Advocate Investing Services LLC

CIK 0002110509 · WOODBINE, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Advocate Investing Services LLC reported 460 positions worth $129.8M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: GSY (10.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$129.8M
2026 Q2
Positions
460
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.1%
Est. Net Flow (Q)
2026 Q2
10 / 460 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GSYINVESCO ACTIVELY MANAGED EXCSH$13.0M10.05%260,150
2TCAFT ROWE PRICE EXCHANGE-TRADEDSH$11.6M8.94%282,278
3XLPSELECT SECTOR SPDR TRSH$5.2M3.99%62,296
4SPHDINVESCO EXCH TRADED FD TR IISH$4.8M3.71%94,662
5XMESPDR SERIES TRUSTSH$3.2M2.49%30,220
6IXCISHARES TRSH$3.1M2.39%63,195
7XLKSELECT SECTOR SPDR TRSH$3.1M2.36%16,050
8VYMVANGUARD WHITEHALL FDSSH$2.9M2.27%18,639
9VIGVANGUARD SPECIALIZED FUNDSSH$2.8M2.17%11,917
10AAPLAPPLE INCSH$2.3M1.75%7,847

The free plan shows the top 10 positions. The remaining 450 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Advocate Investing Services LLC hold as of Q2 2026?

Advocate Investing Services LLC reported 460 positions worth $129.8M in its Q2 2026 13F filing. Largest positions: GSY (10.1%), TCAF (8.9%), XLP (4.0%), SPHD (3.7%) and XME (2.5%).

What did Advocate Investing Services LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Advocate Investing Services LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.