ADVOCATE GROUP LLC

CIK 0001853401 • 7 13F filings • Apr 22, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $559.4M119 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$267K	0.0%Prev: 0.0%	1,752 SH	Increased+152 SH
ABBOTT LABS	COM	$1.8M	0.3%	13,223 SH	New
ABBVIE INC	COM	$15.1M	2.7%Prev: 2.6%	81,302 SH	Decreased+5,630 SH
ADOBE INC	COM	$5.6M	1.0%Prev: 0.6%	14,551 SH	Increased-1,289 SH
ALEXANDRIA REAL ESTATE EQ IN	COM	$3.5M	0.6%Prev: 0.2%	48,845 SH	Increased+21,509 SH
ALPHABET INC	CAP STK CL A	$2.4M	0.4%Prev: 0.6%	13,747 SH	Decreased+294 SH
AMGEN INC	COM	$1.6M	0.3%Prev: 0.3%	5,787 SH	Decreased+309 SH
APPLE INC	COM	$8.7M	1.6%Prev: 1.6%	42,301 SH	Decreased+3,239 SH
APPLIED MATLS INC	COM	$1.8M	0.3%Prev: 0.5%	10,100 SH	Decreased+170 SH
ARCHER DANIELS MIDLAND CO	COM	$364K	0.1%Prev: 0.1%	6,902 SH	Decreased+30 SH
ASTRAZENECA PLC	SPONSORED ADR	$878K	0.2%	12,564 SH	New
AT&T INC	COM	$225K	0.0%Prev: 0.0%	7,787 SH	Increased+40 SH
AVALONBAY CMNTYS INC	COM	$4.4M	0.8%Prev: 0.9%	21,759 SH	Decreased-13,895 SH
BLACKBERRY LTD	COM	$106K	0.0%	23,081 SH	New
BOSTON SCIENTIFIC CORP	COM	$352K	0.1%Prev: 0.0%	3,274 SH	Increased
BP PLC	SPONSORED ADR	$4.3M	0.8%Prev: 1.0%	143,498 SH	Decreased+12,395 SH
BRISTOL-MYERS SQUIBB CO	COM	$7.1M	1.3%Prev: 1.6%	154,239 SH	Decreased-12,717 SH
BROADCOM INC	COM	$6.5M	1.2%Prev: 0.9%	23,471 SH	Increased+4,154 SH
CATERPILLAR INC	COM	$6.8M	1.2%Prev: 1.6%	17,518 SH	Decreased+2,992 SH
CENTERPOINT ENERGY INC	COM	$444K	0.1%Prev: 0.1%	12,098 SH	Decreased
CHEVRON CORP NEW	COM	$9.4M	1.7%	65,546 SH	New
CHUBB LIMITED	COM	$7.0M	1.2%	24,055 SH	New
CISCO SYS INC	COM	$13.5M	2.4%Prev: 2.0%	194,866 SH	Increased+33,020 SH
COCA COLA CO	COM	$925K	0.2%Prev: 0.1%	13,070 SH	Decreased+605 SH
COLGATE PALMOLIVE CO	COM	$766K	0.1%Prev: 0.1%	8,431 SH	Increased+50 SH
CONOCOPHILLIPS	COM	$338K	0.1%Prev: 0.1%	3,769 SH	Decreased+71 SH
CONSTELLATION ENERGY CORP	COM	$252K	0.0%Prev: 0.0%	782 SH	Increased
COSTCO WHSL CORP NEW	COM	$275K	0.0%	278 SH	New
CROWN CASTLE INC	COM	$2.4M	0.4%Prev: 0.3%	23,652 SH	Increased+3,194 SH
CUMMINS INC	COM	$7.4M	1.3%Prev: 1.5%	22,661 SH	Decreased+4,513 SH
DARDEN RESTAURANTS INC	COM	$803K	0.1%Prev: 0.1%	3,682 SH	Increased+30 SH
DEERE & CO	COM	$2.4M	0.4%Prev: 0.4%	4,767 SH	Increased+478 SH
DIGITAL RLTY TR INC	COM	$670K	0.1%Prev: 0.1%	3,843 SH	Increased+311 SH
DOMINION ENERGY INC	COM	$7.6M	1.4%Prev: 1.2%	135,265 SH	Increased+11,652 SH
DUKE ENERGY CORP NEW	COM NEW	$8.5M	1.5%Prev: 1.6%	71,885 SH	Decreased-4,643 SH
EATON CORP PLC	SHS	$241K	0.0%Prev: 0.0%	674 SH	Increased+63 SH
EMERSON ELEC CO	COM	$10.6M	1.9%Prev: 1.6%	79,237 SH	Increased+1,069 SH
ENBRIDGE INC	COM	$11.1M	2.0%Prev: 2.0%	245,923 SH	Decreased+9,114 SH
ENTEGRIS INC	COM	$385K	0.1%Prev: 0.0%	4,779 SH	Increased+2,796 SH
EVERGY INC	COM	$10.1M	1.8%Prev: 1.8%	145,938 SH	Decreased+4,550 SH
EXXON MOBIL CORP	COM	$906K	0.2%Prev: 0.1%	8,404 SH	Increased+3,945 SH
FASTENAL CO	COM	$1.5M	0.3%Prev: 0.3%	35,942 SH	Decreased-774 SH
FREEPORT-MCMORAN INC	CL B	$3.6M	0.6%	82,412 SH	New
GENERAL MLS INC	COM	$26.0M	4.6%	501,734 SH	New
GRAINGER W W INC	COM	$210K	0.0%	202 SH	New
