Advocate Group LLC Portfolio Holdings

Advocate Group LLC

  • $602 Million
  • Q4 2025

Advocate Group LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $602 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $31.8M, Vanguard Large Cap ETF with a value of $25.7M, General Mills Inc with a value of $25.6M, Abb Vie Inc. with a value of $17.8M, and Verizon Communications Inc with a value of $13.8M.

Examining the 13F form we can see an decrease of $6.48M in the current position value, from $608M to 602M.

Below you can find more details about Advocate Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $602 Million
ETFs: $121 Million
Technology: $75.7 Million
Healthcare: $72.9 Million
Consumer Defensive: $62.4 Million
Industrials: $51.6 Million
Utilities: $46.2 Million
Financial Services: $44.8 Million
Energy: $33.5 Million
Other: $93.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.8 Million 5.29% of portfolio
519,020
Q4 2025 Added 4.26%
$0
$25.7 Million 4.26% of portfolio
82,647
Q4 2025 Reduced 1.65%
$28.1B
$25.6 Million 4.25% of portfolio
540,103
Q4 2025 Reduced 0.09%
$414B
$17.8 Million 2.96% of portfolio
76,212
Q4 2025 Reduced 7.34%
$172B
$13.8 Million 2.29% of portfolio
335,997
Q4 2025 Added 0.01%
$522B
$13.3 Million 2.2% of portfolio
66,469
Q4 2025 Reduced 5.21%
$319B
$13 Million 2.17% of portfolio
167,632
Q4 2025 Reduced 11.06%
$266B
$11.6 Million 1.93% of portfolio
38,994
Q4 2025 Reduced 13.03%
$96.7B
$11.4 Million 1.89% of portfolio
237,819
Q4 2025 Reduced 2.64%
$3.78T
$11.1 Million 1.85% of portfolio
21,903
Q4 2025 Reduced 11.29%
$303B
$11.1 Million 1.84% of portfolio
71,472
Q4 2025 Added 8.17%
$17.6B
$10.8 Million 1.8% of portfolio
141,455
Q4 2025 Reduced 3.44%
$128B
$10.8 Million 1.79% of portfolio
111,745
Q4 2025 Reduced 2.23%
$4.3T
$10.7 Million 1.78% of portfolio
39,999
Q4 2025 Reduced 2.24%
$881B
$10.4 Million 1.73% of portfolio
34,676
Q4 2025 Reduced 12.14%
$0
$10.2 Million 1.69% of portfolio
405,405
Q4 2025 Added 20.51%
$270B
$9.77 Million 1.62% of portfolio
61,284
Q4 2025 Reduced 15.1%
$96.4B
$9.4 Million 1.56% of portfolio
75,070
Q4 2025 Added 5.78%
$167B
$9.27 Million 1.54% of portfolio
100,847
Q4 2025 Reduced 12.11%
$0
$9.18 Million 1.53% of portfolio
183,481
Q4 2025 Added 12.33%
$235B
$9.18 Million 1.52% of portfolio
98,811
Q4 2025 Added 1.24%
$136B
$9.13 Million 1.52% of portfolio
41,315
Q4 2025 Added 13.32%
$224B
$9.1 Million 1.51% of portfolio
29,855
Q4 2025 Reduced 6.57%
$65.2B
$8.95 Million 1.49% of portfolio
19,346
Q4 2025 Reduced 12.6%
$141B
$8.74 Million 1.45% of portfolio
348,499
Q4 2025 Reduced 0.44%
$0
$8.67 Million 1.44% of portfolio
157,991
Q4 2025 Added 5.08%
$47.8B
$8.48 Million 1.41% of portfolio
127,078
Q4 2025 Added 0.7%
$291B
$8.51 Million 1.41% of portfolio
15,409
Q4 2025 Reduced 10.71%
$346B
$8.18 Million 1.36% of portfolio
56,123
Q4 2025 Added 7.95%
$68.7B
$8 Million 1.33% of portfolio
84,981
Q4 2025 Reduced 3.84%
$123B
$7.94 Million 1.32% of portfolio
26,877
Q4 2025 Added 11.92%
$98.6B
$7.77 Million 1.29% of portfolio
85,786
Q4 2025 Reduced 2.33%
$99.5B
$7.76 Million 1.29% of portfolio
165,670
Q4 2025 Added 5.8%
$41.4B
$7.64 Million 1.27% of portfolio
84,943
Q4 2025 Added 11.74%
$50.4B
$7.53 Million 1.25% of portfolio
124,356
Q4 2025 Reduced 5.64%
$32B
$7.28 Million 1.21% of portfolio
122,608
Q4 2025 Reduced 4.84%
$367B
$7.08 Million 1.18% of portfolio
19,765
Q4 2025 Reduced 7.11%
$139B
$6.79 Million 1.13% of portfolio
19,812
Q4 2025 Reduced 9.85%
$177B
$6.63 Million 1.1% of portfolio
34,067
Q4 2025 Reduced 0.93%
$0
$6.57 Million 1.09% of portfolio
89,914
Q4 2025 Added 5.65%
$0
$6.19 Million 1.03% of portfolio
61,623
Q4 2025 Added 7.86%
$0
$6.05 Million 1.01% of portfolio
18,341
Q4 2025 Reduced 3.82%
$14B
$5.91 Million 0.98% of portfolio
87,383
Q4 2025 Added 12.01%
$48.1B
$5.57 Million 0.93% of portfolio
20,319
Q4 2025 Added 7.44%
$4.93B
$5.37 Million 0.89% of portfolio
334,461
Q4 2025 Added 7.86%
$151B
$5.27 Million 0.88% of portfolio
16,215
Q4 2025 Added 2.86%
$44.1B
$5.25 Million 0.87% of portfolio
65,178
Q4 2025 Added 1,943.84%
$114B
$5.1 Million 0.85% of portfolio
41,264
Q4 2025 Added 5.32%
$35.1B
$5.1 Million 0.85% of portfolio
49,054
Q4 2025 Reduced 6.5%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $602 Million
  • Prior Value $608 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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