Advocate Group LLC

13F filer · CIK 0001853401

Reported Jul 17, 2026

Net seller this quarter

13F portfolio value$665MU.S. long equity reported on 13F

Positions1004 new · 9 closed

Net flow last quarter-$9.79MBuys minus sells

Top 10 positions weight21.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 2026100 positions
ABBVAbbVie Inc.	$18.9M	2.84%	0.00%	-0.8%	Q2 2022
GISGeneral Mills Inc	$18.6M	2.80%	0.10%	-2.3%	Q2 2022
CSCOCisco Systems, Inc.	$15.7M	2.37%	0.00%	-17.2%	Q2 2022
JNJJohnson & Johnson	$15.6M	2.34%	0.00%	-5.3%	Q2 2022
VZVerizon Communications Inc	$15M	2.26%	0.01%	+4.3%	Q2 2022
CATCaterpillar Inc	$12.5M	1.88%	0.00%	-19.4%	Q2 2022
ENBEnbridge Inc	$12.3M	1.85%	0.01%	-4.1%	Q2 2022
MRKMerck & Co., Inc.	$11.6M	1.75%	0.00%	-7.0%	Q2 2022
CVXChevron Corp	$11.5M	1.73%	0.00%	-2.8%	Q2 2022
EVRGEvergy, Inc.	$11.1M	1.66%	0.06%	-9.6%	Q2 2022
EMREmerson Electric Co	$11M	1.65%	0.01%	-2.0%	Q2 2022
AAPLApple Inc.	$10.9M	1.64%	0.00%	-3.5%	Q2 2022
MSMorgan Stanley	$10.7M	1.61%	0.00%	-10.5%	Q2 2022
IBMInternational Business Machines Corp	$10.2M	1.54%	0.00%	-4.2%	Q2 2022
JPMJPMorgan Chase & Co	$10.2M	1.54%	0.00%	-6.4%	Q2 2022
CMICummins Inc	$10.1M	1.52%	0.01%	-21.9%	Q2 2022
DUKDuke Energy CORP	$9.91M	1.49%	0.01%	+2.3%	Q2 2022
MDTMedtronic plc	$9.9M	1.49%	0.01%	+13.4%	Q2 2022
SOSouthern Co	$9.72M	1.46%	0.01%	+18.4%	Q2 2022
PGPROCTER & GAMBLE Co	$9.51M	1.43%	0.00%	+0.5%	Q2 2022
PFEPfizer Inc	$9.49M	1.43%	0.01%	+11.0%	Q2 2022
CBChubb Ltd	$9.43M	1.42%	0.01%	-0.5%	Q2 2022
