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: $665.1M122 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.1M	0.2%	12,458 SH	New
ABBVIE INC	COM	$18.9M	2.8%Prev: 2.7%	75,067 SH	Increased-6,235 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$5.2M	0.8%	42,002 SH	New
ADOBE INC	COM	$2.8M	0.4%Prev: 1.0%	13,504 SH	Decreased-1,047 SH
ALPHABET INC	CAP STK CL A	$4.8M	0.7%Prev: 0.4%	13,453 SH	Increased-294 SH
AMGEN INC	COM	$1.9M	0.3%Prev: 0.3%	5,198 SH	Increased-589 SH
APPLE INC	COM	$10.9M	1.6%Prev: 1.6%	37,698 SH	Increased-4,603 SH
APPLIED MATLS INC	COM	$6.8M	1.0%Prev: 0.3%	9,389 SH	Increased-711 SH
ARCHER DANIELS MIDLAND CO	COM	$472K	0.1%Prev: 0.1%	6,180 SH	Increased-722 SH
ASTRAZENECA PLC	ORD	$1.1M	0.2%	5,592 SH	New
AVALONBAY CMNTYS INC	COM	$8.7M	1.3%Prev: 0.8%	46,043 SH	Increased+24,284 SH
BP PLC	SPONSORED ADR	$4.5M	0.7%Prev: 0.8%	121,997 SH	Increased-21,501 SH
BRISTOL-MYERS SQUIBB CO	COM	$9.2M	1.4%Prev: 1.3%	160,303 SH	Increased+6,064 SH
BROADCOM INC	COM	$6.7M	1.0%Prev: 1.2%	17,649 SH	Increased-5,822 SH
CANADIAN NATL RY CO	COM	$2.8M	0.4%	23,286 SH	New
CATERPILLAR INC	COM	$12.5M	1.9%Prev: 1.2%	11,714 SH	Increased-5,804 SH
CENTERPOINT ENERGY INC	COM	$533K	0.1%Prev: 0.1%	12,098 SH	Increased
CHEVRON CORPORATION	COM	$11.5M	1.7%	69,403 SH	New
CHUBB LIMITED	COM	$9.4M	1.4%Prev: 1.2%	27,667 SH	Increased+3,612 SH
CISCO SYS INC	COM	$15.7M	2.4%Prev: 2.4%	133,940 SH	Increased-60,926 SH
CLOROX CO DEL	COM	$4.4M	0.7%	46,532 SH	New
COCA COLA CO	COM	$977K	0.1%Prev: 0.2%	12,024 SH	Increased-1,046 SH
COLGATE PALMOLIVE CO	COM	$763K	0.1%Prev: 0.1%	8,322 SH	Decreased-109 SH
CONOCOPHILLIPS	COM	$384K	0.1%Prev: 0.1%	3,698 SH	Increased-71 SH
COSTCO WHOLESALE CORPORATION	COM	$237K	0.0%	253 SH	New
CROWN CASTLE INC	COM	$1.6M	0.2%Prev: 0.4%	20,929 SH	Decreased-2,723 SH
CUMMINS INC	COM	$10.1M	1.5%Prev: 1.3%	14,172 SH	Increased-8,489 SH
DARDEN RESTAURANTS INC	COM	$752K	0.1%Prev: 0.1%	3,652 SH	Decreased-30 SH
DEERE & CO	COM	$2.3M	0.3%Prev: 0.4%	3,601 SH	Decreased-1,166 SH
DIGITAL RLTY TR INC	COM	$504K	0.1%Prev: 0.1%	2,808 SH	Decreased-1,035 SH
DOMINION ENERGY INC	COM	$8.4M	1.3%Prev: 1.4%	123,422 SH	Increased-11,843 SH
DUKE ENERGY CORP NEW	COM NEW	$9.9M	1.5%Prev: 1.5%	78,306 SH	Increased+6,421 SH
EATON CORP PLC	SHS	$260K	0.0%Prev: 0.0%	611 SH	Increased-63 SH
EMERSON ELEC CO	COM	$11.0M	1.6%Prev: 1.9%	76,623 SH	Increased-2,614 SH
ENBRIDGE INC	COM	$12.3M	1.9%Prev: 2.0%	227,160 SH	Increased-18,763 SH
ENTEGRIS INC	COM	$357K	0.1%Prev: 0.1%	1,983 SH	Decreased-2,796 SH
EVERGY INC	COM	$11.1M	1.7%Prev: 1.8%	127,851 SH	Increased-18,087 SH
EXXON MOBIL CORP	COM	$558K	0.1%Prev: 0.2%	4,081 SH	Decreased-4,323 SH
FASTENAL CO	COM	$1.7M	0.3%Prev: 0.3%	36,294 SH	Increased+352 SH
FREEPORT MCMORAN INC	CL B	$4.5M	0.7%	71,765 SH	New
GENERAL MILLS INC	COM	$18.6M	2.8%	534,524 SH	New
HARROW INC	COM	$375K	0.1%Prev: 0.0%	8,824 SH	Increased
HOME DEPOT INC	COM	$8.5M	1.3%Prev: 1.4%	24,012 SH	Increased+2,822 SH
HORMEL FOODS CORP	COM	$5.1M	0.8%	203,974 SH	New
INTEL CORP	COM	$311K	0.0%	2,228 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$10.2M	1.5%Prev: 2.5%	36,351 SH	Decreased-11,332 SH
