Advocate Investing Services LLC

Est. AUM

$118.0M

13F long equity, this entity only

Positions

446

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$13.5M	270079	11.47%	SOLE
2	T ROWE PRICE ETF INC	CAP APPRECIATION	$10.1M	283604	8.55%	SOLE
3	SELECT SECTOR SPDR TR	STATE STREET CON	$4.6M	56252	3.91%	SOLE
4	INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$4.4M	88457	3.72%	SOLE
5	ISHARES TR	GLOBAL ENERG ETF	$3.6M	63178	3.08%	SOLE
6	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.4M	15870	2.89%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$3.4M	31242	2.86%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.1M	16160	1.82%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.1M	34252	1.78%	SOLE
10	APPLE INC	COM	$2.0M	7808	1.68%	SOLE
11	WALMART INC	COM	$2.0M	15767	1.66%	SOLE
12	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.9M	12600	1.58%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.7M	35186	1.47%	SOLE
14	ISHARES INC	MSCI EMRG CHN	$1.7M	21272	1.42%	SOLE
15	MICROSOFT CORP	COM	$1.7M	4465	1.40%	SOLE
16	ISHARES TR	ULTRA SHORT DUR	$1.4M	28227	1.21%	SOLE
17	VANGUARD INDEX FDS	LARGE CAP ETF	$1.4M	4600	1.17%	SOLE
18	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.4M	2077	1.14%	SOLE
19	INVESCO QQQ TR	UNIT SER 1	$1.3M	2318	1.13%	SOLE
20	VANGUARD WORLD FD	INF TECH ETF	$1.3M	1914	1.13%	SOLE
21	ISHARES TR	LATN AMER 40 ETF	$1.3M	36441	1.10%	SOLE
22	VANECK ETF TRUST	AGRIBUSINESS ETF	$1.3M	15261	1.09%	SOLE
23	NVIDIA CORPORATION	COM	$1.2M	6705	0.99%	SOLE
24	FIRST SOLAR INC	COM	$1.1M	5730	0.96%	SOLE
25	UNITED RENTALS INC	COM	$1.1M	1529	0.94%	SOLE
26	ABERDEEN INDIA FD INC	COM	$1.1M	95930	0.92%	SOLE
27	META PLATFORMS INC	CL A	$1.1M	1852	0.90%	SOLE
28	TJX COS INC NEW	COM	$1.0M	6465	0.87%	SOLE
29	COSTCO WHOLESALE CORPORATION	COM	$952K	955	0.81%	SOLE
30	DEERE & CO	COM	$929K	1650	0.79%	SOLE
31	SUBURBAN PROPANE PARTNERS L	UNIT LTD PARTN	$921K	46760	0.78%	SOLE
32	ISHARES TR	MSCI EURO FL ETF	$897K	25740	0.76%	SOLE
33	ASTRAZENECA PLC	ORD	$897K	4550	0.76%	SOLE
34	FLEX LNG LTD	SHS	$848K	28534	0.72%	SOLE
35	ISHARES TR	EXPANDED TECH	$845K	10550	0.72%	SOLE
36	VANGUARD INDEX FDS	SMALL CP ETF	$845K	3226	0.72%	SOLE
37	CLOROX CO DEL	COM	$831K	8019	0.70%	SOLE
38	LIBERTY ALL STAR EQUITY FD	SH BEN INT	$823K	148369	0.70%	SOLE
39	PROCTER & GAMBLE CO	COM	$817K	5657	0.69%	SOLE
40	VANGUARD INDEX FDS	VALUE ETF	$809K	4125	0.69%	SOLE
41	KRAFT HEINZ CO	COM	$792K	35198	0.67%	SOLE
42	ISHARES TR	CRE U S REIT ETF	$752K	12700	0.64%	SOLE
43	AMAZON COM INC	COM	$740K	3554	0.63%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET HEA	$739K	5040	0.63%	SOLE
45	ALTRIA GROUP INC	COM	$721K	10926	0.61%	SOLE
46	GENERAL AMERN INVS CO INC	COM	$717K	12269	0.61%	SOLE
47	UNITEDHEALTH GROUP INC	COM	$710K	2623	0.60%	SOLE
48	THE CAMPBELLS COMPANY	COM	$673K	30232	0.57%	SOLE
49	BLACK STONE MINERALS L P	COM UNIT	$664K	43948	0.56%	SOLE
50	VANGUARD INDEX FDS	MCAP GR IDXVIP	$652K	2533	0.55%	SOLE

1–50 of 446

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.