Institutional Investor · CIK 0001853401
ADVOCATE GROUP LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
134
Total Value
$735.87M
Total Shares
7.95M
Latest Filing
Jul 17, 2026
CIK
0001853401
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 529,920 | $37.76M | 0.0119% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 82,307 | $28.31M | 0.0389% | SH | — | View | |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 75,067 | $18.89M | 0.0042% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 75,067 | $18.89M | 0.0042% | SH | — | View |
General Mills, Inc.(GRM.DE) | Consumer Defensive | Packaged Foods | 2026-06-30 | 2026-07-17 | 534,524 | $18.60M | 0.1002% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-17 | 133,940 | $15.73M | 0.0034% | SH | — | View |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 61,412 | $15.60M | 0.0025% | SH | — | View |
Verizon Communications Inc.(BAC.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-17 | 355,212 | $15.04M | 0.0085% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 258,546 | $12.99M | 0.0181% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-17 | 11,714 | $12.47M | 0.0025% | SH | — | View |
Enbridge Inc.(ENB) | Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-17 | 227,160 | $12.31M | 0.0104% | SH | — | View |
Enbridge Inc.(ENB.TO) | Energy | Oil & Gas Midstream | 2026-06-30 | 2026-07-17 | 227,160 | $12.31M | 0.0104% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-17 | 474,914 | $11.71M | 0.0871% | SH | — | View | |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 90,572 | $11.64M | 0.0037% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 69,403 | $11.50M | 0.0035% | SH | — | View |
Evergy, Inc.(EVRG) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-17 | 127,851 | $11.05M | 0.0555% | SH | — | View |
Emerson Electric Co.(EMR) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 76,623 | $10.97M | 0.0137% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-17 | 37,698 | $10.91M | 0.0003% | SH | — | View |
Morgan Stanley(DWD.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-17 | 51,194 | $10.70M | 0.0033% | SH | — | View |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 36,351 | $10.22M | 0.0039% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 36,351 | $10.22M | 0.0039% | SH | — | View | |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-17 | 31,195 | $10.21M | 0.0012% | SH | — | View |
Cummins Inc.(CMI) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-17 | 14,172 | $10.11M | 0.0103% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 168,611 | $10.06M | 0.0060% | SH | — | View | |
| Utilities | Regulated Electric | 2026-06-30 | 2026-07-17 | 78,306 | $9.91M | 0.0100% | SH | — | View | |
Medtronic plc(MDT) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-17 | 126,604 | $9.90M | 0.0099% | SH | — | View |
Medtronic Plc(2M6.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-17 | 126,604 | $9.90M | 0.0099% | SH | — | View |
Southern Company(SOT.DE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-17 | 101,592 | $9.72M | 0.0088% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 64,837 | $9.51M | 0.0027% | SH | — | View | |
Pfizer Inc.(PFE.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 394,161 | $9.49M | 0.0069% | SH | — | View |
Chubb Limited(CB) | Financial Services | Insurance - Property & Casualty | 2026-06-30 | 2026-07-17 | 27,667 | $9.43M | 0.0072% | SH | — | View |
Union Pacific Corporation(UNP.DE) | Industrials | Railroads | 2026-06-30 | 2026-07-17 | 34,419 | $9.36M | 0.0058% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 160,303 | $9.24M | 0.0078% | SH | — | View | |
11880 Solutions AG(TGT.DE) | Industrials | Specialty Business Services | 2026-06-30 | 2026-07-17 | 69,668 | $9.10M | 1.3279% | SH | — | View |
Target Corporation(DYH.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 69,668 | $9.10M | 0.0153% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-17 | 23,926 | $8.92M | 0.0003% | SH | — | View |
| Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-17 | 95,814 | $8.84M | 0.0055% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 104,980 | $8.79M | 0.0092% | SH | — | View | |
| Real Estate | REIT - Residential | 2026-06-30 | 2026-07-17 | 46,043 | $8.69M | 0.0322% | SH | — | View | |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-07-17 | 24,012 | $8.47M | 0.0024% | SH | — | View |
| Utilities | Regulated Electric | 2026-06-30 | 2026-07-17 | 123,422 | $8.43M | 0.0140% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-17 | 28,930 | $7.82M | 0.0041% | SH | — | View |
Texas Instruments Incorporated(TII.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 25,978 | $7.74M | 0.0028% | SH | — | View |
Xcel Energy Inc.(XEL) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-17 | 94,246 | $7.57M | 0.0151% | SH | — | View |
Unilever PLC(UL) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 125,795 | $7.56M | 0.0058% | SH | — | View |
Public Storage(PSA) | Real Estate | REIT - Industrial | 2026-06-30 | 2026-07-17 | 23,543 | $7.49M | 0.0126% | SH | — | View |
Nutrien Ltd.(NTR.TO) | Basic Materials | Agricultural Inputs | 2026-06-30 | 2026-07-17 | 112,683 | $7.09M | 0.0235% | SH | — | View |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-07-17 | 65,490 | $7.04M | 0.0077% | SH | — | View | |
The Kroger Co.(KR) | Consumer Defensive | Grocery Stores | 2026-06-30 | 2026-07-17 | 124,452 | $6.91M | 0.0203% | SH | — | View |
W. P. Carey Inc.(WPC) | Real Estate | REIT - Diversified | 2026-06-30 | 2026-07-17 | 96,060 | $6.87M | 0.0422% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 9,389 | $6.79M | 0.0012% | SH | — | View |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 17,649 | $6.67M | 0.0004% | SH | — | View |
