Advocate Investing Services LLC
•CIK: 2110509•Filing: Q4 2025
**Advocate Investing Services LLC** manages $112M across a diversified portfolio of 450 positions. The fund exhibits notable concentration in commodity and sector-specific plays, with GSY representing the largest holding at $16.2M. Significant allocations are also directed toward TCAF ($10.9M) and established sector ETFs such as VIG ($3.4M) and XLP ($3.3M). The portfolio maintains exposure across technology and industrials, evidenced by top holdings including AAPL ($2.1M) and MSFT ($2.0M).
Total AUM
$111.6M
QoQ Performance
N/A
Positions
383
Top 10 Concentration
43.8%
Latest Filing
Q4 2025
Top Holdings Allocation
GSY
TCAF
GSY14.5%
TCAF9.7%
VIG3.1%
XLP2.9%
XME2.9%
IXC2.4%
XLK2.1%
SPHD2.1%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other81.0%
Technology7.8%
Consumer3.2%
ETF1.6%
Healthcare1.4%
Consumer Staples1.3%
Industrial1.2%
Financial1.1%