ADVOCATE GROUP LLC

Q1 2026 13F-HR Holdings

Location
Minnetonka, MN
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$639,356
Net value change ($000)
+21,189 (3.4%)
New positions
6
Sold out positions
3
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 3,885 35.7%
UDR 3,530 NEW
VZ 3,411 24.9%
VTIP 2,836 31.3%
CLX 2,763 NEW
LYB 2,598 84.7%
VEA 2,226 6.9%
JNJ 2,090 15.2%
TGT 2,034 24.5%
HRL 1,588 68.5%
Top Reduces (Value $000, Stocks/ETFs)
GPK -5,037 -100.0%
GIS -4,744 -18.9%
MSFT -2,552 -24.1%
IBM -2,358 -20.4%
UPS -1,933 -22.9%
ADBE -1,825 -32.2%
SCCO -1,758 -39.0%
MS -1,471 -13.5%
JPM -1,365 -12.2%
AZN -1,123 -100.0%
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