UNPUnion Pacific Corp	$9.36M	1.41%	0.01%	-2.1%	Q2 2022
BMYBristol Myers Squibb Co	$9.24M	1.39%	0.01%	-4.0%	Q2 2022
TGTTarget Corp	$9.1M	1.37%	0.02%	-18.3%	Q2 2022
MSFTMicrosoft Corp	$8.92M	1.34%	0.00%	+10.2%	Q2 2022
SCHWSchwab Charles Corp	$8.84M	1.33%	0.01%	-2.5%	Q2 2022
AVBCAvidia Bancorp, Inc.	$8.69M	1.31%	0.23%	+29.1%	Q4 2022
HDHome Depot, Inc.	$8.47M	1.27%	0.00%	+22.5%	Q2 2022
DDominion Energy, Inc	$8.43M	1.27%	0.01%	-0.2%	Q2 2022
MCDMcdonalds Corp	$7.82M	1.18%	0.00%	-1.7%	Q2 2022
TXNTexas Instruments Inc	$7.74M	1.16%	0.00%	-23.4%	Q2 2022
XELXcel Energy Inc	$7.57M	1.14%	0.02%	+29.3%	Q2 2022
ULUnilever PLC	$7.56M	1.14%	0.01%	+16.5%	Q2 2022
PSAPublic Storage	$7.49M	1.13%	0.01%	+7.6%	Q2 2022
NTRNutrien Ltd.	$7.09M	1.07%	0.02%	-5.0%	Q2 2022
UPSUnited Parcel Service Inc	$7.04M	1.06%	0.01%	-0.8%	Q2 2022
KRKroger Co	$6.91M	1.04%	0.02%	-0.4%	Q1 2025
WPCW. P. Carey Inc.	$6.87M	1.03%	0.04%	+4.8%	Q2 2022
AMATApplied Materials Inc	$6.79M	1.02%	0.00%	-5.5%	Q2 2022
AVGOBroadcom Inc.	$6.67M	1.00%	0.00%	-8.6%	Q2 2022
PLDPrologis, Inc.	$6.23M	0.94%	0.00%	+5.1%	Q2 2022
ACNAccenture plc	$5.23M	0.79%	0.01%	+95.2%	Q4 2025
HRLHormel Foods Corp	$5.06M	0.76%	Not reported	+18.3%	Q2 2022
SHELShell plc	$4.95M	0.74%	0.00%	-4.2%	Q2 2022
UDRUDR, Inc.	$4.81M	0.72%	0.04%	+15.3%	Q1 2026
GOOGLAlphabet Inc.	$4.81M	0.72%	0.00%	Not reported	Q2 2025
NEENextera Energy Inc	$4.69M	0.71%	0.00%	-0.5%	Q3 2023
FCXFreeport-Mcmoran Inc	$4.51M	0.68%	0.01%	-22.1%	Q2 2022
BPBP PLC	$4.51M	0.68%	Not reported	-7.0%	Q2 2022

