ADVOCATE GROUP LLC
SEC Form 13F institutional filer · CIK 0001853401
13F-HR · 94 reported holdings · 2026-03-31
Reported long-US-equity value
$0.48B
Top-10 concentration
31.6%
ADVOCATE GROUP LLC — $484M AUM allocation strategy
ADVOCATE GROUP LLC files SEC Form 13F and reports $484M of long US equity value across 94 reported holdings for 2026-03-31.
Its largest sector bet is Health Care 13.2%, followed by Utilities 6.7% and Consumer Staples 6.4%.
The top 10 holdings account for 32% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ADVOCATE GROUP LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$484M
total across 94 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
32% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HRL +74.6K sh · +$1.59M+$VOO +55K sh · +$2.84M+$SCHW +22K sh · −$283K
Biggest trims (shares)
−$UPS −19K sh · −$1.93M−$SO −15.4K sh · −$955K−$ARE −15.1K sh · −$808K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals9.8%—
- Electric Utilities6.7%—
- Investment Banking & Brokerage4.2%—
- Packaged Foods & Meats4.2%—
- Construction Machinery & Heavy Transportation Equipment4.1%—
- Integrated Telecommunication Services3.5%—
- Biotechnology3.4%—
- Integrated Oil & Gas3.0%—
- Other holdings60.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 546K | $20.5M | +22K | 4.2% |
| $GIS | General Mills Inc | 547K | $20.4M | +7.22K | 4.2% |
| $VZ | Verizon Communications Inc | 341K | $17.1M | +4.56K | 3.5% |
| $ABBV | AbbVie Inc | 75.7K | $16.5M | -540 | 3.4% |
| $JNJ | Johnson & Johnson | 64.8K | $15.8M | -1.64K | 3.3% |
| $CVX | Chevron Corporation | 71.4K | $14.8M | -46 | 3.1% |
| $CSCO | Cisco Systems Inc | 162K | $12.6M | -5.79K | 2.6% |
| $MRK | Merck & Company Inc | 97.3K | $11.7M | -1.46K | 2.4% |
| $EVRG | Evergy Inc | 141K | $11.6M | -67 | 2.4% |
…and 85 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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