Advocate Group Llc Q2 2026 Portfolio Activity: Key Purchases And Sales

As of June 30, 2026, Advocate Group Llc managed a substantial portfolio valued at approximately $656.2 million.

Net Changes And Portfolio Shifts

The fund manager demonstrated selective buying and selling activities during this quarter:

• Significant purchases were observed in several sectors, including Technology (VO, ACN), Utilities (XEL), Industrials (CNI), Real Estate (UDR), Consumer Defensive (HRL), and Healthcare (PFE).
• Conversely, the manager reduced positions or exited holdings entirely from sectors like Basic Materials (FCX) and others where they decreased allocations.

Notable Purchases This Quarter

The most significant buying activity during Q2 2026 included:

• A substantial increase in Vanguard Index Fund (VO), boosting its portfolio allocation by over 269% and adding $4.9 million to the position.
• Significant growth in Accenture PLC Ireland (ACN) with a nearly nine-fold increase, contributing an additional $0.5 million.
• A considerable expansion of Hormel Foods Corp (HRL), which saw its allocation grow by 18% and add approximately $0.5 million to the portfolio.
• Advocate Group also invested significantly in Vanguard Utilities Fund ETF (XEL) with an over doubling of shares, adding about $0.7 million.
• New positions were initiated or substantially increased for Canadian National Railway Co (CNI), UDR Inc., and Clorox Co DEL (CLX).

Significant Reductions And Exits

In contrast, the manager sold off substantial portions of certain holdings:

• Cisco Systems Inc experienced a significant reduction in its position.
• The fund also decreased its stake considerably in Freeport-McMoRan Inc (FCX).

Overall Portfolio Dynamics

This quarter's actions reflect Advocate Group Llc's dynamic investment strategy, involving both strategic additions and reductions. The portfolio now includes 119 holdings with a top five allocation of just under 18%.

The fund manager appears to be actively managing the portfolio based on quarterly performance data available at Advocate Group Llc and individual stock profiles accessible via InsiderSet.

Data Source And Further Information

All the data presented here originates from filings available on platforms like InsiderSet. For detailed analysis of Advocate Group Llc's portfolio movements, please refer to their institutional profile at Advocate Group Llc and explore individual stock impacts through links provided for each symbol.