Prologis, Inc.(PLD) | Real Estate | REIT - Industrial | 2026-06-30 | 2026-07-17 | 45,991 | $6.23M | 0.0049% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 15,029 | $5.56M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 68,209 | $5.50M | 0.0025% | SH | — | View | |
Accenture plc(ACN) | Technology | Information Technology Services | 2026-06-30 | 2026-07-17 | 42,002 | $5.23M | 0.0069% | SH | — | View |
| Consumer Defensive | Packaged Foods | 2026-06-30 | 2026-07-17 | 203,974 | $5.06M | 0.0371% | SH | — | View | |
Shell plc(SHEL) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 63,858 | $4.95M | 0.0023% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 48,356 | $4.87M | 0.0297% | SH | — | View | |
UDR, Inc.(UDR) | Real Estate | REIT - Residential | 2026-06-30 | 2026-07-17 | 120,478 | $4.81M | 0.0375% | SH | — | View |
Alphabet Inc.(ABEA.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-17 | 13,453 | $4.81M | 0.0001% | SH | — | View |
NextEra Energy, Inc.(NEE) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-17 | 53,482 | $4.69M | 0.0026% | SH | — | View |
Freeport-McMoRan Inc.(FPMB.DE) | Basic Materials | Copper | 2026-06-30 | 2026-07-17 | 71,765 | $4.51M | 0.0050% | SH | — | View |
BP p.l.c.(BPE5.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 121,997 | $4.51M | 0.0008% | SH | — | View |
BP p.l.c.(BP) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-17 | 121,997 | $4.51M | 0.0047% | SH | — | View |
Mastercard Incorporated(M4I.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-17 | 8,757 | $4.50M | 0.0010% | SH | — | View |
The Clorox Company(CLX) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 46,532 | $4.44M | 0.0385% | SH | — | View |
Rio Tinto Group(RIO) | Basic Materials | Industrial Materials | 2026-06-30 | 2026-07-17 | 45,852 | $4.35M | 0.0028% | SH | — | View |
Kimberly-Clark Corporation(KMY.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 34,249 | $3.76M | 0.0103% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 35,617 | $3.07M | 0.0008% | SH | — | View | |
| Basic Materials | Chemicals - Specialty | 2026-06-30 | 2026-07-17 | 55,517 | $2.92M | 0.0172% | SH | — | View | |
| Financial Services | Banks - Regional | 2026-06-30 | 2026-07-17 | 11,724 | $2.89M | 0.0029% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 13,220 | $2.88M | 0.0011% | SH | — | View | |
iShares Core MSCI Total…(IXUS) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-17 | 30,001 | $2.86M | 0.0049% | SH | — | View |
| Industrials | Railroads | 2026-06-30 | 2026-07-17 | 23,286 | $2.78M | 0.0038% | SH | — | View | |
Adobe Inc.(ADBE.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 13,504 | $2.77M | 0.0034% | SH | — | View |
Salesforce, Inc.(FOO.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-17 | 16,933 | $2.65M | 0.0021% | SH | — | View |
Wells Fargo & Company(NWT.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-17 | 31,581 | $2.61M | 0.0010% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 21,674 | $2.45M | 0.0003% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-17 | 21,674 | $2.45M | 0.0003% | SH | — | View |
NIKE, Inc.(NKE.DE) | Consumer Cyclical | Apparel - Footwear & Accessories | 2026-06-30 | 2026-07-17 | 58,812 | $2.41M | 0.0040% | SH | — | View |
| Basic Materials | Copper | 2026-06-30 | 2026-07-17 | 13,496 | $2.35M | 0.0016% | SH | — | View | |
Deere & Company(DCO.DE) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-17 | 3,601 | $2.28M | 0.0013% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-17 | 7,364 | $2.23M | 0.0012% | SH | — | View | |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-17 | 5,198 | $1.88M | 0.0010% | SH | — | View |
Fastenal Company(FAS.DE) | Industrials | Industrial - Distribution | 2026-06-30 | 2026-07-17 | 36,294 | $1.74M | 0.0063% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-17 | 4,040 | $1.70M | 0.0001% | SH | — | View |
Crown Castle Inc.(CCI) | Real Estate | REIT - Specialty | 2026-06-30 | 2026-07-17 | 20,929 | $1.58M | 0.0048% | SH | — | View |
Steel Dynamics, Inc.(STLD) | Basic Materials | Steel | 2026-06-30 | 2026-07-17 | 5,363 | $1.23M | 0.0037% | SH | — | View |
Abbott Laboratories(ABL.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-17 | 12,458 | $1.13M | 0.0007% | SH | — | View |
Abbott Laboratories(ABT) | Healthcare | Medical - Devices | 2026-06-30 | 2026-07-17 | 12,458 | $1.13M | 0.0007% | SH | — | View |
AstraZeneca PLC(AZN) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-17 | 5,592 | $1.06M | 0.0004% | SH | — | View |
Coca-Cola Company(CCC3.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-17 | 12,024 | $977.22K | 0.0003% | SH | — | View |
Paychex, Inc.(PCX.DE) | Industrials | Staffing & Employment Services | 2026-06-30 | 2026-07-17 | 8,286 | $814.79K | 0.0023% | SH | — | View |
Paychex, Inc.(PAYX) | Industrials | Staffing & Employment Services | 2026-06-30 | 2026-07-17 | 8,286 | $814.79K | 0.0023% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 705 | $813.77K | 0.0001% | SH | — | View | |
Micron Technology, Inc.(MTE.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-17 | 705 | $813.77K | 0.0001% | SH | — | View |
Norfolk Southern Corporation(NFS.DE) | Industrials | Railroads | 2026-06-30 | 2026-07-17 | 2,531 | $796.23K | 0.0011% | SH | — | View |
Colgate-Palmolive Company(CPA.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-17 | 8,322 | $762.96K | 0.0010% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-17 | 3,652 | $752.35K | 0.0032% | SH | — | View |
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