GRAPHIC PACKAGING HLDG CO	COM	$6.1M	1.1%	290,184 SH	New
HARROW INC	COM	$269K	0.0%Prev: 0.0%	8,824 SH	Decreased
HOME DEPOT INC	COM	$7.8M	1.4%Prev: 1.0%	21,190 SH	Increased+1,592 SH
INTERNATIONAL BUSINESS MACHS	COM	$14.1M	2.5%Prev: 1.4%	47,683 SH	Increased+9,756 SH
ISHARES TR	CORE MSCI TOTAL	$2.3M	0.4%Prev: 0.4%	30,001 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$279K	0.0%Prev: 0.0%	450 SH	Increased+37 SH
ISHARES TR	RUS 1000 ETF	$340K	0.1%Prev: 0.1%	1,000 SH	Increased+83 SH
ISHARES TR	RUSSELL 2000 ETF	$370K	0.1%Prev: 0.1%	1,716 SH	Decreased+48 SH
JOHNSON & JOHNSON	COM	$10.5M	1.9%Prev: 2.5%	68,504 SH	Decreased+3,679 SH
JPMORGAN CHASE & CO.	COM	$11.7M	2.1%	40,519 SH	New
KIMBERLY-CLARK CORP	COM	$6.8M	1.2%Prev: 0.7%	52,855 SH	Increased+6,934 SH
KROGER CO	COM	$8.7M	1.6%Prev: 1.4%	121,392 SH	Decreased-3,570 SH
LIGHT & WONDER INC	COM	$1.7M	0.3%	18,000 SH	New
LOCKHEED MARTIN CORP	COM	$256K	0.0%Prev: 0.0%	553 SH	Decreased+29 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$3.8M	0.7%	66,455 SH	New
MASCO CORP	COM	$487K	0.1%Prev: 0.0%	7,571 SH	Increased+3,356 SH
MASTERCARD INCORPORATED	CL A	$4.9M	0.9%Prev: 0.7%	8,722 SH	Increased+395 SH
MCDONALDS CORP	COM	$9.2M	1.6%Prev: 1.4%	31,526 SH	Increased+2,106 SH
MEDTRONIC PLC	SHS	$9.8M	1.8%Prev: 1.5%	112,556 SH	Increased+894 SH
MERCK & CO INC	COM	$7.4M	1.3%Prev: 1.8%	93,723 SH	Decreased-3,627 SH
META PLATFORMS INC	CL A	$484K	0.1%Prev: 0.1%	656 SH	Increased
MICROSOFT CORP	COM	$12.6M	2.3%Prev: 1.3%	25,316 SH	Increased+3,595 SH
MONDELEZ INTL INC	CL A	$287K	0.1%	4,251 SH	New
MORGAN STANLEY	COM NEW	$10.6M	1.9%Prev: 1.5%	74,992 SH	Increased+17,820 SH
NEXTERA ENERGY INC	COM	$3.9M	0.7%Prev: 0.8%	56,632 SH	Decreased+2,874 SH
NIKE INC	CL B	$3.2M	0.6%Prev: 0.4%	45,654 SH	Increased+691 SH
NORFOLK SOUTHN CORP	COM	$769K	0.1%Prev: 0.1%	3,005 SH	Decreased+28 SH
NUTRIEN LTD	COM	$7.5M	1.3%Prev: 1.4%	129,380 SH	Decreased+10,785 SH
ONEOK INC NEW	COM	$219K	0.0%Prev: 0.0%	2,681 SH	Decreased-300 SH
PACKAGING CORP AMER	COM	$362K	0.1%Prev: 0.0%	1,919 SH	Increased+732 SH
PAYCHEX INC	COM	$1.3M	0.2%Prev: 0.1%	8,765 SH	Increased+479 SH
PEPSICO INC	COM	$290K	0.1%Prev: 0.1%	2,197 SH	Decreased+33 SH
PFIZER INC	COM	$8.4M	1.5%Prev: 1.6%	345,375 SH	Decreased-9,677 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$5.2M	0.9%Prev: 1.1%	51,986 SH	Decreased-15,064 SH
PROCTER AND GAMBLE CO	COM	$8.2M	1.5%	51,761 SH	New
PROLOGIS INC.	COM	$4.1M	0.7%Prev: 0.9%	38,852 SH	Decreased-4,928 SH
PUBLIC STORAGE OPER CO	COM	$5.4M	1.0%Prev: 0.9%	18,519 SH	Decreased-3,353 SH
RIO TINTO PLC	SPONSORED ADR	$3.2M	0.6%Prev: 0.8%	54,519 SH	Decreased+1,676 SH
SALESFORCE INC	COM	$3.3M	0.6%Prev: 0.4%	12,033 SH	Increased-2,058 SH
SCHWAB CHARLES CORP	COM	$10.8M	1.9%Prev: 1.4%	118,355 SH	Increased+20,082 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$231K	0.0%Prev: 0.0%	9,405 SH	Decreased
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$6.6M	1.2%Prev: 1.7%	261,885 SH	Decreased-168,114 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$225K	0.0%	7,701 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$224K	0.0%Prev: 0.0%	8,100 SH	Decreased
