
$127.5M
460 檔
29.7%
At the close of Q2 2026, Advocate Investing Services LLC disclosed equity holdings valued at approximately $127.5M, spread across 460 reported holdings.
In Q2 2026, Advocate Investing Services LLC displayed an active expansion posture, initiating 22 new positions and adding to 63 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 460 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSY | Invesco Ultra Short Duration | ETF-Other | 10.05% | -0.36% | -3.68% | |
| 2 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 8.94% | — | -0.47% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.99% | +0.04% | +10.74% | |
| 4 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 3.71% | -0.12% | +7.01% | |
| 5 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 2.49% | -0.04% | -3.27% | |
| 6 | IXC | Ishares Global Energy ETF | ETF-Other | 2.39% | +0.34% | +0.03% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.36% | +0.07% | -0.68% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.27% | -0.18% | +47.93% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.17% | -0.12% | -24.91% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.75% | +0.30% | +0.50% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.63% | +0.08% | +824.45% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.62% | -0.02% | -3.27% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.45% | +0.02% | -0.53% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.38% | -0.10% | +0.01% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.35% | +0.17% | -3.82% | |
| 16 | URI | United Rentals Inc | Stock-Industrials | 1.34% | -0.28% | +0.07% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | -0.09% | -1.08% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | +0.42% | +1.23% | |
| 19 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.26% | +0.12% | +14.83% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 1.22% | +0.05% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.04% | -10.83% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | +0.18% | +1.10% | |
| 23 | FSLR | First Solar Inc | Stock-Tech | 1.04% | -0.25% | — | |
| 24 | RDVY | First Trust Rising Dividend | ETF-Other | 1.02% | +0.05% | +38954.76% | |
| 25 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.95% | +0.04% | +0.09% | |
| 26 | MOO | Vaneck Agribusiness ETF | ETF-Other | 0.93% | +0.04% | — | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | -0.08% | -1.30% | |
| 28 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.82% | -0.08% | +76.87% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | +0.02% | +27.05% | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.81% | +0.06% | — | |
| 31 | EUFN | Ishares Msci Europe Financia | ETF-Other | 0.77% | +0.03% | — | |
| 32 | IFN | Aberdeen India Fund Inc | Stock-Other | 0.76% | -0.14% | -12.78% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | -0.12% | +0.25% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | +0.20% | -6.75% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.72% | -0.09% | -4.01% | |
| 36 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.72% | +0.04% | -2.37% | |
| 37 | CLX | Clorox Company | Stock-Consumer Staples | 0.71% | -0.07% | +21.20% | |
| 38 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.69% | -0.04% | +8.24% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.01% | — | |
| 40 | USA | Liberty All Star Equity Fund | Stock-Other | 0.68% | -0.02% | +1.94% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | — | +2.87% | |
| 42 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.66% | -0.08% | — | |
| 43 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.66% | -0.06% | +27.12% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.66% | — | -5.04% | |
| 45 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.65% | -0.04% | — | |
| 46 | MO | Altria Group Inc | Stock-Consumer Staples | 0.65% | -0.24% | +7.32% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.63% | +0.04% | — | |
| 48 | FLNG | FLEX LNG Ltd. | Stock-Other | 0.62% | — | +1.31% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.62% | +0.05% | — | |