ISHARES TR	CORE MSCI TOTAL	$2.9M	0.4%Prev: 0.4%	30,001 SH	Increased
ISHARES TR	CORE S&P500 ETF	$275K	0.0%Prev: 0.0%	367 SH	Decreased-83 SH
ISHARES TR	RUS 1000 ETF	$218K	0.0%Prev: 0.1%	533 SH	Decreased-467 SH
ISHARES TR	RUS 1000 VAL ETF	$214K	0.0%	884 SH	New
ISHARES TR	RUSSELL 2000 ETF	$479K	0.1%Prev: 0.1%	1,593 SH	Increased-123 SH
JOHNSON & JOHNSON	COM	$15.6M	2.3%Prev: 1.9%	61,412 SH	Increased-7,092 SH
JPMORGAN CHASE & CO	COM	$10.2M	1.5%	31,195 SH	New
KIMBERLY-CLARK CORP	COM	$3.8M	0.6%Prev: 1.2%	34,249 SH	Decreased-18,606 SH
KROGER CO	COM	$6.9M	1.0%Prev: 1.6%	124,452 SH	Decreased+3,060 SH
LOCKHEED MARTIN CORP	COM	$286K	0.0%Prev: 0.0%	562 SH	Increased+9 SH
LYONDELLBASELL INDUSTRIES NV	SHS - A -	$2.9M	0.4%	55,517 SH	New
MAGNUM ICE CREAM CO NV	ORD SHS	$267K	0.0%	15,309 SH	New
MASCO CORP	COM	$334K	0.1%Prev: 0.1%	4,102 SH	Decreased-3,469 SH
MASTERCARD INCORPORATED	CL A	$4.5M	0.7%Prev: 0.9%	8,757 SH	Decreased+35 SH
MCDONALDS CORP	COM	$7.8M	1.2%Prev: 1.6%	28,930 SH	Decreased-2,596 SH
MEDTRONIC PLC	SHS	$9.9M	1.5%Prev: 1.8%	126,604 SH	Increased+14,048 SH
MERCK & CO INC	COM	$11.6M	1.7%Prev: 1.3%	90,572 SH	Increased-3,151 SH
META PLATFORMS INC	CL A	$375K	0.1%Prev: 0.1%	666 SH	Decreased+10 SH
MICRON TECHNOLOGY INC	COM	$814K	0.1%	705 SH	New
MICROSOFT CORP	COM	$8.9M	1.3%Prev: 2.3%	23,926 SH	Decreased-1,390 SH
MORGAN STANLEY	COM NEW	$10.7M	1.6%Prev: 1.9%	51,194 SH	Increased-23,798 SH
NEXTERA ENERGY INC	COM	$4.7M	0.7%Prev: 0.7%	53,482 SH	Increased-3,150 SH
NIKE INC	CL B	$2.4M	0.4%Prev: 0.6%	58,812 SH	Decreased+13,158 SH
NORFOLK SOUTHN CORP	COM	$796K	0.1%Prev: 0.1%	2,531 SH	Increased-474 SH
NUTRIEN LTD	COM	$7.1M	1.1%Prev: 1.3%	112,683 SH	Decreased-16,697 SH
ONEOK INC NEW	COM	$259K	0.0%Prev: 0.0%	2,981 SH	Increased+300 SH
PACKAGING CORP AMER	COM	$225K	0.0%Prev: 0.1%	946 SH	Decreased-973 SH
PAYCHEX INC	COM	$815K	0.1%Prev: 0.2%	8,286 SH	Decreased-479 SH
PEPSICO INC	COM	$293K	0.0%Prev: 0.1%	2,164 SH	Increased-33 SH
PFIZER INC	COM	$9.5M	1.4%Prev: 1.5%	394,161 SH	Increased+48,786 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$4.9M	0.7%Prev: 0.9%	48,356 SH	Decreased-3,630 SH
PNC FINL SVCS GROUP INC	COM	$2.9M	0.4%	11,724 SH	New
PROCTER & GAMBLE CO	COM	$9.5M	1.4%	64,837 SH	New
PROLOGIS INC.	COM	$6.2M	0.9%Prev: 0.7%	45,991 SH	Increased+7,139 SH
PUBLIC STORAGE	COM	$7.5M	1.1%	23,543 SH	New
RIO TINTO PLC	SPONSORED ADR	$4.4M	0.7%Prev: 0.6%	45,852 SH	Increased-8,667 SH
SALESFORCE INC	COM	$2.7M	0.4%Prev: 0.6%	16,933 SH	Decreased+4,900 SH
SCHWAB CHARLES CORP	COM	$8.8M	1.3%Prev: 1.9%	95,814 SH	Decreased-22,541 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$292K	0.0%Prev: 0.0%	9,405 SH	Increased
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$11.7M	1.8%Prev: 1.2%	474,914 SH	Increased+213,029 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$282K	0.0%Prev: 0.0%	8,100 SH	Increased
SHELL PLC	SPON ADS	$5.0M	0.7%Prev: 0.9%	63,858 SH	Increased-5,118 SH
SOUTHERN CO	COM	$9.7M	1.5%Prev: 1.5%	101,592 SH	Increased+12,219 SH