SHELL PLC	SPON ADS	$4.9M	0.9%Prev: 1.0%	68,976 SH	Decreased+2,340 SH
SOUTHERN CO	COM	$8.2M	1.5%Prev: 1.3%	89,373 SH	Decreased+3,553 SH
SOUTHERN COPPER CORP	COM	$3.8M	0.7%Prev: 0.4%	37,734 SH	Increased+21,764 SH
SPDR S&P 500 ETF TR	TR UNIT	$543K	0.1%	879 SH	New
STEEL DYNAMICS INC	COM	$719K	0.1%Prev: 0.2%	5,617 SH	Decreased+139 SH
SYSCO CORP	COM	$298K	0.1%Prev: 0.0%	3,933 SH	Increased+834 SH
TARGET CORP	COM	$6.9M	1.2%Prev: 1.6%	69,997 SH	Decreased-15,293 SH
TESLA INC	COM	$1.3M	0.2%Prev: 0.2%	4,101 SH	Decreased+61 SH
TEXAS INSTRS INC	COM	$7.3M	1.3%Prev: 1.0%	35,159 SH	Increased+1,233 SH
UNILEVER PLC	SPON ADR NEW	$7.2M	1.3%Prev: 1.0%	117,742 SH	Increased+9,740 SH
UNION PAC CORP	COM	$7.9M	1.4%Prev: 1.3%	34,126 SH	Decreased-1,035 SH
UNITED PARCEL SERVICE INC	CL B	$8.6M	1.5%	84,925 SH	New
UNITED STATES ANTIMONY CORP	COM	$70K	0.0%Prev: 0.0%	31,950 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$1.6M	0.3%Prev: 0.2%	3,649 SH	Increased-5 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$17.3M	3.1%Prev: 4.2%	60,706 SH	Decreased-30,183 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.3M	0.6%Prev: 0.8%	11,878 SH	Decreased-6,580 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$555K	0.1%	6,228 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	0.2%Prev: 0.3%	5,309 SH	Decreased-2,793 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.8M	1.0%Prev: 0.9%	19,165 SH	Increased+1,036 SH
VANGUARD INDEX FDS	VALUE ETF	$1.4M	0.3%Prev: 0.2%	7,948 SH	Decreased-12 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$5.5M	1.0%Prev: 1.2%	81,671 SH	Decreased-19,337 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$6.0M	1.1%Prev: 1.4%	121,274 SH	Decreased-46,946 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$281K	0.1%	6,094 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$7.3M	1.3%Prev: 1.9%	144,305 SH	Decreased-94,144 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$22.6M	4.0%Prev: 5.4%	396,615 SH	Decreased-144,093 SH
VERIZON COMMUNICATIONS INC	COM	$14.7M	2.6%Prev: 2.7%	339,090 SH	Decreased-1,464 SH
WALMART INC	COM	$2.5M	0.4%Prev: 0.4%	25,598 SH	Decreased+3,250 SH
WATSCO INC	COM	$611K	0.1%Prev: 0.1%	1,384 SH	Increased
WELLS FARGO CO NEW	COM	$2.6M	0.5%	32,433 SH	New
WP CAREY INC	COM	$4.8M	0.9%Prev: 1.0%	77,679 SH	Decreased-13,966 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.3M
ACCENTURE PLC IRELAND — $4.3M
ALPHABET INC — $218K
ASTRAZENECA PLC — $1.2M
CHEVRON CORPORATION — $14.8M
CHUBB LTD SWITZ — $9.1M
CLOROX CO DEL — $2.8M
COSTCO WHOLESALE CORPORATION — $258K
FREEPORT MCMORAN INC — $5.4M
GENERAL MILLS INC — $20.4M
GLOBAL X FDS — $490K
GLOBAL X FDS — $285K
HORMEL FOODS CORP — $3.9M
INVESCO EXCHANGE TRADED FD T — $978K
ISHARES TR — $514K
JPMORGAN CHASE & CO — $9.8M
LYONDELLBASELL INDUSTRIES NV — $5.7M
MAGNUM ICE CREAM CO NV — $332K
MICRON TECHNOLOGY INC — $317K
PROCTER & GAMBLE CO — $9.3M
… and 8 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001853401-26-000005	—	View
Jan 20, 2026	Q4 2025	13F-HR	0001853401-26-000001	$618.2M	View
Oct 20, 2025	Q3 2025