StockDriftsStockDriftsTop 50 Advocate Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 5.68% | 529.9K | $37.8M | -2.00%(-10.79K) | $49.38(+49.87%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 4.26% | 82.3K | $28.3M | -9.44%(-8.58K) | $235.61(+51.32%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.84% | 75.1K | $18.9M | -0.80%(-605) | $160.22(+55.67%) | 2026-06-30 | |
| GIS | GENERAL MILLS INC | 2.8% | 534.5K | $18.6M | -2.34%(-12.80K) | $69.52(-43.61%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.37% | 133.9K | $15.7M | -17.24%(-27.91K) | $49.44(+129.68%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.34% | 61.4K | $15.6M | -5.26%(-3.41K) | $174.03(+49.66%) | 2026-06-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 2.26% | 355.2K | $15.0M | +4.30%(+14.66K) | $40.01(+20.25%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 1.95% | 258.5K | $13.0M | +8.43%(+20.10K) | $49.52(+0.37%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 1.88% | 11.7K | $12.5M | -19.36%(-2.81K) | $214.07(+306.16%) | 2026-06-30 | |
| ENB | ENBRIDGE INC | 1.85% | 227.2K | $12.3M | -4.07%(-9.65K) | $42.27(+21.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.80% | +21.83% | — | — | +20.77% |
| Top 20 Holdings Unweighted | +8.72% | +28.51% | — | — | +27.42% |
Advocate Group LLC reports $665.14M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are VEA (5.7%), VV (4.3%) and ABBV (2.8%). The top 20 holdings account for 44.63% of reported assets. Its disclosed equity book has returned +21.83% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Advocate Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1853401). View Advocate Group LLC’s 13F filings on SEC