| 50 | GAM | General American Investors | Stock-Other | 0.60% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RDVY | First Trust Rising Dividend | +1% | +38954.76% | Add |
| 2 | VYM | Vanguard High Dvd Yield ETF | +0.7% | +47.93% | Add |
| 3 | XLK | Ss Technology Select Sector | +0.5% | -0.68% | Trim |
| 4 | VGT | Vanguard Info Tech ETF | +0.5% | +824.45% | Add |
| 5 | URI | United Rentals Inc | +0.4% | +0.07% | Add |
| 6 | TCAF | T Rowe Prc Cap Appreciation | +0.4% | -0.47% | Trim |
| 7 | AMD | Advanced Micro Devices | +0.4% | — | Unchanged |
| 8 | KMB | Kimberly-clark CORP | +0.4% | +76.87% | Add |
| 9 | INTC | Intel CORP | +0.3% | — | Unchanged |
| 10 | NOK | Nokia Corp-spon Adr | +0.3% | NEW | New buy |
| 11 | NBIS | Nebius Group N.V. | +0.3% | +2260.00% | Add |
| 12 | UNH | Unitedhealth Group Inc | +0.2% | -1.30% | Trim |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | -3.27% | Trim |
| 14 | INDA | Ishares Msci India ETF | +0.2% | +58.57% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -1.08% | Trim |
| 16 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +602.00% | Add |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +27.05% | Add |
| 18 | GTOP | Gs Tech Opportunities ETF | +0.1% | NEW | New buy |
| 19 | UPS | United Parcel Service-cl B | +0.1% | +68.76% | Add |
| 20 | CPB | THE Campbell's Company | +0.1% | +27.12% | Add |
| 21 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +10.74% | Add |
| 22 | FSLR | First Solar Inc | +0.1% | — | Unchanged |
| 23 | ALAB | Astera Labs Inc | +0.1% | -52.78% | Trim |
| 24 | AAPL | Apple Inc | +0.1% | +0.50% | Add |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.57% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.83% | Add |
| 27 | PDI | Pimco Dynamic Income Fund | +0.1% | NEW | New buy |
| 28 | VV | Vanguard Large-cap ETF | +0.1% | — | Unchanged |
| 29 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 30 | ✓ | +0.1% | NEW | New buy | |
| 31 | ICSH | Ishares Ultra Short Duration | +0.1% | +14.83% | Add |
| 32 | NVDA | Nvidia CORP | +0.1% | +1.10% | Add |
| 33 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | — | Unchanged |
| 34 | BSTZ | Blackrock Sci & Tech Trm Tr | +0.1% | — | Unchanged |
| 35 | SJM | Jm Smucker Co/the | +0.1% | NEW | New buy |
| 36 | UL | Unilever Plc-sponsored Adr | +0.1% | NEW | New buy |
| 37 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +190.22% | Add |
| 38 | VB | Vanguard Small-cap ETF | 0% | +0.25% | Add |
| 39 | AMZN | Amazon.com Inc | 0% | +2.87% | Add |
| 40 | MO | Altria Group Inc | 0% | +7.32% | Add |
| 41 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 42 | ITA | Ishares U.s. Aerospace & Def | 0% | +19.80% | Add |
| 43 | IEMG | Ishares Core Msci Emerging | 0% | +245.00% | Add |
| 44 | MUB | Ishares National Muni Bond E | 0% | NEW | New buy |
| 45 | IVW | Ishares S&p 500 Growth ETF | 0% | +139.74% | Add |
| 46 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 47 | HRL | Hormel Foods CORP | 0% | +17.74% | Add |
| 48 | CIBR | First Trust Nasdaq Cybersecu | 0% | -8.58% | Trim |
| 49 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 50 | IVE | Ishares S&p 500 Value ETF | 0% | +146.81% | Add |
According to official SEC Form 13F filings, Advocate Investing Services LLC reported a total U.S. public equity portfolio value of $127.5M across 460 disclosed positions in Q2 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including GSY, TCAF, XLP) accounted for 29.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
NOK
市值: $362.5K
Top Position Liquidated / Trimmed
BSM
前期市值: $664.5K
During Q2 2026, Advocate Investing Services LLC's top holdings by market value included GSY (10.1%)、TCAF (8.9%)、XLP (4.0%). The largest single position, GSY, represented 10.1% of total portfolio value.
In Q2 2026, Advocate Investing Services LLC made 124 total portfolio adjustments, initiating 22 new buys, adding to 63 positions, trimming 32 holdings, and fully liquidating 7 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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