Q1 2026Reported Apr 13, 2026105 positions
GISGeneral Mills Inc	$20.4M	3.19%	0.10%	+1.3%	Q2 2022
VZVerizon Communications Inc	$17.1M	2.67%	0.01%	+1.4%	Q2 2022
ABBVAbbVie Inc.	$16.5M	2.57%	0.00%	-0.7%	Q2 2022
JNJJohnson & Johnson	$15.8M	2.48%	0.00%	-2.5%	Q2 2022
CVXChevron Corp	$14.8M	2.31%	0.00%	-0.1%	Q2 2022
ENBEnbridge Inc	$12.8M	2.01%	0.01%	-0.4%	Q2 2022
CSCOCisco Systems, Inc.	$12.6M	1.96%	0.00%	-3.5%	Q2 2022
MRKMerck & Co., Inc.	$11.7M	1.83%	0.00%	-1.5%	Q2 2022
EVRGEvergy, Inc.	$11.6M	1.81%	0.06%	-0.1%	Q2 2022
TGTTarget Corp	$10.3M	1.62%	0.02%	+0.4%	Q2 2022
CATCaterpillar Inc	$10.3M	1.61%	0.00%	-5.7%	Q2 2022
EMREmerson Electric Co	$10.2M	1.60%	0.01%	-0.3%	Q2 2022
BMYBristol Myers Squibb Co	$10.1M	1.58%	0.01%	+0.8%	Q2 2022
DUKDuke Energy CORP	$10M	1.57%	0.01%	+1.9%	Q2 2022
PFEPfizer Inc	$9.97M	1.56%	0.01%	+1.9%	Q2 2022
AAPLApple Inc.	$9.91M	1.55%	0.00%	-2.3%	Q2 2022
JPMJPMorgan Chase & Co	$9.81M	1.53%	0.00%	-3.8%	Q2 2022
CMICummins Inc	$9.76M	1.53%	0.01%	-6.2%	Q2 2022
MDTMedtronic plc	$9.68M	1.51%	0.01%	-0.1%	Q2 2022
MSMorgan Stanley	$9.41M	1.47%	0.00%	-6.7%	Q2 2022
PGPROCTER & GAMBLE Co	$9.32M	1.46%	0.00%	+15.0%	Q2 2022
SCHWSchwab Charles Corp	$9.24M	1.44%	0.01%	-2.6%	Q2 2022
IBMInternational Business Machines Corp	$9.19M	1.44%	0.00%	-2.7%	Q2 2022
MCDMcdonalds Corp	$9.14M	1.43%	0.00%	-1.5%	Q2 2022
CBChubb Ltd	$9.06M	1.42%	0.01%	+3.5%	Q2 2022
KRKroger Co	$9.04M	1.41%	0.02%	-1.7%	Q1 2025
NTRNutrien Ltd.	$8.95M	1.40%	0.02%	-3.3%	Q2 2022
UNPUnion Pacific Corp	$8.53M	1.33%	0.01%	-14.9%	Q2 2022
SOSouthern Co	$8.28M	1.30%	0.01%	0.0%	Q2 2022
MSFTMicrosoft Corp	$8.04M	1.26%	0.00%	-0.8%	Q2 2022
DDominion Energy, Inc	$7.64M	1.20%	0.01%	-0.6%	Q2 2022
TXNTexas Instruments Inc	$6.59M	1.03%	0.00%	-0.4%	Q2 2022
UPSUnited Parcel Service Inc	$6.5M	1.02%	0.01%	-22.3%	Q2 2022
HDHome Depot, Inc.	$6.45M	1.01%	0.00%	-0.8%	Q2 2022
WPCW. P. Carey Inc.	$6.23M	0.97%	0.04%	+4.9%	Q2 2022
SHELShell plc	$6.2M	0.97%	0.00%	-0.3%	Q2 2022
BPBP PLC	$6.16M	0.96%	Not reported	-0.8%	Q2 2022
ULUnilever PLC	$6.15M	0.96%	0.01%	+1.7%	Q2 2022
AVGOBroadcom Inc.	$5.98M	0.94%	0.00%	-2.5%	Q2 2022
PSAPublic Storage	$5.92M	0.93%	0.01%	+7.6%	Q2 2022
AVBCAvidia Bancorp, Inc.	$5.82M	0.91%	0.18%	+33.9%	Q4 2022
XELXcel Energy Inc	$5.79M	0.91%	0.01%	+11.8%	Q2 2022
PLDPrologis, Inc.	$5.79M	0.91%	0.00%	+6.1%	Q2 2022
LYBLyondellBasell Industries N.V.	$5.67M	0.89%	0.02%	-0.7%	Q2 2022
FCXFreeport-Mcmoran Inc	$5.41M	0.85%	0.01%	-2.8%	Q2 2022
NEENextera Energy Inc	$4.99M	0.78%	0.00%	-0.9%	Q3 2023
RIORio Tinto PLC	$4.93M	0.77%	0.00%	-3.0%	Q1 2024
KMBKimberly Clark Corp	$4.43M	0.69%	0.01%	-6.4%	Q2 2022
ACNAccenture plc	$4.27M	0.67%	0.00%	+12.3%	Q4 2025
MAMastercard Inc	$4.16M	0.65%	0.00%	+0.7%	Q1 2023

