Institutions / Advocate Group LLC
Advocate Group LLC
CIK 1853401 · Institution · as of Dec 31, 2025
Portfolio value
$618.17M
Positions
123
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 123 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $32.42M | 5.2% |
| Vanguard Index Fds | $26.02M | 4.2% |
| General Mills Inc | $25.11M | 4.1% |
| AbbVie Inc. | $17.41M | 2.8% |
| Johnson & Johnson | $13.76M | 2.2% |
| Verizon Communications Inc | $13.69M | 2.2% |
| Cisco Systems, Inc. | $12.91M | 2.1% |
| International Business Machines Corp | $11.55M | 1.9% |
| Enbridge Inc | $11.37M | 1.8% |
| JPMorgan Chase & Co | $11.17M | 1.8% |
| Chevron Corp | $10.89M | 1.8% |
| Morgan Stanley | $10.88M | 1.8% |
| Apple Inc. | $10.87M | 1.8% |
| Medtronic plc | $10.73M | 1.7% |
| Microsoft Corp | $10.59M | 1.7% |
| Emerson Electric Co | $10.41M | 1.7% |
| Merck & Co., Inc. | $10.40M | 1.7% |
| Evergy, Inc. | $10.25M | 1.7% |
| Schwab Strategic Tr | $10.17M | 1.6% |
| Schwab Charles Corp | $10.08M | 1.6% |
| Cummins Inc | $9.87M | 1.6% |
| Union Pacific Corp | $9.56M | 1.5% |
| Mcdonald'S Corp | $9.12M | 1.5% |
| Vanguard Malvern Fds | $9.07M | 1.5% |
| Bristol Myers Squibb Co | $8.94M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.