EdgeMarket › What Advocate Group Llc reported owning
What Advocate Group Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
639.4MPositions
126Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VEA Vanguard FTSE Developed Markets ETF | 34.6M | 5.4% | 540.7K | 73.42 | +24.7% |
| VV Vanguard Morningstar Large-Cap ETF | 27.2M | 4.2% | 90.9K | 352.60 | +19.8% |
| GIS GENERAL MILLS INC | 20.4M | 3.2% | 547.3K | 39.97 | -19.5% |
| VZ VERIZON COMMUNICATIONS INC | 17.1M | 2.7% | 340.6K | 49.45 | +9.7% |
| ABBV AbbVie Inc. | 16.5M | 2.6% | 75.7K | 264.96 | +26.7% |
| JNJ JOHNSON & JOHNSON | 15.8M | 2.5% | 64.8K | 270.24 | +51.1% |
| CVX CHEVRON CORP | 14.8M | 2.3% | 71.4K | 205.27 | +34.0% |
| ENB ENBRIDGE INC | 12.8M | 2.0% | 236.8K | 50.46 | +5.1% |
| CSCO CISCO SYSTEMS, INC. | 12.6M | 2.0% | 161.8K | 111.04 | +65.5% |
| VTIP Vanguard Short-Term Inflation-Protected Securi | 11.9M | 1.9% | 238.4K | 49.79 | -1.1% |
| MRK Merck & Co., Inc. | 11.7M | 1.8% | 97.3K | 152.55 | +80.2% |
| EVRG Evergy, Inc. | 11.6M | 1.8% | 141.4K | 80.92 | +11.5% |
| SCHR Schwab Intermediate-Term U.S. Treasury ETF | 10.7M | 1.7% | 430.0K | 24.38 | -2.4% |
| TGT TARGET CORP | 10.3M | 1.6% | 85.3K | 165.44 | +67.6% |
| CAT CATERPILLAR INC | 10.3M | 1.6% | 14.5K | 827.90 | +96.8% |
| EMR EMERSON ELECTRIC CO | 10.2M | 1.6% | 78.2K | 157.26 | +20.1% |
| BMY BRISTOL MYERS SQUIBB CO | 10.1M | 1.6% | 167.0K | 67.01 | +38.9% |
| DUK Duke Energy CORP | 10.0M | 1.6% | 76.5K | 119.85 | -3.7% |
| PFE PFIZER INC | 10.0M | 1.6% | 355.1K | 28.07 | +10.6% |
| AAPL Apple Inc. | 9.9M | 1.6% | 39.1K | 309.35 | +36.9% |
| JPM JPMORGAN CHASE & CO | 9.8M | 1.5% | 33.3K | 351.58 | +20.3% |
| CMI CUMMINS INC | 9.8M | 1.5% | 18.1K | 587.68 | +48.3% |
| MDT Medtronic plc | 9.7M | 1.5% | 111.7K | 93.35 | +0.1% |
| MS MORGAN STANLEY | 9.4M | 1.5% | 57.2K | 214.20 | +48.6% |
| PG PROCTER & GAMBLE Co | 9.3M | 1.5% | 64.5K | 144.68 | -9.3% |
| SCHW SCHWAB CHARLES CORP | 9.2M | 1.4% | 98.3K | 112.30 | +17.6% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 9.2M | 1.4% | 37.9K | 235.68 | -2.8% |
| MCD MCDONALDS CORP | 9.1M | 1.4% | 29.4K | 270.95 | -13.5% |
| VWO Vanguard FTSE Emerging Markets ETF | 9.1M | 1.4% | 168.2K | 60.45 | +17.7% |
| CB Chubb Ltd | 9.1M | 1.4% | 27.8K | 340.99 | +21.9% |
| KR KROGER CO | 9.0M | 1.4% | 125.0K | 57.90 | -19.4% |
| NTR Nutrien Ltd. | 8.9M | 1.4% | 118.6K | 75.27 | +32.0% |
| UNP UNION PACIFIC CORP | 8.5M | 1.3% | 35.2K | 308.05 | +36.5% |
| SO SOUTHERN CO | 8.3M | 1.3% | 85.8K | 88.94 | -6.3% |
| MSFT MICROSOFT CORP | 8.0M | 1.3% | 21.7K | 483.24 | -4.4% |
| D DOMINION ENERGY, INC | 7.6M | 1.2% | 123.6K | 66.60 | +8.3% |
| VEU Vanguard FTSE All World Ex US ETF | 7.6M | 1.2% | 101.0K | 85.69 | +23.3% |
| MINT PIMCO Enhanced Short Maturity Active Exchange- | 6.7M | 1.1% | 67.0K | 100.73 | +0.2% |
| TXN TEXAS INSTRUMENTS INC | 6.6M | 1.0% | 33.9K | 264.36 | +31.7% |
| UPS UNITED PARCEL SERVICE INC | 6.5M | 1.0% | 66.0K | 102.01 | +17.3% |
| HD HOME DEPOT, INC. | 6.4M | 1.0% | 19.6K | 335.61 | -16.5% |
| WPC W. P. Carey Inc. | 6.2M | 1.0% | 91.6K | 71.20 | +6.9% |
| SHEL Shell plc | 6.2M | 1.0% | 66.6K | 93.33 | +29.5% |
| BP BP PLC | 6.2M | 1.0% | 131.1K | 44.76 | +32.1% |
| UL UNILEVER PLC | 6.2M | 1.0% | 108.0K | 64.14 | -10.3% |
| AVGO Broadcom Inc. | 6.0M | 0.9% | 19.3K | 368.45 | +26.5% |
| PSA Public Storage | 5.9M | 0.9% | 21.9K | 322.49 | +12.4% |
| AVB AVALONBAY COMMUNITIES INC | 5.8M | 0.9% | 35.7K | 184.06 | -3.7% |
| VTI Vanguard Morningstar Total Stock Market ETF | 5.8M | 0.9% | 18.1K | 378.24 | +20.5% |
| XEL XCEL ENERGY INC | 5.8M | 0.9% | 72.9K | 76.30 | +4.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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