Q4 2025Reported Jan 20, 2026102 positions
GISGeneral Mills Inc	$25.1M	4.06%	0.10%	-0.1%	Q2 2022
ABBVAbbVie Inc.	$17.4M	2.82%	0.00%	-7.3%	Q2 2022
JNJJohnson & Johnson	$13.8M	2.23%	0.00%	-5.2%	Q2 2022
VZVerizon Communications Inc	$13.7M	2.21%	0.01%	0.0%	Q2 2022
CSCOCisco Systems, Inc.	$12.9M	2.09%	0.00%	-11.1%	Q2 2022
IBMInternational Business Machines Corp	$11.6M	1.87%	0.00%	-13.0%	Q2 2022
ENBEnbridge Inc	$11.4M	1.84%	0.01%	-2.6%	Q2 2022
JPMJPMorgan Chase & Co	$11.2M	1.81%	0.00%	-12.1%	Q2 2022
CVXChevron Corp	$10.9M	1.76%	0.00%	+8.2%	Q2 2022
MSMorgan Stanley	$10.9M	1.76%	0.00%	-15.1%	Q2 2022
AAPLApple Inc.	$10.9M	1.76%	0.00%	-2.2%	Q2 2022
MDTMedtronic plc	$10.7M	1.74%	0.01%	-2.2%	Q2 2022
MSFTMicrosoft Corp	$10.6M	1.71%	0.00%	-11.3%	Q2 2022
EMREmerson Electric Co	$10.4M	1.68%	0.01%	-1.1%	Q2 2022
MRKMerck & Co., Inc.	$10.4M	1.68%	0.00%	+1.2%	Q2 2022
EVRGEvergy, Inc.	$10.3M	1.66%	0.06%	-3.4%	Q2 2022
SCHWSchwab Charles Corp	$10.1M	1.63%	0.01%	-12.1%	Q2 2022
CMICummins Inc	$9.87M	1.60%	0.01%	-12.6%	Q2 2022
UNPUnion Pacific Corp	$9.56M	1.55%	0.01%	+13.3%	Q2 2022
MCDMcdonalds Corp	$9.12M	1.48%	0.00%	-6.6%	Q2 2022
BMYBristol Myers Squibb Co	$8.94M	1.45%	0.01%	+5.8%	Q2 2022
CATCaterpillar Inc	$8.83M	1.43%	0.00%	-10.7%	Q2 2022
DUKDuke Energy CORP	$8.8M	1.42%	0.01%	+5.8%	Q2 2022
PFEPfizer Inc	$8.68M	1.40%	0.01%	-0.4%	Q2 2022
UPSUnited Parcel Service Inc	$8.43M	1.36%	0.01%	-3.8%	Q2 2022
CBChubb Ltd	$8.39M	1.36%	0.01%	+11.9%	Q2 2022
TGTTarget Corp	$8.3M	1.34%	0.02%	+11.7%	Q2 2022
PGPROCTER & GAMBLE Co	$8.04M	1.30%	0.00%	+8.0%	Q2 2022
KRKroger Co	$7.94M	1.28%	0.02%	+0.7%	Q1 2025
NTRNutrien Ltd.	$7.57M	1.22%	0.02%	-4.8%	Q2 2022
SOSouthern Co	$7.48M	1.21%	0.01%	-2.3%	Q2 2022
DDominion Energy, Inc	$7.29M	1.18%	0.01%	-5.6%	Q2 2022
ULUnilever PLC	$6.94M	1.12%	0.00%	+2.8%	Q2 2022
AVGOBroadcom Inc.	$6.86M	1.11%	0.00%	-9.9%	Q2 2022
HDHome Depot, Inc.	$6.8M	1.10%	0.00%	-7.1%	Q2 2022
TXNTexas Instruments Inc	$5.91M	0.96%	0.00%	-0.9%	Q2 2022
ADBEAdobe Inc.	$5.68M	0.92%	0.00%	+2.9%	Q1 2023
WPCW. P. Carey Inc.	$5.62M	0.91%	0.04%	+12.0%	Q2 2022
PSAPublic Storage	$5.27M	0.85%	0.01%	+7.4%	Q2 2022
PLDPrologis, Inc.	$5.27M	0.85%	0.00%	+5.3%	Q2 2022
ACNAccenture plc	$5.14M	0.83%	0.00%	New	Q4 2025
GPKGraphic Packaging Holding Co	$5.04M	0.81%	0.11%	+7.9%	Q2 2022
KMBKimberly Clark Corp	$4.95M	0.80%	0.01%	-6.5%	Q2 2022
SHELShell plc	$4.91M	0.79%	0.00%	-1.6%	Q2 2022
AVBCAvidia Bancorp, Inc.	$4.83M	0.78%	0.13%	+19.9%	Q4 2022
XELXcel Energy Inc	$4.81M	0.78%	0.01%	+1943.8%	Q2 2022
FCXFreeport-Mcmoran Inc	$4.81M	0.78%	0.01%	+6.8%	Q2 2022
MAMastercard Inc	$4.72M	0.76%	0.00%	-2.1%	Q1 2023
BPBP PLC	$4.59M	0.74%	Not reported	-4.3%	Q2 2022
SCCOSouthern Copper Corp/	$4.51M	0.73%	0.00%	-15.7%	Q2 2022

Q3 2025Reported Oct 20, 202598 positions
GISGeneral Mills Inc	$27.3M	4.48%	0.10%	+7.8%	Q2 2022
ABBVAbbVie Inc.	$19M	3.13%	0.00%	+1.2%	Q2 2022
VZVerizon Communications Inc	$14.8M	2.43%	0.01%	-0.9%	Q2 2022
JNJJohnson & Johnson	$13M	2.14%	0.00%	+2.4%	Q2 2022
CSCOCisco Systems, Inc.	$12.9M	2.12%	0.00%	-3.3%	Q2 2022
MSFTMicrosoft Corp	$12.8M	2.10%	0.00%	-2.5%	Q2 2022
IBMInternational Business Machines Corp	$12.7M	2.08%	0.00%	-6.0%	Q2 2022
JPMJPMorgan Chase & Co	$12.4M	2.05%	0.00%	-2.6%	Q2 2022
ENBEnbridge Inc	$12.3M	2.03%	0.01%	-0.7%	Q2 2022
MSMorgan Stanley	$11.5M	1.89%	0.00%	-3.8%	Q2 2022
EVRGEvergy, Inc.	$11.1M	1.83%	0.06%	+0.4%	Q2 2022
SCHWSchwab Charles Corp	$11M	1.80%	0.01%	-3.1%	Q2 2022
MDTMedtronic plc	$10.9M	1.79%	0.01%	+1.5%	Q2 2022
AAPLApple Inc.	$10.4M	1.71%	0.00%	-3.3%	Q2 2022
EMREmerson Electric Co	$10.4M	1.71%	0.01%	+0.1%	Q2 2022
CVXChevron Corp	$10.3M	1.69%	0.00%	+0.8%	Q2 2022
MCDMcdonalds Corp	$9.71M	1.60%	0.00%	+1.4%	Q2 2022
CMICummins Inc	$9.35M	1.54%	0.02%	-2.3%	Q2 2022
PFEPfizer Inc	$8.92M	1.47%	0.01%	+1.4%	Q2 2022
DUKDuke Energy CORP	$8.78M	1.44%	0.01%	-1.3%	Q2 2022
HDHome Depot, Inc.	$8.62M	1.42%	0.00%	+0.4%	Q2 2022
UNPUnion Pacific Corp	$8.62M	1.42%	0.01%	+6.8%	Q2 2022
KRKroger Co	$8.51M	1.40%	0.02%	+4.0%	Q1 2025
SOSouthern Co	$8.32M	1.37%	0.01%	-1.7%	Q2 2022
CATCaterpillar Inc	$8.23M	1.35%	0.00%	-1.5%	Q2 2022
MRKMerck & Co., Inc.	$8.19M	1.35%	0.00%	+4.1%	Q2 2022
DDominion Energy, Inc	$8.06M	1.33%	0.02%	-2.6%	Q2 2022
PGPROCTER & GAMBLE Co	$7.99M	1.31%	0.00%	+0.4%	Q2 2022
NTRNutrien Ltd.	$7.56M	1.24%	0.02%	-0.4%	Q2 2022
UPSUnited Parcel Service Inc	$7.38M	1.21%	0.01%	+4.1%	Q2 2022
AVGOBroadcom Inc.	$7.25M	1.19%	0.00%	-6.4%	Q2 2022
BMYBristol Myers Squibb Co	$7.06M	1.16%	0.01%	+1.5%	Q2 2022
ULUnilever PLC	$6.89M	1.13%	0.00%	-1.2%	Q2 2022
TGTTarget Corp	$6.82M	1.12%	0.02%	+8.6%	Q2 2022
CBChubb Ltd	$6.78M	1.11%	0.01%	-0.2%	Q2 2022
KMBKimberly Clark Corp	$6.52M	1.07%	0.02%	-0.7%	Q2 2022
TXNTexas Instruments Inc	$6.32M	1.04%	0.00%	-2.2%	Q2 2022
GPKGraphic Packaging Holding Co	$6.07M	1.00%	0.11%	+6.9%	Q2 2022
ADBEAdobe Inc.	$5.56M	0.91%	0.00%	+8.3%	Q1 2023
PSAPublic Storage	$5.46M	0.90%	0.01%	+2.1%	Q2 2022
WPCW. P. Carey Inc.	$5.27M	0.87%	0.04%	+0.4%	Q2 2022
SHELShell plc	$4.86M	0.80%	0.00%	-1.6%	Q2 2022
MAMastercard Inc	$4.81M	0.79%	0.00%	-3.1%	Q1 2023
BPBP PLC	$4.76M	0.78%	Not reported	-3.8%	Q2 2022
AREAlexandria Real Estate Equities, Inc.	$4.72M	0.78%	0.03%	+16.0%	Q4 2023
PLDPrologis, Inc.	$4.49M	0.74%	0.00%	+0.8%	Q2 2022
SCCOSouthern Copper Corp/	$4.49M	0.74%	0.00%	-3.0%	Q2 2022
AVBCAvidia Bancorp, Inc.	$4.29M	0.71%	0.11%	+2.1%	Q4 2022
NEENextera Energy Inc	$4.25M	0.70%	0.00%	-0.5%	Q3 2023
RIORio Tinto PLC	$3.71M	0.61%	0.00%	+3.1%	Q1 2024

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