§ 13F · FUND PROFILE
ADVOCATE GROUP LLC.
AUM · $665M (13F)Positions · 122Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 530K | $38M | 5.7% | −2% |
| 2 | VV | VANGUARD INDEX FDS | 82K | $28M | 4.3% | −9% |
| 3 | ABBV | ABBVIE INC | 75K | $19M | 2.8% | −1% |
| 4 | GIS | GENERAL MILLS INC | 535K | $19M | 2.8% | −2% |
| 5 | CSCO | CISCO SYS INC | 134K | $16M | 2.4% | −17% |
| 6 | JNJ | JOHNSON & JOHNSON | 61K | $16M | 2.3% | −5% |
| 7 | VZ | VERIZON COMMUNICATIONS INC | 355K | $15M | 2.3% | +4% |
| 8 | VTIP | VANGUARD MALVERN FDS | 259K | $13M | 2.0% | +8% |
| 9 | CAT | CATERPILLAR INC | 12K | $12M | 1.9% | −19% |
| 10 | ENB | ENBRIDGE INC | 227K | $12M | 1.9% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADVOCATE SIGNAL
AC read
ADVOCATE GROUP LLC is a Other fund managing $665 million in assets. The fund runs a portfolio of 122 positions.
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