§ 13F · FUND PROFILE
ADVOCATE GROUP LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $559M (13F)Positions · 119Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 541K | $35M | 5.4% | +4% |
| 2 | VV | VANGUARD INDEX FDS | 91K | $27M | 4.2% | +10% |
| 3 | GIS | GENERAL MILLS INC | 547K | $20M | 3.2% | +1% |
| 4 | VZ | VERIZON COMMUNICATIONS INC | 341K | $17M | 2.7% | +1% |
| 5 | ABBV | ABBVIE INC | 76K | $16M | 2.6% | −1% |
| 6 | JNJ | JOHNSON & JOHNSON | 65K | $16M | 2.5% | −2% |
| 7 | CVX | CHEVRON CORPORATION | 71K | $15M | 2.3% | ±0% |
| 8 | ENB | ENBRIDGE INC | 237K | $13M | 2.0% | ±0% |
| 9 | CSCO | CISCO SYS INC | 162K | $13M | 2.0% | −3% |
| 10 | VTIP | VANGUARD MALVERN FDS | 238K | $12M | 1.9% | +30% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADVOCATE SIGNAL
AC read
ADVOCATE GROUP LLC is a Other fund managing $559 million in assets. The fund runs a portfolio of 119 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed