ADVOCATE GROUP LLC
•CIK: 1853401•Filing: Q4 2025
**ADVOCATE GROUP LLC** manages $618M across a diverse portfolio of 123 positions. The fund exhibits significant exposure to international equities, highlighted by the top holding in VEA at $32.4M. Core domestic allocations include substantial positions in healthcare and financials, notably ABBV ($17.4M), JNJ ($13.8M), and BAC ($13.7M). This concentration suggests a tactical focus on established, large-cap sectors within developed markets.
Total AUM
$618.2M
QoQ Performance
+1.6%
Positions
109
Top 10 Concentration
28.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
VEA5.2%
VV4.2%
GIS4.1%
ABBV2.8%
JNJ2.2%
BAC2.2%
CSCO2.1%
IBM1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.1%
Technology12.6%
Healthcare11.9%
Financial8.3%
Industrial4.7%
Utilities4.5%
Consumer3.8%
Real Estate1.6%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW8 new positions
↑31 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023