ADVOCATE GROUP LLC — 13F Holdings & Portfolio

CIK 1853401 · latest 13F-HR filed 2026-07-17

ADVOCATE GROUP LLC manages $665.1M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEA (5.68%), VV (4.26%), ABBV (2.84%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 12, added to 54, and trimmed 34.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
601 CARLSON PKWY
SUITE 1100
MINNETONKA, MN 55305
Phone
(952) 693-2630
Filing Manager
ADVOCATE GROUP LLC
MINNETONKA, MN
Signatory
Michael Corrigan
Chief Compliance Officer
Loading holdings…
AUM

$665.1M

Long-equity book

Holdings

122

Distinct positions

Period

2026-06-30

Filed 2026-07-17

Q/Q Activity

+8 / −12 / ↑54 / ↓34

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLIED MATLS INC$3.4M +100.0%
  • CISCO SYS INC$3.2M +25.3%
  • VANGUARD TAX-MANAGED FDS$3.1M +9.0%
  • AVALONBAY CMNTYS INC$2.9M +49.2%
  • ABBVIE INC$2.4M +14.8%
Show all 54

Top Trims

  • CHEVRON CORPORATION-$3.3M -22.2%
  • LYONDELLBASELL INDUSTRIES NV-$2.7M -48.4%
  • KROGER CO-$2.1M -23.6%
  • VERIZON COMMUNICATIONS INC-$2.1M -12.0%
  • PIMCO ETF TR-$1.9M -27.7%
Show all 34

New Positions

  • PNC FINL SVCS GROUP INC$2.9M
  • CANADIAN NATL RY CO$2.8M
  • INTEL CORP$311.1K
  • VANGUARD INDEX FDS$303.2K
  • VANGUARD INDEX FDS$287.7K
Show all 8

Exited Positions

  • ALEXANDRIA REAL ESTATE EQ IN$1.3M
  • INVESCO EXCHANGE TRADED FD T$977.6K
  • ISHARES TR$514.3K
  • GLOBAL X FDS$490.4K
  • GLOBAL X FDS$284.6K
Show all 12
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD TAX-MANAGED FDS VEA 921943858 $37.8M 5.68% 529,920 SH
2 VANGUARD INDEX FDS VV 922908637 $28.3M 4.26% 82,307 SH
3 ABBVIE INC ABBV 00287Y109 $18.9M 2.84% 75,067 SH
4 GENERAL MILLS INC GIS 370334104 $18.6M 2.80% 534,524 SH
5 CISCO SYS INC CSCO 17275R102 $15.7M 2.37% 133,940 SH
6 JOHNSON & JOHNSON JNJ 478160104 $15.6M 2.34% 61,412 SH
7 VERIZON COMMUNICATIONS INC VZ 92343V104 $15.0M 2.26% 355,212 SH
8 VANGUARD MALVERN FDS VTIP 922020805 $13.0M 1.95% 258,546 SH
9 CATERPILLAR INC CAT 149123101 $12.5M 1.88% 11,714 SH
10 ENBRIDGE INC ENB 29250N105 $12.3M 1.85% 227,160 SH
11 SCHWAB STRATEGIC TR SCHR 808524854 $11.7M 1.76% 474,914 SH
12 MERCK & CO INC MRK 58933Y105 $11.6M 1.75% 90,572 SH
13 CHEVRON CORPORATION CVX 166764100 $11.5M 1.73% 69,403 SH
14 EVERGY INC EVRG 30034W106 $11.1M 1.66% 127,851 SH
15 EMERSON ELEC CO EMR 291011104 $11.0M 1.65% 76,623 SH
16 APPLE INC AAPL 037833100 $10.9M 1.64% 37,698 SH
17 MORGAN STANLEY MS 617446448 $10.7M 1.61% 51,194 SH
18 INTERNATIONAL BUSINESS MACHS IBM 459200101 $10.2M 1.54% 36,351 SH
19 JPMORGAN CHASE & CO JPM 46625H100 $10.2M 1.54% 31,195 SH
20 CUMMINS INC CMI 231021106 $10.1M 1.52% 14,172 SH
21 VANGUARD INTL EQUITY INDEX F VWO 922042858 $10.1M 1.51% 168,611 SH
22 DUKE ENERGY CORP NEW DUK 26441C204 $9.9M 1.49% 78,306 SH
23 MEDTRONIC PLC MDT G5960L103 $9.9M 1.49% 126,604 SH
24 SOUTHERN CO SO 842587107 $9.7M 1.46% 101,592 SH
25 PROCTER & GAMBLE CO PG 742718109 $9.5M 1.43% 64,837 SH
26 PFIZER INC PFE 717081103 $9.5M 1.43% 394,161 SH
27 CHUBB LIMITED CB H1467J104 $9.4M 1.42% 27,667 SH
28 UNION PAC CORP UNP 907818108 $9.4M 1.41% 34,419 SH
29 BRISTOL-MYERS SQUIBB CO BMY 110122108 $9.2M 1.39% 160,303 SH
30 TARGET CORP TGT 87612E106 $9.1M 1.37% 69,668 SH
31 MICROSOFT CORP MSFT 594918104 $8.9M 1.34% 23,926 SH
32 SCHWAB CHARLES CORP SCHW 808513105 $8.8M 1.33% 95,814 SH
33 VANGUARD INTL EQUITY INDEX F VEU 922042775 $8.8M 1.32% 104,980 SH
34 AVALONBAY CMNTYS INC AVB 053484101 $8.7M 1.31% 46,043 SH
35 HOME DEPOT INC HD 437076102 $8.5M 1.27% 24,012 SH
36 DOMINION ENERGY INC D 25746U109 $8.4M 1.27% 123,422 SH
37 MCDONALDS CORP MCD 580135101 $7.8M 1.18% 28,930 SH
38 TEXAS INSTRS INC TXN 882508104 $7.7M 1.16% 25,978 SH
39 XCEL ENERGY INC XEL 98389B100 $7.6M 1.14% 94,246 SH
40 UNILEVER PLC UL 904767803 $7.6M 1.14% 125,795 SH
41 PUBLIC STORAGE PSA 74460D109 $7.5M 1.13% 23,543 SH
42 NUTRIEN LTD NTR 67077M108 $7.1M 1.07% 112,683 SH
43 UNITED PARCEL SVCS INC UPS 911312106 $7.0M 1.06% 65,490 SH
44 KROGER CO KR 501044101 $6.9M 1.04% 124,452 SH
45 WP CAREY INC WPC 92936U109 $6.9M 1.03% 96,060 SH
46 APPLIED MATLS INC AMAT 038222105 $6.8M 1.02% 9,389 SH
47 BROADCOM INC AVGO 11135F101 $6.7M 1.00% 17,649 SH
48 PROLOGIS INC. PLD 74340W103 $6.2M 0.94% 45,991 SH
49 VANGUARD INDEX FDS VTI 922908769 $5.6M 0.84% 15,029 SH
50 VANGUARD INDEX FDS VO 922908629 $5.5M 0.83% 68,209 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-17 $665.1M 122 0001853401-26-000003
2026-03-31 2026-04-13 $639.4M 126 0001853401-26-000002
2025-12-31 2026-01-20 $618.2M 123 0001853401-26-000001