StockDriftsStockDriftsTop 50 Advocate Investing Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSY | INVESCO ACTIVELY MANAGED EXC | 10.05% | 260.1K | $13.0M | -3.68%(-9.93K) | $50.24(-0.07%) | 2026-06-30 | |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | 8.94% | 282.3K | $11.6M | -0.47%(-1.33K) | $37.96(+12.90%) | 2026-06-30 | |
| XLP | SELECT SECTOR SPDR TR | 3.99% | 62.3K | $5.2M | +10.74%(+6.04K) | $78.86(+7.57%) | 2026-06-30 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 3.71% | 94.7K | $4.8M | +7.01%(+6.21K) | $48.85(+7.43%) | 2026-06-30 | |
| XME | SPDR SERIES TRUST | 2.49% | 30.2K | $3.2M | -3.27%(-1.02K) | $98.40(+19.71%) | 2026-06-30 | |
| IXC | ISHARES TR | 2.39% | 63.2K | $3.1M | +0.03%(+17) | $41.84(+33.74%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.36% | 16.1K | $3.1M | -0.68%(-110) | $142.45(+31.10%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 2.27% | 18.6K | $2.9M | +47.93%(+6.04K) | $145.33(+14.61%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.17% | 11.9K | $2.8M | -24.91%(-3.95K) | $217.78(+13.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.75% | 7.8K | $2.3M | +0.50%(+39) | $263.27(+16.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.05% |
Advocate Investing Services LLC reports $129.82M in US-listed equity holdings across 460 positions in its most recent 13F filing. Its largest disclosed positions are GSY (10.1%), TCAF (8.9%) and XLP (4.0%). The top 20 holdings account for 53.97% of reported assets. Its disclosed equity book has returned +6.47% cumulatively over 2 quarters. 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 Investing Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110509). View Advocate Investing Services LLC’s 13F filings on SEC