Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ADVOCATE GROUP LLC (CIK 1853401) reported $639.4M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($34.6M, 5.42%), VV ($27.2M, 4.25%), GIS ($20.4M, 3.19%), VZ ($17.1M, 2.67%), ABBV ($16.5M, 2.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $34.6M | 5.42% | 540,708 | Added |
| 2 | VV | VANGUARD INDEX FDS | $27.2M | 4.25% | 90,889 | Added |
| 3 | GIS | GENERAL MILLS INC | $20.4M | 3.19% | 547,322 | Added |
| 4 | VZ | VERIZON COMMUNICATIONS INC | $17.1M | 2.67% | 340,554 | Added |
| 5 | ABBV | ABBVIE INC | $16.5M | 2.57% | 75,672 | Trimmed |
| 6 | JNJ | JOHNSON & JOHNSON | $15.8M | 2.48% | 64,825 | Trimmed |
| 7 | CVX | CHEVRON CORPORATION | $14.8M | 2.31% | 71,426 | Trimmed |
| 8 | ENB | ENBRIDGE INC | $12.8M | 2.01% | 236,809 | Trimmed |
| 9 | CSCO | CISCO SYS INC | $12.6M | 1.96% | 161,846 | Trimmed |
| 10 | VTIP | VANGUARD MALVERN FDS | $11.9M | 1.86% | 238,449 | Added |
| 11 | MRK | MERCK & CO INC | $11.7M | 1.83% | 97,350 | Trimmed |
| 12 | EVRG | EVERGY INC | $11.6M | 1.81% | 141,388 | Trimmed |
| 13 | SCHR | SCHWAB STRATEGIC TR | $10.7M | 1.68% | 429,999 | Added |
| 14 | TGT | TARGET CORP | $10.3M | 1.62% | 85,290 | Added |
| 15 | CAT | CATERPILLAR INC | $10.3M | 1.61% | 14,526 | Trimmed |
| 16 | EMR | EMERSON ELEC CO | $10.2M | 1.60% | 78,168 | Trimmed |
| 17 | BMY | BRISTOL-MYERS SQUIBB CO | $10.1M | 1.58% | 166,956 | Added |
| 18 | DUK | DUKE ENERGY CORP NEW | $10.0M | 1.57% | 76,528 | Added |
| 19 | PFE | PFIZER INC | $10.0M | 1.56% | 355,052 | Added |
| 20 | AAPL | APPLE INC | $9.9M | 1.55% | 39,062 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $9.8M | 1.53% | 33,344 | Trimmed |
| 22 | CMI | CUMMINS INC | $9.8M | 1.53% | 18,148 | Trimmed |
| 23 | MDT | MEDTRONIC PLC | $9.7M | 1.51% | 111,662 | Trimmed |
| 24 | MS | MORGAN STANLEY | $9.4M | 1.47% | 57,172 | Trimmed |
| 25 | PG | PROCTER & GAMBLE CO | $9.3M | 1.46% | 64,527 | Added |
Source: SEC Form 13F filings · as of 2026-03-31