ADVOCATE GROUP LLC: 13F holdings
CIK 18534012026Q2
| Positions | 122 |
|---|
| Reported value | $665.1m |
|---|
| Filed | 2026-07-17 |
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Change since last quarter
| Positions | 122 (-4 vs prior quarter) |
|---|
| Reported value | $665.1m (+4.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 529,920 | $37.8m | 5.7% |
| VV VANGUARD INDEX FDS | 82,307 | $28.3m | 4.3% |
| ABBV ABBVIE INC | 75,067 | $18.9m | 2.8% |
| GIS GENERAL MILLS INC | 534,524 | $18.6m | 2.8% |
| CSCO CISCO SYS INC | 133,940 | $15.7m | 2.4% |
| JNJ JOHNSON & JOHNSON | 61,412 | $15.6m | 2.3% |
| VZ VERIZON COMMUNICATIONS INC | 355,212 | $15.0m | 2.3% |
| VTIP VANGUARD MALVERN FDS | 258,546 | $13.0m | 2.0% |
| CAT CATERPILLAR INC | 11,714 | $12.5m | 1.9% |
| ENB ENBRIDGE INC | 227,160 | $12.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1853401")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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