ADVOCATE GROUP LLC

Q4 2025 13F-HR Holdings

Location
Minnetonka, MN
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$618,167
Net value change ($000)
+9,859 (1.6%)
New positions
8
Sold out positions
7
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UL 6,944 NEW
ACN 5,142 NEW
XEL 4,557 1773.2%
VEA 2,595 8.7%
HRL 2,319 NEW
MRK 2,210 27.0%
BMY 1,874 26.5%
SCHR 1,714 20.3%
CB 1,611 23.8%
TGT 1,484 21.8%
Top Reduces (Value $000, Stocks/ETFs)
Unilever PLC -6,894 -100.0%
ARE -2,644 -56.0%
MSFT -2,196 -17.2%
GIS -2,142 -7.9%
HD -1,820 -21.1%
ABBV -1,629 -8.6%
KMB -1,575 -24.1%
LAWIL -1,511 -100.0%
JPM -1,276 -10.2%
IBM -1,100 -8.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type