SOUTHERN COPPER CORP	COM	$2.4M	0.4%Prev: 0.7%	13,496 SH	Decreased-24,238 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$661K	0.1%	885 SH	New
STEEL DYNAMICS INC	COM	$1.2M	0.2%Prev: 0.1%	5,363 SH	Increased-254 SH
TARGET CORP	COM	$9.1M	1.4%Prev: 1.2%	69,668 SH	Increased-329 SH
TESLA INC	COM	$1.7M	0.3%Prev: 0.2%	4,040 SH	Increased-61 SH
TEXAS INSTRS INC	COM	$7.7M	1.2%Prev: 1.3%	25,978 SH	Increased-9,181 SH
UDR INC	COM	$4.8M	0.7%	120,478 SH	New
UNILEVER PLC	SPON ADR NEW	$7.6M	1.1%Prev: 1.3%	125,795 SH	Increased+8,053 SH
UNION PAC CORP	COM	$9.4M	1.4%Prev: 1.4%	34,419 SH	Increased+293 SH
UNITED PARCEL SVCS INC	CL B	$7.0M	1.1%	65,490 SH	New
UNITED STATES ANTIMONY CORP	COM	$232K	0.0%Prev: 0.0%	31,950 SH	Increased
US BANCORP	COM NEW	$225K	0.0%	3,729 SH	New
VALERO ENERGY CORP	COM	$270K	0.0%	1,035 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$3.1M	0.5%Prev: 0.3%	35,617 SH	Increased+31,968 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$28.3M	4.3%Prev: 3.1%	82,307 SH	Increased+21,601 SH
VANGUARD INDEX FDS	MID CAP ETF	$5.5M	0.8%Prev: 0.6%	68,209 SH	Increased+56,331 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$203K	0.0%	295 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$288K	0.0%	1,184 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$2.2M	0.3%Prev: 0.2%	7,364 SH	Increased+2,055 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$303K	0.0%	829 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$5.6M	0.8%Prev: 1.0%	15,029 SH	Decreased-4,136 SH
VANGUARD INDEX FDS	VALUE ETF	$2.9M	0.4%Prev: 0.3%	13,220 SH	Increased+5,272 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$8.8M	1.3%Prev: 1.0%	104,980 SH	Increased+23,309 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.1M	1.5%Prev: 1.1%	168,611 SH	Increased+47,337 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$13.0M	2.0%Prev: 1.3%	258,546 SH	Increased+114,241 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$37.8M	5.7%Prev: 4.0%	529,920 SH	Increased+133,305 SH
VERIZON COMMUNICATIONS INC	COM	$15.0M	2.3%Prev: 2.6%	355,212 SH	Increased+16,122 SH
WALMART INC	COM	$2.5M	0.4%Prev: 0.4%	21,674 SH	Decreased-3,924 SH
WATSCO INC	COM	$538K	0.1%Prev: 0.1%	1,292 SH	Decreased-92 SH
WELLS FARGO & CO	COM	$2.6M	0.4%	31,581 SH	New
WP CAREY INC	COM	$6.9M	1.0%Prev: 0.9%	96,060 SH	Increased+18,381 SH
WW GRAINGER INC	COM	$275K	0.0%	202 SH	New
XCEL ENERGY INC	COM	$7.6M	1.1%	94,246 SH	New

Sold (vs prior filing)

3M CO — $267K
ABBOTT LABS — $1.8M
ALEXANDRIA REAL ESTATE EQ IN — $3.5M
ASTRAZENECA PLC — $878K
AT&T INC — $225K
BLACKBERRY LTD — $106K
BOSTON SCIENTIFIC CORP — $352K
CHEVRON CORP NEW — $9.4M
CONSTELLATION ENERGY CORP — $252K
COSTCO WHSL CORP NEW — $275K
FREEPORT-MCMORAN INC — $3.6M
GENERAL MLS INC — $26.0M
GRAINGER W W INC — $210K
GRAPHIC PACKAGING HLDG CO — $6.1M
JPMORGAN CHASE & CO. — $11.7M
LIGHT & WONDER INC — $1.7M
LYONDELLBASELL INDUSTRIES N — $3.8M
MONDELEZ INTL INC — $287K
PROCTER AND GAMBLE CO — $8.2M
PUBLIC STORAGE OPER CO — $5.4M
… and 7 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